What users are saying about
18 Ratings
2 Ratings
18 Ratings
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Score 9.5 out of 100
2 Ratings
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Score 7.3 out of 100

Likelihood to Recommend

FollowUp CRM

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.
Betsy Young | TrustRadius Reviewer

Teamleader

It is great for making proposals, sending invoices and for keeping time. It is also a great CRM tool. I love the business card scanner in the app.
Suzanne Glorie | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

FollowUp CRM
9.1
Teamleader
9.0
Customer data management / contact management
FollowUp CRM
10.0
Teamleader
10.0
Workflow management
FollowUp CRM
10.0
Teamleader
Territory management
FollowUp CRM
6.1
Teamleader
Opportunity management
FollowUp CRM
10.0
Teamleader
Integration with email client (e.g., Outlook or Gmail)
FollowUp CRM
10.0
Teamleader
10.0
Contract management
FollowUp CRM
10.0
Teamleader
Quote & order management
FollowUp CRM
8.9
Teamleader
10.0
Interaction tracking
FollowUp CRM
10.0
Teamleader
6.0
Channel / partner relationship management
FollowUp CRM
7.2
Teamleader

Customer Service & Support

FollowUp CRM
10.0
Teamleader
Case management
FollowUp CRM
10.0
Teamleader
Call center management
FollowUp CRM
10.0
Teamleader
Help desk management
FollowUp CRM
10.0
Teamleader

Marketing Automation

FollowUp CRM
10.0
Teamleader
Lead management
FollowUp CRM
10.0
Teamleader
Email marketing
FollowUp CRM
10.0
Teamleader

CRM Project Management

FollowUp CRM
9.5
Teamleader
8.0
Task management
FollowUp CRM
10.0
Teamleader
7.0
Billing and invoicing management
FollowUp CRM
8.4
Teamleader
9.0
Reporting
FollowUp CRM
10.0
Teamleader
8.0

CRM Reporting & Analytics

FollowUp CRM
9.7
Teamleader
Forecasting
FollowUp CRM
9.0
Teamleader
Pipeline visualization
FollowUp CRM
10.0
Teamleader
Customizable reports
FollowUp CRM
10.0
Teamleader

Customization

FollowUp CRM
9.8
Teamleader
Custom fields
FollowUp CRM
10.0
Teamleader
Custom objects
FollowUp CRM
9.0
Teamleader
Scripting environment
FollowUp CRM
10.0
Teamleader
API for custom integration
FollowUp CRM
10.0
Teamleader

Security

FollowUp CRM
10.0
Teamleader
9.0
Single sign-on capability
FollowUp CRM
10.0
Teamleader
9.0
Role-based user permissions
FollowUp CRM
10.0
Teamleader

Social CRM

FollowUp CRM
10.0
Teamleader
Social data
FollowUp CRM
10.0
Teamleader
Social engagement
FollowUp CRM
10.0
Teamleader

Integrations with 3rd-party Software

FollowUp CRM
7.7
Teamleader
Marketing automation
FollowUp CRM
10.0
Teamleader
Compensation management
FollowUp CRM
5.5
Teamleader

Platform

FollowUp CRM
10.0
Teamleader
9.0
Mobile access
FollowUp CRM
10.0
Teamleader
9.0

Pros

FollowUp CRM

  • 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.
Gregg Wallick | TrustRadius Reviewer

Teamleader

  • Make proposals: It is very easy to create, send, monitor and manage proposals. Once a proposal is accepted you create an invoice with one mouseclick.
  • Integrations: It is very easy to integrate Teamleader with all kinds of solutions like Gmail for storing mails in your projects or in a customer record, Google Calendar for synching appointments, and Mailchimp for managing opt-ins for mailings. These are just a few but there are many more integrations that truly make your life easier.
  • Invoicing: Easy to use invoicing solution. When you create projects it is easy to invoice upon set milestones. You can create product lists and subscriptions so recurring invoicing takes just a second.
  • Mobile app: I always have TeamLeader with me on my phone. I can manage my calendar, register my time, find my contacts and check deals and invoices while I am on the road.
Suzanne Glorie | TrustRadius Reviewer

Cons

FollowUp CRM

  • 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.
Betsy Young | TrustRadius Reviewer

Teamleader

  • Synching contacts between iPhone and Teamleader could be easier.
  • Integration with Aweber would be great.
Suzanne Glorie | TrustRadius Reviewer

Alternatives Considered

FollowUp CRM

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
Anonymous | TrustRadius Reviewer

Teamleader

Act-On I used for a client. It is more a marketing automation tool than a CRM solution and it is also more suited for bigger organizations.
Suzanne Glorie | TrustRadius Reviewer

Return on Investment

FollowUp CRM

  • 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.
Tom Baker | TrustRadius Reviewer

Teamleader

  • Positive: invoices are easy to pay thanks to the direct link, invoices are mostly paid timely
  • Positive: it is easy to monitor deals and proposals. When followed up timely, more opportunities become deals.
Suzanne Glorie | TrustRadius Reviewer

Screenshots

Pricing Details

FollowUp CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

FollowUp CRM Editions & Modules

Additional Pricing Details

Teamleader

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Required
$29.00

Teamleader Editions & Modules

Edition
Projects$59.001
Project Management$59.001
Support tickets$59.001
  1. 2 users/month
Additional Pricing Details
extra user is + $12.00/user/month

Rating Summary

Likelihood to Recommend

FollowUp CRM
10.0
Teamleader
10.0

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