Verified User in Construction
UC
Verified User in Construction
Small-Business (50 or fewer emp.)
"Very well thought out program easy to use"
4/5
What do you like best about Followup CRM?

The program follows and natural flow that is easy to follow Review collected by and hosted on G2.com.

What do you dislike about Followup CRM?

Nothing yet they have been very helpful with training and answering questions Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

Hi there,

Thank you for taking the time to leave us a review, we appreciate the feedback! We have the best support team; they even offer live training once a week (I've linked below). If you have any questions as you continue learning the system, please reach out!

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Verified User in Construction
UC
Verified User in Construction
Small-Business (50 or fewer emp.)
"Easy to navigate and highly customizable."
5/5
What do you like best about Followup CRM?

Customization. If you're coming from other CRMs, there are many features and functions you can use to make Follow Up feel similar. It creates an easier learning experience for the staff. Review collected by and hosted on G2.com.

What do you dislike about Followup CRM?

Nothing off the top of my head. I would like the customization of the features to be a bit easier to configure.

It's not terrible, but too many features up front can lead to analysis paralysis. Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

Hi there, thank you for taking the time to leave us this great review, our Followup team likes to hear how we are helping! If you're interested, we'd love for you to take full advantage of our "Suggest a Feature" page (if you haven't already) - this allows you to leave a comment with a suggestion or customization idea for our COO and product manager to review and possibly add to our company road map.

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Bryan A.
BA
Bryan A.
Commercial Project Manager
Mid-Market (51-1000 emp.)
"This CRM helps me to effortlessly track the needs of our prospects and customers."
5/5
What do you like best about Followup CRM?

The dashboard shows me all of my current tasks as well as upcoming tasks. Review collected by and hosted on G2.com.

What do you dislike about Followup CRM?

There really isnt anything I dislike about the program. Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

Hi Bryan,

Thank you for the awesome review, our team loves to hear it! Glad you like the new color tabs - more great things to come.

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Christine B.
CB
Christine B.
Executive Assistant
Mid-Market (51-1000 emp.)
"Great relationships start with great communication. Followup CRM makes this happen!"
5/5
What do you like best about Followup CRM?

My favorite part of FollowUp CRM is the email integration. Review collected by and hosted on G2.com.

What do you dislike about Followup CRM?

The only downside are the Users, not Followup itself. It's only good as the information provided. It's a MUST! Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

Hi Christine,

THANK YOU! Our Followup team is grateful for the awesome review! We appreciate you taking the time to share your experience using Followup. As always, if you need anything please feel free to contact us :) And don't forget to take advantage of our Suggest a Feature page if you have any suggestions or ideas.

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Aaron S.
AS
Aaron S.
Project Engineer
Mid-Market (51-1000 emp.)
"Easy to use and understand"
4.5/5
What do you like best about Followup CRM?

The look of the website makes it super easy to use Review collected by and hosted on G2.com.

What do you dislike about Followup CRM?

Some of the project data categories are confusing and don't always apply to us Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

Hi Aaron,

Our Followup team loves the great review, thank you! We like to hear how it's easy to use and understand. If you're interested, we'd be happy to hop on a quick call or have you join us for our weekly Office Hour Training to go over any project data categories or set-up questions you have! We aim for easy customizable options to help you save time. To sign-up for training you can go to our HELP button or, email support@followupcrm.com - thanks again for the feedback!

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WR
William R.
Roof specialist
Mid-Market (51-1000 emp.)
"Absolutely incredible CRM, i couldn't get through the day without my follow up account. TY!"
5/5
What do you like best about Followup CRM?

The ability to send emails directly through the follow up number and it all being linked to the same account. Review collected by and hosted on G2.com.

What do you dislike about Followup CRM?

Absolutely nothing, follow up is perfect! Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

Hi William,

This is INCREDIBLE! All of us at Followup are so excited to read this, thank you for the great review! We're honored to be part of helping you improve your craft, stay tuned for more exciting things to come.

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Verified User in Construction
UC
Verified User in Construction
Small-Business (50 or fewer emp.)
"Realtime organization"
4/5
What do you like best about Followup CRM?

Followup CRM has given me the ability to track jobs that I am working on to better organize my work. Review collected by and hosted on G2.com.

What do you dislike about Followup CRM?

When bidding a job to multiple GCs, I would like to be able to add a bid amount to each GC. Sometimes the cost is different depending on who we are bidding to. Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

Hi there,

Thank you for leaving us a review, we really appreciate it and love to hear that Followup is improving your tracking and organization! Our team takes feedback seriously and a lot of our features/enhancements come from listening to our users ideas. You can submit your feature suggestion for bidding to multiple GCs by clicking the HELP button and going to "Suggest a Feature". From there, other users can also see and vote on your idea and it will be taken into consideration by our product manager. I'll provide the link below!

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Verified User in Construction
UC
Verified User in Construction
Small-Business (50 or fewer emp.)
"Great system for our company!"
5/5
What do you like best about Followup CRM?

Very easy to use. Very well organized system. Great for our company! Review collected by and hosted on G2.com.

What do you dislike about Followup CRM?

Would be great if we could use the system to do accounts receivable Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

Hi there!

Our team really appreciates the great review and feedback! If you have time, please list your suggestion on our "Suggest a Feature" page (I've linked below). Most of our enhancements come from our users and we love the input!

See how Followup CRM improved
Verified User in Construction
UC
Verified User in Construction
Mid-Market (51-1000 emp.)
"Follow up has been great, but can use some touch ups"
4.5/5
What do you like best about Followup CRM?

Helps me stay on track with who to follow up with and love that I can leave notes and look back before calling a client Review collected by and hosted on G2.com.

What do you dislike about Followup CRM?

It takes so long to load when I am looking up a project with a client on phone. Also, I don't like how I can't click "back" after I click on a project from the dashboard and it take me back to the dashboard. It takes me back to projects list that I wasn't even in to begin with. Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

Hi there - our Followup CRM team really appreciates when our users leave great reviews with feedback! Thanks for taking the time to share with us some ways Followup helps you stay on track, and some areas we can improve on. I'm sorry you've had longer loading times when pulling up projects, and if you're interested, we do have some troubleshooting steps we would be happy to walk you through on a call to get things loading smoother for you. You can email our support team, or respond here to take those steps! Please check out our "Suggest a Feature" page (find this by clicking our HELP button on the bottom right corner of your Followup page) and consider leaving a comment for a back button enhancement for our product manager to review. We are always seeking the ideas of our customers and working those into our company road map when we can.

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Verified User in Construction
UC
Verified User in Construction
Small-Business (50 or fewer emp.)
"All-Encompassing!"
5/5
What do you like best about Followup CRM?

All of my projects are right in front of me showing me exactly what I have left to accomplish. This is great so I don't forget any steps along the way! Review collected by and hosted on G2.com.

What do you dislike about Followup CRM?

There is not much to complain about. I need to spend more time customizing to tailor it to my needs more, but other than that it's a great resource. Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

Awesome - we love to hear it!! If you'd like any help from our support team to customize or tailor your Followup account to your preferences, we are happy to get on a call with you, or you can always take advantage of our weekly live office hours training and get all the answers to your questions there! You can find "Office Hours Training" by clicking the HELP button in the bottom right corner of any Followup CRM page. Thanks for the great review!

See how Followup CRM improved