Followup CRM - Prix, fonctionnalités, avis et comparateur de logiciels

Followup CRM

Cloud-based construction CRM & sales training platform

4.6/5 (116 avis)

Followup CRM - Présentation

FollowUp Power is a cloud-based construction CRM and sales training system that offers contractors a single and centralized platform from which to streamline sales processes. Incorporating pipeline functionality, Good Practice reports and quotas as well as closing ratios and workflow coordination, FollowUp Power aims to provide users with a comprehensive and efficient construction CRM solution.

Designed to help contractors build productive sales organizations, FollowUp Power equips users with sales snapshots, status tracking features and pipeline clarification. From the FollowUp Power dashboard, users can gain actionable business insight from closing ratio and sales performance data. Moreover, the FollowUp Power dashboard enables users to prioritize tasks by managing follow-ups, checking estimate due dates and confirming bid date details.

To further enhance sales performance understanding, FollowUp Power facilitates powerful reporting and charting. Besides reporting and analytics, FollowUp Power also provides useful support resources, manages report cards and organizes file data. Furthermore, FollowUp Power has a maintenance module which allows users to edit personal information, determine user permissions and oversee security levels.

Prix

À partir de
$55/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

États-Unis

Langues

anglais

Followup CRM - Avis

Note globale
4.6/5
93% d'avis positifs
78
Excellent
30
Très bien
7
Moyen
0
Médiocre
1
Horrible

My experience after 24 years in my industry and my own company for 18.5 years

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 23.02.2017
Provenance de l'avis : Capterra

I have been in business for over 18 years and recently merged with Code Red Roofers, and with my having an average of 43 employees full time for so many years, I felt I knew just about every item in the productivity fields until I was truly amazed at the Follow Up Power system here.

It not only shows management who is producing and tracks how much time they are entering data but shows the closing ratio of each salesman as well as tracks profit margins on jobs sold. Additionally, each salesman can see his own progress and that when he puts in more time on the system he is getting credit company-wide for time put in.

It is impossible to interact face to face on a daily basis, in my industry, with eight to ten new clients a day and remember each of their concerns, questions and what is needed on my part to clarify their questions. FollowUp Power also appears on our dashboards in the system so that each time we speak or leave a voicemail or meet a client we set a date to touch base with them again and when that date arrives the dashboard system shows their name in red to remind us to FollowUp with that client. That is a vital part of closing a deal. It is too easy to forget to do so otherwise.

Having an online access point that I can go to at any moment without trying to find a piece of paper with my notes has excelled our company in our industry greatly. Not only can I see my notes, but other associates as well as the owner can look at this data as well and quickly gauge if the client is a fit or a high maintenance client that never returns calls etc.

By being in this industry for over twenty four years and having my own multi-million dollar per year business, it takes a lot for me to be incredibly impressed and in awe of any system, and FollowUp Power has done just that.

This system is not only impressive but being asked by FollowUp Power for areas that can be tweaked and our input as a user causes FollowUp power to continue to become even more productive and help us to be more on the edge in our industry. Great job, and keep moving forward.

Jon Duren
Sales Associate
Code Red Roofers Inc.

Avantages

It keeps an easily visible progress report for the employee and his employer.

Inconvénients

When I reached out to customer service one time the person I ended up messaging was unable to answer the basic question of how I would download it to my Ipad. the person kept asking me for my telephone number and could not answer my basic question. I told him I am already a current user and that I just wanted to know how to re-download it on my new ipad, and he finally admitted that he was not sure how to do so. He promised to pass this on to a support team for them to call me and I also asked him to pass on the transcript of our notes as well and he said he would and I never got a call from FollowUp. I feel that he saw that he looked poorly so never passed on my message. It is important for customer service online support to have the basic knowledge of the system them are promoting. I even took screen shots of the conversation so that there is proof of it, as my gut feeling was that it would never get passed on etc...

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

8.0/10

Great way to track sales

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 16.02.2017
Provenance de l'avis : Capterra

FollowUp Power has been great for our team to stay in front of prospects. As a lean company, we didn't have a dedicated sales team; therefore before we implemented the system, our team was proposing on projects and moving on to the next deadline which meant we never followed up on our proposals. Plus, we also would only stay in front of past clients and potential clients with long lead opportunities when we had time - which was rare. This resulted in missed opportunities because we didn't have a tracking system in place.

Now, with FollowUp Power, we can set follow up dates, keep each other updated on the status with the notes section, and we also have a way to remind our selves to reach out to past and potential clients. Our follow up has improved dramatically!

The only reason I didn't give Followup Power 5 stars is because I would like to have more of a Contact Management System integrated. Currently, there is no way to save a contact unless you have a project opportunity connected to it. With our new Business Development person on board, we like to meet with contacts in the industry to educate them about our company - they don't always have a project to link to.

Avantages

Being able to see who I need to follow up with and any other project related deadlines on my dashboard. The note section is vital to remind me what I talked about with the prospect during our last interaction. I also like being able to see what the rest of the team is following up on and any deadlines that are past due so I know where I can help them out.

Inconvénients

There isn't a good contact management system integrated into the software. This would be extremely beneficial. Also, there are a few issues with running reports - for example if our team doesn't put a bid date and they put in an estimate due date (which is what they are concerned with), the bid report doesn't show the project. There are some areas required for duplicate entries which our team grumbles about.
Also, the categories entry areas are not customizable. Therefore, we don't use have of the Sales Behavior section because we don't manage permits, submittals, and warranties with this system.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

8.0/10

Brain damage

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 28.02.2017
Provenance de l'avis : Capterra

The program I'm sure is fine, it's hard to put much value to it all since we are still in training and we are fine tuning how the program adjusts to what we do so it's still a bit cloudy right now. You have to understand I'm before computers so the simpler the better. I'm sure those that were brought up with computers think this is easy but it's involved and and has many moving parts. Since our company is putting their twist on the details like how to categorize the the leads it's still an issue as far as I'm concerned. In a couple of months when we get most of the training done we'll see what it's all about. Thanks, Steve

Avantages

It covers many details about a file which is good.

