---
title: "FollowUp CRM Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about FollowUp CRM Software - reviews, pricing plans, popular comparisons to other Construction CRM products and more."
source_url: "https://www.capterra.com/p/137381/FollowUp-Power/"
page_type: "product"
language: "en"
---

# 

 FollowUp CRM Software Review 2026: Features, Integrations, Pros & Cons

Last updated on August 26, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

FollowUp CRM

## What is FollowUp CRM?

Followup CRM was built for commercial, residential, and general contractors. Followup CRM helps businesses ditch messy spreadsheets with an easy-to-use sales and bid-tracking CRM that will help them get organized, follow up with leads, and win more contracts. With Followup CRM, sales teams can implement sales fundamentals, manage leads and bids, and track and schedule sales-related activities while being held accountable and providing critical analytics that drive smart decision making.

## What is FollowUp CRM used for?

[Construction CRM](https://www.capterra.com/construction-crm-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/)

Top alternative

Featured

Overall rating

Based on 229 user reviews

Reviews sentiment

Positive

90%

Neutral

7%

Negative

3%

Contact vendor  
for pricing

Free trial  
not available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for FollowUp CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://followupcrm.com/&name=FollowUp CRM)

## FollowUp CRM Overview

Updated August 2026

AI summary

FollowUp CRM is a cloud-based solution designed for small to enterprise-sized businesses seeking to manage sales, bids, and client relationships. Covering construction CRM, project management, and sales tracking, it centralizes lead management, estimating, job costing, and reporting. The platform supports task coordination, pipeline oversight, and integrates with common tools, with deployment options across web, desktop, and mobile devices.

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### FollowUp CRM

4.5 (229)

VS.

[4.6 (1,475)](https://www.capterra.com/p/127994/Jobber/reviews/)

Starting Price

Contact vendor

Starting Price

$39

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.4 (229)

Ease Of Use

4.6 (847)

Value For Money

4.4 (157)

Value For Money

4.4 (732)

Customer Service

4.6 (208)

Customer Service

4.6 (771)

## FollowUp CRM alternatives

[4.4 (177)](https://www.capterra.com/p/194155/BuildOps/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[4.3 (6,994)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[AccuLynx](https://www.capterra.com/p/116187/Acculynx/)

[4.6 (847)](https://www.capterra.com/p/116187/Acculynx/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/116187/Acculynx/)

Highest Rated

[Builder Prime](https://www.capterra.com/p/164068/Builder-Prime/)

[4.7 (90)](https://www.capterra.com/p/164068/Builder-Prime/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

99%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/164068/Builder-Prime/)

[View all alternatives](https://www.capterra.com/p/137381/FollowUp-Power/alternatives/)

## FAQs about FollowUp CRM

Overview

### What problems does FollowUp CRM solve?

FollowUp CRM solves missed follow-ups, scattered customer notes, weak lead accountability, and poor pipeline visibility by centralizing tasks, proposals, emails, and status tracking in one dashboard. Sales teams, estimators, account managers, and sales leaders use it to prioritize daily work, monitor open bids, forecast revenue, and prevent opportunities from slipping through the cracks.

Answer based on 185 reviews

Overview

### Which roles and teams benefit most from FollowUp CRM?

FollowUp CRM is most used by estimators, project managers, and sales teams that need to track bids, manage client follow-ups, and keep opportunities moving. Business development leaders and account managers use it to organize pipelines, while executives and office administrators rely on reporting, visibility, and coordination across customer-facing workflows.

Answer based on 202 reviews

Overview

### What company size and industries is FollowUp CRM built for?

FollowUp CRM serves small construction businesses first, with 74% of reviewers from small companies and 80% from Construction. It is built for contractors and construction firms focused on sales and estimating, while reviewer data also shows some use in midsize businesses at 21%, plus Mechanical or Industrial Engineering and Real Estate at 2% each.

Answer based on 228 reviews

Features and Usability

### What are the key features of FollowUp CRM?

FollowUp CRM includes core sales workflow tools like follow-up management, sales tracking, task tracking, and a dashboard for daily priorities. Differentiating features include workflow automation and residential-focused workflows. Reviewers also highlight contact notes, reporting, email integration, and mobile access for managing leads, bids, and ongoing customer conversations.

Answer based on 67 reviews

Integrations

### Which third-party tools and platforms does FollowUp CRM integrate with?

FollowUp CRM connects natively to CompanyCam, Dataforma, Procore, Hover, Gmail, Microsoft Outlook, QuickBooks, and Zapier. It also links with construction and accounting platforms such as FOUNDATION, Sage, Viewpoint, eSUB, Knowify, FCS Roofing Software, and The EDGE, covering project management, email, estimating, and financial workflows.

