--- title: Followup CRM Reviews meta_title: 'Followup CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 58 reviews by the users' company size, role or industry to find out how Followup CRM works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 58 scale: '5' date_modified: '2026-07-17' parent_category: name: Construction url: https://www.g2.com/categories/construction --- # Followup CRM Reviews **Vendor:** Followup CRM **Category:** [Construction CRM Software](https://www.g2.com/categories/construction-crm) **Average Rating:** 4.4/5.0 **Total Reviews:** 58 ## About Followup CRM The #1 CRM For Commercial Contractors! Followup CRM is a Construction CRM that provides a simple, user-friendly, tracking solution geared towards increasing sales revenues. Followup CRM helps users track and convert leads, grow an unlimited database of contacts, analyze real-time dashboard reports, properly communicate with your team, and so much more. ## Followup CRM Pros & Cons **What users like:** - Users value the **dashboard for tracking proposals** , appreciating its effectiveness in monitoring progress and follow-ups. (1 reviews) **What users dislike:** - Users report frustrating **billing issues** and challenges with cancellation processes, impacting their overall experience negatively. (1 reviews) - Users report significant **CRM integration issues** , including difficulties with cancelation and unresolved billing disputes. (1 reviews) - Users report **inadequate accounting** practices, facing difficulty with cancellations and unexpected billing issues. (1 reviews) - Users report **payment issues** due to shady practices and difficulty in canceling subscriptions, causing significant frustration. (1 reviews) - Users experience **poor customer support** with Followup CRM, facing issues in cancellation and billing practices. (1 reviews) ## Followup CRM Reviews ### 1. Shady accounting practices and bad CRM **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** December 03, 2025 **What do you like best about Followup CRM?** The dashboard for following up on existing proposals was the only good thing. **What do you dislike about Followup CRM?** Shady accounting practices. I rarely leave a review but I want to protect other consumers. This company will not allow you to cancel. We did it in writing over 90 days prior to renewal and they still billed us $4500 because we didn't do an off-boarding phone call. We had to prove to our credit card company that we canceled to get our funds back. We tried canceling immediately after getting the service because there was glitches everywhere. They refused and would not give us those months of money back either once they acknowledged things didn't work and had fixed them. This CRM only works for following up on existing proposals and not on landing new clients and building relationships to grow the business. **What problems is Followup CRM solving and how is that benefiting you?** It did not solve any problems for us as we did not find it to be a true CRM. ### 2. very well explained and easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** June 16, 2025 **What do you like best about Followup CRM?** being able to track our project and find info quickly using filters **What do you dislike about Followup CRM?** I dont find much that i dislike about the program. **What problems is Followup CRM solving and how is that benefiting you?** keeping things organized ### 3. Great & helpful service team **Rating:** 5.0/5.0 stars **Reviewed by:** Penny H. | Estimating Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2024 **What do you like best about Followup CRM?** easy to use and wonderful customer support **What do you dislike about Followup CRM?** if you have multiple trades you must add each project for each trade so the totals are broken out by trade **What problems is Followup CRM solving and how is that benefiting you?** we are able to get our reporting much easier and get actual win/loss info, etc. ### 4. Follow Up is an incredible program designed with the contractor in mind **Rating:** 5.0/5.0 stars **Reviewed by:** Jordan S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2023 **What do you like best about Followup CRM?** One stop shop for CRM. The ease of use and ease of implementation are above my expectations. The Follow Up team has been very helpful along the way. **What do you dislike about Followup CRM?** Slow to react when bouncing from page to page or project to project. **What problems is Followup CRM solving and how is that benefiting you?** Follow Up has solved our issues with tracking bids in all aspects and being able to follow up effectively and on time with projects. ### 5. So Far so Good **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2023 **What do you like best about Followup CRM?** It is helpful to process information and passing that info onto the team. I also like that it is webbased and not another software we have to worry about. **What do you dislike about Followup CRM?** Right not the integration with exports and imports. I think it would be better to have connectivity with your Outlook Contacts or Gmail Contacts or from where ever the contacts is from instead of importing said contacts. **What problems is Followup CRM solving and how is that benefiting you?** Everything in one place. It's great. It lets us know where the project is at and what else needs to be done. ### 6. Streamlined and Organized **Rating:** 4.5/5.0 stars **Reviewed by:** Jordan F. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2023 **What do you like best about Followup CRM?** What I love most about Followup CRM is how well it keeps me organized with projects I need to go look at. I also like that it is easy to talk to support if we are having any issues or if we have any questions. **What do you dislike about Followup CRM?** The search bar does not work very well so that can be very frustrating and can make it difficult to find specific projects. It worked well for a while but it is now hard to find things based on phone number some times and occassionally it won't work by specific name. **What problems is Followup CRM solving and how is that benefiting you?** Followup gives me great info on what my work load is for the day at a glance so I can be more organized and efficiant. This program also makes it easy to check on other coworker's workload to see if we need to make any changes. ### 7. Construction Industry **Rating:** 5.0/5.0 stars **Reviewed by:** Mark P. