Followup CRM Reviews

“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.

“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.

“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.

“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.

“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.

“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!