Answer based on 10 reviews

Getting Started and Support

### How easy is it to onboard and train a team on FollowUp CRM?

FollowUp CRM is generally quick to onboard, with in-person training, live online sessions, webinars, documentation, and videos available. Sales reps and new users often learn the basics within a day, while admins, less technical staff, and teams customizing workflows may need more time to get fully comfortable.

Answer based on 24 reviews

Getting Started and Support

### What customer support options does FollowUp CRM offer, and how do users rate the experience?

FollowUp CRM offers email/help desk, a knowledge base, phone support, and chat. Users often describe support as responsive, helpful, and quick to resolve issues, with strong training and follow-up. Some reviewers report occasional gaps, including unhelpful chat interactions, missed callbacks, and frustration around mobile-app-related questions.

Answer based on 60 reviews

Ease of use

### Is FollowUp CRM easy to use day to day?

FollowUp CRM feels easy to use for daily sales tracking, data entry, and deadline management for many construction-focused teams. Small businesses and estimators often like the clear layout and at-a-glance visibility, though some users find the interface dated, certain details cumbersome, and mobile or account lookup tasks harder than expected.

Answer based on 67 reviews

## Features

AI summary

Based on 657 Construction CRM reviews

Capterra data shows that buyers of Construction CRM rank the following features as their top priorities:

-   **Job Costing** (**66%** of reviewers rated this feature as critical)
-   **Project Tracking** (**65%**)
-   **Project Management** (**65%**)

FollowUp CRM supports all three top features buyers look for: **Job Costing**, **Project Tracking**, and **Project Management**. Together, these capabilities help businesses monitor project expenses, keep work moving against deadlines and milestones, and manage day-to-day construction operations more effectively, allowing teams to stay on budget, maintain visibility across jobs, and keep projects on schedule.

Project Tracking

4.3 (20)

60.00% of 20 reviewers that rated this feature as important or highly important

Monitor the progress of projects from start to finish

Scheduling

3.7 (26)

46.15% of 26 reviewers that rated this feature as important or highly important

Plan availability and assign specific time slots for tasks and resources

Quotes/Estimates

4.0 (12)

41.67% of 12 reviewers that rated this feature as important or highly important

Generate quotes or estimates for customers

Lead Management

4.2 (25)

72.00% of 25 reviewers that rated this feature as important or highly important

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Contact Management

4.3 (28)

75.00% of 28 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Calendar/Reminder System

4.1 (19)

63.16% of 19 reviewers that rated this feature as important or highly important

Notifications/alerts for upcoming events or tasks

FollowUp CRM 82 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Accounting Integration: Integrate with a third-party accounting system
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Bid Management: Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
- Buyer Management: Track all information required to develop and sell lots in housing projects
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Calendar Sync: Synchronize with other calendars to view mutual availability and schedules
- Calendar/Reminder System: Notifications/alerts for upcoming events or tasks
- Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
- Change Order Management: Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs
- Client Management: Manage contact details and communication with clients
- Client Tracking: Track all company interactions with current clients
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
- Contact Management: Manage, organize, and store contact information
- Contract/License Management: Track, store, and access client contracts or licenses
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics
- Data Import/Export: Import and export data to and from software applications
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Email Marketing: Create and send email blasts/campaigns
- Email Templates: Pre-made examples and templates for emails
- Estimating: Estimate expected cost based on various factors before a project begins
- File Management: Create, save, and store files
- For AEC Industry: Primarily serving architecture, engineering, and construction industry professionals
- For iPad Devices: Operate/access software on iPad Devices
- For Residential: Specialized for organizations who focus on residential projects
- For Startups: Primarily serving startup companies
- Forecasting: Form predictions based on past and present data/trends
- Interaction Tracking: Track interaction history by documenting conversations for contacts
- Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure
- Job Costing: Calculate total itemized costs, including initial costs and any changes
- Job Scheduling: Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments
- Lead Capture: Automatically identify and save contact information of potential customers
- Lead Generation: Manage the process of attracting and converting business prospects into leads
- Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process
- Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors
- Marketing Automation: Automate workflows and trigger campaigns based on customer actions
- Mobile Access: Access software remotely via mobile devices
- Mobile App: Access the system via a mobile application
- Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
- Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue
- Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
- Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
- Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments
- Project Scheduling: Identifying critical tasks that make up a project and assigning start and end dates for each
- Project Time Tracking: Measure time to completion or hours worked for projects
- Project Tracking: Monitor the progress of projects from start to finish
- Projections: Estimate or forecast of a future scenario based on the study of present trends
- Quotes/Estimates: Generate quotes or estimates for customers
- Real-Time Data: Receive data and information in real time
- Referral Tracking: Log and store the source of contacts/leads
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Sales Approval: Ensure that quotes/invoices are correct before sending to customers
- Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.
- Sales Pipeline Management: Pipeline view and tracking lead status
- Sales Reports: Reports specific to sales analysis for trends and strategies
- Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
- Scheduling: Plan availability and assign specific time slots for tasks and resources
- Segmentation: Group leads or contacts based on their specific characteristics
- Subcontractor Management: Track information, qualifications, and contact details of subcontractors
- Task Management: Create, manage and track all task activities and progression
- Task Progress Tracking: Track the status and progress of tasks
- Task Scheduling: Track and manage the scheduling of tasks
- Territory Management: Organize customer data and accounts by user or geography
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Warranty Tracking: Track the duration and expiration of warranty as well as any obligations under that warranty
- Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

We can help you find the software with the features you need.