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2023 **What do you like best about Followup CRM?** I really like the ease of use and all the reports available making everything and everyone easy to track. And your customer service is always fast and efficient. Also really enjoy the webinars. **What do you dislike about Followup CRM?** So far so good I have no complaints about the system. **What problems is Followup CRM solving and how is that benefiting you?** Time management Lead Tracking Closing Ratios ### 8. Director of Estimating **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2023 **What do you like best about Followup CRM?** It's work flow process integration and task management view. It's customer service and training. It's flexibility. **What do you dislike about Followup CRM?** The color of the website. The main contact information is only applicable for one contact and not multiple. We want to see all the customers bidding the project. **What problems is Followup CRM solving and how is that benefiting you?** Customer Communications. Task management and time stamps for work. ### 9. We did lots of research, Followup CRM is all we hoped it would be so far! **Rating:** 5.0/5.0 stars **Reviewed by:** Jason K. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 31, 2023 **What do you like best about Followup CRM?** Simple to use, great integration with Outlook, very customizable. Able to share emails with the team members so everyone's on the same page, without cc's on every email! **What do you dislike about Followup CRM?** With so much customization available, there's a lot to learn. **What problems is Followup CRM solving and how is that benefiting you?** Holding myself and each other accountable. ### 10. Post Training Review **Rating:** 3.0/5.0 stars **Reviewed by:** Charles S. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 30, 2023 **What do you like best about Followup CRM?** The onboarding specialist is extremely helpful in teaching how to use the system efficiently. Followup is a great task manager for bidding projects and keeping track of active ones as well. **What do you dislike about Followup CRM?** Followup has a few bugs as a new system for our company, but the staff is more than happy to address any issues you bring up and work on fixing the problems. The calender sync has a few issues but it may just be user error. **What problems is Followup CRM solving and how is that benefiting you?** Followup is a good tracker of tasks and creating a to-do list so that you can offload that from your 'mental RAM'. It also helps to make sure nothing falls through the cracks. ### 11. Easy to learn **Rating:** 5.0/5.0 stars **Reviewed by:** Sara G. | Sales & Marketing Coordinator , Construction, Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2023 **What do you like best about Followup CRM?** It's super easy to learn and the team that runs it is super helpful. It helps set our team up for success **What do you dislike about Followup CRM?** There are a few flaws. Wish we could merge ID numbers. **What problems is Followup CRM solving and how is that benefiting you?** Keeping the team accountable, maintaining organization with our client's needs, and our team to stay on top of all their activities. ### 12. Easy to use Roofing CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Amber F. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 07, 2023 **What do you like best about Followup CRM?** This is a very easy to use CRM that allows you to track all of your Follow-up dates and project comments **What do you dislike about Followup CRM?** I feel like the marketing and business development needs work **What problems is Followup CRM solving and how is that benefiting you?** Track Projects, project Sales, track sales budgets ### 13. Rachel is a pro **Rating:** 5.0/5.0 stars **Reviewed by:** Jake M. | Senior Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2023 **What do you like best about Followup CRM?** Answering all our questions and concerns. We also love that she worked with us to improve how we deal with our sales on a day to day. Improving quotas and our outgoing follow ups! **What do you dislike about Followup CRM?** We nothing that we dislike as of yet. I know Rachel is available if we need to talk about any dislikes in the future. **What problems is Followup CRM solving and how is that benefiting you?** Tracking all sales and integrating with our estimating software. Allowing us to keep files and plans in the same spot. **Official Response from Erika Dawson:** > Hi Jake, Thank you for the awesome review and we'll be sure to let Rachel know! Our support team rocks :) As always, if you need any help or additional training, feel free to reach out to us or sign up for our Office Hours Training (I've linked below) or you can find this in our HELP button on your Followup page. ### 14. Slow start but i can see some advantages. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2023 **What do you like best about Followup CRM?** That all if our contacts are in one place. It helps keep everyone on the same page **What do you dislike about Followup CRM?** The slow setup time. They walk you through everything in the beginning, which takes most of the time. **What problems is Followup CRM solving and how is that benefiting you?** Having everyone on the same page and aware of what is bidding and the contacts being made ### 15. Pretty helpful tool to keep track of pending sales. **Rating:** 4.5/5.0 stars **Reviewed by:** Summer S. | Facilities Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Followup CRM?** I like how user-friendly and intuitive it is. The support team is helpful, too. I have been able to track all of my sales and opportunities progress through FollowUp quite well. **What do you dislike about Followup CRM?** I have been having issues with the filter cache selecting all possible filters unnecessarily, which is slightly annoying. The way to fix it is to sign out and back in, so it isn't the end of the world. **What problems is Followup CRM solving and how is that benefiting you?