FollowUp CRM Features

FollowUp CRM

Free CRM for construction

4.52/5 (215 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Alerts / Escalation
Alerts/Notifications
Appointment Scheduling
Approval Process Control
Bid Management
Billing & Invoicing
Budget Management
Budget Tracking/Job Costing
CRM
Calendar Management
Calendar/Reminder System
Change Order Management
Charting
Client Portal
Client Tracking
Collaboration Tools
Commercial
Communication Management
Contact Management
Contract Drafting
Contract/License Management
Contractor Management
Cost Database
Cost Tracking
Cost-to-Completion Tracking
Customer Database
Customer Management
Customer Portal
Customizable Branding
Customizable Fields
Customizable Templates
Data Import/Export
Data Storage Management
Deadline Management
Document Management
Document Storage
Electronic Payments
Electronic Signature
Email Marketing
Estimating
Expense Tracking
File Management
File Sharing
For AEC Industry
Forecasting
Inspection Management
Invoice Management
Issue Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Lead Management
Milestone Tracking
Mobile Access
Mobile Alerts
Mobile App
Mobile Signature Capture
Multiple Projects
Multiple User Accounts
Photo Capture
Pipeline Management
Pipeline Reports
Prioritization
Progress Tracking
Project Accounting
Project Estimating
Project Management
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Proposal Generation
Purchase Order Management
QuickBooks Integration
Quota Management
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Monitoring
Real-time Updates
Records Management
Reporting & Statistics
Residential
Resource Management
Sales Approval
Sales Pipeline Management
Sales Reports
Scheduling
Status Tracking
Subcontractor Management
Supplier Management
Task Management
Task Progress Tracking
Task Scheduling
Time & Expense Tracking
Time Tracking
Timesheet Management
Training Management
Warranty Tracking
Work Order Management
Workflow Management
Learn moreCompare App
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Alerts / Escalation
Alerts/Notifications
Appointment Scheduling
Approval Process Control
Bid Management
Billing & Invoicing
Budget Management
Budget Tracking/Job Costing
CRM
Calendar Management
Calendar/Reminder System
Change Order Management
Charting
Client Portal
Client Tracking
Collaboration Tools
Commercial
Communication Management
Contact Management
Contract Drafting
Contract/License Management
Contractor Management
Cost Database
Cost Tracking
Cost-to-Completion Tracking
Customer Database
Customer Management
Customer Portal
Customizable Branding
Customizable Fields
Customizable Templates
Data Import/Export
Data Storage Management
Deadline Management
Document Management
Document Storage
Electronic Payments
Electronic Signature
Email Marketing
Estimating
Expense Tracking
File Management
File Sharing
For AEC Industry
Forecasting
Inspection Management
Invoice Management
Issue Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Lead Management
Milestone Tracking
Mobile Access
Mobile Alerts
Mobile App
Mobile Signature Capture
Multiple Projects
Multiple User Accounts
Photo Capture
Pipeline Management
Pipeline Reports
Prioritization
Progress Tracking
Project Accounting
Project Estimating
Project Management
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Proposal Generation
Purchase Order Management
QuickBooks Integration
Quota Management
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Monitoring
Real-time Updates
Records Management
Reporting & Statistics
Residential
Resource Management
Sales Approval
Sales Pipeline Management
Sales Reports
Scheduling
Status Tracking
Subcontractor Management
Supplier Management
Task Management
Task Progress Tracking
Task Scheduling
Time & Expense Tracking
Time Tracking
Timesheet Management
Training Management
Warranty Tracking
Work Order Management
Workflow Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Alerts / Escalation
Alerts/Notifications
Appointment Scheduling
Approval Process Control
Bid Management
Billing & Invoicing
Budget Management
Budget Tracking/Job Costing
CRM
Calendar Management
Calendar/Reminder System
Change Order Management
Charting
Client Portal
Client Tracking
Collaboration Tools
Commercial
Communication Management
Contact Management
Contract Drafting
Contract/License Management
Contractor Management
Cost Database
Cost Tracking
Cost-to-Completion Tracking
Customer Database
Customer Management
Customer Portal
Customizable Branding
Customizable Fields
Customizable Templates
Data Import/Export
Data Storage Management
Deadline Management
Document Management
Document Storage
Electronic Payments
Electronic Signature
Email Marketing
Estimating
Expense Tracking
File Management
File Sharing
For AEC Industry
Forecasting
Inspection Management
Invoice Management
Issue Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Lead Management
Milestone Tracking
Mobile Access
Mobile Alerts
Mobile App
Mobile Signature Capture
Multiple Projects
Multiple User Accounts
Photo Capture
Pipeline Management
Pipeline Reports
Prioritization
Progress Tracking
Project Accounting
Project Estimating
Project Management
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Proposal Generation
Purchase Order Management
QuickBooks Integration
Quota Management
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Monitoring
Real-time Updates
Records Management
Reporting & Statistics
Residential
Resource Management
Sales Approval
Sales Pipeline Management
Sales Reports
Scheduling
Status Tracking
Subcontractor Management
Supplier Management
Task Management
Task Progress Tracking
Task Scheduling
Time & Expense Tracking
Time Tracking
Timesheet Management
Training Management
Warranty Tracking
Work Order Management
Workflow Management
Visit WebsiteCompare App

FollowUp CRM Feature Reviews

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

Jacob R.

