Followup CRM

Free CRM for construction

4.5 /5 (207 reviews) Write a Review!

Followup CRM Overview

What is Followup CRM?

Followup CRM is a cloud-based construction CRM and sales training system that offers contractors a single and centralized platform from which to streamline sales processes. Incorporating pipeline functionality, Good Practice reports and quotas as well as closing ratios and workflow coordination, Followup CRM aims to provide users with a comprehensive and efficient construction CRM solution.

Followup CRM Overview

Pricing

Starting from
$55.00

Pricing options

Free Trial
Subscription
Value for money

Followup CRM has a free version


Followup CRM Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

Colour-code information to prioritize tasks
View sales snapshots
Enter job information and sales behaviors
Access projects on central database
Save client contact details
Followup CRM screenshot: Colour-code information to prioritize tasks Followup CRM screenshot: View sales snapshots Followup CRM screenshot: Enter job information and sales behaviors Followup CRM screenshot: Access projects on central database Followup CRM screenshot: Save client contact details

Followup CRM Reviews

Followup CRM Reviews

Overall rating
4.5
/
5
Excellent
130

Very good
59

Average
16

Poor
1

Terrible
1

Value for Money
4.5
Features
4.2
Ease of Use
4.5
Customer Support
4.6
91% recommended this app
Ryan G.

A must have system

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.


Mark W.

Simple and Effective

I love it


Jacob R.

Review from a Sales perspective

overall the experience is okay. It allows me to track active projects from beginning to end. I would like to have access to current/past client data as well as prospecting lists all in one spot on a mobile app, preferably with a map interface to make calling on clients easier.


Mike E.

Review


Heather P.

What get's measured gets done

I have become more organized and realized what clients are the best suited for our product and which are just obtaining bids.


Ryan G.
Industry: Management Consulting
Company size: Self Employed

A must have system

Used Other for 6-12 months
Reviewed on 29/01/2019
Review Source: Capterra

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.

Pros

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

Cons

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Mark W.
Industry: Construction
Company size: 11-50 Employees

Simple and Effective

Used Daily for 1+ year
Reviewed on 23/11/2020
Review Source: Capterra

I love it

Pros

The concept of following up with clients on their terms and having a tool help keep me on task is worth its weight in gold.

Our weekly sales meetings are powered by Followup, we can get all the stuff that matters from our report card to measure our success or failures.

Cons

I think their integration with FCS is on the right track but would like to see that relationship flourish. Everyone hates double entry. It's getting better, but think about how you can make it seamless, or close to seamless. Our workflow starts in Followup, then progresses into FCS. We use the Quickbid feature in our service department daily, how can you integrate that?

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Jacob R.
Industry: Construction
Company size: 51-200 Employees

Review from a Sales perspective

Used Daily for 6-12 months
Reviewed on 30/11/2020
Review Source: Capterra

overall the experience is okay. It allows me to track active projects from beginning to end. I would like to have access to current/past client data as well as prospecting lists all in one spot on a mobile app, preferably with a map interface to make calling on clients easier.

Pros

The software is easy for new users to pick up. All of the necessary fields are available. I really like the analytical data on the home page as well as the reports. this is helpful on the backend to track close rates, etc.

Cons

The feature that give us trouble is when we rebid work. There are to many areas that can be selected for bid dates.
This software lacks the CRM portion for field sales, i.e. mobile app, prospecting data, current customer data, and map interface with a client list. We only track active projects.
The software is also finnicky when adding new client information under a company.
The software does not make it simple to see the entire pipeline in my dashboard unless I have a followup date. I would prefer it be on my dashboard regardless of dates so if there is a change in people we don't have projects fall through the cracks.

Rating breakdown

Ease of Use

Likelihood to recommend: 5.0/10

Mike E.
Industry: Construction
Company size: 51-200 Employees

Review

Used Daily for 6-12 months
Reviewed on 23/11/2020
Review Source: Capterra

Pros

I like the dashboard for tracking daily tasks to accomplish.

Cons

I would like to see improvement in the tracking of leads, contacts and deals. There are limited ways to track task completion and the e-mail does not sync with outlook which is our email system.

Response from Followup CRM

Hi Mike,

Thanks so much for taking the time to share your feedback with us. We actually do integrate with Outlook and would be happy to get you set up. Someone from our team will be reaching out to show you how to sync your email. Thanks again for the feedback!

