Overall Satisfaction with FollowUp Power CRM for Construction
We use FollowUp Power to manage new leads. It is utilized by myself as the office manager, and by our 3 designers. It is very useful for helping us make sure that none of our potential clients "fall through the cracks".
- It allows us to put notes/comments in as they occur so that there is a complete "log" of information for each project.
- It reminds us of who we should be contacting each day.
- It gives us a daily overall picture of how many leads we are currently managing.
- It really needs to have the capability of listing numerous phone #s with a note beside each one ("his cell#", "her work#", "do not call before 9a.m.", etc.).
- It really needs to have the capability of listing numerous e-mail addresses ("hers", "his", "her email address at work", etc.).
- It would be nice to have a separate general information box where we could put comments in that would show every time we bring up the account (such as "her nickname is Bobbi", "their dogs name is Fido, "their son is currently stationed in France", "husband is going through chemotherapy", etc.), which would help us to remember personal details that are important to our clients.
- The best thing about FollowUp Power is that we can look at the entire history of our contact with a particular client with ease.
- The owners of our company are able to pull relevant reports (for example, showing which particular neighborhoods we are getting the most business from, which advertising sources are working, how many leads each designer is currently working on, etc.).
One of the best things about FollowUp Power is that we can mark things for follow-up several months down the line, which we frequently have a need for since many of our clients are seasonal. For example, we'll get started working with them while they're here in Florida for the winter, then they'll head back north in the spring and not want to hear from us again until they return in the fall. With FollowUp Power, we can then mark them for follow up in the future rather than to have to somehow remember to contact them in the future.