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FollowUp CRM
Cos'è FollowUp CRM?
Ottimo software CRM per il settore dell'edilizia. Aiuta gli appaltatori ad assicurarsi di non dimenticare il follow-up di contatti, offerte e clienti. Questo sistema consente ai team di vendita di implementare le basi della vendita come follow-up, gestione dei lead, offerte e altre attività correlate alle vendite. Ciò consente ai dirigenti di mantenere la responsabilità del proprio team di vendita, ottenendo allo stesso tempo analisi business-critical che guidano il processo decisionale intelligente.
Chi utilizza FollowUp CRM?
Serve appaltatori che desiderano costruire una vera organizzazione di vendita. L'obiettivo è fornire software e coaching per aiutare gli appaltatori a creare organizzazioni di vendita di successo con una comprovata esperienza di vendita.
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FollowUp CRM
Recensioni su FollowUp CRM

I have not had a lot of instruction for certain tasks, but I have asked for help, and was answered
Commenti: We use it a lot, and it is a good go-to place to put information for future use.
Aspetti positivi:
Great information fields. A place to keep contacts, and who they are, and how to reach them.
Aspetti negativi:
Could use more q&a on tasks. I wonder if there are a lot of other Q&A to list
FUCRM
Commenti: Decent so far. Had some problems with pulling accurate reports for a month.
Aspetti positivi:
Keeps me up to date with tasks. I enjoy the overall functionality.
Aspetti negativi:
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.
Review from a Sales perspective
Commenti: 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.
Aspetti positivi:
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.
Aspetti negativi:
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.
Focus CRM Explorations
Aspetti positivi:
The easy installment and guidance sources that guides analyses and elevates your task quality
Aspetti negativi:
The updates are always requires while one work at a particular data set of requirement.K means clustering is sometimes missing.
FollowUp Power Review
Commenti: I have been enjoying the software, I hope I had something similar 15 - 20 years ago, working life is a lot easier now.
Aspetti positivi:
That I am able to track all projects and contacts
Aspetti negativi:
The Office 365 Email option, I do not use it, since I keep all email in outlook.
Great customer service
Commenti: Nothing but great
Aspetti positivi:
On the spot customer support and follow up
Aspetti negativi:
No issues with the product or support staff
Using the Followup CRM
Commenti: Overall this is a great system for sending out proposals to the client with A Professional look.
Aspetti positivi:
I love how I can enter pictures and add my deficiencies and when you add the square footage or EACH it totals out the price for that measurement. You can also adjust the time and materials.
Aspetti negativi:
I didn't like how sometimes when you adjust the labor time and update deficiencies it will back the number back down to what it thinks the time should be.
Best for Commercial Contractors
Commenti: It does the job, and keeps all the reporting in one place so estimators and sales people aren't loosing paper copies everywhere or keeping files on their devices. Better accountability and insights into project timelines.
Aspetti positivi:
The nice thing about this software is that it houses all the information on a cloud based system so everyone can access it on the go from ipads. I really like that it has a lot of analytics information regarding what category of jobs are being closed and by whom. It also can integrate with Outlook, and I am pretty sure it works with Google products as well.
Aspetti negativi:
It has a very cut down to the bones look. It works great, but they still have limited integrations with other softwares yet. It also works best for commercial jobs, so if you also do residential it's not as useful.
Regional Manager
Commenti: I have been using it over the past 6 months with minimal training I think there is more for me to learn I need just to sit and try a few things
Aspetti positivi:
It very user friendly it did not take me long to get use to using it
Aspetti negativi:
I thinks a 1800 help line should be on the front page even though their is a on line agent always there to help
it's a lot of clicking and setup...
Commenti: Not a fan of the actual software.
Aspetti positivi:
It responds The support staff is amazing and responsive.
Aspetti negativi:
Having to click in so many places. Update this date, that date, that date, that date.
Great for growing companies.
Commenti: 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.
Aspetti positivi:
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.
Aspetti negativi:
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!
