FollowUp Works
October 09, 2015

FollowUp Works

Tom Baker | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with FollowUp Power CRM for Construction

We implemented FollowUp Power CRM for Construction to help track our jobs when it comes to scheduling and following up with our customers and the insurance companies and to track on going and completed work.
  • The dashboard is very helpful on a daily basis for me to stay on top of jobs.
  • The pipeline is a excellent tool for me to see what is exactly going on with my on going and completed jobs.
  • The over all setting up a job in FollowUp Power is very user friendly and easy to keep up with on a daily basis.
  • None that I can see right now.
  • I have seen a lot better tracking on my jobs when it comes to scheduling and staying on top of my jobs.
  • The dashboard is part of my daily routine it tells me exactly what I need to follow up on weather it is calling the customer or checking on the customer.
  • Payments or what the current status of the job is.
The instructor was very helpful when he set up FollowUp Power CRM for Construction and he walked me through step by step and after working with it I can see the benefits and how it will help me track my daily activities on my jobs.

FollowUp CRM Feature Ratings

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