Followup CRM Reviews & Product Details - Page 2

Answering all our questions and concerns. We also love that she worked with us to improve how we deal with our sales on a day to day. Improving quotas and our outgoing follow ups! Review collected by and hosted on G2.com.

We nothing that we dislike as of yet. I know Rachel is available if we need to talk about any dislikes in the future. Review collected by and hosted on G2.com.

That all if our contacts are in one place. It helps keep everyone on the same page Review collected by and hosted on G2.com.

The slow setup time. They walk you through everything in the beginning, which takes most of the time. Review collected by and hosted on G2.com.

I like how user-friendly and intuitive it is. The support team is helpful, too. I have been able to track all of my sales and opportunities progress through FollowUp quite well. Review collected by and hosted on G2.com.

I have been having issues with the filter cache selecting all possible filters unnecessarily, which is slightly annoying. The way to fix it is to sign out and back in, so it isn't the end of the world. Review collected by and hosted on G2.com.

Ease of navigation and cross-compatability Review collected by and hosted on G2.com.

I do not have any complaints at this time Review collected by and hosted on G2.com.

I like the tracking of sales, closing rates, hot cold & dead projects. I also like that it keeps up with how many bids I put out per month and how many get closed per month. Review collected by and hosted on G2.com.

Right now it seems a bit overwhelming. There is a lot of detail that has to be entered. There are lots of different icons on the dashboard to look for information. It would be nice to consolidate some of those. Review collected by and hosted on G2.com.

I enjoy the feature that will alert you of an upcoming follow-up date for a project, as well as the alerts if a project is overdue. Having all of the boxes to input relevant information is an extremely useful feature for keeping up with things like when you last revised your price and what was the bid price three rounds ago. Review collected by and hosted on G2.com.

I think the only thing I would complain about would be that the user interface could look a little more up-to-date and modern. Other than that, I think that the software is great! Review collected by and hosted on G2.com.

I am brand new with my company and using CRM. Rachel was fantastic, very knowledgeable, helpful, friendly and understanding explaining CRM in an easy way Review collected by and hosted on G2.com.

There are no downsides that I have discovered yet Review collected by and hosted on G2.com.

I'm able to see what all my associates are doing in the USA

I'm able to easily enter data into the database for everyone

I like the notifications for when a sale is entered Review collected by and hosted on G2.com.

So far everything is working very smoothly and I have no dislikes Review collected by and hosted on G2.com.

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.

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.

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.

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.