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Über FollowUp CRM

Bau-CRM für Unternehmen mit 5 Millionen US-Dollar bis 100 Millionen US-Dollar Umsatz. Die Software misst, zeichnet und optimiert den Vertriebsprozess.

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Nutzerbewertungen filtern (215)

Verifizierter Rezensent
Director of Business Development in USA
Verifizierter Nutzer auf LinkedIn
Bau, 51-200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

FUCRM

5 vor 12 Monaten

Kommentare: Decent so far. Had some problems with pulling accurate reports for a month.

Vorteile:

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

Nachteile:

Seems to be a little strange on the mobile app. Sometimes saves many times for same entry. I'm used to Salesforce and this has many stripped down features that I would like to see.

Mark W.
President in USA
Bau, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Simple and Effective

4 letztes Jahr

Kommentare: I love it

Vorteile:

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.

Nachteile:

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?

Jacob R.
Sales Executive in USA
Bau, 51-200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Review from a Sales perspective

3 vor 12 Monaten

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Mike E.
Account Representative in USA
Bau, 51-200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Review

4 letztes Jahr

Vorteile:

I like the dashboard for tracking daily tasks to accomplish.

Nachteile:

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.

Antwort von Followup CRM

letztes Jahr

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

Heather P.
NAtional Sales in USA
Bau, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

What get's measured gets done

5 letztes Jahr

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

Vorteile:

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

Nachteile:

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

Bryan A.
Project Manager in USA
Bau, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Great CRM for Sales

5 vor 5 Monaten

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

Vorteile:

I like how it integrates with Outlook. The ability to collect metrics and generate sales reports is very useful.

Nachteile:

I did not like how it organizes emails and comments in each project file, I wish it had features to mark certain comments or emails as favorites to make them easier to find and sort. Also, the task feature needs improvement. If you receive 5 tasks in a day there is no way to mark them as complete.

Antwort von Followup CRM

vor 5 Monaten

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

Tammy H.
Director of Marketing in USA
Bau, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Follow Up Overview

5 vor 5 Monaten

Kommentare: The team at Follow Up is exceptional. Whenever I have an issue my email is responded to to immediately and normally any issue I have is fixed within an hour or less. The best reason to have Follow Up is it allows you to see your entire teams efforts in one spot in real time. There is no waiting for reports, excuses or bragging, you see everything in full color.

Vorteile:

Maintains expectations and accountability for sales and estimating team. Allows each person to be their own time manager and creates access to Sales Manager to observe the success or failure of that management and take corrective action sooner versus later.

Nachteile:

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

Brandi M.
Executive Operations Specialist in USA
Bau, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great CRM Product

5 vor 5 Monaten

Vorteile:

Easy to use, easy to set up. Users like the dashboard and tracking features.

Nachteile:

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

Deon L.
Director of Operations & Marketing in USA
Bau, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Great tool for managing our bids and pipeline

5 vor 5 Monaten

Kommentare: Great customer service! Always very good about keeping us informed about upcoming enhancements and upgrades that become available.

Vorteile:

Easy to use and implement. Dashboard on main screen is easy to read and use for tracking.

Nachteile:

Prior to integrating with DataForma (which we utilize on a regular basis) we were hoping for that - now that's not an issue.

Charles W.
Charles W.
Estimator in USA
Verifizierter Nutzer auf LinkedIn
Bau, 51-200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Excellent Productivity Tool

4 vor 3 Jahren

Kommentare: Things that I needed to track manually are now done almost automatically

Vorteile:

Tracks Bids, followup calls, contracts and productivity.

Nachteile:

A lot of informational notes to enter to be useful to multiple people.

Jonathan D.
Associate, in USA
Bau, 51-200 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

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

5 vor 5 Jahren

Kommentare: 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.

Vorteile:

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

Nachteile:

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...

Antwort von FollowUp Power

vor 5 Jahren

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

Jeanna W.
Customer Relationship Manager in USA
Bau, 11-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Great way to track sales

4 vor 5 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Blake F.
Project Manager in USA
Bau, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Wanna look like a Rockstar? Use FollowUp CRM

4 vor 5 Monaten

Kommentare: Being in front of a customer and they start asking questions that pertain to finance or square footage. It's extremely Important that you look knowledgeable and educated on the project. With CRM I'm able to pull up all my notes/spreadsheets/docs, etc.... Makes me look like a Rockstar instead of some guy searching for answers.

