Followup CRM Reviews & Product Details

The dashboard for following up on existing proposals was the only good thing. Review collected by and hosted on G2.com.

Shady accounting practices. I rarely leave a review but I want to protect other consumers. This company will not allow you to cancel. We did it in writing over 90 days prior to renewal and they still billed us $4500 because we didn't do an off-boarding phone call. We had to prove to our credit card company that we canceled to get our funds back.

We tried canceling immediately after getting the service because there was glitches everywhere. They refused and would not give us those months of money back either once they acknowledged things didn't work and had fixed them.

This CRM only works for following up on existing proposals and not on landing new clients and building relationships to grow the business. Review collected by and hosted on G2.com.

being able to track our project and find info quickly using filters Review collected by and hosted on G2.com.

I dont find much that i dislike about the program. Review collected by and hosted on G2.com.

easy to use and wonderful customer support Review collected by and hosted on G2.com.

if you have multiple trades you must add each project for each trade so the totals are broken out by trade Review collected by and hosted on G2.com.

One stop shop for CRM. The ease of use and ease of implementation are above my expectations. The Follow Up team has been very helpful along the way. Review collected by and hosted on G2.com.

Slow to react when bouncing from page to page or project to project. Review collected by and hosted on G2.com.

It is helpful to process information and passing that info onto the team. I also like that it is webbased and not another software we have to worry about. Review collected by and hosted on G2.com.

Right not the integration with exports and imports. I think it would be better to have connectivity with your Outlook Contacts or Gmail Contacts or from where ever the contacts is from instead of importing said contacts. Review collected by and hosted on G2.com.

What I love most about Followup CRM is how well it keeps me organized with projects I need to go look at. I also like that it is easy to talk to support if we are having any issues or if we have any questions. Review collected by and hosted on G2.com.

The search bar does not work very well so that can be very frustrating and can make it difficult to find specific projects. It worked well for a while but it is now hard to find things based on phone number some times and occassionally it won't work by specific name. Review collected by and hosted on G2.com.

I really like the ease of use and all the reports available making everything and everyone easy to track. And your customer service is always fast and efficient. Also really enjoy the webinars. Review collected by and hosted on G2.com.

So far so good I have no complaints about the system. Review collected by and hosted on G2.com.

It's work flow process integration and task management view.

It's customer service and training.

It's flexibility. Review collected by and hosted on G2.com.

The color of the website.

The main contact information is only applicable for one contact and not multiple. We want to see all the customers bidding the project. Review collected by and hosted on G2.com.

Simple to use, great integration with Outlook, very customizable. Able to share emails with the team members so everyone's on the same page, without cc's on every email! Review collected by and hosted on G2.com.

With so much customization available, there's a lot to learn. Review collected by and hosted on G2.com.

The onboarding specialist is extremely helpful in teaching how to use the system efficiently. Followup is a great task manager for bidding projects and keeping track of active ones as well. Review collected by and hosted on G2.com.

Followup has a few bugs as a new system for our company, but the staff is more than happy to address any issues you bring up and work on fixing the problems. The calender sync has a few issues but it may just be user error. Review collected by and hosted on G2.com.