Followup CRM

Followup CRM


4.5 / 5
181 reviews

Who Uses This Software?

We serve contractors who want to build a true sales organization. Our goal is to provide Software & Coaching to help contractors build successful sales organizations with our proven Sales Practice.


Average Ratings

181 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Followup CRM
  • followupcrm.com/
  • Founded 2012
  • United States

About Followup CRM

#1 CRM software for the construction industry. We help contractors make sure they don't forget to follow up with leads, bids and clients. Our system helps sales team implement sales fundamentals like following up, managing leads, bids, and other sales related activities. This allows executives to keep their sales team accountable while getting business critical analytics that drives smart decision making.


Followup CRM Features

  • Client Tracking
  • Contract Management
  • Forecasting
  • Project Management
  • Quote Management
  • Sales Management
  • Scheduling
  • Time Management
  • Aerial Measurement
  • Billing & Invoicing
  • Checklists & Inspections
  • Commercial / Industrial
  • Dispatch Management
  • Lead Management
  • Photo Capture
  • Quotes / Estimates
  • Scheduling
  • Work Order Management

Followup CRM Reviews Recently Reviewed!


My experience after 24 years in my industry and my own company for 18.5 years

Feb 23, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

2 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: It keeps an easily visible progress report for the employee and his employer.

Cons: When I reached out to customer service one time the person I ended up messaging was unable to answer the basic question of how I would download it to my Ipad. the person kept asking me for my telephone number and could not answer my basic question. I told him I am already a current user and that I just wanted to know how to re-download it on my new ipad, and he finally admitted that he was not sure how to do so. He promised to pass this on to a support team for them to call me and I also asked him to pass on the transcript of our notes as well and he said he would and I never got a call from FollowUp. I feel that he saw that he looked poorly so never passed on my message. It is important for customer service online support to have the basic knowledge of the system them are promoting. I even took screen shots of the conversation so that there is proof of it, as my gut feeling was that it would never get passed on etc...

Overall: I have been in business for over 18 years and recently merged with Code Red Roofers, and with my having an average of 43 employees full time for so many years, I felt I knew just about every item in the productivity fields until I was truly amazed at the Follow Up Power system here.

It not only shows management who is producing and tracks how much time they are entering data but shows the closing ratio of each salesman as well as tracks profit margins on jobs sold. Additionally, each salesman can see his own progress and that when he puts in more time on the system he is getting credit company-wide for time put in.

It is impossible to interact face to face on a daily basis, in my industry, with eight to ten new clients a day and remember each of their concerns, questions and what is needed on my part to clarify their questions. FollowUp Power also appears on our dashboards in the system so that each time we speak or leave a voicemail or meet a client we set a date to touch base with them again and when that date arrives the dashboard system shows their name in red to remind us to FollowUp with that client. That is a vital part of closing a deal. It is too easy to forget to do so otherwise.

Having an online access point that I can go to at any moment without trying to find a piece of paper with my notes has excelled our company in our industry greatly. Not only can I see my notes, but other associates as well as the owner can look at this data as well and quickly gauge if the client is a fit or a high maintenance client that never returns calls etc.

By being in this industry for over twenty four years and having my own multi-million dollar per year business, it takes a lot for me to be incredibly impressed and in awe of any system, and FollowUp Power has done just that.

This system is not only impressive but being asked by FollowUp Power for areas that can be tweaked and our input as a user causes FollowUp power to continue to become even more productive and help us to be more on the edge in our industry. Great job, and keep moving forward.

Jon Duren

Sales Associate

Code Red Roofers Inc.

Recommendations to other buyers: The above states my main advice... Have a better online support team...

Vendor Response

by Followup CRM on February 23, 2017

Wow Jonathan! Thank you for sharing this incredible review!

If there is anything better we can do from a customer support side please let us know!

I noticed your rating there was lower than the rest so please let us know what we can improve
, thank you!

