Sheala A.
SA
Sheala A.
PBM
Mid-Market (51-1000 emp.)
"easy navigation"
5/5
What do you like best about Followup CRM?

The simplicity and clarity. Vert easy system to understand Review collected by and hosted on G2.com.

What do you dislike about Followup CRM?

its slow at times, and takes a while to process Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

Hi Sheala,

All of us here at Followup really appreciate you taking time to leave us this great review! We love hearing it's easy to navigate and understand. I am sorry it's been slow for you at times. If you're interested, we have some easy troubleshooting steps to speed up the system and we could show you on a quick call. To do this just email support@followupcrm.com or feel free to use our Help chat and we'll get you set up. Thanks again!

See how Followup CRM improved
Ryoma E.
RE
Ryoma E.
Restoration Specialist
Small-Business (50 or fewer emp.)
"Happy to Use"
3.5/5
What do you like best about Followup CRM?

Helps with measuring key performance indicators. Done so in a reasonable and organized way. Review collected by and hosted on G2.com.

What do you dislike about Followup CRM?

Some of the reports lag and do not update with current information. Wish there was more customizable options in terms of getting reports on specific months and time frames. When I pull reports on time frames it tends to be a bit confusing. Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

Hi Ryoma,

Thank you for taking the time to leave us a review! We appreciate the feedback, and I'm excited to share that we have a custom report builder coming out soon - just around the corner! If you'd like any help or additional training in the meantime, you can sign-up for our Office Hours Training by clicking the HELP button and choosing a day. We'll be happy to answer any questions to help save you time and get the data you're looking for! Check out our product roadmap (linked below) for all of our new feature and enhancement plans.

See how Followup CRM improved
TC
Tracey C.
Office Admin
Small-Business (50 or fewer emp.)
"Great Software"
5/5
What do you like best about Followup CRM?

Easy to use, has so many options and information to add about a project and sales. Review collected by and hosted on G2.com.

What do you dislike about Followup CRM?

So far I haven't had any dislikes about CRM Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

Hi Tracey,

Thank you for this awesome review!! Our team really appreciates you taking the time to share your thoughts and experience with Followup. Stay tuned, more good things to come!

See how Followup CRM improved
DO
Diana O.
Business Development
Mid-Market (51-1000 emp.)
"Great system"
4/5
What do you like best about Followup CRM?

the dashboard is very useful as a book of business Review collected by and hosted on G2.com.

What do you dislike about Followup CRM?

the emails generated from follow-up don't always log in so I have to do it manually Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

Hi Diana,

We appreciate you taking time to leave us this review and feedback! Thank you for sharing how Followup helps you keeps track. If you're interested, we would love to get on a quick support call with you to check out the emails not logging and see what we can do to assist, or submit a ticket for you. You can select a good time for you through the HELP button chat, or by responding here.

See how Followup CRM improved
Verified User in Construction
UC
Verified User in Construction
Small-Business (50 or fewer emp.)
"Good so far"
3.5/5
What do you like best about Followup CRM?

Easy to use and customer support is very good as we get prompt responses and knowledgeable people to help us Review collected by and hosted on G2.com.

What do you dislike about Followup CRM?

Generally all good experiences. The downside is the product is made to appeal to all and we must conform. Not easy to customize for our company and as we add people it gets very expensive 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! Our team values feedback, and we're glad customer support has been prompt and helpful. Christine and Rachel rock! If you're interested, we'd love to hop on a quick call and help make customization a better experience for you. One way we can do this is through our Office Hours Training (found in the HELP button on your Followup page), or you can email support@followupcrm.com and we'll get something scheduled. Since we are geared for construction, our goal is simplicity and helping you save time - if we aren't fully meeting that expectation, we'd appreciate further feedback by way of our Suggest a Feature page (also found in the HELP button). This allows our users to leave any ideas or suggestions. These will be reviewed by our COO and product manager and considered for our company product road map.

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EE
Ed E.
Vice President of Sales
Mid-Market (51-1000 emp.)
"Great CRM for Construction Subcontractors"
5/5
What do you like best about Followup CRM?

The daily reminders for what I need to accomplish for the day. Review collected by and hosted on G2.com.

What do you dislike about Followup CRM?

Search feature has glitches occasionally Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

Hi Ed,

All of us at Followup are grateful for the 5-star review!! :) We will continue to work on any glitches that may occur and we appreciate your feedback, so thank you for you time!

See how Followup CRM improved
josh n.
JN
josh n.
Intern Estimator
Mid-Market (51-1000 emp.)
"Works efficiently"
5/5
What do you like best about Followup CRM?

The abilty that the technolgy has to answer any questions. Review collected by and hosted on G2.com.

What do you dislike about Followup CRM?

How much information I have to input into CRM. Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

Hi Josh,

Thank you for taking the time to leave us a great 5-star review and provide your feedback! We are always working on ways to save you time by reducing repeated tasks and data input. More to come very soon!

See how Followup CRM improved
Verified User in Construction
EC
Verified User in Construction
Small-Business (50 or fewer emp.)
"Great CRM!"
4.5/5
What do you like best about Followup CRM?

This is a great tool that would simplify your overview of the health of the company! Easy to use with plenty of details! Review collected by and hosted on G2.com.

What do you dislike about Followup CRM?

keep up the good work! I cant think of anything I dislike! Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

That's awesome, we're glad to hear it! Thank you for taking the time to leave us a review! More great things on the way - and you can always check out our most recent updates or our company road map by clicking the HELP button on our website if you want a sneak peak!

See how Followup CRM improved
Adam B.
AB
Adam B.
E
Small-Business (50 or fewer emp.)
"A good platform to keep track of bids and projects"
4/5
What do you like best about Followup CRM?

Interface was generally easy to follow . Review collected by and hosted on G2.com.

What do you dislike about Followup CRM?

UI was generally slow. Waiting for pages to load after applying a filter on lists resulted in long wait times. Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

Hi Adam,

Thank you for the great review and feedback! Rachel and Christine appreciate the support shout out!! I'm sorry you experienced some lags and longer wait times while things loaded. Good news, our search and filter results are much faster now and we have some troubleshooting steps if it's taking longer to load. If we can assist with anything or help you with those steps, please email us directly at support@followupcrm.com and we'll walk you through it.

See how Followup CRM improved
Verified User in Construction
UC
Verified User in Construction
Small-Business (50 or fewer emp.)
"Great way to track your sales"
3.5/5
What do you like best about Followup CRM?

Keep you up to date with your biggest jobs Review collected by and hosted on G2.com.

What do you dislike about Followup CRM?

Doesn't integrate with other systems.... Review collected by and hosted on G2.com.

Response from Erika Dawson of Followup CRM

Hi there, thank you for sharing your experience and taking the time to write this review for us! Good news - we do integrate with other software systems, but I am sorry if you've had issues getting those set up. If you're interested, we'd love to get on a call with you and help you get those connected. We also provide a weekly live training option called Office Hours Training. You can sign-up for this by clicking our HELP button on the bottom right corner of your Followup CRM account. We have a list of integrations and companies we partner with I've linked below, and if you don't see a certain system you'd like us to consider a partnership with or as an integration option, we would love it if you'd go to our "Suggest a Feature" page (found in our HELP button) leave a suggestion and our team will review it!

See how Followup CRM improved