FollowUp Power helps us make sure that no potential client "falls through the cracks"!
August 04, 2017

FollowUp Power helps us make sure that no potential client "falls through the cracks"!

Betsy Young | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

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".

Pros

  • 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.

Cons

  • 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.

FollowUp CRM Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
10.0
Case management
10
Call center management
10
Help desk management
10
10.0
Lead management
10
Email marketing
Not Rated
10.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
10
10.0
Forecasting
Not Rated
Pipeline visualization
10
Customizable reports
10
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10
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

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