Ryan

Great way to track sales

Feb 16, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Being able to see who I need to follow up with and any other project related deadlines on my dashboard. The note section is vital to remind me what I talked about with the prospect during our last interaction. I also like being able to see what the rest of the team is following up on and any deadlines that are past due so I know where I can help them out.

Cons: There isn't a good contact management system integrated into the software. This would be extremely beneficial. Also, there are a few issues with running reports - for example if our team doesn't put a bid date and they put in an estimate due date (which is what they are concerned with), the bid report doesn't show the project. There are some areas required for duplicate entries which our team grumbles about.

Also, the categories entry areas are not customizable. Therefore, we don't use have of the Sales Behavior section because we don't manage permits, submittals, and warranties with this system.

Overall: FollowUp Power has been great for our team to stay in front of prospects. As a lean company, we didn't have a dedicated sales team; therefore before we implemented the system, our team was proposing on projects and moving on to the next deadline which meant we never followed up on our proposals. Plus, we also would only stay in front of past clients and potential clients with long lead opportunities when we had time - which was rare. This resulted in missed opportunities because we didn't have a tracking system in place.

Now, with FollowUp Power, we can set follow up dates, keep each other updated on the status with the notes section, and we also have a way to remind our selves to reach out to past and potential clients. Our follow up has improved dramatically!

The only reason I didn't give Followup Power 5 stars is because I would like to have more of a Contact Management System integrated. Currently, there is no way to save a contact unless you have a project opportunity connected to it. With our new Business Development person on board, we like to meet with contacts in the industry to educate them about our company - they don't always have a project to link to.

Brain damage

Feb 28, 2017
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: It covers many details about a file which is good.

Cons: I think because there are many dialogue boxes to acknowledge different details I wonder if the right info is being seen by the right people that are also involved in the job.

Overall: The program I'm sure is fine, it's hard to put much value to it all since we are still in training and we are fine tuning how the program adjusts to what we do so it's still a bit cloudy right now. You have to understand I'm before computers so the simpler the better. I'm sure those that were brought up with computers think this is easy but it's involved and and has many moving parts. Since our company is putting their twist on the details like how to categorize the the leads it's still an issue as far as I'm concerned. In a couple of months when we get most of the training done we'll see what it's all about. Thanks, Steve

Recommendations to other buyers: I see any job should fall into pre-signed, signed through Production and Post Production and there should be a big box for each but this program only serves us as pre-signed only so we have to use other programs to do the rest. The more areas (programs) that are used with so much information some details can get lost and that happens. The other thing is we have to use other categories for contact and follow up. Involved in any given job there are more players than just one homeowner, You may have a spouse/partner, insurance agent, HOA contact, Realtor or a number of other sources that would be nice if they were also contacted before, during and after the completion of a job. Coupled with that can any of that info be queried from any particular job and can the same info from other jobs put in a spreadsheet format for other uses.

Karinne Dakis @ DreamMaker Bath & Kitchen

Jan 30, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I like the fact that I can view all of my clients in one area without having to think about who I have out there that may or may not be active.

Cons: That I can't sync it with my calendar on my phone. I know that the app is available, but I use my google calendar to show my entire week of appointments with my two jobs and personal life.

(I end up double entering the appointments, which is fine because I'm used to it)

Overall: I use the program daily. It's exactly what I need to keep me on track with what I've got going on (active clients, meeting schedules, information my supervisor on the status of the meetings). It's helpful to store information that I will later need to access, (web links to products etc.)

The Follow Up Power seminars that I've attended have been a helpful platform to the growth of my sales skills and interaction with clients.

Recommendations to other buyers: Not really.

Vendor Response

by Followup CRM on January 30, 2017

Thanks Karinne! We appreciate your feedback! We will always work hard on improving our software, feel free to submit to us your recommendations!

We are glad that you're enjoying the seminars as well!

Happy Selling!