Best,
Courtney, Growth Marketer

Rating breakdown

Ease of Use

Likelihood to recommend: 7.0/10

Heather P.
Industry: Construction
Company size: 51-200 Employees

What get's measured gets done

Used Weekly for 1+ year
Reviewed on 23/11/2020
Review Source: Capterra

I have become more organized and realized what clients are the best suited for our product and which are just obtaining bids.

Pros

Follow up CRM is user friendly and easily accessible on all data systems.

Cons

There is only a sales tool and other softwares provide full management

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

User recommendation
8.3/10
Based on 207 user ratings
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Followup CRM Pricing

Followup CRM Pricing

Starting from
$55.00
Free Trial
Subscription
Value for money

Followup CRM has a free version

Followup CRM has a free version

Value for Money
4.5/5
Based on 207 user ratings
Compare value for money rating with alternatives
Compare with alternatives

Followup CRM Features

Followup CRM Features

API
Accounting Integration
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Calendar Management
Customer Database
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Electronic Payments
Inventory Management
Inventory Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Third Party Integration
Features
4.2/5
Based on 207 user ratings
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Categories

Additional information for Followup CRM

Additional information for Followup CRM

Key features of Followup CRM

  • Activity dashboard
  • Activity management
  • Activity tracking
  • Ad hoc reporting
  • Approval process control
  • Bid management
  • Charting
  • Client database
  • Contract management
  • Data import/export
  • Data storage management
  • Due date tracking
  • Estimate management
  • File management
  • Follow-Up Tracking
  • Forecasting
  • Import/export data
  • Permission managment
  • Pipeline management
  • Pipeline reports
  • Project tracking
  • Quota managementt
  • Quote management
  • Real time analytics
  • Real time data
  • Records management
  • Reporting & statistics
  • Resource management
  • Sales Management
  • Sales analytics
  • Sales behavior alerts
  • Sales reporting
  • Status reporting
  • Status tracking
  • Tracking features
  • Training management
  • User access controls

Benefits

  • Followup CRM includes advanced reporting and analytics technology, enabling users to gain actionable insight into sales performance data.
  • Users can check the status of follow-ups, estimate due dates and bid dates from the FollowUp Power dashboard, allowing users to prioritize tasks effectively.
  • Users can track and measure sales process behaviors, helping users understand simply how to reach their sales behavior goals.
  • Users can set up sales behavior alerts, notifying users instantly to any changes or developments.
  • Followup CRM tracks what ‘qualified’ bids are in the pipeline from which sales team member, ensuring clear accountability in the sales team.

  • Followup CRM FAQs

    Followup CRM FAQs

    Below are some frequently asked questions for Followup CRM.

    Q. What type of pricing plans does Followup CRM offer?

    Followup CRM offers the following pricing plans:

    Starting from: $55.00

    Pricing model: Subscription

    Free Trial: Available

    Followup CRM has a free version

    Q. What are the main features of Followup CRM?

    Followup CRM offers the following features:

    • Activity dashboard
    • Activity management
    • Activity tracking
    • Ad hoc reporting
    • Approval process control
    • Bid management
    • Charting
    • Client database
    • Contract management
    • Data import/export
    • Data storage management
    • Due date tracking
    • Estimate management
    • File management
    • Follow-Up Tracking
    • Forecasting
    • Import/export data
    • Permission managment
    • Pipeline management
    • Pipeline reports
    • Project tracking
    • Quota managementt
    • Quote management
    • Real time analytics
    • Real time data
    • Records management
    • Reporting & statistics
    • Resource management
    • Sales Management
    • Sales analytics
    • Sales behavior alerts
    • Sales reporting
    • Status reporting
    • Status tracking
    • Tracking features
    • Training management
    • User access controls

    Q. Who are the typical users of Followup CRM?

    Followup CRM has the following typical customers:

    Small Business, Large Enterprises, Mid Size Business

    Q. What languages does Followup CRM support?

    Followup CRM supports the following languages:

    English

    Q. Does Followup CRM support mobile devices?

    We do not have any information about what devices Followup CRM supports

    Q. What other apps does Followup CRM integrate with?

    Followup CRM integrates with the following applications:

    FCS Roofing Software, FOUNDATION, Gmail, Grow, Jobba, Microsoft Outlook, QuickBooks Desktop Enterprise, QuickBooks Online Advanced, Sage 300 Construction, Visual Visitor

    Q. What level of support does Followup CRM offer?

    Followup CRM offers the following support options:

    Online Support, Knowledge Base, Phone Support, Video Tutorials