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Followup CRM Reviews and Ratings

Rating: 10 out of 10
Score
10 out of 10

Community insights

TrustRadius Insights for Followup CRM are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Business Problems Solved

FollowUp Power CRM for Construction is a versatile platform that effectively manages the entire sales process for contractors. Users have found it to be invaluable in streamlining their sales operations and ensuring that all aspects of the process are followed as intended. With its user-friendly interface, the CRM allows office and sales staff to easily address lead follow-up, maintain contact until the sale is made, and pre-qualify leads, saving them valuable time and energy.

One of the standout features of FollowUp Power CRM is its ability to generate comprehensive reports and transform data into valuable insights. This has been highly appreciated by users who rely on the CRM to track the entire sales process from initial contact to contract, enabling them to effectively manage a large number of proposals. Businesses have reported increased productivity and efficiency as a result of using this CRM, as it helps them keep track of numerous projects and prospects.

Additionally, FollowUp Power CRM has proven its worth across various industries such as real estate and construction. Real estate professionals rely on its robust capabilities to receive, distribute, and nurture prospects through text and email marketing. On the other hand, in the construction industry, the CRM is implemented to track jobs, schedule follow-ups with customers and insurance companies, and monitor ongoing and completed work.

The software has also gained popularity among estimating departments for tracking sales goals while providing management with a comprehensive overview of department performance. Users appreciate that FollowUp Power replaces outdated methods like pen and paper or Outlook calendars with a more efficient and organized way to manage customer information and sales processes.

Sales teams find the tool particularly useful for better coordination and collaboration as it provides access to ongoing actions and activities. Moreover, users have found great value in tracking leads, contacts, and gathering valuable information from the data inputted into the system.

Overall, FollowUp Power CRM has become an indispensable tool for businesses looking to streamline their sales process, increase productivity, and efficiently manage leads and clients. Its versatility across various industries and its ability to generate valuable insights from data make it a reliable choice for businesses in need of an organized and efficient CRM solution.

Reviews

12 Reviews

The Best CRM

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

We use it to receive, distribute and nurture real estate prospects. Additionally, it has text and email marketing capabilities which we use on a daily basis. It interfaces with our paid and organic online advertising. It is an online CRM which can be accessed via mobile app on your smartphone or tablet.

Pros

  • Drip marketing.
  • Texting.

Cons

  • I don't see any flaws at this point.

Likelihood to Recommend

I really like being able to email and text within the same ecosystem. You can create email templates to put prospects in different campaigns. Text notification when prospects engage is critical for sales: since converting to FUB, I feel like I am always on top of my clients, communicating better than I ever have.

RF
Robert Foreman
Designated Broker in Sales at Home & Away Realty (1-10 employees)
Vetted Review
Followup CRM
2 years of experience
View profile

FollowUp Power helps us make sure that no potential client "falls through the cracks"!

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

We use FollowUp Power to manage new leads. It is utilized by myself as the office manager, and by our 3 designers. It is very useful for helping us make sure that none of our potential clients "fall through the cracks".

Pros

  • 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.

Cons

  • 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.

Likelihood to Recommend

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.

BY
Betsy Young
Office Administration in Customer Service at DreamMaker Bath & Kitchen (1-10 employees)
Vetted Review
Followup CRM
3 years of experience
View profile

You need to be using FollowUp Power CRM!

Rating: 10 out of 10

Use Cases and Deployment Scope

Everyone in my organization utilizes FollowUp Power CRM for Construction on a daily basis. It is instrumental in managing leads and clients, and tracking our sales goals. Inputing client information into FollowUp Power and following the process has already increased my number of deals closed each month.

Pros

  • Tracks and manages leads and clients.
  • Sets sales goals and tracks your progress month to month.
  • Organizes client info to help stay on top of meetings and follow ups.

Cons

  • Could use a little work on the search function. I would like to be able to search for a client without leaving the dashboard.

Likelihood to Recommend

FollowUp Power CRM for Construction is perfect for managing sales clients in the construction field. It is very easy to learn how to use. By inputing a little bit of information, you get a large reward from the program in terms of how it tracks sales and sets goals to meet.

VU
Verified User
Account Manager in Sales (1-10 employees)
Vetted Review
Followup CRM
1 year of experience

FollowUp Works

Rating: 8 out of 10
Incentivized

Use Cases and Deployment Scope

We implemented FollowUp Power CRM for Construction to help track our jobs when it comes to scheduling and following up with our customers and the insurance companies and to track on going and completed work.

Pros

  • The dashboard is very helpful on a daily basis for me to stay on top of jobs.
  • The pipeline is a excellent tool for me to see what is exactly going on with my on going and completed jobs.
  • The over all setting up a job in FollowUp Power is very user friendly and easy to keep up with on a daily basis.

Cons

  • None that I can see right now.

Likelihood to Recommend

The instructor was very helpful when he set up FollowUp Power CRM for Construction and he walked me through step by step and after working with it I can see the benefits and how it will help me track my daily activities on my jobs.

TB
Tom Baker
Manager in Professional Services at All Clean of Hot Springs (1-10 employees)
Vetted Review
Followup CRM
3 years of experience

Predict the future

Rating: 10 out of 10

Use Cases and Deployment Scope

FollowUp Power is the only CRM Platform we could find that is specifically designed for the way a contractors sales process flows. We have our entire sales team working within the system to insure all aspects of our sales process happen as it was designed. The platform has every report imaginable and can turn data into information. We love it and can't imagine life before FollowUp Power.

