Followup CRM vs. Tungsten Power PDF

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

GREAT for combining documents into a single PDF. Great for working with a PDF. Not so great converting PDF to Word format. Would like to see more effort put into that development. Would like to see more effective testing of updates prior to pushing them out as well. Otherwise it is awesome.

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.

• Typewriter functionality is great, although can take some time to load. This allows you to fill in text wherever applicable without turning the rest of the pdf into editable text.
• Fast load times
• Has autogenerated text feature so anything in the pdf can become editable

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

• I find that quickly editing text within a document or adding a line of text is clunky and can snowball into things popping out of place. I prefer to export text, and then work on it elsewhere.
• Sometimes it seems that text recognition is trying too hard and throws me paper punches as "O"s and wrinkles as shapes, so I have to get rid of those artifacts.
• The "Update Available" popup which is usually not an actual update announcement but rather an offer to sell me something is annoying.

Incentivized

Tungsten Power PDF is easy to use, the staff all like it, and there are no issues with it on any level. It is a more cost-effective solution to our PDF needs than other products currently available on the market. This product works as intended and it fits our business needs perfectly.

Incentivized

It is fast and easy to get the hang of. It really didn't take a lot of effort to learn how to use this program and I appreciated that it was pretty "plug and play" and there wasn't a long learning curve.

Incentivized

Other that a PDF partially disappearing if left up for a long period of time - no issues. (If you close it and reopen it, it is all there. We have some PDFs that are 400-600 pages long.)

Incentivized

Pages nearly always load at the expected rapid speed. Some documents that print quickly from Adobe Reader print much more slowly from Power PDF. I have never generated a report - that's a feature I didn't know existed until now and do not know what it's for

Incentivized

I have used it for 15 years and have only needed support once: a simple update that allowed me to use the software as intended. The support team was attentive and responsive, and I was on my way very quickly.

Incentivized

I got an overview of the product from my predecessor who was about to retire from the job I now hold. He did not go into very many of the features and probably only knew about the ones he used most frequently.

Incentivized

We watched the training videos and tested out the features and functionality side by side. Some features are not used on a regular basis is it is convenient to go back and review training on that particular functionality when needed.

Incentivized

Easy and quick, with no problems or support needed. Worked as intended right out of the box. E-signing was the only area that implementation was dificult and required support

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

There is nothing to compare it to. Tungsten Power PDF is by far an easier and more efficient option. The one advantage of CutePDF is the functionality of overlay and underlay with headers and footers. The other functions in Tungsten Power PDF are much easier to use. Pricing is also an attractive option.

Incentivized

Not really familiar since I'm the only person who uses it. But in the past it has been my understanding that Power PDF was offered only on a single-license basis, so it's been expensive for me to use it at home and at work because I had to pay for it on my own. In my current position management supports it so I at least only have to pay for it once.

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

• Although it was expensive to get the program (just under $200), I found that it was nice that there was only that one time charge. If there were updating or annual fees, I think that would be a deal breaker. Thankfully there isn't, though!

Incentivized