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FollowUp CRM Reviews: 4.5/5 — Highly Rated
FollowUp CRM is a cloud-based customer relationship management software that helps businesses manage their sales, leads, and customer interactions. It provides tools for lead tracking, email marketing, appointment scheduling, and task management. FollowUp CRM is suitable for small to mid-sized businesses in industries such as real estate, mortgage, insurance, and financial services.
| Company | FollowUp CRM |
|---|---|
| Year founded | 2012 |
| Company size | 11-50 employees |
| Headquarters | Fort Lauderdale, USA |
| Social Media |
| Capabilities |
API
|
|---|---|
| Ease of use |
Beginner
Intermediate
|
| Deployment | Cloud / SaaS / Web-Based, Desktop Mac, Mobile Android, Mobile iPhone |
| Support | Chat, Email/Help Desk, Knowledge Base, Phone Support |
| Training | Documentation |
| Languages | English |
FollowUp CRM Pros and Cons
- User-friendly interface tailored for construction professionals.
- Comprehensive feature set including lead management, project tracking, and document storage.
- Seamless integrations with popular construction and accounting software.
- Customizable reporting and dashboards.
- Dedicated customer support and training resources.
- Higher pricing tiers may be costly for small businesses.
- Limited language support (only available in English).
- Some advanced features require higher-tier plans.
Compare FollowUp CRM with other popular tools in the same category.
I really like the ease of use and all the reports available making everything and everyone easy to track. And your customer service is always fast and efficient. Also really enjoy the webinars.
So far so good I have no complaints about the system.
Time management Lead Tracking Closing Ratios
It's work flow process integration and task management view. It's customer service and training. It's flexibility.
The color of the website. The main contact information is only applicable for one contact and not multiple. We want to see all the customers bidding the project.
Customer Communications. Task management and time stamps for work.
One stop shop for CRM. The ease of use and ease of implementation are above my expectations. The Follow Up team has been very helpful along the way.
Slow to react when bouncing from page to page or project to project.
Follow Up has solved our issues with tracking bids in all aspects and being able to follow up effectively and on time with projects.
Simple to use, great integration with Outlook, very customizable. Able to share emails with the team members so everyone's on the same page, without cc's on every email!
With so much customization available, there's a lot to learn.
Holding myself and each other accountable.
It's super easy to learn and the team that runs it is super helpful. It helps set our team up for success
There are a few flaws. Wish we could merge ID numbers.
Keeping the team accountable, maintaining organization with our client's needs, and our team to stay on top of all their activities.
Ease of navigation and cross-compatability
I do not have any complaints at this time
Followup CRM tracks sales progress from conception to completion. This allows me to log past activity and plan for future customer engagements.
Answering all our questions and concerns. We also love that she worked with us to improve how we deal with our sales on a day to day. Improving quotas and our outgoing follow ups!
We nothing that we dislike as of yet. I know Rachel is available if we need to talk about any dislikes in the future.
Tracking all sales and integrating with our estimating software. Allowing us to keep files and plans in the same spot.
The ease of tracking and following up on projects
Nothing at this point, just went live today
Tracking info in 3-5 different places now all in one
I am brand new with my company and using CRM. Rachel was fantastic, very knowledgeable, helpful, friendly and understanding explaining CRM in an easy way
There are no downsides that I have discovered yet
No problems yet, aside from only starting CRM yesterday. I am brand new with CRM, so the sky is the limit as to my productivity level with the CRM platform
Very easy to use. Very well organized system. Great for our company!
Would be great if we could use the system to do accounts receivable
Keeping all info organized
I like the tracking of sales, closing rates, hot cold & dead projects. I also like that it keeps up with how many bids I put out per month and how many get closed per month.
Right now it seems a bit overwhelming. There is a lot of detail that has to be entered. There are lots of different icons on the dashboard to look for information. It would be nice to consolidate some of those.
So far no problems.
The ability to search for files, clients, and properties with the search bar is amazing. Being able to leave notes for anyone to read when the file comes back to life.
While looking at the dashboard in search mode the account manager name does not show up. This makes it difficult for me to find my specific file while looking for a job.
When working in a high-paced industry it may be hard to remember so many clients and be able to follow up with them. Followup CRM will show you the next follow-up date.
FollowUp CRM's Dashboard provides a clear snapshot of items needing to be completed and helps create reminders of things you need to do.
The report function doesn't translate bid dates unless you mark it in your sales behaviors as "completed".