Review from a Sales perspective

2020-11-30

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

I really like the analytical data on the home page as well as the reports.

Cons

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.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Lisa G.

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
Gregg P.

VP General Manager

2018-10-19

Good tool for sales reporting and customer follow up.

Pros

Easy to use, customizable and simple, good product for a lower cost then sales force and other CRM's

Cons

Reports export to adobe rather then excel.

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
Read more
John B.

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
Tammy H.

Follow Up Overview

2021-07-01

There is no waiting for reports, excuses or bragging, you see everything in full color.

Pros

Maintains expectations and accountability for sales and estimating team.

Cons

I would like more ease with the calendar and fewer glitches.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Bethany H.

NV Roofing Review

2019-01-25

So far we have been able to pull reports off the CRM to help with follow ups with customers, salesmen tracking, and so much more.

Pros

We love the ease of access to this software and that everyone can do their own updates and emails through the program.

Cons

Something that our company has found would be helpful but as far as we can tell right now, there is no way to add documents to each profile.

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
Read more
Charles D.

North-Ply Contracting Co.

2018-10-25

Customer service is wonderful.

Pros

The crm is designed for roofing contractors.

Cons

Not applicable. The software performs the way we need it to.

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
Read more
Michael C.

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
Jeanna W.

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, 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.

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
Monica H.

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
Kathleen M.

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 S.

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

2015-07-30

Pros

FollowUp Power is a very simple but powerful solution to take control of your leads.

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
Dennis L.

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

Particularly in the search area.

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
Bryan A.

Great CRM for Sales

2021-06-29

This CRM has helped us to more efficiently track leads and sales.

Pros

The ability to collect metrics and generate sales reports is very useful.

Cons

Also, the task feature needs improvement.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Followup CRM


Hi Bryan,

Thank you for taking the time to share your feedback with us. We're so glad our software has been able to help you efficiently track your leads and sales. We are always looking for ways to improve and grow and appreciate any suggestions we receive from our users. Please use this link to provide any suggested features you'd like to see next: https://followup-crm.upvoty.com/b/product-roadmap/.

As far as the task feature goes, you should have no issue marking 5+ tasks as complete. You'll just need to make sure you're clearing the follow-up by hitting the "X" mark first. If you're still having issues or have any questions, please reach out to our Customer Success Manager at cfrancois@followupcrm.com and she would be happy to assist. Thank you again for sharing your experience with us!

Sincerely,
Courtney Fuller, Growth Marketer

Read more
Rod P.

Crm review

2019-01-29

Pros

The system had a nice dashboard and the ability to dial in on the numbers.

Cons

The report side of the program was confusing and difficult to understand and lacked functionality for me

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Nate K.

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
David P.

Simpicity

2020-11-23

Great, it keeps all project at a glance and easy to access .

Pros

Very easy to enter new projects and update accordingly.

Cons

Entering updates daily, the system prompts us we are late on an activity even though it is due later that day.

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
Read more
Jonathan D.

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.

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
Anonymous
(Construction company, 51-200 employees)

FUCRM

2020-11-30

Had some problems with pulling accurate reports for a month.

Pros

Keeps me up to date with tasks. I enjoy the overall functionality.

Cons

Seems to be a little strange on the mobile app. Sometimes saves many times for same entry.

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
Bill P.

Implementation and Use with an existing sales force

2019-02-01

Keeping sales people within their assigned Territory...… Tractable pipeline of projects, to help forecast backlog and project availability

Pros

Sales person's activity level, opportunities, and profitability of the project....

Cons

Limited reports on key selling silos.....

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Lynn F.

Pipeline at a Glance

2020-11-23

Pros

The dashboard lets each employee know what is on their schedule today and in the future, which keeps all tasks in sight.

Cons

I have some trouble running reports if I don't select the correct type of project, but other than that, nothing.

Rating breakdown

Value for money
Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Brandi M.

Great CRM Product

2021-06-29

Pros

Users like the dashboard and tracking features.

Cons

Exports are not customizable and you cannot create groups of companies for certain areas

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Jason E.

Robust and Straight Forward

2020-11-24

My experience so far has been great. There are a few small tweaks as mentioned above that could help, but overall this is a good software.

Pros

There are numerous robust reports that can be utilized to track sales and customers as well as projects.

Cons

However, you can easily search for certain projects in the search bar at the top of the screen to circumvent this.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Kathleen L.

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
Howard M.

Followup CRM

2018-10-19

Overall it has brought me closer to our many offices activities

Pros

I like that I can find and communicate with other staff members using the system and see what they are doing, as well as they can see my activity I like having all of our information in 1 accessible place

Cons

There is not all of the information on one page. sometimes I need to access many different tabs for the whole summary of activity

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

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