** As I mentioned, I had some issues with every filter being selected, and manually clearing each one is a bit time-consuming. Other than that, I need my permissions changed, and my supervisor has to take care of that for me. **Official Response from Erika Dawson:** > Hi Summer, I appreciate you leaving us a review! We love hearing how our system is helping you track jobs, and our support team says, "Thank you!" We have been making some enhancements the last few months so please let us know if you're still experiencing this and we'll make sure our tech team takes a look at it. ### 16. Very user intuitive platform with robust reporting and scheduling capabilities **Rating:** 5.0/5.0 stars **Reviewed by:** David Y. | Project Executive II, Small-Business (50 or fewer emp.) **Reviewed Date:** March 28, 2023 **What do you like best about Followup CRM?** Ease of navigation and cross-compatability **What do you dislike about Followup CRM?** I do not have any complaints at this time **What problems is Followup CRM solving and how is that benefiting you?** Followup CRM tracks sales progress from conception to completion. This allows me to log past activity and plan for future customer engagements. ### 17. Very detailed in tacking projects, and keeping me track w/ appointments & sales. **Rating:** 5.0/5.0 stars **Reviewed by:** Craig T. | Regional Sales Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2022 **What do you like best about Followup CRM?** I like the tracking of sales, closing rates, hot cold & dead projects. I also like that it keeps up with how many bids I put out per month and how many get closed per month. **What do you dislike about Followup CRM?** Right now it seems a bit overwhelming. There is a lot of detail that has to be entered. There are lots of different icons on the dashboard to look for information. It would be nice to consolidate some of those. **What problems is Followup CRM solving and how is that benefiting you?** So far no problems. **Official Response from Erika Dawson:** > Hi Craig, Thank you for the great review, we love hearing feedback! If you have the time, please take a minute to post your suggestions to our "Suggest a Feature" page I've linked below. Our product manager views this daily, and a lot of our enhancements come from our users! ### 18. This software is very user friendly and helps businesses keep good communication among its employees **Rating:** 5.0/5.0 stars **Reviewed by:** Lucas B. | Project Development, Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Followup CRM?** I enjoy the feature that will alert you of an upcoming follow-up date for a project, as well as the alerts if a project is overdue. Having all of the boxes to input relevant information is an extremely useful feature for keeping up with things like when you last revised your price and what was the bid price three rounds ago. **What do you dislike about Followup CRM?** I think the only thing I would complain about would be that the user interface could look a little more up-to-date and modern. Other than that, I think that the software is great! **What problems is Followup CRM solving and how is that benefiting you?** The problem this software solves is the improvement of communication between associates and departments. This is especially useful in a time when remote working is needed and more common. **Official Response from Erika Dawson:** > Hi Lucas, THANK YOU for the fantastic review and for leaving us some great feedback to consider moving forward!! If you're interested, (or if you want to use this in the future) we have a "Suggest a Feature" page that can be found in our page HELP button - dedicated to our users enhancement or new feature suggestions and ideas. We would love it if you leave a comment with any suggestions you have, and our COO and product manager will view it and possibly add it to our company product road map. ### 19. Great experience with CRM Onboarding and Support Specialist **Rating:** 5.0/5.0 stars **Reviewed by:** Mark M. | Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2022 **What do you like best about Followup CRM?** I am brand new with my company and using CRM. Rachel was fantastic, very knowledgeable, helpful, friendly and understanding explaining CRM in an easy way **What do you dislike about Followup CRM?** There are no downsides that I have discovered yet **What problems is Followup CRM solving and how is that benefiting you?** No problems yet, aside from only starting CRM yesterday. I am brand new with CRM, so the sky is the limit as to my productivity level with the CRM platform **Official Response from Erika Dawson:** > Hi Mark, Thank you for the great review and we'll let Rachel know! We appreciate the feedback, and if you need anything please continue to reach out to our support team! ### 20. My Company Has Used This for Awhile Now **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** January 13, 2023 **What do you like best about Followup CRM?** I'm able to see what all my associates are doing in the USA I'm able to easily enter data into the database for everyone I like the notifications for when a sale is entered **What do you dislike about Followup CRM?** So far everything is working very smoothly and I have no dislikes **What problems is Followup CRM solving and how is that benefiting you?** It allows me to track customer activity and bids and that is very helpful It lets me track sales without having to call my associates and interrupt them by phone **Official Response from Erika Dawson:** > Hi there, We appreciate you taking the time to leave us this review! We love getting feedback and if you need any additional help or training, please feel free to sign up for our weekly live office hours. You can find this in our HELP button under Office Hours Training and I've also linked it below. ### 21. Easy to keep organized and follow up with clients. **Rating:** 5.0/5.0 stars **Reviewed by:** alberto r. | account manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Followup CRM?** The ability to search for files, clients, and properties with the search bar is amazing. Being able to leave notes for anyone to read when the file comes back to life. **What do you dislike about Followup CRM?** While looking at the dashboard in search mode the account manager name does not show up. This makes it difficult for me to find my specific file while looking for a job. **What problems is Followup CRM solving and how is that benefiting you?** When working in a high-paced industry it may be hard to remember so many clients and be able to follow up with them. Followup CRM will show you the next follow-up date. **Official Response from Erika Dawson:** > Hi Alberto, Our Followup team is grateful you took the time to leave us this review! Thank you for sharing the ways we help streamline your day-to-day tasks, and if you're interested in hopping on a quick call with our support team, I believe we have a way to get account manager in the dashboard view for you. You can get live training on how to adjust this by going to the HELP button and selecting "Office Hours Training" or use our help chat and we'll be glad to take a look at it. ### 22. FollowUpCRM - Go to CRM for Specialty Subcontractors **Rating:** 4.5/5.0 stars **Reviewed by:** Ryan C. | Business Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Followup CRM?** FollowUpCRM's user interface and user experience are very friendly to newcomers. Once landing on the home page, it is very easy to intuitively navigate the web app and know where you are to go to access certain data and features. I really enjoy the projects page where the spreadsheet-like grid presents all of our project data in a convenient easy-to-read format. Adding notes, changing follow-up dates, and sending emails to clients through the system are also very convenient. Further, I appreciate how FollowUpCRM has made a good effort to constantly update the platform and make improvements. Their roadmap shows exactly what they got in their pipeline for modifications to the platform. **What do you dislike about Followup CRM?** Some of the reports that can be generated can have issues. Specifically, the system will pull notes and data from our projects and present them in a way that makes the reports formatting a bit wonky. The text fields can be very big and throws off the proportions of the formatting of the report. This is understandable, as sometimes the notes inputted by us can be full of text. Some more customization for the data charts on the homepage would be nice, but it works for now. **What problems is Followup CRM solving and how is that benefiting you?** FollowUpCRM takes away the need for utilizing a combo of Excel and Google Spreadsheets to track data. FollowUpCRM serves as a centralized platform for storing and accessing all of our customer and project data. **Official Response from Erika Dawson:** > Hi Ryan! All of us over here at Followup really appreciate when someone takes the time to write a great, detailed review and give feedback, so thank you!! Our Custom Report Generator release is just around the corner, and we believe this will solve all the reporting needs and formatting very soon! Also, thank you for mentioning our company road map - we love that our users are able to look ahead and see what we're planning for future features and enhancements. One exciting feature that is not currently listed (yet) but, I will let you in on since you mentioned it, is the Custom Homepage View! You will be able to customize which charts, graphs & data you'd like to see right there on the homepage! Be on the lookout, and we'll keep you posted. ### 23. Still learning but love it so far **Rating:** 4.0/5.0 stars **Reviewed by:** Victoria P. | Service Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** December 09, 2022 **What do you like best about Followup CRM?** Everything is in one place, and it essentially eliminates emails with the tagging of other people **What do you dislike about Followup CRM?** Nothing so far, still learning the system and it seems simple and easy **What problems is Followup CRM solving and how is that benefiting you?** Communication, people are staying up to date on projects, and company's a lot easier **Official Response from Erika Dawson:** > Hi Victoria, Thank you for the review! A great way to continue learning the system is by signing up for our Office Hours Training on Tuesdays. I've linked the calendar below and you can also find this by clicking our HELP button on your Followup page. ### 24. CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2022 **What do you like best about Followup CRM?** CRM helped our company organize our customer information into an easy-to-use database. One thing I liked the best was that all o our job status information was in one place, making it simple to follow the progress fo the job. **What do you dislike about Followup CRM?** One of the things I disliked about Followup CRM was the "help" bubble in the bottom corner of the webpage. At times, it would pop up and block some of the webpage not allowing me to access certain features until I clicked away or moved the window onto a bigger screen. **What problems is Followup CRM solving and how is that benefiting you?** One of the problems that Followup CRM is solving is reduced search times. Whenever a customer calls us I can pull their information up along with any other project we may be working with them on at the time. **Official Response from Erika Dawson:** > Hi there - all of us here at Followup really appreciate that you took the time to leave us a great review, so thank you! We love to hear all the ways Followup is helping solve problems. I hope the Help button update resolved the issue for you, and if you're still experiencing it blocking anything please contact us at support@followupcrm.com and we'll get that taken care of. ### 25. This Program Funnels Info! **Rating:** 5.0/5.0 stars **Reviewed by:** Jenny B. | Personnel Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2022 **What do you like best about Followup CRM?** Funneling is a term used in hunting that brings all the goods to a select area, making it easier to access what is desired. **What do you dislike about Followup CRM?** After a little bit of tweaking (the speed at which the info saves was long-12 seconds to save info...but is so much faster now, at about 3 seconds to save) I am happier and much less impatient. **What problems is Followup CRM solving and how is that benefiting you?** Followup gets our estimators, our customers and our management on the same page with little to no issues of anyone missing out on much-needed information! Love it! **Official Response from Erika Dawson:** > Hi Jenny, So awesome to hear - we're glad you love it! Thank you for such a great review! Our team appreciates the feedback, especially hearing how the speed has improved for you since our last new feature pushes. Please continue to share your experience and any suggestions for the future. We are grateful for your time. ### 26. FollowUp CRM for the Win **Rating:** 5.0/5.0 stars **Reviewed by:** Donnie W. | Project Manager / Estimator, Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Followup CRM?** FollowUp CRM's Dashboard provides a clear snapshot of items needing to be completed and helps create reminders of things you need to do. **What do you dislike about Followup CRM?** The report function doesn't translate bid dates unless you mark it in your sales behaviors as "completed". **What problems is Followup CRM solving and how is that benefiting you?** FollowUp CRM has allowed us to be able to track our budgets and made sure that no 2 sales person is working on the same project. **Official Response from Erika Dawson:** > Hi Donnie, All of us here at Followup appreciate you leaving us a great review, so thank you for taking the time! I've got good news, we'll have a new Custom Reporting feature coming VERY soon that we are excited about! If you're interested, we currently offer live training for any reporting issues or questions you might have (click Office Hours Training in the HELP button) - as well as a free reporting course in our Followup Academy. ### 27. Estimator **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2022 **What do you like best about Followup CRM?** Reminders to Follow Up, looking forward to tracking project down and in the future to see how we stack up with bid and bid results **What do you dislike about Followup CRM?** Not sure yet to new to the program, Have only used for a week now **What problems is Followup CRM solving and how is that benefiting you?** None as of Yet!, no problems to new to the program **Official Response from Erika Dawson:** > Hi there, We appreciate the review! If you have any questions as you continue learning the system, sign up for our Office Hours Training on Tuesdays and receive live help from our support team. I've linked the calendar below, check it out! ### 28. Don't Waste your Time if you Aren't gonna Follow-Up **Rating:** 5.0/5.0 stars **Reviewed by:** Brian C. | Estimating Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 04, 2023 **What do you like best about Followup CRM?** The ease of tracking and following up on projects **What do you dislike about Followup CRM?** Nothing at this point, just went live today **What problems is Followup CRM solving and how is that benefiting you?** Tracking info in 3-5 different places now all in one **Official Response from Erika Dawson:** > Hi Brian, Thank you for the fantastic review!! Our team appreciates it, and if you ever need additional training or have questions you can sign up for our weekly Office Hours Training on Tuesdays. I've linked it below or you can find it in our HELP button on your Followup page. ### 29. FollowUP Crm is a great tool for tracking your goals. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2022 **What do you like best about Followup CRM?** Followup constantly reminds me on which clients I need to reach out to and provides me with the notes I have set aside for myself in a neat and apparent manner. **What do you dislike about Followup CRM?** I am part of a company in which people have multiple roles, I.E. Take Off or Account Manager, I am reminded of my peers failures or late responses to clients and I don't like it to effect my dashboard. **What problems is Followup CRM solving and how is that benefiting you?** It keeps me and my coworkers on track and makes sure that any opportunities we have don't slip through the cracks so we are able to capitalize on as many as possible. **Official Response from Erika Dawson:** > Hi there - thank you for the great review! We love to hear how Followup is helping you track your goals!! We appreciate your feedback and if you're interested, we would love to hop on a call and show you how you can customize your dashboard view or hear any enhancement suggestions you have. You can use our Help chat or just email directly to support@followupcrm.com ### 30. Scheduling made easy **Rating:** 5.0/5.0 stars **Reviewed by:** Erin K. | Senior Estimator, Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Followup CRM?** The calendar page; it allows me to see a snapshot view of my team's schedules for the week/month which helps when adding bids to the list. **What do you dislike about Followup CRM?** That there isn't a mobile app and that calendar view isn't available on the mobile site. **What problems is Followup CRM solving and how is that benefiting you?** Tracking/scheduling our to-be-bid jobs, tracking which jobs still need to be followed up on, and tracking our capture rates. **Official Response from Erika Dawson:** > Hi Erin, Our team at Followup really appreciates you taking the time to leave us this review and great enhancement suggestion! Thank you for letting us know the ways we are helping and what you'd like to see developed. Your mobile calendar view suggestion has been added to our Suggest a Feature page, which is monitored daily and also allows other users to vote on this idea. Stay tuned for an update on this. ### 31. Very well thought out program easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2022 **What do you like best about Followup CRM?** The program follows and natural flow that is easy to follow **What do you dislike about Followup CRM?** Nothing yet they have been very helpful with training and answering questions **What problems is Followup CRM solving and how is that benefiting you?** It provides a clear picture of lead flow and accountability of lead follow-up **Official Response from Erika Dawson:** > Hi there, Thank you for taking the time to leave us a review, we appreciate the feedback! We have the best support team; they even offer live training once a week (I've linked below). If you have any questions as you continue learning the system, please reach out! ### 32. Easy to navigate and highly customizable. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Followup CRM?** Customization. If you're coming from other CRMs, there are many features and functions you can use to make Follow Up feel similar. It creates an easier learning experience for the staff. **What do you dislike about Followup CRM?** Nothing off the top of my head. I would like the customization of the features to be a bit easier to configure. It's not terrible, but too many features up front can lead to analysis paralysis. **What problems is Followup CRM solving and how is that benefiting you?** Connecting the whole company is essential. It's excellent for tracking goals, notes across all staff on a project, and has gray compatibility with other CRM software. **Official Response from Erika Dawson:** > Hi there, thank you for taking the time to leave us this great review, our Followup team likes to hear how we are helping! If you're interested, we'd love for you to take full advantage of our "Suggest a Feature" page (if you haven't already) - this allows you to leave a comment with a suggestion or customization idea for our COO and product manager to review and possibly add to our company road map. ### 33. This CRM helps me to effortlessly track the needs of our prospects and customers. **Rating:** 5.0/5.0 stars **Reviewed by:** Bryan A. | Commercial Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 22, 2022 **What do you like best about Followup CRM?** The dashboard shows me all of my current tasks as well as upcoming tasks. **What do you dislike about Followup CRM?** There really isnt anything I dislike about the program. **What problems is Followup CRM solving and how is that benefiting you?** They now have a color coordinated tab that notates the status of the lead **Official Response from Erika Dawson:** > Hi Bryan, Thank you for the awesome review, our team loves to hear it! Glad you like the new color tabs - more great things to come. ### 34. Great relationships start with great communication. Followup CRM makes this happen! **Rating:** 5.0/5.0 stars **Reviewed by:** Christine B. | Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2022 **What do you like best about Followup CRM?** My favorite part of FollowUp CRM is the email integration. **What do you dislike about Followup CRM?** The only downside are the Users, not Followup itself. It's only good as the information provided. It's a MUST! **What problems is Followup CRM solving and how is that benefiting you?** It solves the "what was the last thing we discussed" with client moments, as all emails are capable of being saved in the "notes". **Official Response from Erika Dawson:** > Hi Christine, THANK YOU! Our Followup team is grateful for the awesome review! We appreciate you taking the time to share your experience using Followup. As always, if you need anything please feel free to contact us :) And don't forget to take advantage of our Suggest a Feature page if you have any suggestions or ideas. ### 35. Easy to use and understand **Rating:** 4.5/5.0 stars **Reviewed by:** Aaron S. | Project Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** September 22, 2022 **What do you like best about Followup CRM?** The look of the website makes it super easy to use **What do you dislike about Followup CRM?** Some of the project data categories are confusing and don't always apply to us **What problems is Followup CRM solving and how is that benefiting you?** Tracking the status of a project across the entire company **Official Response from Erika Dawson:** > Hi Aaron, Our Followup team loves the great review, thank you! We like to hear how it's easy to use and understand. If you're interested, we'd be happy to hop on a quick call or have you join us for our weekly Office Hour Training to go over any project data categories or set-up questions you have! We aim for easy customizable options to help you save time. To sign-up for training you can go to our HELP button or, email support@followupcrm.com - thanks again for the feedback! ### 36. Absolutely incredible CRM, i couldn't get through the day without my follow up account. TY! **Rating:** 5.0/5.0 stars **Reviewed by:** William R. | Roof specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Followup CRM?** The ability to send emails directly through the follow up number and it all being linked to the same account. **What do you dislike about Followup CRM?** Absolutely nothing, follow up is perfect! **What problems is Followup CRM solving and how is that benefiting you?** Staying in touch with my clients on a daily / weekly basis. Showing my wins vs. losses and how i can improve my craft as a salesman. **Official Response from Erika Dawson:** > Hi William, This is INCREDIBLE! All of us at Followup are so excited to read this, thank you for the great review! We're honored to be part of helping you improve your craft, stay tuned for more exciting things to come. ### 37. Realtime organization **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2022 **What do you like best about Followup CRM?** Followup CRM has given me the ability to track jobs that I am working on to better organize my work. **What do you dislike about Followup CRM?** When bidding a job to multiple GCs, I would like to be able to add a bid amount to each GC. Sometimes the cost is different depending on who we are bidding to. **What problems is Followup CRM solving and how is that benefiting you?** It is helping me to better track the jobs that I am currently working on and also track conversations. **Official Response from Erika Dawson:** > Hi there, Thank you for leaving us a review, we really appreciate it and love to hear that Followup is improving your tracking and organization! Our team takes feedback seriously and a lot of our features/enhancements come from listening to our users ideas. You can submit your feature suggestion for bidding to multiple GCs by clicking the HELP button and going to "Suggest a Feature". From there, other users can also see and vote on your idea and it will be taken into consideration by our product manager. I'll provide the link below! ### 38. Great system for our company! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2022 **What do you like best about Followup CRM?** Very easy to use. Very well organized system. Great for our company! **What do you dislike about Followup CRM?** Would be great if we could use the system to do accounts receivable **What problems is Followup CRM solving and how is that benefiting you?** Keeping all info organized **Official Response from Erika Dawson:** > Hi there! Our team really appreciates the great review and feedback! If you have time, please list your suggestion on our "Suggest a Feature" page (I've linked below). Most of our enhancements come from our users and we love the input! ### 39. Follow up has been great, but can use some touch ups **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Followup CRM?** Helps me stay on track with who to follow up with and love that I can leave notes and look back before calling a client **What do you dislike about Followup CRM?** It takes so long to load when I am looking up a project with a client on phone. Also, I don't like how I can't click "back" after I click on a project from the dashboard and it take me back to the dashboard. It takes me back to projects list that I wasn't even in to begin with. **What problems is Followup CRM solving and how is that benefiting you?** N/A **Official Response from Erika Dawson:** > Hi there - our Followup CRM team really appreciates when our users leave great reviews with feedback! Thanks for taking the time to share with us some ways Followup helps you stay on track, and some areas we can improve on. I'm sorry you've had longer loading times when pulling up projects, and if you're interested, we do have some troubleshooting steps we would be happy to walk you through on a call to get things loading smoother for you. You can email our support team, or respond here to take those steps! Please check out our "Suggest a Feature" page (find this by clicking our HELP button on the bottom right corner of your Followup page) and consider leaving a comment for a back button enhancement for our product manager to review. We are always seeking the ideas of our customers and working those into our company road map when we can. ### 40. All-Encompassing! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Followup CRM?** All of my projects are right in front of me showing me exactly what I have left to accomplish. This is great so I don't forget any steps along the way! **What do you dislike about Followup CRM?** There is not much to complain about. I need to spend more time customizing to tailor it to my needs more, but other than that it's a great resource. **What problems is Followup CRM solving and how is that benefiting you?** It keeps all of my time sensitive deadlines in front of me and keeps me on track to hit my goals and not forget anything. **Official Response from Erika Dawson:** > Awesome - we love to hear it!! If you'd like any help from our support team to customize or tailor your Followup account to your preferences, we are happy to get on a call with you, or you can always take advantage of our weekly live office hours training and get all the answers to your questions there! You can find "Office Hours Training" by clicking the HELP button in the bottom right corner of any Followup CRM page. Thanks for the great review! ### 41. easy navigation **Rating:** 5.0/5.0 stars **Reviewed by:** Sheala A. | PBM, Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Followup CRM?** The simplicity and clarity. Vert easy system to understand **What do you dislike about Followup CRM?** its slow at times, and takes a while to process **What problems is Followup CRM solving and how is that benefiting you?** All the info that need in one place **Official Response from Erika Dawson:** > Hi Sheala, All of us here at Followup really appreciate you taking time to leave us this great review! We love hearing it's easy to navigate and understand. I am sorry it's been slow for you at times. If you're interested, we have some easy troubleshooting steps to speed up the system and we could show you on a quick call. To do this just email support@followupcrm.com or feel free to use our Help chat and we'll get you set up. Thanks again! ### 42. Happy to Use **Rating:** 3.5/5.0 stars **Reviewed by:** Ryoma E. | Restoration Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2022 **What do you like best about Followup CRM?** Helps with measuring key performance indicators. Done so in a reasonable and organized way. **What do you dislike about Followup CRM?** Some of the reports lag and do not update with current information. Wish there was more customizable options in terms of getting reports on specific months and time frames. When I pull reports on time frames it tends to be a bit confusing. **What problems is Followup CRM solving and how is that benefiting you?** It allows me to track my performance. **Official Response from Erika Dawson:** > Hi Ryoma, Thank you for taking the time to leave us a review! We appreciate the feedback, and I'm excited to share that we have a custom report builder coming out soon - just around the corner! If you'd like any help or additional training in the meantime, you can sign-up for our Office Hours Training by clicking the HELP button and choosing a day. We'll be happy to answer any questions to help save you time and get the data you're looking for! Check out our product roadmap (linked below) for all of our new feature and enhancement plans. ### 43. Great Software **Rating:** 5.0/5.0 stars **Reviewed by:** Tracey C. | Office Admin, Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2022 **What do you like best about Followup CRM?** Easy to use, has so many options and information to add about a project and sales. **What do you dislike about Followup CRM?** So far I haven't had any dislikes about CRM **What problems is Followup CRM solving and how is that benefiting you?** Staying organized and staying current on projects. **Official Response from Erika Dawson:** > Hi Tracey, Thank you for this awesome review!! Our team really appreciates you taking the time to share your thoughts and experience with Followup. Stay tuned, more good things to come! ### 44. Great system **Rating:** 4.0/5.0 stars **Reviewed by:** Diana O. | Business Development, Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Followup CRM?** the dashboard is very useful as a book of business **What do you dislike about Followup CRM?** the emails generated from follow-up don't always log in so I have to do it manually **What problems is Followup CRM solving and how is that benefiting you?** keep track of my visits and clients **Official Response from Erika Dawson:** > Hi Diana, We appreciate you taking time to leave us this review and feedback! Thank you for sharing how Followup helps you keeps track. If you're interested, we would love to get on a quick support call with you to check out the emails not logging and see what we can do to assist, or submit a ticket for you. You can select a good time for you through the HELP button chat, or by responding here. ### 45. Good so far **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2022 **What do you like best about Followup CRM?** Easy to use and customer support is very good as we get prompt responses and knowledgeable people to help us **What do you dislike about Followup CRM?** Generally all good experiences. The downside is the product is made to appeal to all and we must conform. Not easy to customize for our company and as we add people it gets very expensive **What problems is Followup CRM solving and how is that benefiting you?