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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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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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Predict the future

10 out of 10
October 07, 2015
FollowUp Power is the only CRM Platform we could find that is specifically designed for the way a contractors sales process flows. We 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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18 people also want pricing

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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

(1-5 of 5)
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Score 10 out of 10
Vetted Review
Verified User
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.
  • 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.
  • Could use a little work on the search function. I would like to be able to search for a client without leaving the dashboard.
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.
Sales Force Automation (8)
97.5%
9.8
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
100%
10.0
Quote & order management
100%
10.0
Interaction tracking
100%
10.0
Channel / partner relationship management
90%
9.0
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 (1)
100%
10.0
Lead management
100%
10.0
CRM Project Management (2)
100%
10.0
Task management
100%
10.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
100%
10.0
Forecasting
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
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)
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)
60%
6.0
Mobile access
60%
6.0
  • Faster lead conversion
  • Increased organization
  • Better customer service
  • Hoover's
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.
October 09, 2015

FollowUp Works

Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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.
  • None that I can see right now.
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.
Sales Force Automation (9)
26.666666666666664%
2.7
Customer data management / contact management
80%
8.0
Workflow management
80%
8.0
Territory management
N/A
N/A
Opportunity management
N/A
N/A
Integration with email client (e.g., Outlook or Gmail)
N/A
N/A
Contract management
80%
8.0
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 (3)
N/A
N/A
Task management
N/A
N/A
Billing and invoicing management
N/A
N/A
Reporting
N/A
N/A
CRM Reporting & Analytics (3)
26.666666666666664%
2.7
Forecasting
N/A
N/A
Pipeline visualization
80%
8.0
Customizable reports
N/A
N/A
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)
N/A
N/A
Role-based user permissions
N/A
N/A
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
  • 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.
Mark Kaufman | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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.
  • Quota bar graphs glitch sometimes.
  • Make data entry section more customizable.
FollowUp Power CRM for Construction is well suited for sales that aren't always an immediate decision. It is also suited for construction services.
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
  • Better customer service.
  • Faster lead conversion.
  • Better closing ratio.
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.
Norman Taylor | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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!!!
  • Tracks your behaviors
  • Tracks pay time and measures your success in reaching set goals
  • Forces you to become efficient in time management
  • Needs a mobile APP
  • Needs more milestones for better tracking
  • Ability to open multiple screens at same time
I believe this product is suited for any size sales organization. Paired with the appropriate sales training module, the sky is the limit!!
Sales Force Automation (9)
100%
10.0
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Territory management
100%
10.0
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
100%
10.0
Interaction tracking
100%
10.0
Channel / partner relationship management
100%
10.0
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)
100%
10.0
Lead management
100%
10.0
Email marketing
100%
10.0
CRM Project Management (3)
100%
10.0
Task management
100%
10.0
Billing and invoicing management
100%
10.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
100%
10.0
Forecasting
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (4)
100%
10.0
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
100%
10.0
API for custom integration
100%
10.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM (2)
100%
10.0
Social data
100%
10.0
Social engagement
100%
10.0
Integrations with 3rd-party Software (2)
100%
10.0
Marketing automation
100%
10.0
Compensation management
100%
10.0
Platform (1)
100%
10.0
Mobile access
100%
10.0
  • Increased sale awareness
  • Better time management
  • Increased sales over all
I have never used any other product of this nature. I used to do it the old fashion way. Now I have FollowUp Power CRM for Construction, and my sales have tripled. My income has grown in leaps and bounds as well!! This is a great product, a must have!!
September 28, 2015

Working for what we need!

Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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.
  • For our company, it would beneficial for us to be able to impute draws or amounts we have collected from on going work.
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.
Sales Force Automation (8)
58.75%
5.9
Customer data management / contact management
70%
7.0
Workflow management
60%
6.0
Territory management
60%
6.0
Opportunity management
70%
7.0
Integration with email client (e.g., Outlook or Gmail)
N/A
N/A
Contract management
60%
6.0
Interaction tracking
80%
8.0
Channel / partner relationship management
70%
7.0
Customer Service & Support (3)
43.33333333333333%
4.3
Case management
60%
6.0
Call center management
N/A
N/A
Help desk management
70%
7.0
Marketing Automation (2)
60%
6.0
Lead management
60%
6.0
Email marketing
60%
6.0
CRM Project Management (3)
73.33333333333333%
7.3
Task management
80%
8.0
Billing and invoicing management
70%
7.0
Reporting
70%
7.0
CRM Reporting & Analytics (3)
N/A
N/A
Forecasting
N/A
N/A
Pipeline visualization
N/A
N/A
Customizable reports
N/A
N/A
Customization (4)
55%
5.5
Custom fields
80%
8.0
Custom objects
80%
8.0
Scripting environment
60%
6.0
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)
30%
3.0
Social data
60%
6.0
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
N/A
N/A
  • Better client management.
  • Increased ability to track the status of a job.
  • Job Tracking and Management has improved.
This is the first such software we have used and tried for job tracking to my knowledge. It was selected by our head of marketing as tool to track how we receive and follow through with clients and jobs.
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