About FollowUp CRM
FollowUp CRM is a customer relationship management software from Followup CRM designed for the construction industry. It provides features such as lead tracking, bid management, and customer relationship tools so construction professionals can manage their projects effectively. Built specifically for contractors, FollowUp CRM integrates with other construction software, allowing users to consolidate their operations in one platform. Additionally, the software is completely customizable to fit the unique needs of each user. Key capabilities: lead tracking bid management integration with other software customization options user support Best for: construction professionals and contractors that need to manage leads, bids, and customer relationships efficiently.
FollowUp CRM by FollowUp CRM is a cloud-based customer relationship management (CRM) software specifically designed for the construction industry. It caters to contractors, sales teams, business development managers, project managers, estimators, and construction executives who need a streamlined way to manage leads, track bids, and improve their overall sales pipeline. The software aims to enhance business development efforts by providing an intuitive platform that simplifies sales tracking, follow-ups, and reporting. With features such as bid tracking, contact management, email automation, forecasting, and task management, FollowUp CRM ensures that construction businesses stay organized and never miss an important deal. The platform is particularly beneficial for companies looking to centralize their client interactions and optimize their sales workflow, making it an essential tool for construction professionals who want to improve efficiency and boost revenue. The user interface of FollowUp CRM is designed to be straightforward and user-friendly, catering to construction professionals who may not have extensive experience with CRM software. The dashboard provides a clear overview of active bids, upcoming tasks, and follow-ups, making it easy to prioritize and manage daily activities.
Pros & Cons
- +Easy to Use: Generally considered easy to use, helping businesses ditch spreadsheets.
- +Sales and Bid Tracking: Helps organize and track sales and bid processes.
- +Lead Management: Facilitates following up with leads and winning more contracts.
- +Sales Team Management: Enables sales teams to implement fundamentals and manage activities.
- +Critical Analytics: Provides data for smart decision-making.
- +Good Customer Service: Many reviewers commend the helpful and responsive customer service.
- +Effective Sales Management Tool: Helps manage sales activities, stay on top of cycles, and increase sales numbers.
- +Streamlines Customer Management: Provides easy access to customer information and facilitates follow-up.
- +Organized Records: Useful for maintaining organized customer records.
- +Good Information Fields: Offers helpful fields for storing contact details and information.
- +Nice Dashboard: The system has a visually appealing and informative dashboard.
- +Easy to Search Records: Makes it simple to find specific information.
- +Helpful to Project Sales: Aids in forecasting and managing sales projections.
- +Develops Better Habits and Tracking: Helps improve opportunity tracking and follow-up processes.
- −Lacks Advanced Features Compared to Salesforce: One user felt it lacked some features found in more robust CRMs like Salesforce.
- −Rebidding Process Can Be Confusing: Too many areas to select bid dates can cause issues.
- −Lacks CRM Portion for Field Sales (Mobile App Limitations): Doesn't fully support field sales with features like prospecting data, current customer data, and map integration in the mobile app.
- −Difficult to See Entire Pipeline on Dashboard: The dashboard doesn't easily show the entire pipeline without a follow-up date.
- −Finicky When Adding New Client Information Under a Company: Adding new client information can be cumbersome.
- −Could Use More Q&A on Tasks: One user suggested more guidance and Q&A for specific tasks.
Features
Key features
- CRM Built For Construction
- Specifically designed for the construction industry.
- Track Leads, Bids, and Customers
- Manages the entire sales process from start to finish.
- Seamless Integration with Construction Software
- Integrates with Foundation, Viewpoint, Sage, and more.
- Completely Customizable
- Adaptable to fit the unique needs of construction businesses.
- Outlook Integration
- Organizes contacts and manages leads within Outlook.
- Reporting and Dashboards
- Provides tools for data analysis and informed decision-making.
- Track and Convert Leads
- Helps users move leads through the sales pipeline.
- Unlimited Database of Contacts
- Allows for growing a large contact database.
- Real-Time Dashboard Reports
- Offers up-to-date insights into sales performance.
- Efficient Team Communication
- Facilitates communication among team members.
Additional features
- Sales Pipeline Management, Contact Management, Email Integration, Task Management, Lead Scoring, Reporting and Analytics, Mobile Access, Document Management, Sales Forecasting, Automated Follow-Up, Customer Segmentation, Customizable Dashboards, Integrated Calendar, Proposal Management.CRM Built For Construction
- Tailored to the specific needs of the construction industry.
- Get off Spreadsheets
- Provides a centralized system to replace manual tracking.
- Track Your Leads
- Manages and organizes potential clients and opportunities.
- Track Your Bids
- Helps manage and follow up on project bids.
- Track Your Customers
- Maintains records of existing clients and projects.
- Seamless Integration
- Connects with Foundation accounting software.
- Seamless Integration
- Connects with Viewpoint construction management software.
- Seamless Integration
- Connects with Sage accounting software.
- Seamless Integration
- Integrates with other unspecified software.
- Watch Video Demo
- Option to view a demonstration of the CRM.
- Book A Demo Call
- Opportunity to schedule a personalized demo.
- Trusted by 1,000+ Construction Professionals
- Indicates a strong user base within the industry.
- Unlock the Power of an Easy to Use Construction CRM
- Emphasizes user-friendliness.
