What users are saying about
18 Ratings
18 Ratings
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Score 9.5 out of 100
63 Ratings
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Score 5.9 out of 100

Likelihood to Recommend

FollowUp CRM

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.
Betsy Young | TrustRadius Reviewer

Viewpoint Spectrum

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
Paula (Queenbee) | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

FollowUp CRM
9.1
Viewpoint Spectrum
Customer data management / contact management
FollowUp CRM
10.0
Viewpoint Spectrum
Workflow management
FollowUp CRM
10.0
Viewpoint Spectrum
Territory management
FollowUp CRM
6.1
Viewpoint Spectrum
Opportunity management
FollowUp CRM
10.0
Viewpoint Spectrum
Integration with email client (e.g., Outlook or Gmail)
FollowUp CRM
10.0
Viewpoint Spectrum
Contract management
FollowUp CRM
10.0
Viewpoint Spectrum
Quote & order management
FollowUp CRM
8.9
Viewpoint Spectrum
Interaction tracking
FollowUp CRM
10.0
Viewpoint Spectrum
Channel / partner relationship management
FollowUp CRM
7.2
Viewpoint Spectrum

Customer Service & Support

FollowUp CRM
10.0
Viewpoint Spectrum
Case management
FollowUp CRM
10.0
Viewpoint Spectrum
Call center management
FollowUp CRM
10.0
Viewpoint Spectrum
Help desk management
FollowUp CRM
10.0
Viewpoint Spectrum

Marketing Automation

FollowUp CRM
10.0
Viewpoint Spectrum
Lead management
FollowUp CRM
10.0
Viewpoint Spectrum
Email marketing
FollowUp CRM
10.0
Viewpoint Spectrum

CRM Project Management

FollowUp CRM
9.5
Viewpoint Spectrum
Task management
FollowUp CRM
10.0
Viewpoint Spectrum
Billing and invoicing management
FollowUp CRM
8.4
Viewpoint Spectrum
Reporting
FollowUp CRM
10.0
Viewpoint Spectrum

CRM Reporting & Analytics

FollowUp CRM
9.7
Viewpoint Spectrum
Forecasting
FollowUp CRM
9.0
Viewpoint Spectrum
Pipeline visualization
FollowUp CRM
10.0
Viewpoint Spectrum
Customizable reports
FollowUp CRM
10.0
Viewpoint Spectrum

Customization

FollowUp CRM
9.8
Viewpoint Spectrum
Custom fields
FollowUp CRM
10.0
Viewpoint Spectrum
Custom objects
FollowUp CRM
9.0
Viewpoint Spectrum
Scripting environment
FollowUp CRM
10.0
Viewpoint Spectrum
API for custom integration
FollowUp CRM
10.0
Viewpoint Spectrum

Security

FollowUp CRM
10.0
Viewpoint Spectrum
Single sign-on capability
FollowUp CRM
10.0
Viewpoint Spectrum
Role-based user permissions
FollowUp CRM
10.0
Viewpoint Spectrum

Social CRM

FollowUp CRM
10.0
Viewpoint Spectrum
Social data
FollowUp CRM
10.0
Viewpoint Spectrum
Social engagement
FollowUp CRM
10.0
Viewpoint Spectrum

Integrations with 3rd-party Software

FollowUp CRM
7.7
Viewpoint Spectrum
Marketing automation
FollowUp CRM
10.0
Viewpoint Spectrum
Compensation management
FollowUp CRM
5.5
Viewpoint Spectrum

Platform

FollowUp CRM
10.0
Viewpoint Spectrum
Mobile access
FollowUp CRM
10.0
Viewpoint Spectrum

Human Resource Management

FollowUp CRM
Viewpoint Spectrum
1.0
Workflow for transfers, promotions, pay raises, etc.
FollowUp CRM
Viewpoint Spectrum
1.0
Organizational charting
FollowUp CRM
Viewpoint Spectrum
1.0