** Tracking projects from start to finish in one location. Also sales metrics is good **Official Response from Erika Dawson:** > Hi there - thank you for taking the time to leave us a review! Our team values feedback, and we're glad customer support has been prompt and helpful. Christine and Rachel rock! If you're interested, we'd love to hop on a quick call and help make customization a better experience for you. One way we can do this is through our Office Hours Training (found in the HELP button on your Followup page), or you can email support@followupcrm.com and we'll get something scheduled. Since we are geared for construction, our goal is simplicity and helping you save time - if we aren't fully meeting that expectation, we'd appreciate further feedback by way of our Suggest a Feature page (also found in the HELP button). This allows our users to leave any ideas or suggestions. These will be reviewed by our COO and product manager and considered for our company product road map. ### 46. Great CRM for Construction Subcontractors **Rating:** 5.0/5.0 stars **Reviewed by:** Ed E. | Vice President of Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2022 **What do you like best about Followup CRM?** The daily reminders for what I need to accomplish for the day. **What do you dislike about Followup CRM?** Search feature has glitches occasionally **What problems is Followup CRM solving and how is that benefiting you?** The reports for each customer helps evaluate who are our best customers. **Official Response from Erika Dawson:** > Hi Ed, All of us at Followup are grateful for the 5-star review!! :) We will continue to work on any glitches that may occur and we appreciate your feedback, so thank you for you time! ### 47. Works efficiently **Rating:** 5.0/5.0 stars **Reviewed by:** josh n. | Intern Estimator, Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2022 **What do you like best about Followup CRM?** The abilty that the technolgy has to answer any questions. **What do you dislike about Followup CRM?** How much information I have to input into CRM. **What problems is Followup CRM solving and how is that benefiting you?** To be able to look and see all of what is involved in the job is great. **Official Response from Erika Dawson:** > Hi Josh, Thank you for taking the time to leave us a great 5-star review and provide your feedback! We are always working on ways to save you time by reducing repeated tasks and data input. More to come very soon! ### 48. Great CRM! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Followup CRM?** This is a great tool that would simplify your overview of the health of the company! Easy to use with plenty of details! **What do you dislike about Followup CRM?** keep up the good work! I cant think of anything I dislike! **What problems is Followup CRM solving and how is that benefiting you?** Sales Management, Production tracking, Marketing ROI **Official Response from Erika Dawson:** > That's awesome, we're glad to hear it! Thank you for taking the time to leave us a review! More great things on the way - and you can always check out our most recent updates or our company road map by clicking the HELP button on our website if you want a sneak peak! ### 49. A good platform to keep track of bids and projects **Rating:** 4.0/5.0 stars **Reviewed by:** Adam B. | E, Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2022 **What do you like best about Followup CRM?** Interface was generally easy to follow . **What do you dislike about Followup CRM?** UI was generally slow. Waiting for pages to load after applying a filter on lists resulted in long wait times. **What problems is Followup CRM solving and how is that benefiting you?** Not sure of specifics, but support was responsive and helpful. **Official Response from Erika Dawson:** > Hi Adam, Thank you for the great review and feedback! Rachel and Christine appreciate the support shout out!! I'm sorry you experienced some lags and longer wait times while things loaded. Good news, our search and filter results are much faster now and we have some troubleshooting steps if it's taking longer to load. If we can assist with anything or help you with those steps, please email us directly at support@followupcrm.com and we'll walk you through it. ### 50. Great way to track your sales **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Followup CRM?** Keep you up to date with your biggest jobs **What do you dislike about Followup CRM?** Doesn't integrate with other systems.... **What problems is Followup CRM solving and how is that benefiting you?** In busy times, you might forget some jobs. Followup crm helps us to keep on top on them and track there history. **Official Response from Erika Dawson:** > Hi there, thank you for sharing your experience and taking the time to write this review for us! Good news - we do integrate with other software systems, but I am sorry if you've had issues getting those set up. If you're interested, we'd love to get on a call with you and help you get those connected. We also provide a weekly live training option called Office Hours Training. You can sign-up for this by clicking our HELP button on the bottom right corner of your Followup CRM account. We have a list of integrations and companies we partner with I've linked below, and if you don't see a certain system you'd like us to consider a partnership with or as an integration option, we would love it if you'd go to our "Suggest a Feature" page (found in our HELP button) leave a suggestion and our team will review it! ## Followup CRM Discussions - [What is lead tracking in CRM?](https://www.g2.com/discussions/what-is-lead-tracking-in-crm) - 1 comment - [What is FollowUp com?](https://www.g2.com/discussions/followup-crm-what-is-followup-com) - 1 comment - [View Followup CRM pricing details and edition comparison](https://www.g2.com/products/followup-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-18+07%3A59%3A25+-0500&secure%5Bsession_id%5D=cdfd900e-47c6-4266-8090-2e0b36ce0e7d&secure%5Btoken%5D=471b636d2e755dfcca0ce0b882035780fccfdef583ceb618412cd21afb4caf88&format=llm_user) ## Followup CRM Integrations - [Procore](https://www.g2.com/products/procore/reviews) ## Top Followup CRM Alternatives - [Deltek Vantagepoint](https://www.g2.com/products/deltek-vantagepoint/reviews) - 4.1/5.0 (671 reviews) - [Unanet CRM by Cosential](https://www.g2.com/products/unanet-crm-by-cosential/reviews) - 4.0/5.0 (262 reviews) - [FieldPulse](https://www.g2.com/products/fieldpulse-fieldpulse/reviews) - 4.7/5.0 (367 reviews)