- Streamline Projects
- Helps improve efficiency in project workflows.
- Foster Client Relationships
- Provides tools for nurturing and maintaining client connections.
- Supercharge Efficiency
- Aims to significantly improve overall business efficiency.
- Built for Construction Professionals, by Industry Experts
- Highlights industry-specific design and knowledge.
- Experience Seamless Integration
- (Repeated for emphasis)
- Real-Time Updates
- Provides up-to-date information and data.
- Actionable Insights
- Offers data that can be used to make informed decisions.
- Connect the Apps You Use Every Day
- Integrates with commonly used applications.
- Automate Your Work
- Enables automation of tasks to save time.
- Increase Productivity
- Aims to improve the overall output of the team.
- Our Integrations Feature Moves Info Between Your Web Apps Automatically
- Describes the functionality of integrations.
- Focus on Your More Important Work
- Allows users to concentrate on higher-priority tasks.
- Followup CRM will help your construction company track and manage its sales process from start to finish
- Describes the core functionality.
- Giving you all the reporting tools you need to make informed business decisions
- Highlights the reporting capabilities.
- A CRM tool is crucial when it comes to keeping your data, internal and external communication, and project management organized in one place
- Emphasizes the benefits of a centralized system.
- Organize all contact details
- Centralizes contact information.
- Manage leads so sales can prioritize their outreach
- Helps focus sales efforts on the most promising leads.
- An activity is anything that moves your deals toward closing. A phone call, lunch, meeting, email, or anything in between
- Defines what constitutes a sales activity.
- You can’t control the outcome of deals, but you can control the actions that push deals to close
- Focuses on managing sales efforts.
- Doing so is easy with Followup CRM
- Emphasizes the ease of managing sales activities.
- CRM software helps you nurture relationships with leads
- Provides tools for lead nurturing.
- Aligning your team’s sales activities
- Facilitates coordination among the sales team.
- A well-designed CRM gives you the ability to better organize your efforts and to meet your sales goals
- Highlights the benefits of organization and goal achievement.
- Helps users track and convert leads
- Focuses on lead management and conversion.
- Grow an unlimited database of contacts
- Allows for scaling the contact database.
- Analyze real-time dashboard reports
- Provides up-to-date data visualization.
- Efficiently communicate with your team
- Facilitates internal communication.
- Support
- Access to customer support resources.
- Product Updates
- Regular updates and improvements to the CRM.
- Features (Navigation Link)
- Indicates a dedicated page with a detailed list of features.
- Integration & Partners
- Information about integrations and partnerships.
- Pricing
- Details about the cost and available plans.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About FollowUp CRM
FollowUp CRM is a customer relationship management software from Followup CRM designed for the construction industry. It provides features such as lead tracking, bid management, and customer relationship tools so construction professionals can manage their projects effectively. Built specifically for contractors, FollowUp CRM integrates with other construction software, allowing users to consolidate their operations in one platform. Additionally, the software is completely customizable to fit the unique needs of each user. Key capabilities: lead tracking bid management integration with other software customization options user support Best for: construction professionals and contractors that need to manage leads, bids, and customer relationships efficiently.
FollowUp CRM Details
FollowUp CRM's In-App Market Place
Does FollowUp CRM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
Usd ($), Eur (€), Gbp (£), Aud (A$), Cad (C$), Jpy (¥), Chf (Fr.), Dkk (Kr), Sek (Kr), Nok (Kr), Ils (₪), Sgd (S$).
Pros & Cons
- Easy to Use: Generally considered easy to use, helping businesses ditch spreadsheets.
- Sales and Bid Tracking: Helps organize and track sales and bid processes.
- Lead Management: Facilitates following up with leads and winning more contracts.
- Sales Team Management: Enables sales teams to implement fundamentals and manage activities.
- Critical Analytics: Provides data for smart decision-making.
- Good Customer Service: Many reviewers commend the helpful and responsive customer service.
- Effective Sales Management Tool: Helps manage sales activities, stay on top of cycles, and increase sales numbers.
- Streamlines Customer Management: Provides easy access to customer information and facilitates follow-up.
- Organized Records: Useful for maintaining organized customer records.
- Good Information Fields: Offers helpful fields for storing contact details and information.
- Nice Dashboard: The system has a visually appealing and informative dashboard.
- Easy to Search Records: Makes it simple to find specific information.
- Helpful to Project Sales: Aids in forecasting and managing sales projections.
- Develops Better Habits and Tracking: Helps improve opportunity tracking and follow-up processes.
- Lacks Advanced Features Compared to Salesforce: One user felt it lacked some features found in more robust CRMs like Salesforce.
- Rebidding Process Can Be Confusing: Too many areas to select bid dates can cause issues.
- Lacks CRM Portion for Field Sales (Mobile App Limitations): Doesn't fully support field sales with features like prospecting data, current customer data, and map integration in the mobile app.
- Difficult to See Entire Pipeline on Dashboard: The dashboard doesn't easily show the entire pipeline without a follow-up date.
- Finicky When Adding New Client Information Under a Company: Adding new client information can be cumbersome.
- Could Use More Q&A on Tasks: One user suggested more guidance and Q&A for specific tasks.
FollowUp CRM's Support Options
Email Address
info@followupcrm.comContact
(954) 906-9665FollowUp CRM's Alternatives
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