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Great start, but almost too many options
September 28, 2015

Great start, but almost too many options

Anonymous | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Software Version

2.0.1

Overall Satisfaction with FollowUp Power CRM for Construction

FollowUp Power CRM is currently being used as a program to follow up with customers after estimates have been sent to them. It is currently only used in a single department as a trial basis. It keeps track of customers we've reached out to render service to. It reminds the staff to follow up with said customers to ensure they understand the quote and are still in the market for our service. Prior to FollowUp Power CRM, we relied on pen and paper as well as Outlook calendars, which often proved more of a problem than help. FollowUp Power CRM orders everything, allows the input of dollar amounts and a wide variety of other fields to be utilized.
  • 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"
  • Increased bottom line
  • Awareness in areas where increase is needed
  • Big learning curve
  • Browser based only
Recommended for any avenue where quotes and estimates are sent to a large number of employees. An area where an employee should contact a potential client to render service. It is also a great simple follow up program to track how employees are doing in-house in terms of sales and returned calls.

FollowUp CRM Feature Ratings

8.4
Customer data management / contact management
7
Workflow management
9
Territory management
8
Opportunity management
10
Contract management
8
Quote & order management
9
Interaction tracking
8
7.0
Case management
7
Call center management
Not Rated
Help desk management
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
9.0
Task management
8
Reporting
10
8.0
Forecasting
9
Pipeline visualization
9
Customizable reports
6
8.7
Custom fields
9
Custom objects
9
Scripting environment
8
8.5
Role-based user permissions
8
Single sign-on capability
9
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
Not Rated
Mobile access
Not Rated

Using FollowUp Power CRM for Construction

6 - Owner, VP, Estimators