Features

4.2 (207)

4.2

Based on 207 reviews

## Pricing

Value for money

4.4 (157)

Enterprise

Pricing not available

It includes:

-   Shared Customers
-   Advanced Permissions
-   ERP Integration
-   Open API

Professional

Pricing not available

It includes:

-   Workflow Automation
-   Bulk Emails
-   Sequences
-   Automated Follow-ups
-   Zapier Integration

Team

Pricing not available

It includes:

-   Construction CRM
-   Project Tracking
-   Standard Reporting
-   Follow ups and reminders
-   Digital Bid Calendar
-   Document Storage
-   Email Templates
-   Email Integration

Value for money

4.4 (157)

4.4

Based on 157 reviews

## Integrations

[

QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[

Gmail](https://www.capterra.com/p/202338/Gmail/)[

Zapier](https://www.capterra.com/p/130182/Zapier/)[

Procore](https://www.capterra.com/p/56250/Procore/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[

QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[

Viewpoint Spectrum](https://www.capterra.com/p/175831/Spectrum/)[

Sage 100](https://www.capterra.com/p/227232/Sage-100cloud/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.6 (208)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.6 (208)

4.6

Based on 208 reviews

## User reviews

Overall rating

4.5

Based on 229 reviews

Filter by rating

5(137)

4(69)

3(17)

2(2)

1(4)

Mentioned topic

Sorted by most recent

Matt M.

President

Construction

### "Stay away from Follow-Up CRM"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

August 21, 2026

This software did not work as presented, we were asked to be patient for upgrades which did not happen. Then when cancelling we were asked to work with them and they never followed through on Integration issues. Demanded money for a faulty product. Based on our experience, I cannot recommend FollowUp CRM.

Pros

We liked the presentation with the ability to integrate with Procore and the ability to integrate with our email tool. It had lots of "potential"

Cons

Title: Cancellation was acknowledged, but we were billed again and sent to collections Our construction company used FollowUp CRM and ultimately decided to cancel because important capabilities discussed during the sales and implementation process did not materialize or work as expected for us, including mobile functionality, reporting, email connectivity and the anticipated Procore bid-board integration. In March 2025, FollowUp CRM charged our card $6,200 for another annual term. We disputed that renewal but ultimately paid for and served the additional year. More importantly, we clearly communicated in writing that we were cancelling and would no longer use the service. On March 18, 2025, FollowUp CRM’s Director of Customer Success wrote: “If you would like to continue with your cancellation please confirm and @Is\*\*\*\* Z\*\*\*\*\* will process it for you.” On March 19, we responded in writing: “We will no longer be using the service.” That exchange occurred approximately one year before the next renewal date—far more than the stated 60-day notice requirement. Despite that written exchange, FollowUp CRM later claimed we owed another annual payment because we supposedly failed to cancel again. Our efforts to get FollowUp CRM to address the documentation were unsuccessful, and the account was referred to a debt collector. The collector has now reported the disputed account to credit bureaus. We have retained the complete email thread documenting the cancellation. In our experience, FollowUp CRM’s handling of cancellation, renewal billing and the subsequent dispute has been unacceptable. My advice to any contractor considering this product is to carefully review the automatic-renewal terms, calendar the cancellation deadline, send cancellation through every available method, demand explicit written confirmation that the account has been closed, and retain every email indefinitely.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RH

Ryan H.

President

Construction

### "Bad business practices"

1.0

Overall Rating

1.0

1.0

Ease of Use

3.0

3.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

December 3, 2025

The customer service is terrible and the software only works for following up on existing bid proposals. Most things don't work and they say they will talk to the \[sensitive content hidden\] about fixing the glitches in the software but won't offer refunds for the months the software couldn't be used. That combined with how they continue to bill clients, I would recommend staying away and I only write a bad review on a company every 5 years at most.

Pros

It only works for following up on existing proposals. For that they have a good dashboard but that was it for our uses.