Inconvénients

I think because there are many dialogue boxes to acknowledge different details I wonder if the right info is being seen by the right people that are also involved in the job.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

7.0/10

Karinne Dakis @ DreamMaker Bath & Kitchen

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 30.01.2017
Provenance de l'avis : Capterra

I use the program daily. It's exactly what I need to keep me on track with what I've got going on (active clients, meeting schedules, information my supervisor on the status of the meetings). It's helpful to store information that I will later need to access, (web links to products etc.)
The Follow Up Power seminars that I've attended have been a helpful platform to the growth of my sales skills and interaction with clients.

Avantages

I like the fact that I can view all of my clients in one area without having to think about who I have out there that may or may not be active.

Inconvénients

That I can't sync it with my calendar on my phone. I know that the app is available, but I use my google calendar to show my entire week of appointments with my two jobs and personal life.
(I end up double entering the appointments, which is fine because I'm used to it)

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10

Simply powerful

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 08.02.2017
Provenance de l'avis : Capterra

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.

Avantages

Ease of use for any level user

Inconvénients

Would like to be able to customize their terminology

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation

Probabilité de recommander le produit

10.0/10

Followup CRM - Prix

À partir de
$55/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix
FollowUp Power offers 3 packages. CRM only: $55 per user/month CRM + online sales training portal: $70 per user/month CRM + online sales training portal + RampUp Coach: $70 per user/month + $3,500 for RampUp Coach

Followup CRM - Fonctionnalités

  • Activity dashboard
  • Activity management
  • Activity tracking
  • Ad hoc reporting
  • Approval process control
  • Bid management
  • Charting
  • Client database
  • Contract management
  • Data import/export
  • Data storage management
  • Due date tracking
  • Estimate management
  • File management
  • Follow-Up Tracking
  • Forecasting
  • Import/export data
  • Permission managment
  • Pipeline management
  • Pipeline reports
  • Project tracking
  • Quota managementt
  • Quote management
  • Real time analytics
  • Real time data
  • Records management
  • Reporting & statistics
  • Resource management
  • Sales Management
  • Sales analytics
  • Sales behavior alerts
  • Sales reporting
  • Status reporting
  • Status tracking
  • Tracking features
  • Training management
  • User access controls

Followup CRM - Avantages

  • FollowUp Power includes advanced reporting and analytics technology, enabling users to gain actionable insight into sales performance data.
  • Users can check the status of follow-ups, estimate due dates and bid dates from the FollowUp Power dashboard, allowing users to prioritize tasks effectively.
  • Users can track and measure sales process behaviors, helping users understand simply how to reach their sales behavior goals.
  • Users can set up sales behavior alerts, notifying users instantly to any changes or developments.
  • FollowUp Power tracks what ‘qualified’ bids are in the pipeline from which sales team member, ensuring clear accountability in the sales team.

  • Followup CRM - FAQ

    Voici quelques-unes des questions fréquentes sur Followup CRM.

    Q. Quels sont les types de licence disponibles pour Followup CRM ?

    Types de licences disponibles pour Followup CRM :

    À partir de: $55/mois

    Type de licence: Abonnement

    version d'essai gratuite: Disponible

    FollowUp Power offers 3 packages.

    CRM only: $55 per user/month
    CRM + online sales training portal: $70 per user/month
    CRM + online sales training portal + RampUp Coach: $70 per user/month + $3,500 for RampUp Coach

    Q. Quelles sont les principales fonctionnalités du logiciel Followup CRM ?

    Fonctionnalités du logiciel Followup CRM :

    • Activity dashboard
    • Activity management
    • Activity tracking
    • Ad hoc reporting
    • Approval process control
    • Bid management
    • Charting
    • Client database
    • Contract management
    • Data import/export
    • Data storage management
    • Due date tracking
    • Estimate management
    • File management
    • Follow-Up Tracking
    • Forecasting
    • Import/export data
    • Permission managment
    • Pipeline management
    • Pipeline reports
    • Project tracking
    • Quota managementt
    • Quote management
    • Real time analytics
    • Real time data
    • Records management
    • Reporting & statistics
    • Resource management
    • Sales Management
    • Sales analytics
    • Sales behavior alerts
    • Sales reporting
    • Status reporting
    • Status tracking
    • Tracking features
    • Training management
    • User access controls

    Q. Qui utilise Followup CRM ?

    Utilisateurs habituels du logiciel Followup CRM :

    Grandes entreprises, Entreprises de taille moyenne, PME

    Q. Dans quelles langues Followup CRM est-il disponible ?

    Langues dans lesquelles Followup CRM est disponible :

    anglais

    Q. Quels sont les types de licence disponibles pour Followup CRM ?

    Types de licences disponibles pour Followup CRM:

    Abonnement

    Q. Followup CRM prend-il en charge les appareils mobiles ?

    Nous n'avons pas d'informations sur les appareils pris en charge par Followup CRM.

    Q. Avec quelles applications Followup CRM peut-il s'intégrer ?

    Nous n'avons pas d'informations sur les intégrations offertes par Followup CRM.

    Q. Quelles sont les ressources d'aide disponibles pour Followup CRM ?

    Ressources d'aide disponibles pour Followup CRM :

    Support en ligne

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