Followup CRM Reviews
25 Review(s)
softwareOverall Rating
4.3
25 Review(s)
Rating Distribution
5
(12)
4
(11)
3
(1)
2
1
(1)
Satisfaction Score
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Overall Rating
4.3
25 Review(s)
Rating Distribution
5
(12)
4
(11)
3
(1)
2
1
(1)
Satisfaction Score
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Filters
Ratings
Provider Size
Time Used
Sort by:
Effective and efficient
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.
Ease of use
9
Value for money
8
Customer Support
8
Functionality
9
smith
Insurance, 500+ employees
Less than 6 months
March 2024
Shady accounting practices
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."
Ease of use
1
Value for money
1
Customer Support
1
Functionality
2
Jon
Construction, 11-50 employees
More than a year
December 2023
Very good
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.
Ease of use
9
Value for money
3
Customer Support
8
Functionality
9
Francine
Machinery, 51-100 employees
Less than a year
January 2023
Easiest Interface for a CRM
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Gabriela
Real Estate, 1-10 employees
More than a year
August 2022
Great for Scrubbing the Sales Pipeline
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.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
9
Michael
Construction, 11-50 employees
More than a year
February 2022
Excellent CRM Customized for Contractors
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Peter
Construction, 11-50 employees
More than a year
February 2022
CRM peprformance
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.
Ease of use
9
Value for money
10
Customer Support
5
Functionality
9
eric
Construction, 1-10 employees
More than a year
January 2022
Better than Excel
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.
Ease of use
9
Value for money
8
Customer Support
8
Functionality
9
Hunter
Construction, 51-100 employees
More than a year
January 2022
Great product and great service
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
David
Construction, 11-50 employees
More than a year
January 2022
CRM Software Review
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.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
9
Kayla
Construction, 11-50 employees
More than a year
January 2022
FollowUp CRM helps keep me on track!
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
John
Aviation & Aerospace, 11-50 employees
More than a year
January 2022
Most Effective Customer Relationship Management (CRM) Software
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Ahmed
Construction, 500+ employees
More than a year
December 2021
Focus CRM Explorations
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.
Ease of use
9
Value for money
8
Customer Support
8
Functionality
9
Anonymous
Not Specified, 1-10 employees
July 2021
Great Interface
Great Interface
Pros
The interface is both accessible and visually appealing.
Cons
I don't receive due date reminders for projects.
Ease of use
10
Value for money
8
Customer Support
10
Functionality
9
Alexandra
Construction, 11-50 employees
More than a year
July 2021
Overall a very useful product
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Ryan
Construction, 51-100 employees
More than a year
July 2021
Follow Up Overview
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.
Ease of use
9
Value for money
9
Customer Support
10
Functionality
9
Tammy
Construction, 101-500 employees
More than a year
July 2021
I am supposed to use but never do
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.
Ease of use
6
Value for money
10
Customer Support
6
Functionality
8
Came
Construction, 51-100 employees
More than a year
July 2021
Great CRM Product
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Brandi
Construction, 51-100 employees
More than a year
June 2021
Great CRM for Sales
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.
Ease of use
10
Value for money
9
Customer Support
9
Functionality
9
Bryan
Construction, 51-100 employees
More than a year
June 2021
Great tool for managing our bids and pipeline
Great tool for managing our bids and pipeline
Pros
It's easy to use and set up. The dashboard on the main screen is clear and helpful for tracking.
Cons
Before integrating with DataForma (which we use regularly), we were hoping for it, now it's not an issue.
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Deon
Construction, 11-50 employees
More than a year
June 2021
Kelii
Kelii
Pros
This CRM keeps me organized with scheduling client meetings and following up after bids are submitted.
Cons
The follow-up calendar gets hidden behind the notification section on the lower right.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Kelii
Construction, 51-100 employees
More than a year
June 2021
Wanna look like a Rockstar? Use FollowUp CRM
Wanna look like a Rockstar? Use FollowUp CRM
Pros
I can track a project from start to finish, including start and stop dates, and attach all quotes, bids, and statements. Everything related to the client and their needs is available on their account.
Cons
The email features need a lot of work. It's probably my biggest complaint. It doesn't integrate well with our other services and features, so we don't use it.
Ease of use
9
Value for money
8
Customer Support
10
Functionality
6
Blake
Construction, 1-10 employees
More than a year
June 2021
Followup
Followup
Pros
FollowUp helps me stay organized. It's a secure place to manage all leads and track our progress in the sales cycle. I also like that it shows my monthly, quarterly, or yearly goals and progress. Without it, keeping up with potential customers would be impossible.
Cons
I wish the program allowed me to send mass messages when needed. I'd also like notifications for when key tasks are completed by others. I dislike when it reverts to all-time on my lead display.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Vernon
Construction, 51-100 employees
More than a year
December 2020
CRM Software Review
CRM Software Review
Pros
What I like most is how follow-ups are managed and tracked in the system, yet still link to my email so I can handle everything there. The system updates itself to show follow-ups as completed, but I can still see them in my email.
Cons
What I like least is the lack of options to customize fields. If there were completely customizable fields, it would allow clients to use the system in ways it might not otherwise support.
Ease of use
9
Value for money
8
Customer Support
10
Functionality
6
Kayla
Construction, 11-50 employees
More than a year
December 2020
Great for growing companies.
Great for growing companies.
Pros
FollowUp CRM is crucial for our small but growing commercial roofing business. It helps us easily track multiple projects and prospects as we expand our pipeline and team.
