Información general sobre Followup CRM
¿Qué es Followup CRM?
Followup CRM es un sistema de formación de ventas y CRM basado en la nube que ofrece a los contratistas una plataforma única y centralizada desde la cual optimizar los procesos de ventas. Al incorporar la funcionalidad de tubería, los informes y las cuotas de buenas prácticas, así como los índices de cierre y la coordinación del flujo de trabajo, el CRM de seguimiento tiene como objetivo proporcionar a los usuarios una solución de CRM de construcción completa y eficiente.
Información general sobre Followup CRM
Precio
Opciones de precios
Funciones de Followup CRM
Medios
Opiniones de Followup CRM
Opiniones de Followup CRM
A must have system
As a sales trainer and consultant in the contracting space. This system is essential and when fully embraced will be the backbone of your sales organization. This company and its founder helped me learn the fundamentals of building a sales organization.
Simple and Effective
I love it
Review from a Sales perspective
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.
Review
What get's measured gets done
I have become more organized and realized what clients are the best suited for our product and which are just obtaining bids.
Compara con las alternativas según la valoración global
Compara las alternativas
A must have system
Puntos a favor
The reporting and ease of use. This system will make it clear as to what is getting done and the performance of the team.
Puntos en contra
The interface and lack of overall integration with industry systems. It’s functional but lacks modern technology essentials.
Simple and Effective
I love it
Puntos a favor
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.
Puntos en contra
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?
Review from a Sales perspective
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.
Puntos a favor
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.
Puntos en contra
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.
Review
Puntos a favor
I like the dashboard for tracking daily tasks to accomplish.
Puntos en contra
I would like to see improvement in the tracking of leads, contacts and deals. There are limited ways to track task completion and the e-mail does not sync with outlook which is our email system.
Respuesta de Followup CRM
Hi Mike,
Thanks so much for taking the time to share your feedback with us. We actually do integrate with Outlook and would be happy to get you set up. Someone from our team will be reaching out to show you how to sync your email. Thanks again for the feedback!
Best,
Courtney, Growth Marketer
What get's measured gets done
I have become more organized and realized what clients are the best suited for our product and which are just obtaining bids.
Puntos a favor
Follow up CRM is user friendly and easily accessible on all data systems.
Puntos en contra
There is only a sales tool and other softwares provide full management
Compara con las alternativas según las recomendaciones de los usuarios
Compara las alternativas
Precios de Followup CRM
Precios de Followup CRM
Compara las alternativas según la relación calidad-precio
Compara las alternativas
Funciones de Followup CRM
Funciones de Followup CRM
Compara con las alternativas según la valoración de características
Compara las alternativas
Categorías
Categorías
Preguntas frecuentes sobre Followup CRM
Preguntas frecuentes sobre Followup CRM
He aquí algunas preguntas frecuentes sobre Followup CRM.
P. ¿Qué tipo de planes de precios ofrece Followup CRM?
Followup CRM ofrece los siguientes planes de precios:
A partir de: USD 55.00
Modelo de precios: Suscripción
Prueba gratis: Disponible
P. ¿Cuáles son las características principales de Followup CRM?
No tenemos información sobre las características de Followup CRM
P. ¿Quiénes son los usuarios habituales de Followup CRM?
Los clientes habituales de Followup CRM son:
Empresas pequeñas, Empresas Grandes, Empresas medianas
P. ¿Qué idiomas admite Followup CRM?
Followup CRM admite los siguientes idiomas:
Inglés
P. ¿Followup CRM es compatible con dispositivos móviles?
No tenemos información sobre los dispositivos compatibles con Followup CRM
P. ¿Con qué otras aplicaciones se integra Followup CRM?
Followup CRM se integra con las siguientes aplicaciones:
FCS Roofing Software, FOUNDATION, Gmail, Grow, Jobba, Microsoft Outlook, QuickBooks Desktop Enterprise, QuickBooks Online Advanced, Sage 300 Construction, Visual Visitor
P. ¿Qué tipo de asistencia ofrece Followup CRM?
Followup CRM ofrece las siguientes opciones de asistencia:
Asistencia en línea, Base de conocimientos, Asistencia telefónica, Tutoriales en vídeo
As a sales trainer and consultant in the contracting space. This system is essential and when fully embraced will be the backbone of your sales organization. This company and its founder helped me learn the fundamentals of building a sales organization.