Resumo do Followup CRM

O que é 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.

Resumo do Followup CRM

Preços

A partir de
US$ 55,00

Opções de preços

Teste Grátis
Assinatura
Relação qualidade/preço

Followup CRM has a free version


Recursos do Followup CRM

Dispositivos
Porte da empresa
P M G
Mercados
Estados Unidos
Idiomas
Inglês

Mídias

Colour-code information to prioritize tasks
View sales snapshots
Enter job information and sales behaviors
Access projects on central database
Save client contact details
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

Followup CRM - Avaliações

Followup CRM - Avaliações

Classificação geral
4,5
/
5
Excelente
125

Muito bom
54

Regular
15

Ruim
1

Péssimo
1

Relação qualidade/preço
4,5
Recursos
4,2
Praticidade
4,5
Suporte ao cliente
4,6
91% dos usuários recomendam este app
Ryan G.

A must have system

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.


Traduzir com Google
Karinne H.

5 stars

I don't know what I'd do without it. The old way of tracking with files & whiteboards is not nearly as effective to keeping me on task in a timely manner with all of my clients.


Traduzir com Google
Fred B.

Evans Roofing

Definitely great tool to increase sales, wish it was a little more customizable... Not a big fan on how dates are showing on new updated version. Wish it can be linked to other email than just outlook.


Traduzir com Google
Blake F.

Opening up CRM every morning

It's a great program. It really does make my daily workload so much easier by being more organized and knowing exactly how to plan my day and not miss any deadlines.


Traduzir com Google
Julian V.

Great product and service


Traduzir com Google
Ryan G.
Setor: Consultoria de gestão
Porte da empresa: Profissional autônomo
Traduzido para o Português
Traduzido para o Português

A must have system

Usado Outro durante 6 a 12 meses
Avaliado em 29/01/2019
Fonte da avaliação: Capterra

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Karinne H.
Setor: Construção
Porte da empresa: 11-50 funcionários
Traduzido para o Português
Traduzido para o Português

5 stars

Usado Diariamente durante Mais de dois anos
Avaliado em 17/11/2020
Fonte da avaliação: Capterra

I don't know what I'd do without it. The old way of tracking with files & whiteboards is not nearly as effective to keeping me on task in a timely manner with all of my clients.

Vantagens

The most important feature this software gives me is a at a glance look at my leads. NO ONE is forgotten with using this program.

Desvantagens

It would be nice if my appointments could be automatically synced with my google calendar so that i don't have to enter them in twice.

Traduzido para o Português

Resposta do Followup CRM

Hi Karinne,

Thank you so much for taking the time to share your feedback with us. We're so glad to hear that you're enjoying our system and have been able to leave no leads behind! We actually do sync with Google calendar and would love to show you how it works. Please reach out to our Customer Success Manager, CJ at [email protected] and he would be happy to show you how to sync your calendar. Thanks again for the review!

Best,
Courtney, Growth Marketer

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Fred B.
Setor: Construção
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

Evans Roofing

Usado Diariamente durante Mais de dois anos
Avaliado em 22/02/2017
Fonte da avaliação: Capterra

Definitely great tool to increase sales, wish it was a little more customizable... Not a big fan on how dates are showing on new updated version. Wish it can be linked to other email than just outlook.

Vantagens

Constant knowledge of sales, status and stats on progress or when lagging

Desvantagens

Would more ways to customize settings to each individual

Traduzido para o Português

Resposta do FollowUp Power

Hi Fred,

Which areas are you wishing were customizable?

Ryan

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 8.0/10

Blake F.
Setor: Restaurantes
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

Opening up CRM every morning

Usado Diariamente durante 1 a 5 meses
Avaliado em 17/11/2020
Fonte da avaliação: Capterra

It's a great program. It really does make my daily workload so much easier by being more organized and knowing exactly how to plan my day and not miss any deadlines.

Vantagens

Each morning one of the first things I do is open up my CRM and check my Dashboard. This shows me exactly who to follow up with on previously bid projects. What upcoming projects I have for the week and most importantly what projects are due on that day. Considering that at any given time I can have up to 50 projects in my pipeline, CRM is excellent at managing my daily workload.

Desvantagens

It doesn't quite have all the features I need for emailing and responding to emails within my contacts. So I have to do a lot of copying and pasting from my main email into CRM. I wish it was more user friendly to just email and respond directly out of CRM.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 8.0/10

Julian V.
Setor: Construção
Porte da empresa: 201-500 funcionários
Traduzido para o Português
Traduzido para o Português

Great product and service

Usado Diariamente durante Mais de um ano
Avaliado em 18/11/2020
Fonte da avaliação: Capterra

Vantagens

Ease of tracking project and tracking. love the follow-up reminders.

Desvantagens

don't have anything to not like about this. Only thing I could think about is. If you have multiple GC pending all of them show up if you give a follow-up reminder.

Detalhamento da qualificação

Praticidade
Suporte ao cliente

Probabilidade de recomendação: 8.0/10

Recomendação do usuário
8,4/10
Baseado em 196 usuários
Compare as alternativas por recomendação dos usuários
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Preço do Followup CRM

Preço do Followup CRM

A partir de
US$ 55,00
Teste Grátis
Assinatura
Relação qualidade/preço

Followup CRM has a free version

Followup CRM has a free version

Relação qualidade/preço
4,5/5
Baseado em 196 usuários
Compare as alternativas por relação qualidade/preço
Compare com alternativas

Recursos do Followup CRM

Recursos do Followup CRM

API
Acompanhamento de atividades
Armazenamento de documentos
Banco de dados do cliente
Cobrança e faturamento
Criação de relatórios personalizável
Função de busca
Gerenciamento de documentos
Gerenciamento de faturas
Gestão de calendários
Gestão de estoques
Importação/exportação de dados
Integração da contabilidade
Integração de terceiros
Lembretes
Notificações automáticas
Pagamentos eletrônicos
Painel de atividades
Rastreamento de estoque
Relatórios e estatística
Recursos
4,2/5
Baseado em 196 usuários
Compare as alternativas por avaliações dos recursos
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Categorias

Mais informações sobre Followup CRM

Mais informações sobre Followup CRM

Principais recursos do 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

Vantagens

  • 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.

  • Perguntas frequentes sobre o Followup CRM

    Perguntas frequentes sobre o Followup CRM

    Abaixo estão algumas perguntas frequentes sobre o Followup CRM.

    P: Que tipo de planos o Followup CRM oferece?

    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

    P: Quais são os principais recursos do Followup CRM?

    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

    P: Quem costuma usar o Followup CRM?

    Os clientes habituais do Followup CRM são:

    Pequenas empresas, Grandes empresas, Empresas de médio porte

    P: Em que idioma o Followup CRM está?

    O Followup CRM está nos seguintes idiomas:

    Inglês

    P: Que tipo de planos o Followup CRM oferece?

    O Followup CRM tem os seguintes planos de preços:

    Assinatura

    P: O Followup CRM é compatível com disponíveis móveis?

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

    P: O Followup CRM se integra com quais outros aplicativos?

    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

    P: Que nível de suporte o Followup CRM oferece?

    O Followup CRM oferece as seguintes opções de suporte:

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