Sobre o Followup CRM

Followup CRM 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 CRM aims to provide users with a comprehensive and efficient construction CRM solution.

Principais benefícios do Followup CRM

  • Followup CRM 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 CRM tracks what ‘qualified’ bids are in the pipeline from which sales team member, ensuring clear accountability in the sales team.

  • Dispositivos

    Porte da empresa

    P M G

    Mercados

    Estados Unidos

    Idiomas

    Inglês

    Imagens

    Colour-code information to prioritize tasks
    View sales snapshots
    Enter job information and sales behaviors
    Access projects on central database
    Save client contact details
    Ver mais 6
    Captura de tela do Followup CRM: Colour-code information to prioritize tasks Captura de tela do Followup CRM: View sales snapshots Captura de tela do Followup CRM: Enter job information and sales behaviors Captura de tela do Followup CRM: Access projects on central database Captura de tela do Followup CRM: Save client contact details

    Recursos

    Total de recursos do Followup CRM: 35

    • API
    • Acompanhamento de atividades
    • Alertas/transferência
    • Análise de dados de vendas
    • Análise de dados em tempo real
    • Banco de dados do cliente
    • Controle do acesso
    • Controle do processo de aprovação
    • Criação de diagramas
    • Dados em tempo real
    • Elaboração de contratos
    • Estimativas
    • Geração de relatórios de vendas
    • Geração pontual de relatórios
    • Gerenciamento de armazenamento de dados
    • Gerenciamento de arquivos
    • Gerenciamento de registros
    • Gestão de atividades
    • Gestão de capacitação
    • Gestão de cotas
    • Gestão de lances
    • Gestão de orçamentos
    • Gestão de permissões
    • Gestão de prazos
    • Gestão de recursos
    • Gestão do pipeline
    • Importação/exportação de dados
    • Painel de atividades
    • Previsão
    • Priorizar
    • Rastreamento do projeto
    • Relatórios de status
    • Relatórios do pipeline
    • Relatórios e estatística
    • Seguimento de status

    Alternativas

    Zoho CRM

    4,2
    #1 alternativa ao Followup CRM
    O Zoho CRM ajuda empresas de todos os tamanhos a fechar negócios de maneira mais inteligente, melhor e mais rápida.

    Insightly

    3,9
    #2 alternativa ao Followup CRM
    Grow your business faster than ever before by building stronger customer relationships, managing sales opportunities...

    Freshworks CRM

    4,6
    #3 alternativa ao Followup CRM
    Um CRM completo para equipes de vendas de alta velocidade com telefone e e-mail integrados, rastreamento de...

    Tracker

    4,6
    #4 alternativa ao Followup CRM
    Tracker offers an integrated applicant tracking system for Recruiter, Candidate and Client Success with a simple to use...

    Avaliações

    Classificação geral

    4,5 /5
    (207)
    Relação qualidade/preço
    4,5/5
    Recursos
    4,2/5
    Praticidade
    4,5/5
    Suporte ao cliente
    4,6/5

    Já tem o Followup CRM?

    Ajude os compradores de software! As avaliações de programas ajudam outras pessoas a tomarem melhores decisões.

    Escreva uma avaliação!
    Exibindo 5 avaliações de 207
    Ryan G.
    Classificação geral
    • Setor: Consultoria de gestão
    • Porte da empresa: Profissional autônomo
    • Usado Outro durante 6 a 12 meses
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 10.0 /10

    A must have system

    Avaliado em 29/01/2019

    As a sales trainer and consultant in the contracting space. This system is essential and when fully...

    As a sales trainer and consultant in the contracting space. This system is essential and when fully embraced will be the backbone of your sales organization. This company and its founder helped me learn the fundamentals of building a sales organization.

    Vantagens

    The reporting and ease of use. This system will make it clear as to what is getting done and the performance of the team.

    Desvantagens

    The interface and lack of overall integration with industry systems. It’s functional but lacks modern technology essentials.

