Followup CRM vs. Trimble ProjectSight

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

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

• 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.

• 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

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