Followup CRM vs. Sage Estimating

One of the best things about FollowUp Power is that we can mark things for follow-up several months down the line, which we frequently have a need for since many of our clients are seasonal. For example, we'll get started working with them while they're here in Florida for the winter, then they'll head back north in the spring and not want to hear from us again until they return in the fall. With FollowUp Power, we can then mark them for follow up in the future rather than to have to somehow remember to contact them in the future.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Sage Estimating was initially created for the construction industry and many of its current users use it to estimate buildings, but it has adapted quite well for the oil and gas industry. If the user is willing to invest the time and energy to develop and maintain their database, I can see it working for any industry. It is very easy to adjust and adapt the database as estimating methods and project designs change. As an example, our accounting department sometimes changes the way projects are reporting in our accounting software. Because I can go through our 9000 line item database in a couple of days, I am always ahead of the curve and can report my estimates in the format they require.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• We love the dashboard feature. This is where we spend the majority of our time. The dashboard helps us avoid missing bid dates and deadlines.
• The system is very intuitive and a new user will be up to speed within one hour after they start using the system. There is only one place to enter all data. This allows for ease of use and minimizes data entry mistakes.
• Every task is date stamped to insure proper work flow and holds the team accountable to each other.

• Same format Spreadsheet
• Ability to adjust by percentages
• Ability to separate phases into categories

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• It really needs to have the capability of listing numerous phone #s with a note beside each one ("his cell#", "her work#", "do not call before 9a.m.", etc.).
• It really needs to have the capability of listing numerous e-mail addresses ("hers", "his", "her email address at work", etc.).
• It would be nice to have a separate general information box where we could put comments in that would show every time we bring up the account (such as "her nickname is Bobbi", "their dogs name is Fido, "their son is currently stationed in France", "husband is going through chemotherapy", etc.), which would help us to remember personal details that are important to our clients.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• The program has a fairly antiquated user interface such that someone working in it may not feel like they are working with advanced software.
• Sage Estimating has absolutely no remote access capability outside running it in a Citrix/RDP environment so users have to be using a fat/full client vs. any hopes of access on a mobile device.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

It is a good product and meets all of our needs

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Sage's support of Estimating is adequate though frankly we rarely need it. Outside of more complex operations such as upgrades and installation problems the program itself is so straightforward that we do not usually have any "issues" and questions that are more about usability can easily be answered in online forums. We trust Sage's capability to answer these questions if needed but rarely use it.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

My company had already implemented FollowUp Power CRM for Construction before I arrived. I have used other CRM programs in the past, and FollowUp Power is much more user friendly, and I have already seen a direct increase in my lead to customer conversion ratio as well as increased sales

For our needs and after completing a valued score card SAGE has always exceeded our min. requirements

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• I have seen a lot better tracking on my jobs when it comes to scheduling and staying on top of my jobs.
• The dashboard is part of my daily routine it tells me exactly what I need to follow up on weather it is calling the customer or checking on the customer.
• Payments or what the current status of the job is.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

• Manupulation of existing data is very user friendly thanks to "Database Manager".
• A bit pricey

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info