Ryan

Simply powerful

Feb 08, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use for any level user

Cons: Would like to be able to customize their terminology

Overall: Contact to contract, the program keeps it limited in scope so they are able to be powerful in delivery. Also, makes the learning curve to get started manageable. Other programs we have bought and never fully implemented, train too complex.

Recommendations to other buyers: Spend the money on the training if you want to be a rock star immediately, it pays for itself and more.

Vendor Response

by Followup CRM on February 14, 2017

Thanks Brian!

We are excited to announce that we are adding a new custom Sales Behavior feature to file data.

You will be able to customize your sales behaviors to the exact language that you want to track!

This only a month or so out!

Thanks for being an awesome customer. We love you guys at Code Red!

Happy Selling,

Ryan

Followup is a lifesaver!

Jan 30, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I like that this software is simple to use and has many tools for staying on top of my pipeline. It also makes it easy to track progress, trends, and create reports.

Cons: Overall it is really great.

Overall: Followup Power makes it simple to stay on top of my pipeline. It allows me to stay organized and follow up with my clients when I say that I am going to. It allows me to stay in touch with my clients on each and every project until a decision is made. Especially in the construction industry where the sales process can take months and even years to complete, it gives me a competitive advantage by easily setting follow-up dates to stay in touch with my clients long after my competition has stopped. I would be lost without this software and highly recommend it!

Vendor Response

by Followup CRM on January 30, 2017

Thanks for the great thoughts Tanya!

I really appreciate it. Thanks for using it so well and doing a great job!

Ryan

FOLLOW-UP POWER

Jan 30, 2017
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: Allows me to log in my sales activities for the day. Also, I can get reports on our sales for the day, week or month.

Cons: Mobile app is not very user friendly.

Overall: My experience with Follow-Up Power has been pretty good so far. However, I am continuing to get complaints from my sales team about the new mobile app and the difficulties with utilizing it. We no longer can view our report card while out on the road (via mobile app). We are also having difficulty in adding new contacts. I would like to give a thumbs up to Ryan. He has been great and always very helpful!

Vendor Response

by Followup CRM on January 30, 2017

Thanks Lisa! We appreciate your feedback! We will always work hard on improving our software, please submit to us your recommendations about the mobile app! We would like to include your recommendations on the updated mobile app. Can you share further detail?

Happy Selling!

Ryan

Eric McNichol

Jan 25, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: The organization that it provides. It saves me a lot of time to do other things rather than trying to figure out if it's time to follow up with someone.

Cons: The screen shows only one month of jobs in the active file. It should show all the jobs bid several months ahead.

A point credit should be given for every e-mail sent or received.

Overall: Great organizational tool. Great to be organized in my work. Added at least 30% to my sales since we started with Follow Up. It provides what no human can by by himself.

Efficient way to keep track of my leads

Jul 02, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I mostly like the fact that it reminds me when I have specific clients that need attention or are ready to be contacted again.

Cons: The thing I like least about this software is the fact that I can not link up to my google or outlook calendar so I didn't have to enter appts. twice

Overall: I am able to easily track my leads. The lead shows up in the "red" color when I have something to do for that client whether it be to follow up with the client or I've set an appointment for the day it turns red.

Great for keeping track of client contact.

Apr 13, 2015
5/5
Overall

5 / 5
Ease of Use

4.5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: The software is easy to use, and the training is worthwhile. It's a good tool for helping your salesforce keep track of their conversation content with clients (or potential clients), and their follow-up schedules. But the key is to USE it! Every time you have contact with the client, you need to go to their record and update it, then mark it for the appropriate follow-up. If used properly, your clients will not fall through the cracks and get forgotten.

Cons: Without training, it's easy to forget what dropdown choices you should choose to categorize various aspects of the sales process and its progress. If you could hover over some of them for definitions of when that choice would be the appropriate choice, that might help.

