FollowUp CRM


Logotipo do FollowUp CRM

 

182 avaliações (4,5/5)
 

FollowUp CRM offers sales tracking software for the construction industry, and is suitable for companies of all sizes. FollowUp CRM offers features such as the ability to track pipelines, set goals for team members, view reports and coordinate workflow within the organization.

The system keeps track of projects, bids and leads that are in the pipeline, and users can view personalized information regarding their leads. Follow-up reminders can be sent to users at scheduled intervals. FollowUp Power also houses a historical interaction database and provides a library of analytical reports. Users can select reports directly from the library or configure them as needed.

Additional features include workflow automation tools and multi-bid functionality. User security levels which administrators to determine which users have access to specific tools and data. FollowUp CRM also provides an online training portal.

Pricing is per user per month. Email and phone support are available.

 

FollowUp CRM - Home
 
  • FollowUp CRM - Home
    Home
  • FollowUp CRM - Dashboard
    Dashboard
  • FollowUp CRM - Reports
    Reports
Sistemas operacionais compatíveis:
Windows 7, Windows Vista, Windows XP, Mac OS, Navegador web (independente o SO), Windows 2000, Windows 8, Windows 10

182 avaliações do FollowUp CRM

 

Ryan G. Especialidade: Consultoria de gestão Número de funcionários:  Profissional autônomo Número de funcionários:  Profissional autônomo

29/01/2019

29/01/2019

Fonte da avaliação: Capterra

A must have system

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As a sales trainer and consultant in the contracting space. This system is essential and when fully embraced will be the backbone of your sales organization. This company and its founder helped me learn the fundamentals of building a sales organization.

Vantagens

The reporting and ease of use. This system will make it clear as to what is getting done and the performance of the team.

Desvantagens

The interface and lack of overall integration with industry systems. It’s functional but lacks modern technology essentials.

Jonathan D. Especialidade: Construção Número de funcionários:  51-200 funcionários Número de funcionários:  51-200 funcionários

23/02/2017

23/02/2017

Fonte da avaliação: Capterra

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

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

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

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

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

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

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

Jon Duren
Sales Associate
Code Red Roofers Inc.

Vantagens

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

Desvantagens

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

Conselhos úteis

The above states my main advice... Have a better online support team...

Traduzido para o Português

Resposta: FollowUp Power 23/02/2017

Wow Jonathan! Thank you for sharing this incredible review!

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

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

Ryan

Fred B. Especialidade: Construção Número de funcionários:  2-10 funcionários Número de funcionários:  2-10 funcionários

22/02/2017

22/02/2017

Fonte da avaliação: Capterra

Evans Roofing

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Definitely great tool to increase sales, wish it was a little more customizable... Not a big fan on how dates are showing on new updated version. Wish it can be linked to other email than just outlook.

Vantagens

Constant knowledge of sales, status and stats on progress or when lagging

Desvantagens

Would more ways to customize settings to each individual

Conselhos úteis

please change view on date selection

Traduzido para o Português

Resposta: FollowUp Power 22/02/2017

Hi Fred,

Which areas are you wishing were customizable?

Ryan

Jeanna W. Especialidade: Construção Número de funcionários:  13-50 funcionários Número de funcionários:  13-50 funcionários

16/02/2017

16/02/2017

Fonte da avaliação: Capterra

Great way to track sales

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

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

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

Vantagens

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

Desvantagens

There isn't a good contact management system integrated into the software. This would be extremely beneficial. Also, there are a few issues with running reports - for example if our team doesn't put a bid date and they put in an estimate due date (which is what they are concerned with), the bid report doesn't show the project. There are some areas required for duplicate entries which our team grumbles about.
Also, the categories entry areas are not customizable. Therefore, we don't use have of the Sales Behavior section because we don't manage permits, submittals, and warranties with this system.

Karinne D. Especialidade: Construção Número de funcionários:  13-50 funcionários Número de funcionários:  13-50 funcionários

30/01/2017

30/01/2017

Fonte da avaliação: Capterra

Karinne Dakis @ DreamMaker Bath & Kitchen

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I use the program daily. It's exactly what I need to keep me on track with what I've got going on (active clients, meeting schedules, information my supervisor on the status of the meetings). It's helpful to store information that I will later need to access, (web links to products etc.)
The Follow Up Power seminars that I've attended have been a helpful platform to the growth of my sales skills and interaction with clients.

Vantagens

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

Desvantagens

That I can't sync it with my calendar on my phone. I know that the app is available, but I use my google calendar to show my entire week of appointments with my two jobs and personal life.
(I end up double entering the appointments, which is fine because I'm used to it)

Conselhos úteis

Not really.

Traduzido para o Português

Resposta: FollowUp Power 30/01/2017

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