FollowUp Leads in Lead Follow Up
Mark Kaufman | TrustRadius Reviewer
October 07, 2015

FollowUp Leads in Lead Follow Up

Score 8 out of 10
Vetted Review
Verified User
Review Source

Software Version

2.0.1

Overall Satisfaction with FollowUp Power CRM for Construction

The FollowUp Power CRM for Construction is being used by our office and sales staff. It has addressed our lead follow up and maintaining contact until the sale is made. It has also assisted in pre-qualifying leads, which saves time and energy.
  • It assists in tracking leads. This is important because you get an accurate view of your sales pipeline and closing ratios.
  • It helps pre-qualify leads, which saves time and money.
  • Makes you consistent with following up on leads, which leads to more sales.
  • Lets you set goals so you can strive to achieve.
  • Quota bar graphs glitch sometimes.
  • Make data entry section more customizable.
  • Better customer service.
  • Faster lead conversion.
  • Better closing ratio.
We used a Microsoft CRM. FollowUp Power is much more sales oriented and has a easier UI. FollowUp Power only tracks up to the sale, while our previous CRM tracked a job from beginning to end.
FollowUp Power CRM for Construction is well suited for sales that aren't always an immediate decision. It is also suited for construction services.

FollowUp CRM Feature Ratings

Customer data management / contact management
7
Workflow management
6
Territory management
6
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
5
Contract management
6
Quote & order management
6
Interaction tracking
9
Channel / partner relationship management
8
Case management
9
Call center management
Not Rated
Help desk management
Not Rated
Lead management
9
Email marketing
Not Rated
Task management
7
Billing and invoicing management
Not Rated
Reporting
7
Forecasting
Not Rated
Pipeline visualization
8
Customizable reports
7
Custom fields
6
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
6
Role-based user permissions
7
Single sign-on capability
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
Not Rated