Followup CRM Features List

Followup CRM Reviews

Followup CRM

Cloud-based construction CRM & sales training platform

4.58/5 (116 reviews)
77

Followup CRM Feature Summary

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

Other Industries Feature Comparison

Most popular features of all Other Industries apps

API (90 other apps)
Accounting Integration (43 other apps)
Activity Dashboard (65 other apps)
Activity Tracking (45 other apps)
Automatic Notifications (67 other apps)
Automatic Reminders (59 other apps)
Billing & Invoicing (53 other apps)
Calendar Management (65 other apps)
Client Portal (46 other apps)
Customizable Reporting (51 other apps)
Data Import/Export (43 other apps)
Document Storage (44 other apps)
Drag & Drop Interface (47 other apps)
Electronic Payments (49 other apps)
Inventory Management (55 other apps)
Inventory Tracking (43 other apps)
Invoice Management (70 other apps)
Quote Management (46 other apps)
Reporting & Statistics (65 other apps)
Third Party Integration (56 other apps)

Competitor Feature Comparison

Followup CRM Feature Reviews

25 reviewers had the following to say about Followup CRM's features:

Monica Fauble

Clunky, hard to input data

2018-04-10

Pros

Having a contact management system helps you track potential client leads and stay organized so that you don't make embarrassing mistakes.

Cons

I would have liked more input into how I tracked client meetings.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

1/10
Source: Software Advice
Helpful?   Yes   No
Read more
Nate King

Great system to keep you on top of your sales pipeline.

2017-02-13

We have already noticed a difference in the consistency and organization of our lead management.

Pros

The system works great in it's current form.

Cons

The ability to track other overall sales activities such as prospecting, networking, etc...

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from FollowUp Power


Hey Nate! Thanks for the kind review!

Just so you know, we are releasing a new update to the software. You will have the ability to customize sales behaviors in File Data, allowing you to track these type behaviors like you're sharing with me.

Also, you are able to add comments while on the mobile app. Check out file data and about the third row down is the comments tab. Once you click on that, there is an "add comment" button.

If you have an iphone you can use the voice to text feature! I use it all the time!

Happy Selling Nate!

Ryan

Read more
John Browne

Our take on FollowUp

2017-01-30

Easy to use and designed for both a Contractor in the field and Management perspective.

Pros

Easy to use

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from FollowUp Power


Thanks John!

Love you guys at Roof-a-cide!

Ryan

Read more
Jeanna Whipple

Great way to track sales

2017-02-16

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.

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.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Kathleen Maxwell

Follow Up & Follow Through

2017-02-03

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.

Pros

Dashboard and graphs so with a click of a couple buttons you can see if the individual and Company are meeting the monthly goals

Cons

Easier way to pull various reports in a concise manner.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Peter Stoykov

Great cloud-based tool to keep track of our lead conversion process

2015-07-30

Pros

The user-friendly interface is easy to understand and utilize.

Cons

More options to customize the dashboard and import/export solutions.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

10/10

Recommendations to others considering Followup CRM

They are doing a fantastic job in training users to achieve best results using the software. Make sure you have him on board to assist you with any questions you might want to ask.

Source: Software Advice
Helpful?   Yes   No
Read more
Lisa Graham

FOLLOW-UP POWER

2017-01-30

However, I am continuing to get complaints from my sales team about the new mobile app and the difficulties with utilizing it.

Pros

Allows me to log in my sales activities for the day.

Cons

Mobile app is not very user friendly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from FollowUp Power


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

Read more
Monica Heath

Never Let A Project Slip Through The Cracks

2017-03-07

The Charts/Reports is where we find the stats on GC's "win or lost" status....Closing Ratio.

Pros

Charts/Reports Dashboard

Cons

Can't delete doubles or voids. Dashboard doesn't show the which GC is bidding the project.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from FollowUp Power


Thanks Monica, you're awesome!

We are coming out with a feature soon where administrators can delete project duplicates!

Thanks again!

Ryan

Read more
Tammara Hall

Service Manager

2017-02-13

We love this program and its reports.

Pros

Tracking of leads versus conversion to dales Sales behavior

Cons

changing account managers to move an account to a new dash board.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from FollowUp Power


Thank you Tammy! I appreciate the kind review!

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 CFS!