Payroll Management

FollowUp CRM
Viewpoint Spectrum
1.0
Pay calculation
FollowUp CRM
Viewpoint Spectrum
1.0
Direct deposit files
FollowUp CRM
Viewpoint Spectrum
1.0
Salary revision and increment management
FollowUp CRM
Viewpoint Spectrum
1.0
Reimbursement management
FollowUp CRM
Viewpoint Spectrum
1.0

Asset Management

FollowUp CRM
Viewpoint Spectrum
2.0
Tracking of all physical assets
FollowUp CRM
Viewpoint Spectrum
2.0

Reporting & Analytics

FollowUp CRM
Viewpoint Spectrum
1.0
Dashboards
FollowUp CRM
Viewpoint Spectrum
1.0
Standard reports
FollowUp CRM
Viewpoint Spectrum
1.0
Custom reports
FollowUp CRM
Viewpoint Spectrum
1.0
Data exportability
FollowUp CRM
Viewpoint Spectrum
1.0

Construction Project & Field Management

FollowUp CRM
Viewpoint Spectrum
3.3
Plan distribution & viewing
FollowUp CRM
Viewpoint Spectrum
2.7
Plan markups & sharing
FollowUp CRM
Viewpoint Spectrum
2.9
Issue tracking & punchlists
FollowUp CRM
Viewpoint Spectrum
3.1
Photo documentation
FollowUp CRM
Viewpoint Spectrum
4.5
Jobsite reports
FollowUp CRM
Viewpoint Spectrum
5.0
Document sharing
FollowUp CRM
Viewpoint Spectrum
5.1
RFI tools
FollowUp CRM
Viewpoint Spectrum
3.4
Collaboration & approvals
FollowUp CRM
Viewpoint Spectrum
3.9
As-built drawings
FollowUp CRM
Viewpoint Spectrum
1.9
Mobile app
FollowUp CRM
Viewpoint Spectrum
5.7
Submittal design and management
FollowUp CRM
Viewpoint Spectrum
2.5
Specifications
FollowUp CRM
Viewpoint Spectrum
1.0
Change orders
FollowUp CRM
Viewpoint Spectrum
1.0

Estimating

FollowUp CRM
Viewpoint Spectrum
2.8
Takeoff tools
FollowUp CRM
Viewpoint Spectrum
1.0
Job costing
FollowUp CRM
Viewpoint Spectrum
5.7
Cost databases
FollowUp CRM
Viewpoint Spectrum
3.6
Cost calculator
FollowUp CRM
Viewpoint Spectrum
2.7
Bid creation
FollowUp CRM
Viewpoint Spectrum
1.1

Pros

FollowUp CRM

  • 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.
Gregg Wallick | TrustRadius Reviewer

Viewpoint Spectrum

  • 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.
Marjie Maguire | TrustRadius Reviewer

Cons

FollowUp CRM

  • 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.
Betsy Young | TrustRadius Reviewer

Viewpoint Spectrum

  • 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.
Anonymous | TrustRadius Reviewer

Support Rating

FollowUp CRM

No score
No answers yet
No answers on this topic

Viewpoint Spectrum

Viewpoint Spectrum 3.7
Based on 49 answers
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.
Margaret Reams | TrustRadius Reviewer

Alternatives Considered

FollowUp CRM

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
Anonymous | TrustRadius Reviewer

Viewpoint Spectrum

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.
Anonymous | TrustRadius Reviewer

Return on Investment

FollowUp CRM

  • 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.
Tom Baker | TrustRadius Reviewer

Viewpoint Spectrum

  • [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!
Anonymous | TrustRadius Reviewer

Pricing Details

FollowUp CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Viewpoint Spectrum

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

FollowUp CRM
10.0
Viewpoint Spectrum
6.3

Likelihood to Renew

FollowUp CRM
Viewpoint Spectrum
10.0

Support Rating

FollowUp CRM
Viewpoint Spectrum
3.7

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