Followup CRM

Followup CRM

4.5 / 5 114 reviews

Who Uses This Software?

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

Average Ratings

114 reviews
  • 4.5 / 5
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service
  • 4.5 / 5
  • 4.5 / 5
    Value for Money

Product Details

  • Starting Price
  • Free Version
  • Deployment
    Installed - Mac
  • Training
    In Person
    Live Online
  • Support
    24/7 (Live Rep)

Vendor Details

  • Followup CRM
  • Founded 2012

About This Software

Followup CRM is a sales management software that 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. We are the sales management software for the construction industry.

  • Accounting Management
  • Activity Management
  • Activity Tracking
  • Appointment Management
  • Asset Tracking
  • Bid Management
  • Billing & Invoicing
  • Business Rules Management
  • Buyer Management
  • CRM
  • Call Management
  • Campaign Management
  • Cataloging / Categorization
  • Change Orders
  • Channel Management
  • Client Tracking
  • Commercial
  • Commercial Properties
  • Commission Management
  • Competitor Analysis
  • Contact History
  • Contact Import/Export
  • Contact Management
  • Contract Management
  • Contractor Database
  • Contractors
  • Correlation Analysis
  • Customer Database
  • Customer Pipeline
  • Customer Service Analytics
  • Customer Support Tracking
  • Customer Survey Creation
  • Dashboard
  • Discount Management
  • Dispatch Management
  • Document / Photo Management
  • Dynamic Modeling
  • Email Marketing
  • Email Response Control
  • Equipment Management
  • Exception Reporting
  • FAQ
  • Field Sales Management
  • Forecasting
  • Graphical Data Presentation
  • Groundskeeping
  • Group Management
  • Incident Reporting
  • Insurance Tracking
  • Inventory Control
  • Irrigation Tracking
  • Job Costing
  • Job Management
  • Job Scheduling
  • Knowledge Management
  • Landscape Design
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • License Tracking
  • List Management
  • Live Chat
  • Maintenance Scheduling
  • Mobile Access
  • Modeling & Simulation
  • Opportunity Management
  • Payroll Management
  • Performance Metrics
  • Permit Management
  • Permit Tracking
  • Pipeline Management
  • Plant Database
  • Project Management
  • Proposal Generation
  • Prospecting Tools
  • Quote Management
  • Quotes / Estimates
  • RFI Management
  • Referral Tracking
  • Request Escalation
  • Residential
  • Residential Properties
  • Routing
  • Sales Approval
  • Sales Forecasting
  • Sales Management
  • Sales Trend Analysis
  • Scheduling
  • Scheduling & Appointments
  • Search
  • Search / Filter
  • Selection Sheets
  • Self Service Portal
  • Service History Tracking
  • Shared Contacts
  • Skills & Competencies
  • Source Tracking
  • Statistical Analysis
  • Subcontractor Management
  • Submittal Management
  • Subscription Services
  • Supplier Management
  • Task Management
  • Technician Management
  • Territory Management
  • Time Management
  • Timesheets
  • Transmittal Management
  • Warranty / Service Management
  • Warranty Tracking
  • Work Hour Tracking
  • Work Order Management
  • XML / RSS

Followup CRM Latest Reviews

Automatically translated. Show original review

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

4 / 5
Ease of Use
5 / 5
Features & Functionality
2 / 5
Customer Support
5 / 5
Value for Money

Comments: 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.

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

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

Automatically translated. Show original review

Great way to track sales

5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: 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.

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

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