Recommendations to other buyers: If you are not going to insist that your sales force use it for every contact with every client (or potential client), then you will not get effective results. It has to be used to be valuable. It's a great way to see the strengths and weaknesses of your sales people, which will make it easier for you to help them with training that you may not have realized they need.

Accounting

Oct 26, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: CRM allows me to see accounts that just pertain to the accounting end of the business. I am not seeing accounts before I need to be working with them. I also like that I can set followup dates that allow me to see what accounts need immediate attention.

Cons: The only "issue" I have with CRM is it makes note of every change made, no matter how significant it may be. This can make for a lot of notes. It would be nice to be able to opt out of some of those automatic notes. Or to be able to have the ability to delete them. Even if it had to have a admin code, for security reasons.

Followup CRM has helped our business succeed

Feb 01, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Followup has helped our sales staff keep their clients organized. They know exactly what the next step is, when to contact them, and can write detailed notes about meetings and phone calls. We are also able to reference past clients that don't show up on the dash board and get any information again if needed.

Cons: I wish the home page would remember you so you don't have to sign in every time your visiting.

Streamline company data

Jan 30, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The notes on the customer let me know exactly what I need to do next.

Cons: Our members are still having difficulty with the mobile ap.

Overall: Our company has been using FollowUp for about months. Being able to look online to see the addresses of new jobs and to see the latest comments helps make my job easier. It is easy to use and the support team have made it a breeze to work with. Thanks FollowUp!

Recommendations to other buyers: Great time saver.

Vendor Response

by Followup CRM on January 30, 2017

Thanks Gail! We appreciate your feedback! We will always work hard on improving our software, feel free to submit to us your recommendations!

Can you please share some specifics with me regarding the mobile app? I'd like to hear your thoughts as we update it in the future!

Happy Selling!

Ryan

Great Sales Tool

Jan 30, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The customer management portion, not only does it remind me to follow up with a customer, it gives me the ability to pick up right where we left off.

Cons: Maybe just the aesthetics, I don't think that's very important though so its a non-issue.

Overall: I am a commercial roofing account manager, This tool is the best tool I have ever used for a follow-up reminder. It gives you the ability to never forget a follow-up and to always pick up the conversation where you left off. Always. You customers will be more than impressed which doesn't alway get you a contract but it always gets me last look to decide whether or not it is beneficial for me to get to the number they want.

Vendor Response

by Followup CRM on January 30, 2017

Thanks Chris!

I hope you're taking advantage of FollowUp Power University as well!

Do you have any recommendations on improving the aesthetics? We would love to hear your feedback!

Ryan

Excellent way to organize and keep up with my clients

Nov 01, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I appreciate the way it allows me to see what I have to do next with each client. It puts clients that have urgent needs at the top and highlights them in red when I need to do something for them.

Cons: I wish that when I set appointments in it, it would automatically sync up to my google calendar. I end up having to enter it in the follow up program and then go and manually type it in my google calendar with all of my other work & personal events.

Overall: I have a clear vision of what I need to do each day for each client.

Vendor Response

by Followup CRM on November 02, 2017

Thanks Karinne!

Google calendar will be arriving soon!

Pete/FUP/2017

Jan 30, 2017
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: Ease of information input.

I like how it compares my performance to the rest of the company.

Cons: Have not discovered any problems.

Overall: 40yrs +. Commercial Roofing as Estimator/Project Manager.

I have worked for large and small companies utilizing various forms of bid tracking. This is somewhat intense for my needs but not a cumbersome process.

To be honest I did not use it much this past season but have started off this year with it; Hoping to see trends with respect to the various types of success with various contractors to eliminate sending quotes to contractors that never use our services. I never realized how much I bidding I do for certain general contractors that never give us an opportunity. We also want to see which specific product /system types we tend to be most successful in winning.

I also like the ease of customer base entry when quoting to multiple GC's.

Vendor Response

by Followup CRM on January 30, 2017

Thanks for the feedback Pete!

