Followup CRM vs. Trimble ProjectSight

Being from healthcare sector we have been using Followup CRM. It automatically sends all the notification and reminders. Also, helps with the follow-ups so that no prospect or leads can be missed. This is incredible tool one should definitely use. This tool allows us to track our progress and identify areas for improvement.

Incentivized

I would probably recommend Trimble ProjectSight (Prolog) over Procore, as it is an easier user interface and typically avoids any problems with the users. I would say that it does take some getting used to, but once you are used to it it is pretty easy to use. This would be good for a residential home in construction.

Incentivized

• It allows us to put notes/comments in as they occur so that there is a complete "log" of information for each project.
• It reminds us of who we should be contacting each day.
• It gives us a daily overall picture of how many leads we are currently managing.

Incentivized

• Change orders: great way to send and document official communications to subs and clients.
• Drawings: always good to have drawings and info readily available.

Incentivized

• 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

• speed. Some items take a bit long to bring up.
• more direct use for individual specifications

Incentivized

Because as overall product I consider that ir provides a lot of value, not only for the company as well as for the employees. Having your daily tasks organized and know that information is available for anyone that might want to help you achieving your goals is a must, and FollowupCRM provides that

Incentivized

Incredible tool!!

Incentivized

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

I have only used Procore otherwise, and from what I remember Procore does not have as many features in terms of keeping track of CD documents, and organizing RFI's like Trimble does. I think overall Trimble ProjectSight (Prolog) is a better product, and if it was up to me I would pick Trimble ProjectSight (Prolog) over Procore.

Incentivized

• 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

• Positive: kept jobs running smoothly, awesome tool to track and oversee projects
• Negative: not much really, good tool, just very in-depth with information that is needed to fill in documentation

Incentivized