What users are saying about
23 Ratings
23 Ratings
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Score 9.4 out of 100
65 Ratings
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Score 4.6 out of 100

Feature Set Ratings

    Sales Force Automation

    9.3

    FollowUp CRM

    93%

    Viewpoint Spectrum

    Feature Set Not Supported
    N/A
    Followup CRM ranks higher in 9/9 features

    Customer data management / contact management

    9.8
    98%
    17 Ratings
    N/A
    0 Ratings

    Workflow management

    9.4
    94%
    15 Ratings
    N/A
    0 Ratings

    Territory management

    9.3
    93%
    12 Ratings
    N/A
    0 Ratings

    Opportunity management

    9.5
    95%
    14 Ratings
    N/A
    0 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    9.0
    90%
    13 Ratings
    N/A
    0 Ratings

    Contract management

    9.6
    96%
    15 Ratings
    N/A
    0 Ratings

    Quote & order management

    9.0
    90%
    11 Ratings
    N/A
    0 Ratings

    Interaction tracking

    9.0
    90%
    14 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    9.0
    90%
    12 Ratings
    N/A
    0 Ratings

    Customer Service & Support

    9.3

    FollowUp CRM

    93%

    Viewpoint Spectrum

    Feature Set Not Supported
    N/A
    Followup CRM ranks higher in 3/3 features

    Case management

    9.4
    94%
    13 Ratings
    N/A
    0 Ratings

    Call center management

    8.6
    86%
    10 Ratings
    N/A
    0 Ratings

    Help desk management

    9.8
    98%
    11 Ratings
    N/A
    0 Ratings

    Marketing Automation

    9.2

    FollowUp CRM

    92%

    Viewpoint Spectrum

    Feature Set Not Supported
    N/A
    Followup CRM ranks higher in 2/2 features

    Lead management

    9.0
    90%
    13 Ratings
    N/A
    0 Ratings

    Email marketing

    9.4
    94%
    10 Ratings
    N/A
    0 Ratings

    CRM Project Management

    9.0

    FollowUp CRM

    90%

    Viewpoint Spectrum

    Feature Set Not Supported
    N/A
    Followup CRM ranks higher in 3/3 features

    Task management

    9.4
    94%
    15 Ratings
    N/A
    0 Ratings

    Billing and invoicing management

    8.3
    83%
    7 Ratings
    N/A
    0 Ratings

    Reporting

    9.4
    94%
    14 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    9.4

    FollowUp CRM

    94%

    Viewpoint Spectrum

    Feature Set Not Supported
    N/A
    Followup CRM ranks higher in 3/3 features

    Forecasting

    9.5
    95%
    10 Ratings
    N/A
    0 Ratings

    Pipeline visualization

    9.2
    92%
    14 Ratings
    N/A
    0 Ratings

    Customizable reports

    9.4
    94%
    14 Ratings
    N/A
    0 Ratings

    Customization

    8.9

    FollowUp CRM

    89%

    Viewpoint Spectrum

    Feature Set Not Supported
    N/A
    Followup CRM ranks higher in 4/4 features

    Custom fields

    9.3
    93%
    11 Ratings
    N/A
    0 Ratings

    Custom objects

    8.5
    85%
    8 Ratings
    N/A
    0 Ratings

    Scripting environment

    9.0
    90%
    9 Ratings
    N/A
    0 Ratings

    API for custom integration

    8.8
    88%
    8 Ratings
    N/A
    0 Ratings

    Security

    9.3

    FollowUp CRM

    93%

    Viewpoint Spectrum

    Feature Set Not Supported
    N/A
    Followup CRM ranks higher in 2/2 features

    Single sign-on capability

    9.4
    94%
    13 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    9.2
    92%
    12 Ratings
    N/A
    0 Ratings

    Social CRM

    8.6

    FollowUp CRM

    86%

    Viewpoint Spectrum

    Feature Set Not Supported
    N/A
    Followup CRM ranks higher in 2/2 features

    Social data

    9.0
    90%
    7 Ratings
    N/A
    0 Ratings

    Social engagement

    8.3
    83%
    6 Ratings
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    8.1

    FollowUp CRM

    81%

    Viewpoint Spectrum

    Feature Set Not Supported
    N/A
    Followup CRM ranks higher in 2/2 features

    Marketing automation

    8.4
    84%
    8 Ratings
    N/A
    0 Ratings

    Compensation management

    7.8
    78%
    7 Ratings
    N/A
    0 Ratings

    Platform

    6.8

    FollowUp CRM

    68%

    Viewpoint Spectrum

    Feature Set Not Supported
    N/A
    Followup CRM ranks higher in 1/1 features

    Mobile access

    6.8
    68%
    8 Ratings
    N/A
    0 Ratings

    Payroll Management

    FollowUp CRM

    Feature Set Not Supported
    N/A
    1.0

    Viewpoint Spectrum

    10%
    Viewpoint Spectrum ranks higher in 4/4 features

    Pay calculation

    N/A
    0 Ratings
    1.0
    10%
    1 Rating

    Direct deposit files

    N/A
    0 Ratings
    1.0
    10%
    1 Rating

    Salary revision and increment management

    N/A
    0 Ratings
    1.0
    10%
    1 Rating

    Reimbursement management

    N/A
    0 Ratings
    1.0
    10%
    1 Rating

    Reporting & Analytics

    FollowUp CRM

    Feature Set Not Supported
    N/A
    1.0

    Viewpoint Spectrum

    10%
    Viewpoint Spectrum ranks higher in 3/3 features

    Dashboards

    N/A
    0 Ratings
    1.0
    10%
    1 Rating

    Standard reports

    N/A
    0 Ratings
    1.0
    10%
    1 Rating

    Custom reports

    N/A
    0 Ratings
    1.0
    10%
    1 Rating

    Attribute Ratings

    • Followup CRM is rated higher in 2 areas: Likelihood to Recommend, Support Rating