We are glad you're finding value in the system! I understand the intensity of new technology, so we are very conscious of how the construction industry is and we want it to be an easy transition!

We appreciate the positive remarks, however I'm not sure if you meant to leave the "value for the money" area blank? I hope you felt that you're getting more value than (0/5) stars! :)

Happy Selling!

Ryan

Roofing Sales

Jan 25, 2019
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: It is a great source for follow up on current and past accounts. everything is at your finger tips, as long as you do your inputs. I like being able to email customer directly from follow up site and having it go into "notes" section.

Cons: There are a lot of categories or boxes I don't have need for.

Overall: I'm able to keep track of quotes and regularly follow up with customers.

Great Sales Tool!

Jan 30, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: It's easy to use and the data generated is well worth the time spent. It gives me a clear snapshot at any given time of my sales, the number of proposals I am cranking out, etc.

Cons: Sometimes I get slammed and time spent entering the data into Follow Up Power puts me that much further behind schedule...

Overall: I use Follow Up Power regularly - it is easy to input information into and the resulting pie charts and data are great tools to let me know how much I am selling, how much I might sell in the future, and how many actual sales I am making from the number of proposals I am putting out. It's all right there!

Recommendations to other buyers: Be disciplined about entering your sales activities and other data into Follow Up Power. It is too easy to tell yourself, "I will do it later". Enter the data after each proposal that you submit. Make it a habit!

Vendor Response

by Followup CRM on January 30, 2017

Thanks Randy!

Really glad you're using the program and it's helping your sales! Be sure to get into FollowUp Power University, the courses are solid and will be of great value to your sales improvement!

Ryan

10 out of 10 Best Software ever

Feb 28, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Tracking System

Cons: Sales tool

Tracking system

Processes in place

Overall: Follow Power is the best automation sales tool in the market. The tracking capabilities and the way that is setup give ability to the user to keep track all the clients and bids out and touch them multiple times until is time to close them. Also bring a uniform way to keep people engage to use the sales tools to qualified hard the leads and close them easy.

Vendor Response

by Followup CRM on February 28, 2017

Thanks Leo! You're the man!

Ryan

Great software to take your business to the next level

Jul 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: It is imperative to track all sales and potential sales through the pipeline. Great for keeping contracts and documentation with the job. It lets us know why we are missing jobs. Track close rates by salesperson. Game changer

Cons: Needs a better functioning app. Other than that it is a definitely a great software for our roofing business.

Incredible Product!

Mar 21, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Incredible Product!

Cons: I'm unable to think of any.

Overall: FollowUp Power is the greatest tool our company has come across! Since getting on board with FollowUp, we eliminated the "forgetting to follow-up" statement and have increased our sales dramatically. Not to mention the easy-to-use platform with extreme functionality. Thank You support team, for providing such a great product and excellent service!

Vendor Response

by Followup CRM on March 21, 2017

Thanks David! Really appreciate it!!

Ryan

Follow-up CRM Review

Jan 25, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: User-Friendly! Especially appreciate the different stages of an account which we can focus upon. The next follow-up dates are of extreme value so we don't miss any opportunity. Although we began using CRM in 2019, we added the last quarter of 2018 and reaped benefits by following up on proposals. Win-win!

Cons: Now that we've experienced CRM, wish we could add scheduling but I fully understand that CRM is a sales software. FCS is good for other purpose but what a blessing if there could be an all-in-one software. Now, we can't do without Follow-up CRM and never realized what we have been lacking all along. Great program!

Overall: We've been using CRM since 1/2/19 and so far reached out only a few times to Rep; some of which are operation malfunction (LOL). We had 2 training sessions with her and she is one of the best teachers ever. She is patient, kind, helpful, explains well, and most important of all, is always available and answers promptly. Never experienced this kind of prompt support as she has provided. What an asset!

