Last Updated
Overview
Followup CRM aims to eliminate the chaos often associated with construction sales and project management. Its centralized platform provides a clear overview of your workflows, simplifies bid tracking, and fosters seamless communication. While onboarding may take some time, its specialized features can make a significant impact on your efficiency.
Overall Rating
Based on 26 users reviews
4.2
Rating Distribution
Positive
88%
Neutral
4%
Negative
8%
Starting Price
Custom
Followup CRM Specifications
- Project Planning and Scheduling
- Budget Management
- Resource Allocation
- Document Management
What Is Followup CRM?
Overview
Followup CRM is cloud-based customer relationship management (CRM) software designed specifically for construction companies, contractors, and builders. It streamlines the sales process, helps manage projects, and fosters better communication with clients throughout the construction lifecycle. It also offers bid and pipeline management, sales tracking, proposal generation, and more.
What Is Followup CRM Best For?
FollowUp CRM software emphasizes its ability to streamline the bidding and project management processes. Its tailored workflows and focus on bid tracking set it apart from more generic CRM platforms. The software aims to reduce administrative overhead and miscommunications, which are common pain points in the construction sector.
Followup CRM Pricing
The following are the pricing plans:
- Enterprise - Custom
- Professional - Custom
- Team - Custom
Followup CRM Integrations
The software integrates with the following third-party applications:
- Outlook
- Sage
- Zapier
- Vista
- Deltek
- QuickBooks
- Hover
- Knowify
How Does Followup CRM Work?
Here is how you can get started with the software after the installation is completed:
- Log in to the software using the credentials
- Get a customizable overview of key metrics, pipeline status, project timelines, and upcoming tasks
- Easily upload your existing client and lead data from spreadsheets or other sources
- Tailor the stages of your sales process to match your company's specific workflow
- Streamline project setup by establishing reusable templates for common project types
- Determine access levels and visibility for different team members
- Connect Followup CRM with your email, accounting software, and other essential business tools
- Automate essential client communication and project tasks
Who Is Followup CRM For?
FollowUp CRM caters specifically to companies and professionals in the construction industry. It's designed for small to medium-sized businesses, including:
- General contractors
- Specialty contractors
- Remodelers
- Builders
Is Followup CRM Right For You?
Are you struggling to streamline your construction sales process? Do leads slip through the cracks, and projects get bogged down in paperwork? FollowUp CRM is your solution for organized pipelines and winning bids.
As your construction business grows, you need a solution that scales with you. FollowUp CRM prioritizes security, protecting your valuable client and project data, while offering the flexibility to expand alongside your evolving needs.
Still not sure if FollowUp CRM is right for you? Contact us at (661) 384-7070, and we will help you make the best decision.
Followup CRM Features
Sales Tracker
Gain a bird's eye view of all your sales activities. Track where your leads come from, how your team is converting them, and which sales strategies yield the best results. Analyze this data to identify your strongest tactics and pinpoint areas for improvement, driving overall sales success.
Bid Log
Maintain a meticulously organized log of every bid you've submitted. This centralized repository gives you quick access to project details, pricing, and bid status. Analyze past bids to inform future proposals, spot patterns in your win/loss ratios, and optimize your bidding process.
Scheduling
Eliminate scheduling chaos with integrated tools that let you coordinate appointments, project milestones, and site visits. Syncing schedules across your team ensures everyone knows where they need to be, preventing costly miscommunications and delays. Automated reminders further safeguard against missed deadlines, keeping projects running smoothly.
Pipeline Management
Visualize your entire sales pipeline and get a clear picture of where each deal stands. Track deals as they progress through customized stages, ensuring no opportunities slip through the cracks. Prioritize the most promising leads, allowing you to focus your efforts where they'll have the most impact.
Reporting And Analytics
Unlock actionable insights with robust reporting tools. Generate custom reports on pipeline status, sales wins and losses, team performance, and other crucial metrics. Make informed decisions backed by real-time data to drive continued business growth.