Vorteile:

I can track a project from start to finish. Add start and stop dates for projects. attach all quotes/bids/statements. Everything that pertains to this client and his needs, I can pull up on his/her created account.

Nachteile:

The Email features needs a TON of work. It is probably my biggest complaint. It just doesn't streamline with all of our other services and features. We don't use that capability.

Antwort von Followup CRM

vor 5 Monaten

Hi Blake, Thank you so much for taking the time to provide us with your feedback. We're so glad our product helps you with tracking your projects and makes you look like a rock star in front of your clients! We're sorry to hear that our emailing feature isn't up to your standard. We would love for you to share some suggestions with us using this link: https://followup-crm.upvoty.com/b/product-roadmap/. We're always looking for ways to improve our CRM and appreciate any feedback we can get from our users. Thanks again! -Courtney, Growth Marketer

Karinne H.
Design Consultant in USA
Bau, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

5 stars

5 letztes Jahr

Kommentare: I don't know what I'd do without it. The old way of tracking with files & whiteboards is not nearly as effective to keeping me on task in a timely manner with all of my clients.

Vorteile:

The most important feature this software gives me is a at a glance look at my leads. NO ONE is forgotten with using this program.

Nachteile:

It would be nice if my appointments could be automatically synced with my google calendar so that i don't have to enter them in twice.

Antwort von Followup CRM

letztes Jahr

Hi Karinne, Thank you so much for taking the time to share your feedback with us. We're so glad to hear that you're enjoying our system and have been able to leave no leads behind! We actually do sync with Google calendar and would love to show you how it works. Please reach out to our Customer Success Manager, CJ at cgeorge@followupcrm.com and he would be happy to show you how to sync your calendar. Thanks again for the review! Best, Courtney, Growth Marketer

Brad P.
Senior Estimator in USA
Bau, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Followup CRM

5 letztes Jahr

Kommentare: Once I gave the program a chance to replace my prior spreadsheets and notes, it quickly became clear that I could have one simple location for all projects, notes, updates, etc. which made it much better for knowing where to look for new entries and also assure that everything was up to date.

Vorteile:

Once the clients were set up, it was easy to enter new projects, dates, etc. I like the ease of scheduling for bidding and follow up. Regular updates in the notes allow for continual awareness of the status of the project and what might come next. So much better than trying to live by sticky notes or loose notebook papers.

Nachteile:

Getting started was the greatest difficulty that I faced as I had my way of keeping track (Spreadsheets and notes), so it was a slow process of getting comfortable with regular entries, etc.

Autumn W.
Administrative Coordinator in USA
Bau, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Great for growing companies.

5 vor 12 Monaten

Kommentare: 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.

Vorteile:

FollowUp CRM is impactful to our company in that we are a small commercial roofing establishment, constantly growing and expanding our pipeline, employees and business model. We are able to track numerous projects and prospects with ease.

Nachteile:

Since we were with FollowUp CRM when they had their old system, it took some time to implement new features and some of our information was transferred differently. However the new system seems to be running smoothly and we are good to go!

Steve S.
Account Manager in USA
Bau, 11-50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Brain damage

4 vor 5 Jahren

Kommentare: The program I'm sure is fine, it's hard to put much value to it all since we are still in training and we are fine tuning how the program adjusts to what we do so it's still a bit cloudy right now. You have to understand I'm before computers so the simpler the better. I'm sure those that were brought up with computers think this is easy but it's involved and and has many moving parts. Since our company is putting their twist on the details like how to categorize the the leads it's still an issue as far as I'm concerned. In a couple of months when we get most of the training done we'll see what it's all about. Thanks, Steve

Vorteile:

It covers many details about a file which is good.

Nachteile:

I think because there are many dialogue boxes to acknowledge different details I wonder if the right info is being seen by the right people that are also involved in the job.

Brian M.
Business Development in USA
Bau, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Simply powerful

4 vor 5 Jahren

Kommentare: Contact to contract, the program keeps it limited in scope so they are able to be powerful in delivery. Also, makes the learning curve to get started manageable. Other programs we have bought and never fully implemented, train too complex.

Vorteile:

Ease of use for any level user

Nachteile:

Would like to be able to customize their terminology

Antwort von FollowUp Power

vor 5 Jahren

Thanks Brian! 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 Code Red! Happy Selling, Ryan

Allison M.
Business Development Coordinator in USA
Bau, 201-500 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Followup CRM

5 vor 12 Monaten

Kommentare: It is a good system that has needs some adjustments to be great.

