Best For

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.

Product Details

#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.

Contact Details

Followup CRM

https://followupcrm.com/

Founded in 2012

Located in United States

Starting Price

  • Not provided by vendor

Free Trial

  • Yes

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • Business Hours
  • Online

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

Overall
4.5/5
Ease of Use
4.5/5
Customer Service
4.5/5

Showing Most Helpful

Showing 50 of 172 reviews

Showing Most Helpful

Showing 50 of 172 reviews

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Rating
Company Size
Reviewer's Role
Length of Use
Frequency of Use
Jeanna W.
Customer Relationship Manager
Construction, 11-50 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
8/10
Source: Capterra
February 16, 2017

“Great way to track sales”

OverallFollowUp 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.
ProsBeing 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.
ConsThere 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.
Source: Capterra
February 16, 2017
Steve S.
Account Manager
Construction, 11-50 employees
Used the software for: Less than 6 months
Overall Rating
4/5
Ease of Use
3/5
Customer Service
4/5
Features
3/5
Value for Money
4/5
Likelihood to Recommend
7/10
Source: Capterra
February 28, 2017

“Brain damage”

OverallThe 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
ProsIt covers many details about a file which is good.
ConsI 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.
Recommendations to other buyersI 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.
Source: Capterra
February 28, 2017
Karinne D.
Design & sales
Construction, 11-50 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
January 30, 2017

“Karinne Dakis @ DreamMaker Bath & Kitchen”

OverallI 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.
ProsI 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.
ConsThat 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)
Recommendations to other buyersNot 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
Source: Capterra
January 30, 2017
Brian M.
Business Development
Construction, 11-50 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
February 8, 2017

“Simply powerful ”

OverallContact 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.
ProsEase of use for any level user
ConsWould like to be able to customize their terminology
Recommendations to other buyersSpend 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
Source: Capterra
February 8, 2017
Tanya D.
Construction Sales Account Manager
Construction, 201-500 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
January 30, 2017

“Followup is a lifesaver!”

OverallFollowup 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!
ProsI 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.
ConsOverall it is really great.

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
Source: Capterra
January 30, 2017
Lisa G.
Executive VP of Sales & Marketing
Construction, 11-50 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
3/5
Customer Service
4/5
Features
3/5
Value for Money
3/5
Likelihood to Recommend
7/10
Source: Capterra
January 30, 2017

“FOLLOW-UP POWER”

OverallMy 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!
ProsAllows me to log in my sales activities for the day. Also, I can get reports on our sales for the day, week or month.
ConsMobile app is not very user friendly.

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
Source: Capterra
January 30, 2017
Eric M.
Estimator
Construction, 51-200 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
January 25, 2019

“Eric McNichol”

OverallGreat 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.
ProsThe 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.
ConsThe 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.
Reviewer Source 
Source: Capterra
January 25, 2019
Verified Reviewer
Construction, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
October 26, 2018

“Accounting”

ProsCRM 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.
ConsThe 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.
Reviewer Source 
Source: Capterra
October 26, 2018
Karinne H.
Design Consultant
Construction, 11-50 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
July 2, 2018

“Efficient way to keep track of my leads ”

OverallI 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.
ProsI mostly like the fact that it reminds me when I have specific clients that need attention or are ready to be contacted again.
ConsThe 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
Reviewer Source 
Source: Capterra
July 2, 2018
Betsy Y.
Office Manager
Unspecified
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4.5/5
Likelihood to Recommend
9/10
Source: SoftwareAdvice
April 13, 2015

“Great for keeping track of client contact.”

ProsThe 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.
ConsWithout 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 buyersIf 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.
Source: SoftwareAdvice
April 13, 2015
Jennifer G.
designer
Construction, 1-10 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Features
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
February 1, 2019

“Followup CRM has helped our business succeed”

ProsFollowup 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.
ConsI wish the home page would remember you so you don't have to sign in every time your visiting.
Reviewer Source 
Source: Capterra
February 1, 2019
Gail L.
Administrative Assistant
Facilities Services, 1-10 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
January 30, 2017

“Streamline company data”

OverallOur 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!
ProsThe notes on the customer let me know exactly what I need to do next.
ConsOur members are still having difficulty with the mobile ap.
Recommendations to other buyersGreat 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
Source: Capterra
January 30, 2017
Karinne D.
Design Consultant
Construction, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
November 1, 2017

“Excellent way to organize and keep up with my clients”

OverallI have a clear vision of what I need to do each day for each client.
ProsI 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.
ConsI 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.

