Predict the future
October 07, 2015

Predict the future

Gregg Wallick | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Most current

Modules Used

  • All

Overall Satisfaction with FollowUp Power CRM for Construction

FollowUp Power is the only CRM Platform we could find that is specifically designed for the way a contractors sales process flows. We have our entire sales team working within the system to insure all aspects of our sales process happen as it was designed. The platform has every report imaginable and can turn data into information. We love it and can't imagine life before FollowUp Power.

Pros

  • We love the dashboard feature. This is where we spend the majority of our time. The dashboard helps us avoid missing bid dates and deadlines.
  • The system is very intuitive and a new user will be up to speed within one hour after they start using the system. There is only one place to enter all data. This allows for ease of use and minimizes data entry mistakes.
  • Every task is date stamped to insure proper work flow and holds the team accountable to each other.

Cons

  • We are excited to see the new mobile APP. We understand it's currently being developed and expected to be out very soon.
  • Follow Up has helped us increase our closing ratio from 10% to 36% of all project bid
FollowUp Power is made for contractors. The other systems are too generic and cost lots more.
Does the system allow you to track bids to multiple contractors?

FollowUp CRM Feature Ratings

7.8
Customer data management / contact management
8
Workflow management
10
Territory management
5
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
9
Quote & order management
10
Interaction tracking
7
Channel / partner relationship management
6
9.0
Case management
10
Call center management
8
Help desk management
9
7.0
Lead management
9
Email marketing
5
9.5
Task management
9
Billing and invoicing management
Not Rated
Reporting
10
8.7
Forecasting
10
Pipeline visualization
10
Customizable reports
6
6.0
Custom fields
8
Custom objects
9
Scripting environment
3
API for custom integration
4
10.0
Role-based user permissions
Not Rated
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
2.0
Marketing automation
3
Compensation management
1
5.0
Mobile access
5

Comments

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