ACCOUNTABILITY

Jul 24, 2015
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Follow Up Power has enabled my Company to easily track the valuable leads that come in and the different ways in which we recieve them. This program has helped make my Sales Team "ACCOUNTABLE" for their time and efforts in the lead process from the beginning to end. This Follow Up Power Program also allows me to have a complete daily, weekly, monthly or yearly snapshot of Leads, Completed Sales and Lead Closure % which in turn helps me forcast Future Sales. This program is very simple to learn and use and the trainings are very thorough. I have no doubt that the Follow Up Power Program has brought my Company to the "next level" in tracking and forcasting Completed Sales.

Cons: I have not found anything to dislike about the Follow Up Power System.

Recommendations to other buyers: I HIGHLY recommend it. It is very simple to learn and use and the trainings are very thorough. The results definately speak for themselves.

Follow Up & Follow Through

Feb 03, 2017
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: Dashboard and graphs so with a click of a couple buttons you can see if the individual and Company are meeting the monthly goals

Cons: Easier way to pull various reports in a concise manner.

Overall: Follow Up Power has created a Sales Process for our team. With a click of a couple buttons, you can see who has (or hasn't) done what, and when.

By following the SALES PROCESS STEPS, we have seen our hit rate go up, in just the short time we've used it.

It's relatively easy to use, and gives a "dashboard" to the individual account manager (or estimator or take off person), so they can stay on track on a day-to-day basis.

My only hope is that FUP continues to grow and adds a variety of templates / measurables to keep our Company honest and growing !

Implementation and Use with an existing sales force

Feb 01, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: The tractability of projects from start to finish..... Customer's buying habits and needs..... Sales person's activity level, opportunities, and profitability of the project....

Cons: Limited reports on key selling silos..... Roofing production only is OK.... Service sales silos is cumbersome when trying to group the silos together...

Overall: Keeping sales people within their assigned Territory... Tractable pipeline of projects, to help forecast backlog and project availability

Excellent, provides great insite

Feb 13, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The sales data

Cons: Wish it would send an email tickler for follow up

Overall: I've used Follow Up power for two years now, it provides valuable insight to quotas, reminders for follow up, trends etc....

Recommendations to other buyers: No

Vendor Response

by Followup CRM on February 14, 2017

Thanks Michael!

I appreciate the kind review and the feedback! Not sure if you're using the alert feature for late activities from 1-5 days. You can have your administrator set that up!

Follow up helps track and keep projects in front of you.

Jan 30, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Ability to set reminders

Cons: Would like to have a more detailed version that I could use to track costs in each individual job.

Overall: At our company our job list grows pretty fast on at a drop of a hat, so follow up helps us input the job information, track what needs to be done on daily tasks, estimating and status of them, and collections also. It has been an invaluable help in all these areas since we signed on with Follow Up more than a year ago.

Vendor Response

by Followup CRM on January 30, 2017

Thank you so much Eric!

I appreciate the feedback! We love All-Clean, happy selling!!!

Ryan

Crm review

Jan 29, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
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Pros: The system had a nice dashboard and the ability to dial in on the numbers. Was easy to search for records and was helpful to project sales

Cons: The report side of the program was confusing and difficult to understand and lacked functionality for me

Commercial roof estimating

Oct 19, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: That to do list is a very nice feature for keeping projects organized. It also helps prioritize what projects need to be done first

Cons: It is frustrating that it does not auto save when you are in a file if you accidentally close out while making a comment or changing names on projects.

Overall: CRM has improved efficiency in our business and has made it easy to find out where things are at and who is handling certain parts or tasks for projects. When we have run into issues with things or had questions about the software it has been fairly easy to get in contact with someone to help us navigate the software or make changes.

Review

Jan 25, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: I love how everything is organized and the lay out of the software. Makes it so easy to stay on top of deadlines.

Cons: Honestly, the only thing I find that is a "con" is if you forget to insert a date in then it does not pop up on your dashboard.