Vorteile:

The use of this software is easy to use .

Nachteile:

Some of the search fields do not pull the correct information or they pull too much information and is time consuming to find what you are looking for. The program does not allow you to merge projects into one customer account instead of having multiple entries for the same location. (For example: the address of a location will never change. So if all of the work for that location was under one account regardless if the name changes, the history of that location would be in one place for viewing vs having to open multiple work orders to view project notes.) There is no ability to enter more than one email in the main contact line. The Company Information entry is difficult and could be easier to use. There is no link affiliation to files and folders on a SharePoint service or server.

Tanya D.
Construction Sales Account Manager in USA
Bau, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Followup is a lifesaver!

5 vor 5 Jahren

Kommentare: Followup Power makes it simple to stay on top of my pipeline. It allows me to stay organized and follow up with my clients when I say that I am going to. It allows me to stay in touch with my clients on each and every project until a decision is made. Especially in the construction industry where the sales process can take months and even years to complete, it gives me a competitive advantage by easily setting follow-up dates to stay in touch with my clients long after my competition has stopped. I would be lost without this software and highly recommend it!

Vorteile:

I like that this software is simple to use and has many tools for staying on top of my pipeline. It also makes it easy to track progress, trends, and create reports.

Nachteile:

Overall it is really great.

Antwort von FollowUp Power

vor 5 Jahren

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

Lisa G.
Executive VP of Sales & Marketing in USA
Bau, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

FOLLOW-UP POWER

4 vor 5 Jahren

Kommentare: My experience with Follow-Up Power has been pretty good so far. However, I am continuing to get complaints from my sales team about the new mobile app and the difficulties with utilizing it. We no longer can view our report card while out on the road (via mobile app). We are also having difficulty in adding new contacts. I would like to give a thumbs up to Ryan. He has been great and always very helpful!

Vorteile:

Allows me to log in my sales activities for the day. Also, I can get reports on our sales for the day, week or month.

Nachteile:

Mobile app is not very user friendly.

Antwort von FollowUp Power

vor 5 Jahren

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

Eric M.
Estimator in USA
Bau, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Eric McNichol

4 vor 3 Jahren

Kommentare: Great organizational tool. Great to be organized in my work. Added at least 30% to my sales since we started with Follow Up. It provides what no human can by by himself.

Vorteile:

The organization that it provides. It saves me a lot of time to do other things rather than trying to figure out if it's time to follow up with someone.

Nachteile:

The screen shows only one month of jobs in the active file. It should show all the jobs bid several months ahead. A point credit should be given for every e-mail sent or received.

Betsy Y.
Office Manager in USA
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung
Quelle: SoftwareAdvice

Great for keeping track of client contact.

5 vor 7 Jahren

Vorteile:

The software is easy to use, and the training is worthwhile. It's a good tool for helping your salesforce keep track of their conversation content with clients (or potential clients), and their follow-up schedules. But the key is to USE it! Every time you have contact with the client, you need to go to their record and update it, then mark it for the appropriate follow-up. If used properly, your clients will not fall through the cracks and get forgotten.

Nachteile:

Without training, it's easy to forget what dropdown choices you should choose to categorize various aspects of the sales process and its progress. If you could hover over some of them for definitions of when that choice would be the appropriate choice, that might help.

Vernon B.
Sales manager in USA
Bau, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Followup

4 vor 12 Monaten

Vorteile:

I like Followup because it keeps me organized. It’s a safe place to keep track of all leads and where we are in the sales cycle. I also like that it will display my monthly, quarterly, or yearly goals and my progress. Without it it would be impossible to keep up with all the potential customers.

Nachteile:

I wish the program would allow me to sent mass messages from the software when it is necessary to do so. I would also like to see notifications when key tasks have been completed by others. I do not like when it reverts to all time on my lead display.

Verifizierter Rezensent
VP / Bookkeeper in USA
Verifizierter Nutzer auf LinkedIn
Bau, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Accounting

5 vor 3 Jahren

Vorteile:

CRM allows me to see accounts that just pertain to the accounting end of the business. I am not seeing accounts before I need to be working with them. I also like that I can set followup dates that allow me to see what accounts need immediate attention.

Nachteile:

The only "issue" I have with CRM is it makes note of every change made, no matter how significant it may be. This can make for a lot of notes. It would be nice to be able to opt out of some of those automatic notes. Or to be able to have the ability to delete them. Even if it had to have a admin code, for security reasons.