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Vem använder FollowUp CRM?
We serve contractors who want to build a true sales organization. Our goal is to provide Software & Coaching to help contractors build successful sales organizations with our proven Sales Practice.
Vad är FollowUp CRM?
#1 CRM software for commercial construction firms. We help contractors make sure they don't forget to follow up with leads, bids, and clients. Our system helps sales teams implement sales fundamentals such as following up, managing leads, bids, and other sales-related activities. This allows executives to hold their sales team accountable while getting business-critical analytics that drives smart decision making.
FollowUp CRM Detaljer
Followup CRM
https://followupcrm.com/
Grundad 2012
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FollowUp CRM distribution och support
Support
- E-post / Kundtjänst
- Baskunskap
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Spridning
- Moln, SaaS, webb-baserat
- Mac (Desktop)
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- Android (mobil)
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Utbildning
- I person
- Live online
- Webinarier
- Dokumentation
- Videor
FollowUp CRM Funktioner
CRM Software
- API
- Aktivitetshantering
- Aktivitetspanel
- Aktivitetsspårning
- Analys av försäljningstrend
- Anpassningsbara fält
- Anpassningsbara mallar
- Anpassningsbara rapporter
- Arbetsflödeshantering
- Automatisering av marknadsföring
- CRM
- Citat / uppskattningar
- Data Import/Export
- Dokumentlagring
- Dra och släpp
- E-post marknadsföring
- E-posthantering
- E-postmallar
- Försäljningsprognoser
- Försäljningsrapporter
- Försäljningsrörledning
- Hantering av möjligheter
- Integration av sociala medier
- Interaktionsspårning
- Intern chattintegration
- Kalender / Påminnelsessystem
- Kalenderhantering
- Kalendersynkronisering
- Kampanjhantering
- Kontaktdatabas
- Kontaktledning
- Kunddatabas
- Lead-hantering
- Lead-kvalificering
- Lead-upptagning
- Mobilåtkomst
- Prognoser
- Prognoser
- Påminnelser
- Rapportering och analys
- Rapportering och statistik
- Referrarspårning
- Rörledningshantering
- Segmentering
- Skapa leads
- Territoriumhantering
- Tredjepartsintegration
- Uppgiftshantering
- Varningar / Meddelanden
Crm program byggbranschen
- API
- Aktivitetspanel
- Aktivitetsspårning
- Anpassningsbara fält
- Anpassningsbara mallar
- Anpassningsbara rapporter
- Arbetsflödeshantering
- Budhantering
- CRM
- Citat / uppskattningar
- Data Import/Export
- Dokumenthantering
- Dokumentlagring
- E-post marknadsföring
- E-posthantering
- För AEC-industrin
- Försäljningsgodkännande
- Försäljningsrörledning
- Garantispårning
- Hantering av köpare
- Jobbkostnad
- Jobbplanering
- Kalender / Påminnelsessystem
- Kalenderhantering
- Kommunikationshantering
- Kontaktdatabas
- Kontaktledning
- Kontrakt / Licenshantering
- Kunddatabas
- Kundspårning
- Lead-hantering
- Prognoser
- Prognoser
- Projektledning
- Projektspårning
- Rapportering och analys
- Rapportering och statistik
- Redovisningsintegration
- Rörledningshantering
- Samarbetsverktyg
- Schemaläggning
- Spårning av framsteg
- Spårning av projektets tid
- Tredjepartsintegration
- Underleverantörshantering
- Uppgiftsförloppsspårning
- Uppgiftshantering
- Uppgiftsplanering
- Uppskattning
- Ändra orderhantering
Landskapsplanering system
- API
- Aktivitetspanel
- Aktivitetsspårning
- Anpassningsbara mallar
- Anpassningsbara rapporter
- Arbetsorderhantering
- Citat / uppskattningar
- Data Import/Export
- Dra och släpp
- Elektronisk underskrift
- Elektroniska betalningar
- Fakturering
- GPS
- Geografiska kartor
- Hantering av fakturor
- Hantering av marktjänst
- Jobbhantering
- Jobbkostnad
- Jobbplanering
- Jobbspårning
- Kalenderhantering
- Klientportal
- Kontrakt / Licenshantering
- Kunddatabas
- Lagerhantering
- Lagerspårning
- Lagerstyrning
- Landskapsdesign
- Leveranshantering
- Lönhantering
- Mobilåtkomst
- Personalhantering
- QuickBooks-integration
- Rapportering och statistik
- Realtidsdata
- Realtidsrapportering
- Redovisningsintegration
- Routing
- Schemaläggning av möten
- Schemaläggning av underhåll
- Självbetjäningsportal
- Spårning av vattning
- Tid och kostnadsspårning
- Tidrapportering
- Tidsspårning
- Tredjepartsintegration
- Uppgiftsplanering
- Uppskattning
- Upptagning av mobil underskrift
- Varningar / Meddelanden
FollowUp CRM Hitta alternativ 2021 - Capterra Sverige
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Recensioner av FollowUp CRM
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Verifierad recensent
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Helhetsbetyg5 /5
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Enkel användning5 /5
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Funktioner och funktionalitet3 /5
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Kundtjänst5 /5
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Valuta för pengarna4 /5
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Sannolikhet att rekommendera
- Recensentens källa
- Recenserad den 2020-11-30
"FUCRM"
Kommentarer: Decent so far. Had some problems with pulling accurate reports for a month.
Fördelar: Keeps me up to date with tasks. I enjoy the overall functionality.
Nackdelar: Seems to be a little strange on the mobile app. Sometimes saves many times for same entry. I'm used to Salesforce and this has many stripped down features that I would like to see.
- Recensentens källa
- Recenserad den 2020-11-30
Mark W.
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Helhetsbetyg4 /5
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Enkel användning5 /5
-
Funktioner och funktionalitet4 /5
-
Kundtjänst5 /5
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Valuta för pengarna5 /5
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Sannolikhet att rekommendera
- Recensentens källa
- Recenserad den 2020-11-23
"Simple and Effective"
Kommentarer: I love it
Fördelar: The concept of following up with clients on their terms and having a tool help keep me on task is worth its weight in gold. Our weekly sales meetings are powered by Followup, we can get all the stuff that matters from our report card to measure our success or failures.
Nackdelar: I think their integration with FCS is on the right track but would like to see that relationship flourish. Everyone hates double entry. It's getting better, but think about how you can make it seamless, or close to seamless. Our workflow starts in Followup, then progresses into FCS. We use the Quickbid feature in our service department daily, how can you integrate that?
- Recensentens källa
- Recenserad den 2020-11-23
Bryan A.
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Helhetsbetyg5 /5
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Enkel användning5 /5
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Funktioner och funktionalitet4 /5
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KundtjänstEj betygsatt
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Valuta för pengarnaEj betygsatt
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Sannolikhet att rekommendera
- Recensentens källa
- Recenserad den 2021-06-29
"Great CRM for Sales"
Kommentarer: This CRM has helped us to more efficiently track leads and sales.
Fördelar: I like how it integrates with Outlook. The ability to collect metrics and generate sales reports is very useful.
Nackdelar: I did not like how it organizes emails and comments in each project file, I wish it had features to mark certain comments or emails as favorites to make them easier to find and sort. Also, the task feature needs improvement. If you receive 5 tasks in a day there is no way to mark them as complete.
Leverantörssvar
av Followup CRM om 2021-06-30
Hi Bryan,
Thank you for taking the time to share your feedback with us. We're so glad our software has been able to help you efficiently track your leads and sales. We are always looking for ways to improve and grow and appreciate any suggestions we receive from our users. Please use this link to provide any suggested features you'd like to see next: https://followup-crm.upvoty.com/b/product-roadmap/.
As far as the task feature goes, you should have no issue marking 5+ tasks as complete. You'll just need to make sure you're clearing the follow-up by hitting the "X" mark first. If you're still having issues or have any questions, please reach out to our Customer Success Manager at [email protected] and she would be happy to assist. Thank you again for sharing your experience with us!
Sincerely,
Courtney Fuller, Growth Marketer
- Recensentens källa
- Recenserad den 2021-06-29
Jacob R.
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Helhetsbetyg3 /5
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Enkel användning3 /5
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Funktioner och funktionalitet4 /5
-
KundtjänstEj betygsatt
-
Valuta för pengarnaEj betygsatt
-
Sannolikhet att rekommendera
- Recensentens källa
- Recenserad den 2020-11-30
"Review from a Sales perspective"
Kommentarer: overall the experience is okay. It allows me to track active projects from beginning to end. I would like to have access to current/past client data as well as prospecting lists all in one spot on a mobile app, preferably with a map interface to make calling on clients easier.
Fördelar: The software is easy for new users to pick up. All of the necessary fields are available. I really like the analytical data on the home page as well as the reports. this is helpful on the backend to track close rates, etc.
Nackdelar:
The feature that give us trouble is when we rebid work. There are to many areas that can be selected for bid dates.
This software lacks the CRM portion for field sales, i.e. mobile app, prospecting data, current customer data, and map interface with a client list. We only track active projects.
The software is also finnicky when adding new client information under a company.
The software does not make it simple to see the entire pipeline in my dashboard unless I have a followup date. I would prefer it be on my dashboard regardless of dates so if there is a change in people we don't have projects fall through the cracks.
- Recensentens källa
- Recenserad den 2020-11-30
Blake F.
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Helhetsbetyg4 /5
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Enkel användning4 /5
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Funktioner och funktionalitet3 /5
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Kundtjänst5 /5
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Valuta för pengarna4 /5
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Sannolikhet att rekommendera
- Recensentens källa
- Recenserad den 2021-06-24
"Wanna look like a Rockstar? Use FollowUp CRM"
Kommentarer: Being in front of a customer and they start asking questions that pertain to finance or square footage. It's extremely Important that you look knowledgeable and educated on the project. With CRM I'm able to pull up all my notes/spreadsheets/docs, etc.... Makes me look like a Rockstar instead of some guy searching for answers.
Fördelar: I can track a project from start to finish. Add start and stop dates for projects. attach all quotes/bids/statements. Everything that pertains to this client and his needs, I can pull up on his/her created account.
Nackdelar: The Email features needs a TON of work. It is probably my biggest complaint. It just doesn't streamline with all of our other services and features. We don't use that capability.
Leverantörssvar
av Followup CRM om 2021-06-25
Hi Blake,
Thank you so much for taking the time to provide us with your feedback. We're so glad our product helps you with tracking your projects and makes you look like a rock star in front of your clients! We're sorry to hear that our emailing feature isn't up to your standard. We would love for you to share some suggestions with us using this link: https://followup-crm.upvoty.com/b/product-roadmap/. We're always looking for ways to improve our CRM and appreciate any feedback we can get from our users. Thanks again!
-Courtney, Growth Marketer
- Recensentens källa
- Recenserad den 2021-06-24
