1. Home
  2. Customer Relationship Management (CRM) Software
  3. FollowUp CRM Reviews
  4. User Review of FollowUp CRM
Great Tracking Program
October 02, 2015

Great Tracking Program

Doug Peek | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Cloud Power 2.0.1

Modules Used

  • Building Champions

Overall Satisfaction with FollowUp Power CRM for Construction

FollowUp Power CRM is currently being utilized by our national sales force. The main problem that this program addresses is that all sales people enter the required information and required follow up information and it is easily reviewed by the administrators to determine how each sales person is doing at any given time.
  • Once data is entered it is easy to view your bid volume versus your closing ratio with a descriptive pie chart.
  • The program requires that a certain amount of follow up information be entered regarding follow visits.
  • The report card feature allows you look at just the dollar amount of quotes versus the dollar amount of captured contracts.
  • To be perfectly honest the program does everything that I have asked of it therefore I am not sure of any need for improvements at this time.
  • I think it helps to promote better employee productivity.
  • The program allows for quick review of sales at several locations.
I believe that what we are using the program for it is well suited. We have a multiple locations with sales people at each location. FollowUp Power CRM allows our corporate office to obtain vital sales information as soon as it is entered by each individual salesperson.

1. Does your company have several offices with sales people in each office?
2. How is the sales information accumulated currently?
3.What do you like/dislike about the current way individual sales data is accumulated?

FollowUp CRM Feature Ratings

5.5
Customer data management / contact management
5
Workflow management
5
Territory management
5
Opportunity management
7
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
CRM Project Management ()
Not Rated
5.0
Customizable reports
5
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
5.0
Role-based user permissions
Not Rated
Single sign-on capability
5
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated