Followup CRM Reviews & Product Details

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.

Seller

Followup CRM

Discussions

Followup CRM Community

Solution Type

Best-of-Breed

Overview by

Erick Vargas ⚡️ (I help construction companies bid less and win more projects)

Value at a Glance

Averages based on real user reviews.

Time to Implement

1 month

Return on Investment

23 months

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Top-Rated Alternatives

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User Insights

Average based on 59 real user reviews.

Implementation Time

1 month

Perceived Cost

$$$$$

Followup CRM Integrations

(2)

Integration information sourced from real user reviews.

G2 reviews are authentic and verified.

Here's how.

Verified User in Construction

Mid-Market (51-1000 emp.)

1/13/2023

"My Company Has Used This for Awhile Now"

4.5/5

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 Review collected by and hosted on G2.com.

What do you dislike about Followup CRM?

So far everything is working very smoothly and I have no dislikes Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

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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.

See how Followup CRM improved

alberto r.

account manager

Mid-Market (51-1000 emp.)

8/16/2022

"Easy to keep organized and follow up with clients."

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

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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.

See how Followup CRM improved

Ryan C.

Business Analyst

Small-Business (50 or fewer emp.)

8/16/2022

"FollowUpCRM - Go to CRM for Specialty Subcontractors"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

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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.

See how Followup CRM improved

Victoria P.

Service Coordinator

Mid-Market (51-1000 emp.)

12/9/2022

"Still learning but love it so far"

4/5

What do you like best about Followup CRM?

Everything is in one place, and it essentially eliminates emails with the tagging of other people Review collected by and hosted on G2.com.

What do you dislike about Followup CRM?

Nothing so far, still learning the system and it seems simple and easy Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

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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.

See how Followup CRM improved

Verified User in Construction

Small-Business (50 or fewer emp.)

8/19/2022

"CRM"

4.5/5

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 of our job status information was in one place, making it simple to follow the progress of the job. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

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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.

See how Followup CRM improved

Jenny B.

Personnel Director

Small-Business (50 or fewer emp.)

8/19/2022

"This Program Funnels Info!"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

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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.

See how Followup CRM improved

Donnie W.

Project Manager / Estimator

Small-Business (50 or fewer emp.)

8/16/2022

"FollowUp CRM for the Win"

5/5

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. Review collected by and hosted on G2.com.

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". Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

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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.

See how Followup CRM improved

Verified User in Construction

Small-Business (50 or fewer emp.)

12/19/2022

Business partner of the seller or seller's competitor, not included in G2 scores.

"Estimator"

4/5

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 Review collected by and hosted on G2.com.

What do you dislike about Followup CRM?

Not sure yet to new to the program, Have only used for a week now Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

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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!

See how Followup CRM improved

Brian C.

Estimating Manager

Small-Business (50 or fewer emp.)

1/4/2023

"Don't Waste your Time if you Aren't gonna Follow-Up"

5/5

What do you like best about Followup CRM?

The ease of tracking and following up on projects Review collected by and hosted on G2.com.

What do you dislike about Followup CRM?

Nothing at this point, just went live today Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

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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.

See how Followup CRM improved

Verified User in Construction

Mid-Market (51-1000 emp.)

8/19/2022

"FollowUP Crm is a great tool for tracking your goals."

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

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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

See how Followup CRM improved