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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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Recent Reviews

TrustRadius Insights

FollowUp Power CRM for Construction is a versatile platform that effectively manages the entire sales process for contractors. Users have …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 31 features
  • Customer data management / contact management (12)
    10.0
    100%
  • Opportunity management (10)
    10.0
    100%
  • Contract management (10)
    10.0
    100%
  • Workflow management (10)
    10.0
    100%
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Pricing

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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

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What is Bluebeam?

Bluebeam Revu is a PDF management, control, and editing tool. It enables collaboration and markup within shared documents across projects’ life cycles and has takeoff and bid creation capabilities.

What is Procore?

Procore is a project management software designed specifically for the construction industry. Procore is cloud-based and allows unlimited users per instance, so that construction team members and stakeholders can all access project information and documents.

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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 7.5

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 7.6

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 7.2

Platform

10
Avg 7.5
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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

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Reviews and Ratings

(18)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

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

(1-2 of 2)
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Betsy Young | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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".
  • 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.
  • 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.
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.
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
  • 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.).
Score 5 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Easy to view charts
  • Quick view timeline
  • An active break down of Hot and Cold areas
  • There are at time too many options
  • Email or some sort of proactive notifications
  • Better differentiation between the "Dashboard" and "Home"
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.
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
  • Increased bottom line
  • Awareness in areas where increase is needed
  • Big learning curve
  • Browser based only
6
Owner, VP, Estimators
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