FollowupCRM is one of the best CRM tools
November 18, 2022

FollowupCRM is one of the best CRM tools

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Followup CRM

Very useful software to keep the tracking of your leads, contacts and get a lot of useful information from the data you are constantly adding to the system. From sales team perspective we love the tool because we can access to all the actions that are going on during the weeks

Pros

  • Great contact management
  • Tasks due date management
  • Leads management

Cons

  • Way of editing contacts should be more intuitive
  • System initial setup
  • account pricing
  • Positive on ROI
  • Organized leads promotes more client
  • More clients promotes more satisfaction within employees
It is very good app compared to many other CRM apps

Do you think Followup CRM delivers good value for the price?

Yes

Are you happy with Followup CRM's feature set?

Yes

Did Followup CRM live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Followup CRM go as expected?

I wasn't involved with the implementation phase

Would you buy Followup CRM again?

Yes

Because as overall product I consider that ir provides a lot of value, not only for the company as well as for the employees. Having your daily tasks organized and know that information is available for anyone that might want to help you achieving your goals is a must, and FollowupCRM provides that
We did not require it
A very easy to use Followup CRM that increased our closing ratio significantly. All data turned into information in fast way. Most of the sales processes are now much more organized so our communication is much more fluid. Highly recommend! the initial setup was not so easy to begin but we got there.

FollowUp CRM Feature Ratings

8.3
Customer data management / contact management
9
Workflow management
7
Territory management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
9
Quote & order management
8
Interaction tracking
9
Channel / partner relationship management
9
8.0
Case management
9
Call center management
5
Help desk management
10
8.5
Lead management
9
Email marketing
8
7.0
Task management
7
Billing and invoicing management
5
Reporting
9
8.3
Forecasting
9
Pipeline visualization
8
Customizable reports
8
7.8
Custom fields
8
Custom objects
8
Scripting environment
8
API for custom integration
7
7.5
Role-based user permissions
7
Single sign-on capability
8
7.0
Social data
7
Social engagement
7
6.5
Marketing automation
6
Compensation management
7
8.0
Mobile access
8

Comments

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