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Followup CRM

Website LinkedIn

Last updated on

Company health

Employee growth
No change in the last year

Ratings

G2
4.5/5
(56)
Capterra
4.5/5
(227)

Followup CRM description

Followup CRM is a customer relationship management (CRM) tool designed specifically for the construction industry. It aims to help construction companies manage their sales processes, track leads and bids, improve team communication, and gain insights from real-time data and reports. Followup CRM integrates with popular construction software like Foundation, Viewpoint, and Sage, and offers features such as lead and customer tracking, customizable dashboards and reporting, and Outlook integration. This software is best suited for contractors and construction companies of all sizes looking to streamline their sales and project management.


Who is Followup CRM best for

Followup CRM is a customer relationship management tool built for construction companies to manage sales, track leads and bids, and improve team communication. Users love its ease of use and helpful reports, but some find navigation and loading times challenging. It integrates with popular construction software and offers customizable dashboards.

  • Ideal for construction companies of all sizes.

  • Specifically designed for the construction industry.


Followup CRM features

Supported

Followup CRM integrates with various tools, including Zapier, which connects it to thousands of apps.

Supported

Followup CRM supports bid tracking, including communication history. Revision tracking is indirectly supported via multiple proposals.

Supported

Followup CRM integrates with email providers like Outlook and Gmail, allowing users to send emails.

Qualities

We evaluate the sentiment that users express about non-functional aspects of the software

Customer Service

Rather positive
+0.6

Ease of Use

Strongly positive
+1

Followup CRM reviews

We've summarised 283 Followup CRM reviews (Followup CRM GetApp reviews, Followup CRM Software Advice reviews, Followup CRM Capterra reviews and Followup CRM G2 reviews) and summarised the main points below.

Pros of Followup CRM
  • Excellent customer service and responsive support team.
  • Easy to use and intuitive interface for basic functions.
  • Helpful for tracking leads, bids, and projects.
  • Provides valuable sales reports and metrics.
  • Effective for improving sales team accountability and follow-up.
Cons of Followup CRM
  • Difficult to navigate between pages, especially with search queries.
  • Slow loading times, especially when switching between pages or projects.
  • Limited customization options for specific company needs.
  • Search function has glitches and can be inaccurate.
  • Mobile app is cumbersome and not user-friendly.

Followup CRM pricing

The commentary is based on 7 reviews from Followup CRM Capterra reviews, Followup CRM G2 reviews and Followup CRM Software Advice reviews.

Followup CRM's pricing is a point of contention for some users. While some find it expensive as the user count grows, others take issue with the 60-day cancellation policy and lack of self-service cancellation, leading to unexpected charges. However, some users find the pricing acceptable.

Users sentiment

Strongly negative
-1

See the Followup CRM pricing page.

Basic option
4500

Basic option - For customers under five users - Starter plan features - Training included - 5 users Included

Team
Custom

Construction CRM - Project Tracking - Standard Reporting - Follow ups and reminders - Digital Bid Calendar - Document Storage - Email Templates - Email Integration

Professional
Custom

Everything in Starter + - Workflow Automation - Bulk Emails - Sequences - Automated Follow-ups - Zapier Integration

Enterprise
Custom

Everything in Team + - Shared Customers - Advanced Permissions - ERP Integration - Open API


Followup CRM alternatives

  • Logo of Unanet CRM by Cosential
    Unanet CRM by Cosential
    Win more construction projects with streamlined relationship management.
    Read more
  • Logo of Buildern
    Buildern
    Manage construction projects, finances, and client relationships simply.
    Read more
  • Logo of JobTread
    JobTread
    Streamlines construction projects from estimate to invoice.
    Read more
  • Logo of Buildertrend
    Buildertrend
    Streamlines construction projects, improves communication, and boosts profits.
    Read more
  • Logo of JobNimbus
    JobNimbus
    CRM for contractors to manage projects, teams, and growth.
    Read more
  • Logo of Payaca
    Payaca
    Easy field service management: scheduling, CRM, and payments.
    Read more

Followup CRM FAQ

  • What is Followup CRM and what does Followup CRM do?

    Followup CRM is a construction-focused CRM designed to manage sales, track leads and bids, and improve team communication. It offers real-time data reporting, integrates with construction software like Foundation and Viewpoint, and features customizable dashboards and Outlook integration. It's suitable for contractors and construction companies aiming to streamline sales and project management.

  • How does Followup CRM integrate with other tools?

    Followup CRM integrates with construction software like Foundation, Viewpoint, and Sage. It also connects with Zapier, expanding integration possibilities to thousands of other apps, and offers direct integration with email providers like Outlook and Gmail.

  • What the main competitors of Followup CRM?

    Top alternatives to Followup CRM include Simpro, Unanet CRM by Cosential, Knowify, Buildertrend, Autodesk Construction Cloud, and Project-Sales Achiever. These competitors offer similar features for construction companies, like lead tracking, project management, and reporting.

  • Is Followup CRM legit?

    Yes, Followup CRM is a legitimate CRM software specifically designed for the construction industry. It's known for its ease of use and helpful customer support. However, some users find its navigation and mobile app cumbersome. For more info, check reputable review sites like G2 and Capterra.

  • How much does Followup CRM cost?

    Followup CRM pricing starts at $4500 for the Basic plan for up to 5 users. Team, Professional, and Enterprise plan pricing is custom. They also offer CRM coaching and training as an add-on. Contact Followup CRM for a precise quote to determine if the product's features and pricing align with your needs.

  • Is Followup CRM customer service good?

    Followup CRM's customer service receives positive feedback. Users highlight the helpful, responsive, and knowledgeable support team, particularly during onboarding and training. While some mention occasional issues with specific representatives, the overall sentiment towards customer service is favorable.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.