    Mark W.
    Classificação geral
    • Setor: Construção
    • Porte da empresa: 11-50 funcionários
    • Usado Diariamente durante Mais de um ano
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 9.0 /10

    Simple and Effective

    Avaliado em 23/11/2020

    I love it

    I love it

    Vantagens

    The concept of following up with clients on their terms and having a tool help keep me on task is worth its weight in gold.

    Our weekly sales meetings are powered by Followup, we can get all the stuff that matters from our report card to measure our success or failures.

    Desvantagens

    I think their integration with FCS is on the right track but would like to see that relationship flourish. Everyone hates double entry. It's getting better, but think about how you can make it seamless, or close to seamless. Our workflow starts in Followup, then progresses into FCS. We use the Quickbid feature in our service department daily, how can you integrate that?

    Jacob R.
    Classificação geral
    • Setor: Construção
    • Porte da empresa: 51-200 funcionários
    • Usado Diariamente durante 6 a 12 meses
    • Fonte da avaliação

    Classificação geral

    • Praticidade
    • Probabilidade de recomendação 5.0 /10

    Review from a Sales perspective

    Avaliado em 30/11/2020

    overall the experience is okay. It allows me to track active projects from beginning to end. I...

    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.

    Vantagens

    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.

    Desvantagens

    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.

    Mike E.
    Classificação geral
    • Setor: Construção
    • Porte da empresa: 51-200 funcionários
    • Usado Diariamente durante 6 a 12 meses
    • Fonte da avaliação

    Classificação geral

    • Praticidade
    • Probabilidade de recomendação 7.0 /10

    Review

    Avaliado em 23/11/2020

    Vantagens

    I like the dashboard for tracking daily tasks to accomplish.

    Desvantagens

    I would like to see improvement in the tracking of leads, contacts and deals. There are limited ways to track task completion and the e-mail does not sync with outlook which is our email system.

    Resposta do Followup CRM

    Hi Mike,

    Thanks so much for taking the time to share your feedback with us. We actually do integrate with Outlook and would be happy to get you set up. Someone from our team will be reaching out to show you how to sync your email. Thanks again for the feedback!

    Best,
    Courtney, Growth Marketer

    Heather P.
    Classificação geral
    • Setor: Construção
    • Porte da empresa: 51-200 funcionários
    • Usado Semanal durante Mais de um ano
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 8.0 /10

    What get's measured gets done

    Avaliado em 23/11/2020

    I have become more organized and realized what clients are the best suited for our product and...

    I have become more organized and realized what clients are the best suited for our product and which are just obtaining bids.

    Vantagens

    Follow up CRM is user friendly and easily accessible on all data systems.

    Desvantagens

    There is only a sales tool and other softwares provide full management

    Exibindo 5 avaliações de 207 Leia todas as avaliações

    Perguntas frequentes sobre o Followup CRM

    Abaixo estão algumas perguntas frequentes sobre o Followup CRM.

    O Followup CRM oferece os seguintes planos de pagamento:

    • A partir de: US$ 55,00
    • Modelo de preços: Assinatura
    • Teste Grátis: Disponível

    Followup CRM has a free version

    O Followup CRM oferece os seguintes recursos:

    • 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

    Os clientes habituais do Followup CRM são:

    Pequenas empresas, Grandes empresas, Empresas de médio porte

    O Followup CRM está nos seguintes idiomas:

    Inglês

    Não temos informações sobre os dispositivos compatíveis com o Followup CRM.

    O Followup CRM se integra com os seguintes aplicativos:

    FCS Roofing Software, FOUNDATION, Gmail, Grow, Jobba, Microsoft Outlook, QuickBooks Desktop Enterprise, QuickBooks Online Advanced, Sage 300 Construction, Visual Visitor

    O Followup CRM oferece as seguintes opções de suporte:

    Suporte online, Base de conhecimento, Suporte por telefone, Tutoriais em vídeo

    Categorias relacionadas

    Veja todas as categorias de software encontradas para Followup CRM.