Overall: I love it. It is a great company tool so everyone stays organized. I work in the sales department, so it helps me out tremndously with pulling reports and staying up to date with our numbers.

Followup CRM

Oct 19, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: I like that I can find and communicate with other staff members using the system and see what they are doing, as well as they can see my activity

I like having all of our information in 1 accessible place

Cons: There is not all of the information on one page. sometimes I need to access many different tabs for the whole summary of activity

Overall: Overall it has brought me closer to our many offices activities

Follow up review of use

Jan 30, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use

Cons: No aplacations for mobile devise

Overall: Overall good easy to use would like app for phone so can use on the go and update at meetings reports are ok but could be improved upon

Recommendations to other buyers: None

Vendor Response

by Followup CRM on January 30, 2017

Thanks Mike! We appreciate your feedback! We will always work hard on improving our software, feel free to submit to us your recommendations!

Have you taken a look at the mobile app yet? We released our first one in December.

Check out the video of the mobile app below.

https://youtu.be/ah6Nd7tasJ8

Happy Selling!

Ryan

CRM Experience

Jan 29, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: I liked the fact that I could save very detailed information about my customer. I was also able to save proposal and email information that was sent over to me but potential customers.

Cons: I would have liked to be able to email my proposals directly from CRM to my customers.

Overall: I've had a great experience with CRM and their staff has been very helpful throughout the entire process.

Use FollowUp Everyday!

Jan 18, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Pros: Intuitive interface and great built-in reporting options.

Cons: Quickbooks interface is in the works. Will be nice when available.

Overall: I actually know what my sales pipeline looks like and helps me really understand my business.

Review From an Analyst

Oct 29, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: What I liked the most about this software is that it provides a thorough reporting functionality.

Cons: What I like least about this software is that it currently does not support a feature to build your own reports. This leads to information being spread across multiple reports. PowerBI integration is coming but as of this review is still not available.

Follow up review

Feb 03, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: Ease of use.

Cons: Still getting used to the changes.

Overall: Very intutive and easy to use. This is the best CRM I have used to date. We will continue to have Followupppower be our CRM in the future. The mobile app will be a big help.

Recommendations to other buyers: Try it, you will like it.

Follow Up Simply Works

Jan 30, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use and results.

Cons: Sometimes the browser display has to be adjusted to view everything properly.

Overall: We recently started using the Follow Up system and I cannot recommend it enough. If you make proper use of it, you will see your sales increase. It is just that simple.

Recommendations to other buyers: USE IT!

Vendor Response

by Followup CRM on January 30, 2017

Thanks for your help Jeff!

This is awesome, any other specific feedback would be much appreciated! Please let us know!

Happy Selling!

Ryan

Review

Oct 30, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Very helpful and easy to find information. Reports are very helpful and we use weekly.

Cons: Report can take a while to download/errors when running reports.

FollowUp Power Review

Oct 23, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Ease of using, being able to locate client information very quickly and the Dash Board.

Cons: Would be nice to customize fields to fit our particular needs better and/or hide fields we do not need. Notes can get very long with all the auto system entries, I feel this is not necessary for us (maybe good for others?).

Overall: Tracking our clients, bids and managing follow up dates and steps of each process have helped our whole team greatly! Hands down love this system over the previous systems we have tried!

Great Program

Jan 30, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use

Cons: Accuracy

Overall: We were looking for a program to help us develop better habits and better tracking of our opportunities and Follow Up Power has accomplished that. Great program and easy to use!

Recommendations to other buyers: Ease of use and helps develop good sales habits

Vendor Response

by Followup CRM on January 30, 2017

Thanks Burt!

Your thoughts are so helpful! Please be sure to utilize FollowUpPower University. This will be a game changer for you all, I know it!

Ryan

VP General Manager

Oct 19, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: Easy to use, customizable and simple, good product for a lower cost then sales force and other CRM's

Cons: Reports export to adobe rather then excel. You can not sort them and manipulate them to arrange as you see fit.

