The Best CRM
December 10, 2018

The Best CRM

Robert Foreman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Followup CRM

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.
  • Drip marketing.
  • Texting.
  • I don't see any flaws at this point.
  • Increased sales.
  • increased engagement.
  • Increased production.
GR and MC are geared towards email but don't provide a complete CRM package like FUB.
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

Customer data management / contact management
10
Workflow management
Not Rated
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
Not Rated
Interaction tracking
10
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
Not Rated
Reporting
10
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
10
Custom fields
10
Custom objects
Not Rated
Scripting environment
10
API for custom integration
10
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social data
10
Social engagement
10
Marketing automation
10
Compensation management
Not Rated
Mobile access
10