Happy Selling,

Ryan

Read more
Jenny Hansen

Easy to use so far

2017-05-09

Pros

Gives a great dashboard for the opportunity as well as your pipeline.

Cons

Doesn't alert when you need to contact someone unless you add the calendar reminder.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Tre Rudig

Follow Up Power Makes Keeping Track of Leads Easy

2017-01-30

After 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.

Pros

easy traceability for what is being performed on a rep level and how we are doing overall as a company.

Cons

there are no auto-email notifications or tasks you can set up for additional users.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10

Recommendations to others considering Followup CRM

not really

Source: Capterra
Helpful?   Yes   No

Response from FollowUp Power


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

Read more
Jonathan Duren

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

2017-02-23

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.

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...

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering Followup CRM

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

Source: Capterra
Helpful?   Yes   No

Response from FollowUp Power


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

Read more
Eric Sutterfield

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

2017-01-30

At 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.

Pros

Ability to set reminders

Cons

Would like to have a more detailed version that I could use to track costs in each individual job.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from FollowUp Power


Thank you so much Eric!

I appreciate the feedback! We love All-Clean, happy selling!!!

Ryan

Read more
Kathleen Lowe

very easy to use

2015-04-16

great for tracking leads and generating reports

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Christopher Pena

Great Sales Tool

2017-01-30

I 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.

Pros

The 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.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from FollowUp Power


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

Read more
Leo Rossi

Great follow up and sales Tool!! One of the best on the Market!!!

2015-04-13

Track for clients, get reports, average your gross profit, summarized your projects and see what is coming up and which project are taking longer.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Dennis Loppnow

FUP is a great tool to keep you organized.

2017-02-22

If you are trying to track multiple projects in various states in the process FUP is a great tool to keep you organized, on track, and more efficient.

Pros

Everything you need is located on your dashboard.

Cons

The software is great. The mobile app does need some work.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering Followup CRM

No.

Source: Capterra
Helpful?   Yes   No

Response from FollowUp Power


Thanks Dennis!

Ryan

Read more
Dick Zucker

Avid user of Follow Up Power

2017-02-03

Only as good as the person using the system. Best feature: the "at a glance" look at daily progress toward goals coupled with time management for those who cannot schedule their day.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No

Response from FollowUp Power


Thanks Dick! You guys are awesome!

Happy Selling!

Ryan

Read more
Tanya Daniels

Followup is a lifesaver!

2017-01-30

It allows me to stay organized and follow up with my clients when I say that I am going to.

Pros

It also makes it easy to track progress, trends, and create reports.

Cons

Overall it is really great.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from FollowUp Power


Thanks for the great thoughts Tanya!

I really appreciate it. Thanks for using it so well and doing a great job!

Ryan

Read more
Nick Mainhart

Equipment Sales Rep

2017-01-31

It's also nice to track your day to day activities and know what you have scheduled each day.

Pros

easy of use

Cons

not customized exactly to our industry/process

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Followup CRM

keep going

Source: Capterra
Helpful?   Yes   No
Read more
Michael Cohig

Follow up review of use

2017-01-30

Overall 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

Pros

Ease of use

Cons

No aplacations for mobile devise

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering Followup CRM

None

Source: Capterra
Helpful?   Yes   No

Response from FollowUp Power


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

Read more
Tony Schillaci

Salesperson

2017-02-03

It's nice to see all my activity at a glance

Pros

Ease of use

Cons

Typing in rmails

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

1/10
Source: Capterra
Helpful?   Yes   No
Read more
Karinne Dakis

Excellent way to organize and keep up with my clients

2017-11-01

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

Pros

I 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.

Cons

I wish that when I set appointments in it, it would automatically sync up to my google calendar.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from FollowUp Power


Thanks Karinne!

Google calendar will be arriving soon!

Read more
Ronaldo Rossi

Need more Drop Downs

2017-02-13

Drop downs a lot of the things that have the drop-down needed also the quote sheet should be upto date Equipment

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No

Response from FollowUp Power


Hi Ronaldo,

Can you share in a little bit more detail what drop downs would be helpful to you?

Ryan

Read more
Amber Palmeros

Great Sales Tool!!

2017-02-22

I use it even as a meeting reminder. Easy to get reports, customer service goes above and beyond to help!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from FollowUp Power


Amber, thanks for the amazing review!

-Ryan

Read more