Vendor Response

By Followup CRM on November 2, 2017
Thanks Karinne! Google calendar will be arriving soon!
Reviewer Source 
Source: Capterra
November 1, 2017
Christopher P.
Commercial Account Manager
Construction, 201-500 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
January 30, 2017

“Great Sales Tool”

OverallI 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.
ProsThe 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.
ConsMaybe just the aesthetics, I don't think that's very important though so its a non-issue.

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
Source: Capterra
January 30, 2017
Pete W.
Estimator/Project Manager
Construction, 11-50 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
5/5
Customer Service
3/5
Features
3/5
Likelihood to Recommend
7/10
Source: Capterra
January 30, 2017

“Pete/FUP/2017”

Overall40yrs +. 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.
ProsEase of information input. I like how it compares my performance to the rest of the company.
ConsHave not discovered any problems.

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
Source: Capterra
January 30, 2017
Willi K.
project estimator
Construction, 11-50 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
4/5
Features
3/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
January 25, 2019

“Roofing Sales”

OverallI'm able to keep track of quotes and regularly follow up with customers.
ProsIt 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.
ConsThere are a lot of categories or boxes I don't have need for.
Reviewer Source 
Source: Capterra
January 25, 2019
Jim R.
jimreeves289@gmail.com
Unspecified
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Reviewer Source 
Source: Capterra
July 12, 2018

“Great software to take your business to the next level”

ProsIt 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
ConsNeeds a better functioning app. Other than that it is a definitely a great software for our roofing business.
Reviewer Source 
Source: Capterra
July 12, 2018
Leopoldo R.
Vice President at Best Roofing
Construction, 201-500 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
February 28, 2017

“10 out of 10 Best Software ever”

OverallFollow 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.
ProsTracking System
ConsSales tool Tracking system Processes in place

Vendor Response

By Followup CRM on February 28, 2017
Thanks Leo! You're the man! Ryan
Source: Capterra
February 28, 2017
Randy E.
Salesman, estimator and project manager
Construction, 1001-5000 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
9/10
Source: Capterra
January 30, 2017

“Great Sales Tool!”

OverallI 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!
ProsIt'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.
ConsSometimes I get slammed and time spent entering the data into Follow Up Power puts me that much further behind schedule...
Recommendations to other buyersBe 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
Source: Capterra
January 30, 2017
David P.
President
Construction, 11-50 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
March 21, 2017

“Incredible Product!”

OverallFollowUp 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!
ProsIncredible Product!
ConsI'm unable to think of any.

Vendor Response

By Followup CRM on March 21, 2017
Thanks David! Really appreciate it!! Ryan
Source: Capterra
March 21, 2017
Bill P.
Business Development & Sales Manager
Construction, 201-500 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
February 1, 2019

“Implementation and Use with an existing sales force ”

OverallKeeping sales people within their assigned Territory... Tractable pipeline of projects, to help forecast backlog and project availability
ProsThe tractability of projects from start to finish..... Customer's buying habits and needs..... Sales person's activity level, opportunities, and profitability of the project....
ConsLimited reports on key selling silos..... Roofing production only is OK.... Service sales silos is cumbersome when trying to group the silos together...
Reviewer Source 
Source: Capterra
February 1, 2019
Naomi S.
Scheduling Manager
Construction, 51-200 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
January 25, 2019

“Follow-up CRM Review”

OverallWe'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!
ProsUser-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!
ConsNow 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!
Reviewer Source 
Source: Capterra
January 25, 2019
Michael F.
Sales/Estimator
Construction, 51-200 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
February 13, 2017

“Excellent, provides great insite”

OverallI've used Follow Up power for two years now, it provides valuable insight to quotas, reminders for follow up, trends etc....
ProsThe sales data
ConsWish it would send an email tickler for follow up
Recommendations to other buyersNo

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!
Source: Capterra
February 13, 2017
Kathleen M.
Client Account Manager
Construction, 51-200 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
3/5
Value for Money
4/5
Likelihood to Recommend
7/10
Source: Capterra
February 3, 2017

“Follow Up & Follow Through”

OverallFollow 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 !
ProsDashboard and graphs so with a click of a couple buttons you can see if the individual and Company are meeting the monthly goals
ConsEasier way to pull various reports in a concise manner.
Source: Capterra
February 3, 2017
Jim M.
President
Management Consulting, Unspecified
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Likelihood to Recommend
10/10
Source: SoftwareAdvice
July 24, 2015

