Followup CRM Reviews & Product Details

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. Review collected by and hosted on G2.com.

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 calendar sync has a few issues but it may just be user error. Review collected by and hosted on G2.com.

It's super easy to learn and the team that runs it is super helpful. It helps set our team up for success Review collected by and hosted on G2.com.

There are a few flaws. Wish we could merge ID numbers. Review collected by and hosted on G2.com.

This is a very easy to use CRM that allows you to track all of your Follow-up dates and project comments Review collected by and hosted on G2.com.

I feel like the marketing and business development needs work Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

We nothing that we dislike as of yet. I know Rachel is available if we need to talk about any dislikes in the future. Review collected by and hosted on G2.com.

That all of our contacts are in one place. It helps keep everyone on the same page. Review collected by and hosted on G2.com.

The slow setup time. They walk you through everything in the beginning, which takes most of the time. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Ease of navigation and cross-compatability Review collected by and hosted on G2.com.

I do not have any complaints at this time Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

There are no downsides that I have discovered yet Review collected by and hosted on G2.com.