    Likelihood to Recommend

    9.4

    FollowUp CRM

    94%
    17 Ratings
    1.7

    Viewpoint Spectrum

    17%
    41 Ratings

    Likelihood to Renew

    FollowUp CRM

    N/A
    0 Ratings
    10.0

    Viewpoint Spectrum

    100%
    1 Rating

    Usability

    9.4

    FollowUp CRM

    94%
    5 Ratings

    Viewpoint Spectrum

    N/A
    0 Ratings

    Support Rating

    7.4

    FollowUp CRM

    74%
    5 Ratings
    1.1

    Viewpoint Spectrum

    11%
    49 Ratings

    Ease of integration

    FollowUp CRM

    N/A
    0 Ratings
    6.6

    Viewpoint Spectrum

    66%
    40 Ratings

    Likelihood to Recommend

    FollowUp Power

    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.
    Read full review

    Viewpoint, a Trimble company

    Viewpoint Spectrum is well suited for accounting, job costing, project management, service department. It is less appropriate for estimating, payroll on-boarding, time collection in the field for construction jobs and document imaging for the entire company. The scenarios where Viewpoint Spectrum is not appropriate for what we are trying to accomplish, we outsource and import into our Viewpoint Spectrum software
    Read full review

    Pros

    FollowUp Power

    • 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.
    Read full review

    Viewpoint, a Trimble company

    • Great software for analyzing data and trends while still being pretty easy to use.
    • The ability to create a custom info link reports enable you to create virtually any report using the data you have in Spectrum that will auto-refresh with just one click of a button.
    • They have a fantastic support network and I the few times I have had to contact support, I was directed to someone very knowledgeable that was able to find a solution.
    Read full review

    Cons

    FollowUp Power

    • 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.
    Read full review

    Viewpoint, a Trimble company

    • It's sometimes hard to control the document imaging window. It doesn't stop when you release the cursor. Have to go to top of screen and click in one of the bars to lock it in place.
    • In AP invoice entry, you have to slow down when entering job and phase number. Doesn't keep up with the speed of the person entering.
    Read full review

    Pricing Details

    FollowUp CRM

    Starting Price

    Editions & Modules

    FollowUp CRM editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Viewpoint Spectrum

      Starting Price

      Editions & Modules

      Viewpoint Spectrum editions and modules pricing
      EditionModules

      Footnotes

        Offerings

        Free Trial
        Free/Freemium Version
        Premium Consulting/Integration Services

        Entry-level set up fee?

        No setup fee

        Additional Details

        Usability

        FollowUp Power

        Followup CRM is best in all aspects. Followup CRM is a fantastic software for all types of organisations. It includes best features like project management, dashboards, quota management etc. This software is well integrated with other useful marketing and accounting applications. Followup CRM is a an awesome cloud based product. The dashboard feature of Followup CRM is fantastic.Followup CRM is intuitive , well customized and user familiar product even for the beginners. All these are the basic and primary reasons that i give it such good rating as compare to other similar products available in the market.
        Read full review

        Viewpoint, a Trimble company

        No answers on this topic

        Support Rating

        FollowUp Power

        I rarely contacted the support for Followup CRM but my employees tried to contact the support and they resolved the issue. So i can not provide enough detail about the support of Followup CRM
        Read full review

        Viewpoint, a Trimble company

        Support has not been great since merging with Viewpoint. I've sent several letters up the chain about this. It has made me want to leave the software altogether on more than one occasion. I spend a lot of time on hold, and on numerous occasions now we've sat around for days waiting for a response only to be told the person on the phone never actually made a ticket for that, or that the online system didn't alert them of our case. We used to be able to call and get someone immediately and have the problem solved by a knowledgeable person. Now it's hit or miss and you could be on hold forever. The online training academy is nice but it's still not in-depth enough for me to not have to sit and babysit someone through a training period.
        Read full review

        Alternatives Considered

        FollowUp Power

        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
        Read full review

        Viewpoint, a Trimble company

        I have previously used Sage Masterbuilder, another construction industry software. This has been a number of years ago. The company I am working for already had Spectrum and have been using it for as long as it has been around when it was known as Forefront. Based on conversations I've had with the personnel that were here at the time of purchase, Spectrum clicked off all the boxes they were looking for.
        Read full review

        Return on Investment

        FollowUp Power

        • 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.
        Read full review

        Viewpoint, a Trimble company

        • [In my opinion,] it takes at LEAST twice as long to do our jobs now.
        • [I feel like] we are paranoid about something not being printed correctly because of [what I believe are] buggy text fields.
        • [In my experience,] we still have to refer to a physical file cabinet with paper, even though a main point of switching was to go paperless.
        • [In our experience,] screens can now be "locked", so we can't see something if our coworker is also looking at it.
        • [I believe that] the financial hit our company took from this switch was astronomical. [In my opinion:] Beware!
        Read full review

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