Cons

Shady accounting practices. We canceled in writing 90 days prior to renewal and they confirmed. They said there was not an off-boarding call so they billed us $4500 for another year. We had to prove to our credit card company we canceled to get it refunded. Followup just kept trying to charge our account again so the credit card company put a stop to it. Also the software only works for following up on existing proposals. It does not work as most CRM's do and help you land new clients prior to bidding with them.

Alternatives considered

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Reasons for choosing FollowUp CRM

We thought it would integrate quicker for construction. It did not.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

MW

Melanie W.

Project Engineer

Construction

### "Product still in early stages of CRM"

2.0

Overall Rating

2.0

2.0

Ease of Use

3.0

3.0

Features

2.0

2.0

Customer Service

4.0

4.0

Likelihood to Recommend

0/10

March 13, 2025

The initial setup and follow ups from \[sensitiive content hidden\] and any questions I had were answered with him. The integrations, and tech part of the software is mediocre. For the amount of money we paid, and what we were sold on and hoped it would come true, it wasn't worth it.

Pros

Interface looks great; Implementation rep was amazing, simple to enter basic information.

Cons

Reports still don't work properly for us; promised of integration with ProCore, but after a year, still not integrating, especially to the bid board; no app for android, app for iphone doesn't work well and interface is hard to use on the phone; email integrations spin and then force the program or email to close. Be ware, 60 days are needed for cancellation or they autocharge for the full amount with no refund.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

India C.

Benefits Customer Service Representative

Insurance

### "Effective and efficient "

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

8/10

March 28, 2024

Pros

Issues are fixed quickly and the format is great for your reports.

Cons

Calendar syncing lacks and there are sometimes minor glitch with data.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JS

Jon S.

IT Director

Construction

### "Shady accounting practices"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

December 18, 2023

Overall its a decent, lightweight CRM, however, it's not worth working with this shady company that can hold you hostage. In 2023 you shouldn't have to jump through hoops to cancel a CRM subscription. 0/10 - Dont recommend.

Pros

Intuitive interface, easy to train new users. This is a basic CRM, nothing remarkable.

Cons

Shady accounting practices. Having deployed many SaaS apps across the enterprise, this is the first I've come across that requires a 60-day cancellation notification. There isn't an option within the interface to cancel account or subscription. You HAVE to schedule a call with Follow-Up to cancel your account. We provided notification with 30 days left before our renewal and the account rep told us "Sorry - we're going to bill you anyways. You didn't read the terms and conditions".

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

FS

Francine S.

Pós Vendas

Machinery

### "Muito bom"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

January 30, 2023

No meu ponto de vista o sistema é bem dinâmico, de fácil acesso e bem completa as informações.

Pros

O sistema me facilita o trabalho no dia-a-dia, tenho acesso as informações dos clientes e ao estoque da empresa me possibilitando ter mais agilidade no atendimento aos clientes e liberação de pedidos, pra mim ele é fundamental.

Cons

\- Número da proposta poderia aparecer junto no ERP e na ordem de serviço.- A ordem em que é lançada os itens poderia ser o mesmo gerado no PDF da proposta.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

GG

Gabriela G.

Database Manager

Real Estate

### "Easiest Interface for a CRM"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 24, 2022

Follow Up Boss has completely changed our business and has allowed us to implement systems to grow/

Pros

It is an open API system meaning you can integrate almost any technology through Zapier

Cons

The possibilities are endless so it can seem overwhelming to start

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

MM

Michael M.

CEO

Construction

### "Great for Scrubbing the Sales Pipeline"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 7, 2022

Excellent product, great service from their staff

Pros

Quotas give us goals we can work towards each week, month, quarter, etc.

Cons

Can be a little slow to load certain pages, and generate reports

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

PM

Peter M.

Director of Business Development

Construction

### "Excellent CRM Customized for Contractors"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 7, 2022

Overall, this CRM has been a lifesaver for us on the tracking end. It is greatly increased our bid tracking and output and greatly benefited our staff being able to log our brains into an easily customizable CRM rather than keeping everything in our heads alone.

Pros

We love that this CRM is catered towards contractors.

Cons

Did not have GMAIL / Google Calendar integration for a while.

Switched from

[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)

Cheaper and more catered towards construction / contractors.

Alternatives considered

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Reasons for choosing FollowUp CRM

Price / Construction & Contractor Specialized

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

EM

eric M.

qualifier

Construction

### "CRM peprformance"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

2.0

2.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

January 31, 2022

Very good at what it does do.

Pros

Ease of operation. It's simple to use and does what I use it for which is to organize my follow up schedule.

Cons

It is limited in it's capabilities. Cannot keep track of jobs performance, margings, labor, materials etc.. I realize that's not what you do.

Reasons for choosing FollowUp CRM

I used it at Advanced Roofing and Sheetmetal and liked it in organizing and scheduling follow ups. Please do not send me $20.00. No need.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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