Followup CRM vs. Viewpoint ProContractor

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

It is appropriate for the size and scale of my company - 150 projects a year that has a lot going on a multiple lines with each project. However there are many features and things that go unused with the software, because of how tinkery it can be. For example - our company needs a positive pay file, however we had to employ an outside service provide to create the file within the system. Same with a Backlog - the system kind of has a report but then again it has to be manipulated in order for it be of use. It gets the job done and has the reports needed to submit for certified payroll to the state, which was why we purchased Viewpoint ProContractor, however its ease of use is one of its biggest downfalls.

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.

• Procontractor is great with direct imports from CAD files.
• It is great with balancing sites or specific areas on site.
• Procontractor has multiple views and reports that help you to view the dirt movement on the site (grid, profile, 3D).

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

• The program is siloed, so connecting to other software or databases is not going to happen.
• When hosted, the program can run slow.
• The program is not going to perform complex accounting tasks with subledgers.
• The program does not do much in terms of HR other than payroll.

Incentivized

I give Viewpoint ProContractor a 10 out of 10. This system is user friendly to help keep me organized on a daily basis. I can find everything I need daily with this system. I am able to look up our subcontactors, vendors and clients I need to find quickly. I am able to see bills that I need to pay as well as invoices that I need to send out.

When something isn't working, you can contact support who will gladly remote into your system and try and work out a solution. Though several of the issues we encountered, they were not able to fix and had to submit for further review. While some were eventually rectified in updates, it takes time for these to be addressed and implemented.

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

Procore beats Viewpoint hands down but can integrate well with Viewpoint Vista accounting software. I think that if the Viewpoint software was more flexible if they were more interested in patches, updates, and hearing customer feedback in the way the Procore does, that they would actually have the opportunity to corner the market.

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

• Overall it allowed us to go electronic for certified payroll allowing us to be more accurate in reporting which was a giant win for the company
• It's viewable pay estimates with dates and records of payment are crucial to a company like ours that relies on a general contractor and the state for payment of EADA quantites
• Negatively training is not the easiest for the company and therefore onboarding new employees with no experience with the software is time consuming and difficult.

Incentivized