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FollowUp CRM

FollowUp CRM

Overview

What is FollowUp CRM?

FollowUp Power CRM for Construction is a CRM system for the construction industry. Features include lead tracking, sales pipeline analysis, closing ratios, quota management, project management, and dashboards. It can integrate with other marketing and accounting products.

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Learn from top reviewers

The Best CRM

Rating: 10 out of 10
December 10, 2018
IncentivizedVetted ReviewVerified User
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 wit...
Continue reading
Robert Foreman
Partner - Sales
Designated Broker
Home & Away Realty
Followup CRM2 years of experience

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

Rating: 10 out of 10
August 4, 2017
IncentivizedVetted ReviewVerified User
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 ...
Continue reading
Betsy Young
Administrator - Customer Service
Office Administration
DreamMaker Bath & Kitchen
Followup CRM3 years of experience

Predict the future

Rating: 10 out of 10
October 7, 2015
Vetted ReviewVerified User
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...
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Gregg Wallick
Executive - Sales
CEO
Best Roofing
Followup CRM7 years of experience

FollowUp Leads in Lead Follow Up

Rating: 8 out of 10
October 7, 2015
IncentivizedVetted ReviewVerified User
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...
Continue reading
Mark Kaufman
Supervisor - Sales
Owner
Mark Kaufman Roofing Contractor, Inc.
Followup CRM1 year of experience

FollowUp Power a must have!!

Rating: 10 out of 10
October 5, 2015
IncentivizedVetted ReviewVerified User
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...
Continue reading
Norman Taylor
Account Manager - Sales
Forensic Roof Specialist
Best Roofing
Followup CRM10 years of experience
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Pricing

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FollowUp CRM

FollowUp CRM

N/A
Unavailable

What is FollowUp CRM?

FollowUp Power CRM for Construction is a CRM system for the construction industry. Features include lead tracking, sales pipeline analysis, closing ratios, quota management, project management, and dashboards. It can integrate with other marketing and accounting products.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Would you like us to let the vendor know that you want pricing?

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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

9.1
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

10
Avg 7.6

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

10
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

9.5
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

9.7
Avg 7.5

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

9.8
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

10
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

10
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

7.7
Avg 7.3

Platform

10
Avg 7.4
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Product Details

What is FollowUp CRM?

Followup CRM is a cloud-based construction CRM software that measures and streamlines the entire sales process. The vendor says that companies that properly implement the complete system have seen a sales growth of 60% to 80% within the first 2 years. Features include Pipeline, GP reports, quotas, closing ratios, workflow coordination for Estimating and Followup Activity.

FollowUp CRM Video

Followup CRM Intro Video

FollowUp CRM Competitors

FollowUp CRM Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

FollowUp Power CRM for Construction is a CRM system for the construction industry. Features include lead tracking, sales pipeline analysis, closing ratios, quota management, project management, and dashboards. It can integrate with other marketing and accounting products.

Unanet CRM by Cosential and Buildertrend are common alternatives for FollowUp CRM.

Reviewers rate Customer data management / contact management and Workflow management and Opportunity management highest, with a score of 10.

The most common users of FollowUp CRM are from Small Businesses (1-50 employees).
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Comparisons

View all alternatives
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Reviews From Top Reviewers

View all reviews
(1-5 of 5)

FollowUp Leads in Lead Follow Up

Rating: 8 out of 10
Incentivized
October 07, 2015
MK
Mark Kaufman
Owner
Mark Kaufman Roofing Contractor, Inc. (Construction, 11-50 employees)
Vetted Review
Verified User
Followup CRM
1 year of experience
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.
FollowUp CRM Feature Ratings
Sales Force Automation (9)
67.77777777777777%
6.8
Customer data management / contact management
70%
7.0
Workflow management
60%
6.0
Territory management
60%
6.0
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
50%
5.0
Contract management
60%
6.0
Quote & order management
60%
6.0
Interaction tracking
90%
9.0
Channel / partner relationship management
80%
8.0
Customer Service & Support (3)
30%
3.0
Case management
90%
9.0
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
45%
4.5
Lead management
90%
9.0
Email marketing
N/A
N/A
CRM Project Management (3)
46.66666666666667%
4.7
Task management
70%
7.0
Billing and invoicing management
N/A
N/A
Reporting
70%
7.0
CRM Reporting & Analytics (3)
50%
5.0
Forecasting
N/A
N/A
Pipeline visualization
80%
8.0
Customizable reports
70%
7.0
Customization (4)
30%
3.0
Custom fields
60%
6.0
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
60%
6.0
Security (2)
35%
3.5
Role-based user permissions
70%
7.0
Single sign-on capability
N/A
N/A
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
Return on Investment
  • Better customer service.
  • Faster lead conversion.
  • Better closing ratio.
Alternatives Considered
We used a Microsoft CRM. FollowUp Power is much more sales oriented and has a easier UI. FollowUp Power only tracks up to the sale, while our previous CRM tracked a job from beginning to end.

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

Rating: 10 out of 10
Incentivized
August 04, 2017
BY
Betsy Young
Office Administration
DreamMaker Bath & Kitchen (Design, 1-10 employees)
Vetted Review
Verified User
Followup CRM
3 years of experience
View profile
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.
FollowUp CRM Feature Ratings
Sales Force Automation (9)
44.44444444444444%
4.4
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Territory management
N/A
N/A
Opportunity management
N/A
N/A
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
100%
10.0
Quote & order management
N/A
N/A
Interaction tracking
N/A
N/A
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
100%
10.0
Case management
100%
10.0
Call center management
100%
10.0
Help desk management
100%
10.0
Marketing Automation (2)
50%
5.0
Lead management
100%
10.0
Email marketing
N/A
N/A
CRM Project Management (3)
66.66666666666667%
6.7
Task management
100%
10.0
Billing and invoicing management
N/A
N/A
Reporting
100%
10.0
CRM Reporting & Analytics (3)
66.66666666666667%
6.7
Forecasting
N/A
N/A
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (2)
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
Return on Investment
  • The best thing about FollowUp Power is that we can look at the entire history of our contact with a particular client with ease.
  • The owners of our company are able to pull relevant reports (for example, showing which particular neighborhoods we are getting the most business from, which advertising sources are working, how many leads each designer is currently working on, etc.).