Proposal Generator
Quickly create polished and professional proposals that impress potential clients. Leverage pre-built templates and customizable elements to streamline the bidding process while showcasing your unique expertise.
Pros And Cons of Followup CRM
Pros
User-friendly interface
Streamlined bid management functionality
Visual pipeline for sales clarity
Robust reporting and analytics tools
Customizable workflows and templates
Cons
Reporting could be more in-depth, according to some FollowUP CRM reviews
Onboarding can be time-consuming
Followup CRM Reviews
Total 26 reviews
4.2
All reviews are from verified customers
Rating Distribution
5
Stars46%
4
Stars42%
3
Stars4%
2
Stars0%
1
Stars8%
Share your experience
SIGNATURE PROJECTS, 11-50 employees
Less than a year
“Doesn't work as a CRM”
Pros
It works for following up on existing proposals that have already been sent out.
Cons
It does not work as a standard CRM for sourcing new clients and following up with them. It is not easy to use in the field and enter data. The customer service is not good. We canceled via email and they responded but then still charged us for another year because there wasn't a off-boarding phone call that happened and they wouldn't refund us. We had to use the credit card company and show them proof of cancelation. This company seems like a scam.
Rating Distribution
Ease of use
2
Value for money
2
Customer Support
1
Functionality
2
Insurance, 500+ employees
Less than 6 months
“Effective and efficient”
Pros
Problems are resolved swiftly, and the format is perfect for my reports.
Cons
I find that calendar syncing is lacking, and there are occasional minor glitches with the data.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
8
Functionality
9
Construction, 11-50 employees
More than a year
“Shady accounting practices”
Pros
The interface is user-friendly, making it simple to train new users. It's a basic CRM with nothing exceptional.
Cons
The accounting practices here seem dubious. After deploying numerous SaaS apps across the enterprise, this is the first one I've encountered that demands a 60-day cancellation notice. There's no option to cancel the account or subscription within the interface; I have to schedule a call with Follow-Up to do so. We gave a 30-day notice before renewal, but the account rep told us, "Sorry, we're billing you anyway. You didn't read the terms and conditions."
Rating Distribution
Ease of use
1
Value for money
1
Customer Support
1
Functionality
2
Frequently Asked Questions
Does Followup CRM offer an API?
Yes, the software has an API available.
What language does Followup CRM support?
The software supports the English language.
What other apps does Followup CRM integrate with?
The software seamlessly integrates with Vista, Outlook, Sage, Zapier, Deltek, QuickBooks, Hover, and Knowify.
Does Followup CRM support mobile devices?
The software supports mobile devices.
What types of pricing plans does Followup CRM offer?
The software provides flexible pricing options, including Enterprise, Professional, and Team plans. All of these can be customized to meet the unique needs of different organizations, ultimately leading to more projects! Request a custom Followup CRM cost quote today.
Who are the typical users of Followup CRM?
Followup CRM is tailored for the construction industry, serving small to medium-sized businesses such as specialty contractors, general contractors, remodelers, and builders.
What level of support does Followup CRM offer?
FollowUp CRM provides support through phone, email/help desk, chat, and a knowledge base.
How can FollowUp Power help my sales team streamline their sales processes?
FollowUp Power provides a centralized platform to manage leads, track leads through a visual sales pipeline, and automates follow-up tasks. This helps sales teams stay organized, prioritize effectively, and increase their closing ratio.
Does FollowUp Power offer tools to organize contact details and improve lead tracking?
FollowUp Power allows you to store comprehensive contact details for leads and clients. The system also tracks all interactions, ensuring your sales team has the information they need for effective follow-up and more project wins.
Can FollowUp Power be a game-changer for construction businesses struggling to stay on top of leads?
FollowUp Power's industry-specific features, designed to handle construction sales processes, can help you close more deals. The intuitive interface and automation tools save time and reduce the potential for missed opportunities.