Followup CRM
Commenti: 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.
Aspetti positivi:
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.
Aspetti negativi:
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.
Followup
Aspetti positivi:
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.
Aspetti negativi:
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.
CRM peprformance
Commenti: Very good at what it does do.
Aspetti positivi:
Ease of operation. It's simple to use and does what I use it for which is to organize my follow up schedule.
Aspetti negativi:
It is limited in it's capabilities. Cannot keep track of jobs performance, margings, labor, materials etc.. I realize that's not what you do.
Great tool for managing our bids and pipeline
Commenti: Great customer service! Always very good about keeping us informed about upcoming enhancements and upgrades that become available.
Aspetti positivi:
Easy to use and implement. Dashboard on main screen is easy to read and use for tracking.
Aspetti negativi:
Prior to integrating with DataForma (which we utilize on a regular basis) we were hoping for that - now that's not an issue.
Followup is a lifesaver!
Commenti: 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!
Aspetti positivi:
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.
Aspetti negativi:
Overall it is really great.
Risposta di Followup CRM
8 anni fa
Thanks for the great thoughts Tanya! I really appreciate it. Thanks for using it so well and doing a great job! Ryan
Kelii
Commenti: I enjoy this software because it keeps me organized.
Aspetti positivi:
CRM is keeps me organized with scheduling my client meetings and also to follow up after the bid is submitted.
Aspetti negativi:
The follow up calendar gets hidden behind the notification section on the lower right.
Simply powerful
Commenti: 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.
Aspetti positivi:
Ease of use for any level user
Aspetti negativi:
Would like to be able to customize their terminology
Risposta di Followup CRM
8 anni fa
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
Eric McNichol
Commenti: 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.
Aspetti positivi:
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.
Aspetti negativi:
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.
Crm review
Aspetti positivi:
The system had a nice dashboard and the ability to dial in on the numbers. Was easy to search for records and was helpful to project sales
Aspetti negativi:
The report side of the program was confusing and difficult to understand and lacked functionality for me
Followup CRM has helped our business succeed
Aspetti positivi:
Followup has helped our sales staff keep their clients organized. They know exactly what the next step is, when to contact them, and can write detailed notes about meetings and phone calls. We are also able to reference past clients that don't show up on the dash board and get any information again if needed.
Aspetti negativi:
I wish the home page would remember you so you don't have to sign in every time your visiting.
Follow Up Simply Works
Commenti: We recently started using the Follow Up system and I cannot recommend it enough. If you make proper use of it, you will see your sales increase. It is just that simple.
Aspetti positivi:
Ease of use and results.
Aspetti negativi:
Sometimes the browser display has to be adjusted to view everything properly.
Risposta di Followup CRM
8 anni fa
Thanks for your help Jeff! This is awesome, any other specific feedback would be much appreciated! Please let us know! Happy Selling! Ryan
Roofing Sales
Commenti: I'm able to keep track of quotes and regularly follow up with customers.
Aspetti positivi:
It is a great source for follow up on current and past accounts. everything is at your finger tips, as long as you do your inputs. I like being able to email customer directly from follow up site and having it go into "notes" section.
Aspetti negativi:
There are a lot of categories or boxes I don't have need for.
Great software to take your business to the next level
Aspetti positivi:
It is imperative to track all sales and potential sales through the pipeline. Great for keeping contracts and documentation with the job. It lets us know why we are missing jobs. Track close rates by salesperson. Game changer
Aspetti negativi:
Needs a better functioning app. Other than that it is a definitely a great software for our roofing business.
Excellent, provides great insite
Commenti: I've used Follow Up power for two years now, it provides valuable insight to quotas, reminders for follow up, trends etc....
Aspetti positivi:
The sales data
Aspetti negativi:
Wish it would send an email tickler for follow up
Risposta di Followup CRM
8 anni fa
Thanks Michael! I appreciate the kind review and the feedback! Not sure if you're using the alert feature for late activities from 1-5 days. You can have your administrator set that up!