--- 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: '2026-08-07' parent\_category: name: Construction url: https://www.g2.com/categories/construction --- ### Followup CRM Pros and Cons: Top Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users value the **dashboard for tracking proposals** , appreciating its effectiveness in monitoring progress and follow-ups. [(1 mentions)](https://www.g2.com/products/followup-crm/reviews?filters%5Bsentiment_snippet%5D=2414751&qs=pros-and-cons#reviews) Users report frustrating **billing issues** and challenges with cancellation processes, impacting their overall experience negatively. [(1 mentions)](https://www.g2.com/products/followup-crm/reviews?filters%5Bsentiment_snippet%5D=2414757&qs=pros-and-cons#reviews) Users report significant **CRM integration issues** , including difficulties with cancelation and unresolved billing disputes. [(1 mentions)](https://www.g2.com/products/followup-crm/reviews?filters%5Bsentiment_snippet%5D=2414753&qs=pros-and-cons#reviews) Users report **inadequate accounting** practices, facing difficulty with cancellations and unexpected billing issues. [(1 mentions)](https://www.g2.com/products/followup-crm/reviews?filters%5Bsentiment_snippet%5D=2414745&qs=pros-and-cons#reviews) Users report **payment issues** due to shady practices and difficulty in canceling subscriptions, causing significant frustration. [(1 mentions)](https://www.g2.com/products/followup-crm/reviews?filters%5Bsentiment_snippet%5D=2414755&qs=pros-and-cons#reviews) Users experience **poor customer support** with Followup CRM, facing issues in cancellation and billing practices. [(1 mentions)](https://www.g2.com/products/followup-crm/reviews?filters%5Bsentiment_snippet%5D=2414760&qs=pros-and-cons#reviews) ### Top Pros or Advantages of Followup CRM ##### 1. Tracking Users value the **dashboard for tracking proposals** , appreciating its effectiveness in monitoring progress and follow-ups. [ See 1 mentions ](https://www.g2.com/products/followup-crm/reviews?filters%5Bsentiment_snippet%5D=2414751&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 0.0/5 "Shady accounting practices and bad CRM" What do you like about Followup CRM? The dashboard for following up on existing proposals was the only good thing. ### Top Cons or Disadvantages of Followup CRM ##### 1. Bug Issues Users report frustrating **billing issues** and challenges with cancellation processes, impacting their overall experience negatively. [ See 1 mentions ](https://www.g2.com/products/followup-crm/reviews?filters%5Bsentiment_snippet%5D=2414757&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 0.0/5 "Shady accounting practices and bad CRM" 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 wr ##### 2. CRM Integration Issues Users report significant **CRM integration issues** , including difficulties with cancelation and unresolved billing disputes. [ See 1 mentions ](https://www.g2.com/products/followup-crm/reviews?filters%5Bsentiment_snippet%5D=2414753&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 0.0/5 "Shady accounting practices and bad CRM" 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 wr ##### 3. Inadequate Accounting Users report **inadequate accounting** practices, facing difficulty with cancellations and unexpected billing issues. [ See 1 mentions ](https://www.g2.com/products/followup-crm/reviews?filters%5Bsentiment_snippet%5D=2414745&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 0.0/5 "Shady accounting practices and bad CRM" 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 wr ##### 4. Payment Issues Users report **payment issues** due to shady practices and difficulty in canceling subscriptions, causing significant frustration. [ See 1 mentions ](https://www.g2.com/products/followup-crm/reviews?filters%5Bsentiment_snippet%5D=2414755&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 0.0/5 "Shady accounting practices and bad CRM" 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 wr ##### 5. Poor Customer Support Users experience **poor customer support** with Followup CRM, facing issues in cancellation and billing practices. [ See 1 mentions ](https://www.g2.com/products/followup-crm/reviews?filters%5Bsentiment_snippet%5D=2414760&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 0.0/5 "Shady accounting practices and bad CRM" 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 wr ## Top-Rated Alternatives [ ![Deltek Vantagepoint](https://images.g2crowd.com/uploads/product/hd_favicon/82d03d18d3ebdf66228a5bf8d2aca965/deltek-vantagepoint.svg "Deltek Vantagepoint") Deltek Vantagepoint 4.1/5(677) ](https://www.g2.com/products/deltek-vantagepoint/reviews) [ ![Unanet CRM by Cosential](https://images.g2crowd.com/uploads/product/hd_favicon/fbcb8310330a8177d9091804c7ca2bc4/unanet-crm-by-cosential.svg "Unanet CRM by Cosential") Unanet CRM by Cosential 4/5(263) ](https://www.g2.com/products/unanet-crm-by-cosential/reviews) [ ![FieldPulse](https://images.g2crowd.com/uploads/product/hd_favicon/2042d283ea3abd7febbaba3f4dbb300e/fieldpulse-fieldpulse.svg "FieldPulse") FieldPulse 4.7/5(371) ](https://www.g2.com/products/fieldpulse-fieldpulse/reviews) [ View All Alternatives ](https://www.g2.com/products/followup-crm/competitors/alternatives) ![Verified User in Construction](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Construction") AC Verified User in Construction Small-Business (50 or fewer emp.) 12/3/2025 "Shady accounting practices and bad CRM" 0/5 What do you like best about Followup CRM? The dashboard for following up on existing proposals was the only good thing. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: G2 invite ![Verified User in Construction](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Construction") UC Verified User in Construction Mid-Market (51-1000 emp.) 6/16/2025 "very well explained and easy to use" 4/5 What do you like best about Followup CRM? being able to track our project and find info quickly using filters Review collected by and hosted on G2.com. What do you dislike about Followup CRM? I dont find much that i dislike about the program. Review collected by and hosted on G2.com. What problems is Followup CRM solving and how is that benefiting you? keeping things organized Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite PH Penny H. Estimating Coordinator Mid-Market (51-1000 emp.) 7/8/2024 "Great & helpful service team" 5/5 What do you like best about Followup CRM? easy to use and wonderful customer support Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Seller invite JS Jordan S. Small-Business (50 or fewer emp.) 10/18/2023 "Follow Up is an incredible program designed with the contractor in mind" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Followup CRM? Slow to react when bouncing from page to page or project to project. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Construction](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Construction") UC Verified User in Construction Mid-Market (51-1000 emp.) 11/16/2023 "So Far so Good" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite JF Jordan F. Small-Business (50 or fewer emp.) 4/27/2023 "Streamlined and Organized" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Mark P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mark P.") MP Mark P. Small-Business (50 or fewer emp.) 12/13/2023 "Construction Industry" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Followup CRM? So far so good I have no complaints about the system. Review collected by and hosted on G2.com. What problems is Followup CRM solving and how is that benefiting you? Time management Lead Tracking Closing Ratios Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Verified User in Construction](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Construction") AC Verified User in Construction Mid-Market (51-1000 emp.) 11/16/2023 "Director of Estimating" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is Followup CRM solving and how is that benefiting you? Customer Communications. Task management and time stamps for work. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite JK Jason K. Mid-Market (51-1000 emp.) 8/31/2023 "We did lots of research, Followup CRM is all we hoped it would be so far!" 5/5 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! Review collected by and hosted on G2.com. What do you dislike about Followup CRM? With so much customization available, there's a lot to learn. Review collected by and hosted on G2.com. What problems is Followup CRM solving and how is that benefiting you? Holding myself and each other accountable. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite CS Charles S. Small-Business (50 or fewer emp.) 3/30/2023 "Post Training Review" 3/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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