Pros

  • 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.

Cons

  • We are excited to see the new mobile APP. We understand it's currently being developed and expected to be out very soon.

Likelihood to Recommend

Does the system allow you to track bids to multiple contractors?

GW
Gregg Wallick
CEO in Sales at Best Roofing (51-200 employees)
Vetted Review
Followup CRM
7 years of experience
View profile

FollowUp Leads in Lead Follow Up

Rating: 8 out of 10
Incentivized

Use Cases and Deployment Scope

The FollowUp Power CRM for Construction is being used by our office and sales staff. It has addressed our lead follow up and maintaining contact until the sale is made. It has also assisted in pre-qualifying leads, which saves time and energy.

Pros

  • It assists in tracking leads. This is important because you get an accurate view of your sales pipeline and closing ratios.
  • It helps pre-qualify leads, which saves time and money.
  • Makes you consistent with following up on leads, which leads to more sales.
  • Lets you set goals so you can strive to achieve.

Cons

  • Quota bar graphs glitch sometimes.
  • Make data entry section more customizable.

Likelihood to Recommend

FollowUp Power CRM for Construction is well suited for sales that aren't always an immediate decision. It is also suited for construction services.

MK
Mark Kaufman
Owner in Sales at Mark Kaufman Roofing Contractor, Inc. (11-50 employees)
Vetted Review
Followup CRM
1 year of experience

FollowUp Power a must have!!

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

Our sales department uses FollowUp Power CRM for Construction to track our sales process. From contact to contract if you will. I have over 400 proposals on the street; at any given time I produce an additional 60-80 per month consistently. I would never be able to keep track of all that without FollowUp Power!! Does it work? Let see, in the first 270 days of this year, I have sold 273 contracts, with a closing ratio of never less than 60%. Once you use this product, you will wonder how you ever lived without it!!!

Pros

  • Tracks your behaviors
  • Tracks pay time and measures your success in reaching set goals
  • Forces you to become efficient in time management

Cons

  • Needs a mobile APP
  • Needs more milestones for better tracking
  • Ability to open multiple screens at same time

Likelihood to Recommend

I believe this product is suited for any size sales organization. Paired with the appropriate sales training module, the sky is the limit!!

NT
Norman Taylor
Forensic Roof Specialist in Sales at Best Roofing (51-200 employees)
Vetted Review
Followup CRM
10 years of experience

Great Tracking Program

Rating: 7 out of 10
Incentivized

Use Cases and Deployment Scope

FollowUp Power CRM is currently being utilized by our national sales force. The main problem that this program addresses is that all sales people enter the required information and required follow up information and it is easily reviewed by the administrators to determine how each sales person is doing at any given time.

Pros

  • Once data is entered it is easy to view your bid volume versus your closing ratio with a descriptive pie chart.
  • The program requires that a certain amount of follow up information be entered regarding follow visits.
  • The report card feature allows you look at just the dollar amount of quotes versus the dollar amount of captured contracts.

Cons

  • To be perfectly honest the program does everything that I have asked of it therefore I am not sure of any need for improvements at this time.

Likelihood to Recommend

I believe that what we are using the program for it is well suited. We have a multiple locations with sales people at each location. FollowUp Power CRM allows our corporate office to obtain vital sales information as soon as it is entered by each individual salesperson.

1. Does your company have several offices with sales people in each office?

2. How is the sales information accumulated currently?

3.What do you like/dislike about the current way individual sales data is accumulated?

DP
Doug Peek
Project Manager & Estimator in Sales at Progressive Roofing (501-1000 employees)
Vetted Review
Followup CRM
1 year of experience

Sales Lead Tracking Made Simple!

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

We use FollowUp Power CRM to track our Estimating Department on our contracting side of our business. Our estimators use it as their CRM for tacking their sales and management uses it to monitor the entire sales process and performance of the department.

Pros

  • Tracking our leads.
  • Tracking our flow of sales in our pipeline.
  • Tracking our quotas and close ratios.

Cons

  • Allow user customization of fields to better reflect the individual company's needs.

Likelihood to Recommend

FollowUp CRM is best suited for a company that wants a good sales tracking tool but with simplicity of use.

JK
John Kenney
Vice President of Sales and Estimating in Sales at Sutter Roofing Company (201-500 employees)
Vetted Review
Followup CRM
6 years of experience

Working for what we need!

Rating: 7 out of 10
Incentivized

Use Cases and Deployment Scope

We are using FollowUp Power CRM to help us track our incoming jobs; manage and keep them up to date. It is turning into a valuable tool that allows our department heads to have a list of all ongoing jobs in front of them daily and lets them track them from start to finish.

Pros

  • Provides a detailed list of the client's information that is available to you on your dashboard with immediate access.
  • Allows the user to set up a follow up date and time with clients when it's beneficial to the user to do so.
  • Provides a way for managers and corporate to track incoming, on going, and completed sales easily.

Cons

  • For our company, it would beneficial for us to be able to impute draws or amounts we have collected from on going work.

Likelihood to Recommend

FollowUp Power CRM seems to be a good way to track our bids, contract amounts, and final payments. It does not to my knowledge let us track job cost within the jobs, but does allow the user to keep the jobs updated and in front of them daily which should result in a job management.

ES
Eric Sutterfield
Project Manager at All Clean USA (11-50 employees)
Vetted Review