“ACCOUNTABILITY”

ProsFollow 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.
ConsI have not found anything to dislike about the Follow Up Power System.
Recommendations to other buyersI HIGHLY recommend it. It is very simple to learn and use and the trainings are very thorough. The results definately speak for themselves.
Source: SoftwareAdvice
July 24, 2015
Eric S.
Project Manager
Construction, 11-50 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
4/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
8/10
Source: Capterra
January 30, 2017

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

OverallAt 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.
ProsAbility to set reminders
ConsWould like to have a more detailed version that I could use to track costs in each individual job.

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
Source: Capterra
January 30, 2017
Rod P.
Purchasing manager
Retail, 11-50 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
January 29, 2019

“Crm review ”

ProsThe 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
ConsThe report side of the program was confusing and difficult to understand and lacked functionality for me
Reviewer Source 
Source: Capterra
January 29, 2019
John S.
Estimator/Sales
Construction, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
January 25, 2019

“Review”

OverallI 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.
ProsI love how everything is organized and the lay out of the software. Makes it so easy to stay on top of deadlines.
ConsHonestly, 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.
Reviewer Source 
Source: Capterra
January 25, 2019
Jordan F.
Estimator
Construction, 1-10 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
6/10
Reviewer Source 
Source: Capterra
October 19, 2018

“ Commercial roof estimating ”

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.
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.
Reviewer Source 
Source: Capterra
October 19, 2018
Howard M.
Bus Development
Construction, 1001-5000 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
3/5
Features
4/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
October 19, 2018

“Followup CRM”

OverallOverall it has brought me closer to our many offices activities
ProsI 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
ConsThere is not all of the information on one page. sometimes I need to access many different tabs for the whole summary of activity
Reviewer Source 
Source: Capterra
October 19, 2018
Michael C.
Estimator
Construction, Unspecified
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
3/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
8/10
Source: Capterra
January 30, 2017

“Follow up review of use”

OverallOverall 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
ProsEase of use
ConsNo aplacations for mobile devise
Recommendations to other buyersNone

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
Source: Capterra
January 30, 2017
Lushon M.
Administrative Assistant
Construction, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
January 29, 2019

“CRM Experience”

OverallI've had a great experience with CRM and their staff has been very helpful throughout the entire process.
ProsI 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.
ConsI would have liked to be able to email my proposals directly from CRM to my customers.
Reviewer Source 
Source: Capterra
January 29, 2019
Don Y.
VP
Construction, 201-500 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
January 18, 2019

“Use FollowUp Everyday!”

OverallI actually know what my sales pipeline looks like and helps me really understand my business.
ProsIntuitive interface and great built-in reporting options.
ConsQuickbooks interface is in the works. Will be nice when available.
Reviewer Source 
Source: Capterra
January 18, 2019
Robert G.
Commercial Sales
Construction, 201-500 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
10/10
Source: Capterra
February 3, 2017

“Follow up review”

OverallVery 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.
ProsEase of use.
ConsStill getting used to the changes.
Recommendations to other buyersTry it, you will like it.
Source: Capterra
February 3, 2017
Jeff S.
Project Manager
Construction, 201-500 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
10/10
Source: Capterra
January 30, 2017

“Follow Up Simply Works”

OverallWe 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.
ProsEase of use and results.
ConsSometimes the browser display has to be adjusted to view everything properly.
Recommendations to other buyersUSE 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
Source: Capterra
January 30, 2017
Charity R.
Office Support
Construction, 11-50 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
October 23, 2018

“FollowUp Power Review”

OverallTracking 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!
ProsEase of using, being able to locate client information very quickly and the Dash Board.
ConsWould 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?).
Reviewer Source 
Source: Capterra
October 23, 2018
Burt W.
Executive Vice President
Construction, 51-200 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
January 30, 2017

“Great Program”

OverallWe 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!
ProsEase of use
ConsAccuracy
Recommendations to other buyersEase 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
Source: Capterra
January 30, 2017
Gregg P.
General Manager
Construction, 201-500 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
3/5
Customer Service
3/5
Features
3/5
Value for Money
4/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
October 19, 2018

“VP General Manager”

