FollowUp CRM Features & Capabilities

FollowUp CRM

Adobe Creative Cloud

AutoCAD

Followup CRM construction CRM & sales platform designed to help contractors measure, record & streamline the sales process.

Access Controls/Permissions

Accounting Integration

Activity Dashboard

Activity Tracking

Alerts/Notifications

Bid Management

Buyer Management

Calendar Management

Calendar Sync

Calendar/Reminder System

Campaign Management

Change Order Management

Client Management

Client Tracking

Collaboration Tools

Communication Management

Contact Database

Contact Management

Contract/License Management

Customer Database

Customizable Fields

Customizable Reports

Customizable Templates

Data Import/Export

Document Management

Document Storage

Drag & Drop

Email Management

Email Marketing

Email Templates

Estimating

File Management

For AEC Industry

For iPad Devices

For Startups

Forecasting

Interaction Tracking

Internal Chat Integration

Job Costing

Job Scheduling

Lead Capture

Lead Generation

Lead Management

Lead Qualification

Marketing Automation

Mobile Access

Onboarding

Opportunity Management

Progress Tracking

Project Management

Project Scheduling

Project Time Tracking

Project Tracking

Projections

Quotes/Estimates

Real-Time Data

Referral Tracking

Reminders

Reporting & Statistics

Reporting/Analytics

Sales Approval

Sales Forecasting

Sales Pipeline Management

Sales Reports

Sales Trend Analysis

Scheduling

Segmentation

Subcontractor Management

Task Management

Task Progress Tracking

Task Scheduling

Territory Management

Third-Party Integrations

Warranty Tracking

Workflow Management

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monday.com

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Gold-Vision CRM

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.  

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

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

Better than Excel

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. 

Great way to track sales

You should not overlook the relevance of CRM and its connection to new chances. Using a CRM like FollowUp will make you feel like a valued member of the team, and will help you connect with additional clients.

Most Effective Customer Relationship Management (CRM) Software

I've used Follow Up power for two years now, it provides valuable insight to quotas, reminders for follow up, trends etc....

Excellent, provides great insite

Thanks Michael!

I appreciate the kind review and the feedback! Not sure if you're using the alert feature for late activities from 1-5 days. You can have your administrator set that up!

Our company has been using FollowUp for about months.  Being able to look online to see the addresses of new jobs and to see the latest comments helps make my job easier.  It is easy to use and the support team have made it a breeze to work with.  Thanks FollowUp!

Streamline company data

Thanks Gail! We appreciate your feedback! We will always work hard on improving our software, feel free to submit to us your recommendations!

Can you please share some specifics with me regarding the mobile app? I'd like to hear your thoughts as we update it in the future!

Happy Selling!

Ryan

I love it. It is a great company tool so everyone stays organized. I work in the sales department, so it helps me out tremndously with pulling reports and staying up to date with our numbers.

Review

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.  Always.   You customers will be more than impressed which doesn't alway get you a contract but it always gets me last look to decide whether or not it is beneficial for me to get to the number they want.

Great Sales Tool

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

Follow Up Power has created a Sales Process for our team. With a click of a couple buttons, you can see who has (or hasn't) done what, and when. 
By following the SALES PROCESS STEPS, we have seen our hit rate go up, in just the short time we've used it. 
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. 
My only hope is that FUP continues to grow and adds a variety of templates / measurables to keep our Company honest and growing !

Follow Up & Follow Through

Overall, this CRM has been a lifesaver for us on the tracking end. It is greatly increased our bid tracking and output and greatly benefited our staff being able to log our brains into an easily customizable CRM rather than keeping everything in our heads alone. 

Excellent CRM Customized for Contractors

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.

Review from a Sales perspective

FollowUp CRM has become an essential program that we utilize on a daily basis. It allows us to smoothly monitor and explore each others' progress and leads as well as completed past and present projects. The program facilitates organization and allows us to improve upon our project management from the first call to the processed warranty. We can pull up all prior projects without having to go on a fishing expedition.  Each project also allows multiple persons to leave comments on the project, which keeps us all connected and informed. 

Great for growing companies. 

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

Followup

Overall it has brought me closer to our many offices activities

Followup CRM

Great CRM Product

I actually know what my sales pipeline looks like and helps me really understand my business.

Use FollowUp Everyday!

Pipeline at a Glance

North-Ply Contracting Co. 

Intuitive in that I am a construction professional using software that follows the same process I am used to in pursuing work. The support is tremendous, thorough and always easy to access.

Great Help and customer support response time.

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.

Robust and Straight Forward

FollowupCRM Review

Effective and efficient 

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. 

A must have system 

Our Customer Service rep is awesome !! This whole system is super convenient and easy to use. 

FollowUp CRM Features

Features Summary

Screenshots

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Reviewers who mentioned features said: