Sara G.
SG
Sara G.
Sales & Marketing Coordinator
Construction
Small-Business (50 or fewer emp.)
"Easy to learn"
5/5
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 Review collected by and hosted on G2.com.

What do you dislike about Followup CRM?

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

AF
Amber F.
Mid-Market (51-1000 emp.)
"Easy to use Roofing CRM"
4/5
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 Review collected by and hosted on G2.com.

What do you dislike about Followup CRM?

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

Jake M.
JM
Jake M.
Senior Sales Manager
Small-Business (50 or fewer emp.)
"Rachel is a pro"
5/5
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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM
Edit edit

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.

See how Followup CRM improved
Verified User in Construction
AC
Verified User in Construction
Small-Business (50 or fewer emp.)
"Slow start but i can see some advantages."
3.5/5
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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Summer S.
SS
Summer S.
Facilities Coordinator
Mid-Market (51-1000 emp.)
"Pretty helpful tool to keep track of pending sales."
4.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM
Edit edit

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.

See how Followup CRM improved
David Y.
DY
David Y.
Project Executive II
Small-Business (50 or fewer emp.)
"Very user intuitive platform with robust reporting and scheduling capabilities"
5/5
What do you like best about Followup CRM?

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

What do you dislike about Followup CRM?

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

Craig T.
CT
Craig T.
Regional Sales Consultant
Small-Business (50 or fewer emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Very detailed in tacking projects, and keeping me track w/ appointments & sales."
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM
Edit edit

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!

See how Followup CRM improved
LB
Lucas B.
Project Development
Mid-Market (51-1000 emp.)
"This software is very user friendly and helps businesses keep good communication among its employees"
5/5
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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM
Edit edit

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.

See how Followup CRM improved
MM
Mark M.
Sales Manager
Mid-Market (51-1000 emp.)
"Great experience with CRM Onboarding and Support Specialist"
5/5
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 Review collected by and hosted on G2.com.

What do you dislike about Followup CRM?

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

Response from Erika Dawson of Followup CRM
Edit edit

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!

See how Followup CRM improved
Verified User in Construction
UC
Verified User in Construction
Mid-Market (51-1000 emp.)
"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
Edit edit

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