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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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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

Alternatives Pricing

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

(1-12 of 12)
Companies can't remove reviews or game the system. Here's why
December 10, 2018

The Best CRM

Robert Foreman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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
Betsy Young | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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
Score 10 out of 10
Vetted Review
Verified User
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
October 09, 2015

FollowUp Works

Score 8 out of 10
Vetted Review
Verified User
Incentivized
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
October 07, 2015

Predict the future

Gregg Wallick | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Sales Force Automation (9)
77.77777777777777%
7.8
Customer data management / contact management
80%
8.0
Workflow management
100%
10.0
Territory management
50%
5.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
60%
6.0
Contract management
90%
9.0
Quote & order management
100%
10.0
Interaction tracking
70%
7.0
Channel / partner relationship management
60%
6.0
Customer Service & Support (3)
90%
9.0
Case management
100%
10.0
Call center management
80%
8.0
Help desk management
90%
9.0
Marketing Automation (2)
70%
7.0
Lead management
90%
9.0
Email marketing
50%
5.0
CRM Project Management (3)
63.33333333333333%
6.3
Task management
90%
9.0
Billing and invoicing management
N/A
N/A
Reporting
100%
10.0
CRM Reporting & Analytics (3)
86.66666666666666%
8.7
Forecasting
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
60%
6.0
Customization (4)
60%
6.0
Custom fields
80%
8.0
Custom objects
90%
9.0
Scripting environment
30%
3.0
API for custom integration
40%
4.0
Security (2)
50%
5.0
Role-based user permissions
N/A
N/A
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)
20%
2.0
Marketing automation
30%
3.0
Compensation management
10%
1.0
Platform (1)
50%
5.0
Mobile access
50%
5.0
Mark Kaufman | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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
Norman Taylor | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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
October 02, 2015

Great Tracking Program

Score 7 out of 10
Vetted Review
Verified User
Incentivized
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
John Kenney | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
17.77777777777778%
1.8
Customer data management / contact management
40%
4.0
Workflow management
N/A
N/A
Territory management
20%
2.0
Opportunity management
50%
5.0
Integration with email client (e.g., Outlook or Gmail)
20%
2.0
Contract management
N/A
N/A
Quote & order management
N/A
N/A
Interaction tracking
10%
1.0
Channel / partner relationship management
20%
2.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
20%
2.0
Lead management
20%
2.0
Email marketing
20%
2.0
CRM Project Management (1)
50%
5.0
Task management
50%
5.0
CRM Reporting & Analytics (2)
80%
8.0
Forecasting
70%
7.0
Pipeline visualization
90%
9.0
Customization (1)
30%
3.0
Custom fields
30%
3.0
Security (1)
30%
3.0
Role-based user permissions
30%
3.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform
N/A
N/A
September 28, 2015

Working for what we need!

Score 7 out of 10
Vetted Review
Verified User
Incentivized
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
September 28, 2015

UX FollowUp Power

Segun Jimi-Salami | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
78.88888888888889%
7.9
Customer data management / contact management
80%
8.0
Workflow management
90%
9.0
Territory management
70%
7.0
Opportunity management
70%
7.0
Integration with email client (e.g., Outlook or Gmail)
60%
6.0
Contract management
90%
9.0
Quote & order management
80%
8.0
Interaction tracking
90%
9.0
Channel / partner relationship management
80%
8.0
Customer Service & Support (3)
80%
8.0
Case management
80%
8.0
Call center management
80%
8.0
Help desk management
80%
8.0
Marketing Automation (2)
N/A
N/A
Lead management
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management (3)
83.33333333333334%
8.3
Task management
90%
9.0
Billing and invoicing management
80%
8.0
Reporting
80%
8.0
CRM Reporting & Analytics (3)
76.66666666666667%
7.7
Forecasting
80%
8.0
Pipeline visualization
80%
8.0
Customizable reports
70%
7.0
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)
90%
9.0
Role-based user permissions
80%
8.0
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
Score 5 out of 10
Vetted Review
Verified User
Incentivized
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
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