OverallGood tool for sales reporting and customer follow up. Good reports.
ProsEasy to use, customizable and simple, good product for a lower cost then sales force and other CRM's
ConsReports export to adobe rather then excel. You can not sort them and manipulate them to arrange as you see fit.
Reviewer Source 
Source: Capterra
October 19, 2018
Bri L.
marketing coordinator
Construction, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
October 26, 2018

“Hassle-free follow-up”

OverallIt is much easier to keep track of previous conversations and when we need to follow up again.
ProsI really enjoy the separation of important dates so I can quickly review it.
ConsThe search feature can be difficult especially if you don't know exactly what you are looking for.
Reviewer Source 
Source: Capterra
October 26, 2018
Jay W.
Sales Consultant
Consumer Goods, 11-50 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
8/10
Source: Capterra
February 3, 2017

“Time Saver”

OverallI 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.
ProsI like the way data is inputted and the format used that is intuitive for the most part.
ConsUnless 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.
Source: Capterra
February 3, 2017
Tre R.
Marketing Manager
Construction, 11-50 employees
Used the software for: Less than 6 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
3/5
Features
3/5
Value for Money
3/5
Likelihood to Recommend
7/10
Source: Capterra
January 30, 2017

“Follow Up Power Makes Keeping Track of Leads Easy”

OverallAfter 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.
Proseasy traceability for what is being performed on a rep level and how we are doing overall as a company.
Consthere are no auto-email notifications or tasks you can set up for additional users.
Recommendations to other buyersnot 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
Source: Capterra
January 30, 2017
Joseph C.
Vice President of estimating
11-50 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
8/10
Source: Capterra
January 30, 2017

“Great tool for business”

OverallThanks for such a great product. It works well helping us stay on top of jobs and sales. Thanks, follow up power!!
ProsIt helps stay on top of our bids projects.
ConsMore designed for residential and service than new construction.
Recommendations to other buyersIf 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
Source: Capterra
January 30, 2017
Alex G.
Sales
Construction, 51-200 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
March 6, 2018

“Seamless”

OverallIt really is a nice program that can efficiently help you grow your closing ratio. We have see our grow from 22% to 30%
ProsMakes following up easy and more efficient. Line up your leads quicker and make your time count. Follow up now
Reviewer Source 
Source: Capterra
March 6, 2018
Amber P.
Estimating Coordinator
Unspecified
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Source: Capterra
July 11, 2017

“Best Follow Up software!!”

ProsHow clear the dashboard is, you can find anything you need right off the bat! I will never miss a meeting ever again!
ConsI 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.
Source: Capterra
July 11, 2017
Charles D.
President
Construction, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
October 25, 2018

“North-Ply Contracting Co. ”

OverallCustomer service is wonderful.
ProsThe crm is designed for roofing contractors. Data entry is not cumbersome, and reporting is very easy.
ConsNot applicable. The software performs the way we need it to.
Reviewer Source 
Source: Capterra
October 25, 2018
Alex G.
Estimator
Construction, 51-200 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
January 30, 2017

“Organization and customization”

OverallFollow 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
Prosease of use and customer support

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
Source: Capterra
January 30, 2017
ANTHONY P.
Account Managewr
Construction, 11-50 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
May 2, 2019

“Great software for a CRM”

ProsI love the simplicity of the software. It is very user friendly and easy on the eyes
ConsHow I have to copy and past my emails, which is supposed to be changing soon.
Reviewer Source 
Source: Capterra
May 2, 2019
Chris R.
Computer Technician
Unspecified
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
March 8, 2018

“Great Help and customer support response time.”

OverallIntuitive 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.
ProsI 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!!
ConsThe 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.
Reviewer Source 
Source: Capterra
March 8, 2018
Max M.
Special Projects Estimator
Construction, 201-500 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
3/5
Value for Money
3/5
Likelihood to Recommend
6/10
Reviewer Source 
Source: Capterra
October 26, 2018

“FUP User Review”

OverallThe CRM is fairly basic, but for the cost its does a pretty good job. I'm told my administrators of the program at my workplace the support has been excellent and FUP service team is great to work with and have open minds to customer input and opinions.
Prossimple clicking as tasks are completed.
ConsE-mail and documentation integrations.
Reviewer Source 
Source: Capterra
October 26, 2018
Monica H.
Sales Manager
Construction, 11-50 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
October 19, 2018

“Followup CRM For Millwork Subs”

ProsThe reminders to follow-up with G.C.s regarding their projects
ConsNot being able to delete "doubles" that have been entered into the system.
Reviewer Source 
Source: Capterra
October 19, 2018