FollowUp CRM has allowed us to be able to track our budgets and made sure that no 2 sales person is working on the same project.
The dashboard shows me all of my current tasks as well as upcoming tasks.
There really isnt anything I dislike about the program.
They now have a color coordinated tab that notates the status of the lead
The simplicity and clarity. Vert easy system to understand
its slow at times, and takes a while to process
All the info that need in one place
The abilty that the technolgy has to answer any questions.
How much information I have to input into CRM.
To be able to look and see all of what is involved in the job is great.
The daily reminders for what I need to accomplish for the day.
Search feature has glitches occasionally
The reports for each customer helps evaluate who are our best customers.
Easy to use, has so many options and information to add about a project and sales.
So far I haven't had any dislikes about CRM
Staying organized and staying current on projects.
I enjoy the feature that will alert you of an upcoming follow-up date for a project, as well as the alerts if a project is overdue. Having all of the boxes to input relevant information is an extremely useful feature for keeping up with things like when you last revised your price and what was the bid price three rounds ago.
I think the only thing I would complain about would be that the user interface could look a little more up-to-date and modern. Other than that, I think that the software is great!
The problem this software solves is the improvement of communication between associates and departments. This is especially useful in a time when remote working is needed and more common.
My favorite part of FollowUp CRM is the email integration.
The only downside are the Users, not Followup itself. It's only good as the information provided. It's a MUST!
It solves the "what was the last thing we discussed" with client moments, as all emails are capable of being saved in the "notes".
Funneling is a term used in hunting that brings all the goods to a select area, making it easier to access what is desired.
After a little bit of tweaking (the speed at which the info saves was long-12 seconds to save info...but is so much faster now, at about 3 seconds to save) I am happier and much less impatient.
Followup gets our estimators, our customers and our management on the same page with little to no issues of anyone missing out on much-needed information! Love it!
They are fast at responding when I need help with something
they change stuff without really asking if we'd like that
that its getting our sales guys to talk more
The reporting and the way the Salesman can follow up with customers
I sometimes feel some customer service representatives act annoyed when I ask questions
Holding Salesman Accountable
This software helps keep track of all sales opportunities. It allows a
There are a few bugs when searching for projects. Also, I wish there was a way to better organize the list of projects.
The software helps to keep track of project leads and follow up schedules.
The calendar page; it allows me to see a snapshot view of my team's schedules for the week/month which helps when adding bids to the list.
That there isn't a mobile app and that calendar view isn't available on the mobile site.
Tracking/scheduling our to-be-bid jobs, tracking which jobs still need to be followed up on, and tracking our capture rates.
Customization. If you're coming from other CRMs, there are many features and functions you can use to make Follow Up feel similar. It creates an easier learning experience for the staff.
Nothing off the top of my head. I would like the customization of the features to be a bit easier to configure. It's not terrible, but too many features up front can lead to analysis paralysis.
Connecting the whole company is essential. It's excellent for tracking goals, notes across all staff on a project, and has gray compatibility with other CRM software.
The ability to send emails directly through the follow up number and it all being linked to the same account.
Absolutely nothing, follow up is perfect!
Staying in touch with my clients on a daily / weekly basis. Showing my wins vs. losses and how i can improve my craft as a salesman.
All of my projects are right in front of me showing me exactly what I have left to accomplish. This is great so I don't forget any steps along the way!
There is not much to complain about. I need to spend more time customizing to tailor it to my needs more, but other than that it's a great resource.
It keeps all of my time sensitive deadlines in front of me and keeps me on track to hit my goals and not forget anything.
It is helpful to process information and passing that info onto the team. I also like that it is webbased and not another software we have to worry about.
Right not the integration with exports and imports. I think it would be better to have connectivity with your Outlook Contacts or Gmail Contacts or from where ever the contacts is from instead of importing said contacts.
Everything in one place. It's great. It lets us know where the project is at and what else needs to be done.
What I love most about Followup CRM is how well it keeps me organized with projects I need to go look at. I also like that it is easy to talk to support if we are having any issues or if we have any questions.
The search bar does not work very well so that can be very frustrating and can make it difficult to find specific projects. It worked well for a while but it is now hard to find things based on phone number some times and occassionally it won't work by specific name.
Followup gives me great info on what my work load is for the day at a glance so I can be more organized and efficiant. This program also makes it easy to check on other coworker's workload to see if we need to make any changes.