Overall: Good tool for sales reporting and customer follow up. Good reports.

Follow Up Power Makes Keeping Track of Leads Easy

Jan 30, 2017
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: easy traceability for what is being performed on a rep level and how we are doing overall as a company.

Cons: there are no auto-email notifications or tasks you can set up for additional users.

Overall: After switching to Follow Up Power, our Account Managers are able to track all of their leads and organize follow-ups with them accordingly in an organized, easy and user-friendly manner. This allows us as managers to keep tabs on accounts to make sure they are being followed-through on. Also, we are able to track and run reports to see how well our company is performing overall and individually in respect to closing percentages, what's hot in the pipeline and forecasting throughout the year.

Recommendations to other buyers: not really

Vendor Response

by Followup CRM on January 30, 2017

Thanks Tre!

Can you please reach out to me and bring some more detail to the auto-emailing function?

We certainly want to improve and refine our product for your overall success. We appreciate the kind words, thanks for sharing!

Happy Selling!

Ryan

Great tool for business

Jan 30, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: It helps stay on top of our bids projects.

Cons: More designed for residential and service than new construction.

Overall: Thanks for such a great product. It works well helping us stay on top of jobs and sales. Thanks, follow up power!!

Recommendations to other buyers: If you are looking for something to help you keep up with your projects this is it.

Vendor Response

by Followup CRM on January 30, 2017

Joseph!

Thank you for your feedback, we really appreciate it!

We always want to improve and refine our product. Any feedback in more detail to improve your experience would be helpful.

Happy Selling!

Ryan

Hassle-free follow-up

Oct 26, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I really enjoy the separation of important dates so I can quickly review it.

Cons: The search feature can be difficult especially if you don't know exactly what you are looking for.

Overall: It is much easier to keep track of previous conversations and when we need to follow up again.

Time Saver

Feb 03, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: I like the way data is inputted and the format used that is intuitive for the most part.

Cons: Unless there is a way to go into the address area at the beginning that I'm not aware of, there doesn't seem to be a way to correct or add to that section.

Overall: I find for the most part this is a great time saver.

Having a format that gives the ability to have all the relevant information at hand quickly and easily is a powerful tool in helping to complete and close a sale.

Best Follow Up software!!

Jul 11, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: How clear the dashboard is, you can find anything you need right off the bat! I will never miss a meeting ever again!

Cons: I wouldn't change a thing, it's so functional and the best for every day use. It's easy to read and easy to maintain.

Seamless

Mar 06, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Makes following up easy and more efficient. Line up your leads quicker and make your time count. Follow up now

Overall: It really is a nice program that can efficiently help you grow your closing ratio. We have see our grow from 22% to 30%

Organization and customization

Jan 30, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: ease of use and customer support

Overall: Follow Up Power is a great way to stay organized and connected with the consumer. I love the customization and how we were able to relate it directly to our business. It makes keeping track of the consumer and remembering to ask the right questions a snap. Following up has never been so easy

Vendor Response

by Followup CRM on January 30, 2017

Thanks for you feedback Alex!

You guys are awesome! Please make sure you take advantage of FollowUp Power University!

Happy Selling!

Ryan

North-Ply Contracting Co.

Oct 25, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: The crm is designed for roofing contractors. Data entry is not cumbersome, and reporting is very easy.

Cons: Not applicable. The software performs the way we need it to.

Overall: Customer service is wonderful.

Great Help and customer support response time.

Mar 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: I loved using this CRM. It was functional and clean to use. The interface was on point and the Help support was always available. I would highly recommend this product!!

Cons: The vendor is great. As for the product, we have asked for certain "tweaks", which the vendor has happily made. There are still three check boxes that are more appropriate for a roofer than an electrical.

Overall: Intuitive in that I am a construction professional using software that follows the same process I am used to in pursuing work. The support is tremendous, thorough and always easy to access.