Cons
Since we were using FollowUp CRM with their old system, it took some time to implement new features and transfer some of our information differently. However, the new system seems to be running smoothly now, and we're good to go!
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Autumn
Construction, 1-10 employees
More than a year
December 2020
Filters
Sort by:
Effective and efficient
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.
Ease of use
9
Value for money
8
Customer Support
8
Functionality
9
smith
Insurance, 500+ employees
Less than 6 months
March 2024
Shady accounting practices
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."
Ease of use
1
Value for money
1
Customer Support
1
Functionality
2
Jon
Construction, 11-50 employees
More than a year
December 2023
Very good
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.
Ease of use
9
Value for money
3
Customer Support
8
Functionality
9
Francine
Machinery, 51-100 employees
Less than a year
January 2023
Easiest Interface for a CRM
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Gabriela
Real Estate, 1-10 employees
More than a year
August 2022
Great for Scrubbing the Sales Pipeline
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.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
9
Michael
Construction, 11-50 employees
More than a year
February 2022
Excellent CRM Customized for Contractors
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Peter
Construction, 11-50 employees
More than a year
February 2022
CRM peprformance
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.
Ease of use
9
Value for money
10
Customer Support
5
Functionality
9
eric
Construction, 1-10 employees
More than a year
January 2022
Better than Excel
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.
Ease of use
9
Value for money
8
Customer Support
8
Functionality
9
Hunter
Construction, 51-100 employees
More than a year
January 2022
Great product and great service
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
David
Construction, 11-50 employees
More than a year
January 2022
CRM Software Review
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.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
9
Kayla
Construction, 11-50 employees
More than a year
January 2022
FollowUp CRM helps keep me on track!
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
John
Aviation & Aerospace, 11-50 employees
More than a year
January 2022
Most Effective Customer Relationship Management (CRM) Software
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Ahmed
Construction, 500+ employees
More than a year
December 2021
Focus CRM Explorations
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.
Ease of use
9
Value for money
8
Customer Support
8
Functionality
9
Anonymous
Not Specified, 1-10 employees
July 2021
Great Interface
Great Interface
Pros
The interface is both accessible and visually appealing.
Cons
I don't receive due date reminders for projects.
Ease of use
10
Value for money
8
Customer Support
10
Functionality
9
Alexandra
Construction, 11-50 employees
More than a year
July 2021
Overall a very useful product
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Ryan
Construction, 51-100 employees
More than a year
July 2021
Follow Up Overview
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.
Ease of use
9
Value for money
9
Customer Support
10
Functionality
9
Tammy
Construction, 101-500 employees
More than a year
July 2021
I am supposed to use but never do
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.
Ease of use
6
Value for money
10
Customer Support
6
Functionality
8
Came
Construction, 51-100 employees
More than a year
July 2021
Great CRM Product
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Brandi
Construction, 51-100 employees
More than a year
June 2021
Great CRM for Sales
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.
Ease of use
10
Value for money
9
Customer Support
9
Functionality
9
Bryan
Construction, 51-100 employees
More than a year
June 2021
Great tool for managing our bids and pipeline
Great tool for managing our bids and pipeline
Pros
It's easy to use and set up. The dashboard on the main screen is clear and helpful for tracking.
Cons
Before integrating with DataForma (which we use regularly), we were hoping for it, now it's not an issue.
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Deon
Construction, 11-50 employees
More than a year
June 2021
Kelii
Kelii
Pros
This CRM keeps me organized with scheduling client meetings and following up after bids are submitted.
Cons
The follow-up calendar gets hidden behind the notification section on the lower right.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Kelii
Construction, 51-100 employees
More than a year
June 2021
Wanna look like a Rockstar? Use FollowUp CRM
Wanna look like a Rockstar? Use FollowUp CRM
Pros
I can track a project from start to finish, including start and stop dates, and attach all quotes, bids, and statements. Everything related to the client and their needs is available on their account.
Cons
The email features need a lot of work. It's probably my biggest complaint. It doesn't integrate well with our other services and features, so we don't use it.
Ease of use
9
Value for money
8
Customer Support
10
Functionality
6
Blake
Construction, 1-10 employees
More than a year
June 2021
Followup
Followup
Pros
FollowUp helps me stay organized. It's a secure place to manage all leads and track our progress in the sales cycle. I also like that it shows my monthly, quarterly, or yearly goals and progress. Without it, keeping up with potential customers would be impossible.
Cons
I wish the program allowed me to send mass messages when needed. I'd also like notifications for when key tasks are completed by others. I dislike when it reverts to all-time on my lead display.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Vernon
Construction, 51-100 employees
More than a year
December 2020
CRM Software Review
CRM Software Review
Pros
What I like most is how follow-ups are managed and tracked in the system, yet still link to my email so I can handle everything there. The system updates itself to show follow-ups as completed, but I can still see them in my email.
Cons
What I like least is the lack of options to customize fields. If there were completely customizable fields, it would allow clients to use the system in ways it might not otherwise support.
Ease of use
9
Value for money
8
Customer Support
10
Functionality
6
Kayla
Construction, 11-50 employees
More than a year
December 2020
Great for growing companies.
Great for growing companies.
Pros
FollowUp CRM is crucial for our small but growing commercial roofing business. It helps us easily track multiple projects and prospects as we expand our pipeline and team.
Cons
Since we were using FollowUp CRM with their old system, it took some time to implement new features and transfer some of our information differently. However, the new system seems to be running smoothly now, and we're good to go!
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Autumn
Construction, 1-10 employees
More than a year
December 2020