Followup CRM Reviews

“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.

“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.

“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."

“Very good

Pros

This system simplifies my daily tasks. I can access customer details and the company's inventory, which helps me respond to customer needs and manage orders more efficiently. It's essential for me.

Cons

It would be helpful if the proposal numbers could appear together in the ERP and service order, and if the order of the items could match the one in the PDF of the proposal.

“Easiest Interface for a CRM

Pros

The open API feature allows integration with almost any technology through Zapier.

Cons

The possibilities with this software are endless, which can be overwhelming at the start.

“Great for Scrubbing the Sales Pipeline

Pros

The quotas set achievable goals for us to work towards each week, month, quarter, and beyond.

Cons

Certain pages and reports can be a bit slow to load.

“Excellent CRM Customized for Contractors

Pros

We really appreciate that this CRM is designed specifically for contractors.

Cons

For a while, it didn't have integration with GMAIL or Google Calendar.

“CRM peprformance

Pros

It's easy to operate. I find it straightforward to use and it effectively helps me organize my follow-up schedule.

Cons

Its capabilities are somewhat limited. It can't track job performance, margins, labor, materials, etc. I understand that's not its primary function.

“Better than Excel

Pros

The software excels at tracking leads and ensuring no follow-ups are missed. We used to manage these tasks in Excel, which were easy to overlook. The extensive reporting features are another strong point. The data is updated in real time and can be segmented into different periods based on my preferences. Recently, automated reports were added, so I receive an email with the report I need at a scheduled time.

Cons

Some of the integrations have not met expectations. These were a selling point for my company, but they haven't added value or saved time. New integrations keep being rolled out, which I haven't yet used.

“Great product and great service

Pros

I can actively manage our sales pipeline and our estimators' workload, analyze sales behaviors, and plan to meet our objectives.

Cons

Our clients are frequently changing companies. It could be improved to manage individual contacts as they move around.

“CRM Software Review

Pros

What I love most about this software is its ability to send customer correspondence directly from the system, and then view all my emails right there.

Cons

I'd appreciate more flexibility, like the ability to create additional custom fields to track things specific to our trade.

“FollowUp CRM helps keep me on track!

Pros

This product is very intuitive and allows me to see everything I need to do in an easy-to-understand format.

Cons

This company is always innovating and finding easier ways to use and integrate their program with other software. If issues arise, the customer service team is very helpful, and a new feature often appears before I can even complain.

“Most Effective Customer Relationship Management (CRM) Software

Pros

FollowUp CRM subscribers get access to a variety of tools to enhance their CRM's performance. The search and filtering tools help me easily create lead lists, and the integration with email systems lets me add new contacts directly from emails.

Cons

Subscribers will greatly benefit from this program as it is simple to use, consolidates all customer data, and simplifies generating and preparing lists for communication.

“Focus CRM Explorations

Pros

The simple installation and helpful guides improve the quality of my tasks.

Cons

Updates are always necessary when working on a specific data set. K means clustering is sometimes missing.

“Great Interface

Pros

The interface is both accessible and visually appealing.

Cons

I don't receive due date reminders for projects.

“Overall a very useful product

Pros

It captures measurements easily and with decent accuracy.

Cons

Sometimes the software doesn't display a good image or randomly shuts down. I also wish it were not based on a "per image" charge.

“Follow Up Overview

Pros

It manages expectations and accountability for the sales and estimating team. Each person can manage their own time and the Sales Manager can monitor success or failure of that management, allowing for quicker corrective actions.

Cons

I'd like the calendar to be more intuitive and with fewer glitches.

“I am supposed to use but never do

Pros

The trainer was excellent and the software is easy to use.

Cons

My branch is small, and I don't quote enough to need tracking software to remind me to follow up with a client about a job.

“Great CRM Product

Pros

Simple to use and set up. I appreciate the dashboard and tracking features.

Cons

Exports are not customizable, and I can't group companies by certain areas.

“Great CRM for Sales

Pros

I like how it integrates with Outlook. Collecting metrics and generating sales reports is very useful.

Cons

I'm not a fan of how it organizes emails and comments in each project file. I'd like to be able to mark certain comments or emails as favorites for easier sorting and finding. Also, the task feature needs improvement; if I receive five tasks in a day, there's no way to mark them as complete.