AR
alberto r.
account manager
Mid-Market (51-1000 emp.)
"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
Edit edit

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
RC
Ryan C.
Business Analyst
Small-Business (50 or fewer emp.)
"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
Edit edit

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.

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VP
Victoria P.
Service Coordinator
Mid-Market (51-1000 emp.)
"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
Edit edit

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
UC
Verified User in Construction
Small-Business (50 or fewer emp.)
"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 o our job status information was in one place, making it simple to follow the progress fo 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
Edit edit

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.
JB
Jenny B.
Personnel Director
Small-Business (50 or fewer emp.)
"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
Edit edit

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
DW
Donnie W.
Project Manager / Estimator
Small-Business (50 or fewer emp.)
"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
Edit edit

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
UC
Verified User in Construction
Small-Business (50 or fewer emp.)
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
Edit edit

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
BC
Brian C.
Estimating Manager
Small-Business (50 or fewer emp.)
"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
Edit edit

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
UC
Verified User in Construction
Mid-Market (51-1000 emp.)
"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
Edit edit

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
Erin K.
EK
Erin K.
Senior Estimator
Small-Business (50 or fewer emp.)
"Scheduling made easy"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM
Edit edit

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.

See how Followup CRM improved