Working for what we need!
September 28, 2015

Working for what we need!

Eric Sutterfield | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with FollowUp Power CRM for Construction

We are using FollowUp Power CRM to help us track our incoming jobs; manage and keep them up to date. It is turning into a valuable tool that allows our department heads to have a list of all ongoing jobs in front of them daily and lets them track them from start to finish.
  • 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.
  • Better client management.
  • Increased ability to track the status of a job.
  • Job Tracking and Management has improved.
This is the first such software we have used and tried for job tracking to my knowledge. It was selected by our head of marketing as tool to track how we receive and follow through with clients and jobs.
FollowUp Power CRM seems to be a good way to track our bids, contract amounts, and final payments. It does not to my knowledge let us track job cost within the jobs, but does allow the user to keep the jobs updated and in front of them daily which should result in a job management.

FollowUp CRM Feature Ratings

Customer data management / contact management
7
Workflow management
6
Territory management
6
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
6
Interaction tracking
8
Channel / partner relationship management
7
Case management
6
Call center management
Not Rated
Help desk management
7
Lead management
6
Email marketing
6
Task management
8
Billing and invoicing management
7
Reporting
7
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
8
Custom objects
8
Scripting environment
6
API for custom integration
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
5
Social data
6
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated