Sales Lead Tracking Made Simple!
October 02, 2015

Sales Lead Tracking Made Simple!

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

Software Version

NA

Modules Used

  • NA

Overall Satisfaction with FollowUp Power CRM for Construction

We use FollowUp Power CRM to track our Estimating Department on our contracting side of our business. Our estimators use it as their CRM for tacking their sales and management uses it to monitor the entire sales process and performance of the department.
  • 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.
  • Great lead tracking.
  • Pipeline forecasting is excellent.
Dollar for dollar FollowUp CRM is the best value.
FollowUp CRM is best suited for a company that wants a good sales tracking tool but with simplicity of use.

FollowUp CRM Feature Ratings

Customer data management / contact management
4
Workflow management
Not Rated
Territory management
2
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
2
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
1
Channel / partner relationship management
2
Lead management
2
Email marketing
2
Task management
5
Forecasting
7
Pipeline visualization
9
Custom fields
3
Role-based user permissions
3
Not Rated