The Best CRM

Rating: 10 out of 10
Incentivized
December 10, 2018
RF
Robert Foreman
Designated Broker
Home & Away Realty (Real Estate, 1-10 employees)
Vetted Review
Verified User
Followup CRM
2 years of experience
View profile
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.
FollowUp CRM Feature Ratings
Sales Force Automation (9)
55.55555555555556%
5.6
Customer data management / contact management
100%
10.0
Workflow management
N/A
N/A
Territory management
N/A
N/A
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
100%
10.0
Quote & order management
N/A
N/A
Interaction tracking
100%
10.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
N/A
N/A
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
100%
10.0
Lead management
100%
10.0
Email marketing
100%
10.0
CRM Project Management (3)
66.66666666666667%
6.7
Task management
100%
10.0
Billing and invoicing management
N/A
N/A
Reporting
100%
10.0
CRM Reporting & Analytics (3)
33.333333333333336%
3.3
Forecasting
N/A
N/A
Pipeline visualization
N/A
N/A
Customizable reports
100%
10.0
Customization (4)
75%
7.5
Custom fields
100%
10.0
Custom objects
N/A
N/A
Scripting environment
100%
10.0
API for custom integration
100%
10.0
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM (2)
100%
10.0
Social data
100%
10.0
Social engagement
100%
10.0
Integrations with 3rd-party Software (2)
50%
5.0
Marketing automation
100%
10.0
Compensation management
N/A
N/A
Platform (1)
100%
10.0
Mobile access
100%
10.0
Return on Investment
  • Increased sales.
  • increased engagement.
  • Increased production.
Alternatives Considered
GR and MC are geared towards email but don't provide a complete CRM package like FUB.
Other Software Used

Great Tracking Program

Rating: 7 out of 10
Incentivized
October 02, 2015
DP
Doug Peek
Project Manager & Estimator
Progressive Roofing (Construction, 501-1000 employees)
Vetted Review
Verified User
Followup CRM
1 year of experience
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?
FollowUp CRM Feature Ratings
Sales Force Automation (7)
31.428571428571427%
3.1
Customer data management / contact management
50%
5.0
Workflow management
50%
5.0
Territory management
50%
5.0
Opportunity management
70%
7.0
Quote & order management
N/A
N/A
Interaction tracking
N/A
N/A
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
N/A
N/A
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
N/A
N/A
Lead management
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management
N/A
N/A
CRM Reporting & Analytics (1)
50%
5.0
Customizable reports
50%
5.0
Customization (4)
N/A
N/A
Custom fields
N/A
N/A
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
25%
2.5
Role-based user permissions
N/A
N/A
Single sign-on capability
50%
5.0
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
Return on Investment
  • I think it helps to promote better employee productivity.
  • The program allows for quick review of sales at several locations.

Great start, but almost too many options

Rating: 5 out of 10
Incentivized
September 28, 2015
Verified User
Project Manager in Other
Mechanical or Industrial Engineering Company, 51-200 employees
Vetted Review
Verified User
Followup CRM
1 year of experience
Use Cases and Deployment Scope
FollowUp Power CRM is currently being used as a program to follow up with customers after estimates have been sent to them. It is currently only used in a single department as a trial basis. It keeps track of customers we've reached out to render service to. It reminds the staff to follow up with said customers to ensure they understand the quote and are still in the market for our service. Prior to FollowUp Power CRM, we relied on pen and paper as well as Outlook calendars, which often proved more of a problem than help. FollowUp Power CRM orders everything, allows the input of dollar amounts and a wide variety of other fields to be utilized.
Pros
  • Easy to view charts
  • Quick view timeline
  • An active break down of Hot and Cold areas
Cons
  • There are at time too many options
  • Email or some sort of proactive notifications
  • Better differentiation between the "Dashboard" and "Home"
Likelihood to Recommend
Recommended for any avenue where quotes and estimates are sent to a large number of employees. An area where an employee should contact a potential client to render service. It is also a great simple follow up program to track how employees are doing in-house in terms of sales and returned calls.
FollowUp CRM Feature Ratings
Sales Force Automation (7)
84.28571428571429%
8.4
Customer data management / contact management
70%
7.0
Workflow management
90%
9.0
Territory management
80%
8.0
Opportunity management
100%
10.0
Contract management
80%
8.0
Quote & order management
90%
9.0
Interaction tracking
80%
8.0
Customer Service & Support (3)
23.333333333333336%
2.3
Case management
70%
7.0
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
N/A
N/A
Lead management
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management (2)
90%
9.0
Task management
80%
8.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
80%
8.0
Forecasting
90%
9.0
Pipeline visualization
90%
9.0
Customizable reports
60%
6.0
Customization (3)
86.66666666666666%
8.7
Custom fields
90%
9.0
Custom objects
90%
9.0
Scripting environment
80%
8.0
Security (2)
85%
8.5
Role-based user permissions
80%
8.0
Single sign-on capability
90%
9.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
Return on Investment
  • Increased bottom line
  • Awareness in areas where increase is needed
  • Big learning curve
  • Browser based only
Users and Roles
6
Owner, VP, Estimators
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