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.
The Best CRM
FollowUp Power helps us make sure that no potential client "falls through the cracks"!
You need to be using FollowUp Power CRM!
FollowUp Works
Predict the future
FollowUp Leads in Lead Follow Up
FollowUp Power a must have!!
Great Tracking Program
Sales Lead Tracking Made Simple!
Working for what we need!
UX FollowUp Power
Great start, but almost too many options
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
- Customer data management / contact management (12)10.0100%
- Opportunity management (10)10.0100%
- Contract management (10)10.0100%
- Workflow management (10)10.0100%
Pricing
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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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.
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 10Customer data management / contact management(12) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 10Workflow management(10) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 6.1Territory management(8) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 10Opportunity management(10) Ratings
Users can track deals and create quotes.
- 10Integration with email client (e.g., Outlook or Gmail)(8) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 10Contract management(10) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 8.9Quote & order management(6) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 10Interaction tracking(9) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 7.2Channel / partner relationship management(7) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 10Case management(8) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 10Call center management(5) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 10Help desk management(6) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 10Lead management(8) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 10Email marketing(5) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 10Task management(10) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 8.4Billing and invoicing management(3) Ratings
This includes automated invoice creation and billing.
- 10Reporting(9) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 9Forecasting(6) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 10Pipeline visualization(9) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 10Customizable reports(9) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 10Custom fields(7) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 9Custom objects(4) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 10Scripting environment(5) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 10API for custom integration(4) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
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.
- 10Single sign-on capability(8) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 10Role-based user permissions(7) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 10Social data(3) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 10Social engagement(2) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 10Marketing automation(3) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 5.5Compensation management(2) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 10Mobile access(4) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Competitors
- Tech Details
- FAQs
What is FollowUp CRM?
FollowUp CRM Video
FollowUp CRM Competitors
- Unanet CRM by Cosential
- Buildertrend
- Salesforce
FollowUp CRM Technical Details
Operating Systems | Unspecified |
---|---|
Mobile Application | No |
Frequently Asked Questions
Comparisons
Compare with
Reviews and Ratings
(18)Community Insights
- 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
(1-12 of 12)The Best CRM
- Drip marketing.
- Texting.
- I don't see any flaws at this point.
FollowUp Power helps us make sure that no potential client "falls 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.
You need to be using FollowUp Power CRM!
- 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 Works
- 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.
Predict the future
- 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.
- We are excited to see the new mobile APP. We understand it's currently being developed and expected to be out very soon.
FollowUp Leads in Lead Follow Up
- 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 a must have!!
- 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
Great Tracking Program
- 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.
- 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.
Sales Lead Tracking Made Simple!
- Tracking our leads.
- Tracking our flow of sales in our pipeline.
- Tracking our quotas and close ratios.
- Allow user customization of fields to better reflect the individual company's needs.
Working for what we need!
- 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.
UX FollowUp Power
- Adequately provides for job scheduling and project priority allocation on a daily basis.
- Backtracking on the platform is streamlined.
- Detailed monitoring and proper result compilation of prospective projects and individual performance respectively.
- It currently meets my needs as an individual, with respect to the tasks I have to perform in the organization.
Great start, but almost too many options
- 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"