FollowUp CRM is a complete construction CRM software. It keeps track of pipelines and sets team members’ goals. Also, it tracks views, reports, and plans workflow within the firm.
Hence, if you want to know more about the FollowUp CRM, this article is all you need.
In this article, we will reveal all you need to know.
All you need to do is grab a seat and read carefully to grab every piece of information you need.
Price of FollowUp CRM
Sadly, the management of the software did not make its prices public. Hence, to request a demo, visit the Home Page.
This software offers three pricing plans. Hence, below are each pricing plan and its features:
- Team
This plan comes with a complete construction CRM tool for businesses. Also, it comes with these features:
- Construction CRM.
- Email Integration.
- Project Tracking.
- Email Templates.
- Standard Reporting.
- Document Storage.
- Follow-ups and reminders.
- Document Storage.
- Digital Bid Calendar.
- Professional
This plan updates and programs your whole sales process. Hence, it has the following features:
- Workflow Automation.
- Zapier Integration.
- Bulk Emails.
- Automated Follow-ups.
- sequences, and all in the team plan.
Enterprise
The Enterprise plan contains customizable construction CRM for your business. Thus, its features include the following:
- Shared Customers.
- Open API.
- Advanced Permissions.
- ERP integration, and all in the business plan.
Access the FollowUp CRM Login
The steps below will help you access your account online:
To kick off, open the Login Page in a browser.
Then, put in your email address as well as your password.
Now, select the ‘Login’ option to access your account.
Also, you can access your account using your Google or Microsoft account.
But if you don’t have access to your password, open the ‘Forgot Password’ link.
Then, follow the steps after that to get a new password for your account.
Features
Here are some top features:
- Organize your projects.
- integration with third parties.
- Automatically track leads and bids.
- Notifications and reminders.
- Organize your salespeople.
- Create consistent, custom proposals.
- sales and estimating dashboards.
- Track every email.
- digital bid calendar and scheduling.
The merits and demerits
- Merits
It is a safe place to keep track of all leads. I also like that it displays my monthly, quarterly, and yearly goals as well as my progress.
With this software, we were able to track several projects. as well as prospects without stress.
This is a great tool to help keep track of progress and follow up with customers.
This software is great; it keeps all projects organized and can be accessed easily.
- Demerits
The Company Info entry is complex and could be easier to use. Also, there is no link connecting to files and folders on a SharePoint service or server.
Our new employees found it a bit hard to learn this software at first.
The “file data” section that lists your projects can be difficult to navigate.
I had some issues running reports, especially when you select the wrong type of project.
Reviews
Here is what some people have to say:
We love how this CRM caters to contractors. But it needs Gmail and Google Calendar integration for a while.
Peter M.
Director of Business Development
I love how we were able to manage our sales pipeline and our tasks with this software. But the ability to manage contacts could be improved.
David Y.
Sr. Vice President
The dashboard for tracking the accomplishment of daily tasks is amazing. But I will also like the tracking of leads, contacts, and deals to be improved. Also, the email does not sync with Outlook, which is our email system.
Mike E.
Account Representative
It is user-friendly and easy to access across all data systems. However, there is only a sales tool, and other software offers full management.
Heather P.
National Sales
This software can integrate with almost any technology through Zapier. Hence, I’m overwhelmed and can’t wait to start.
Gabriela G.
Database Manager
You can check out our post on the price of Bitrix24 here.
Alternatives
Here are some similar platforms you can try out:
Deployment and Support
- Deployment
Cloud, SaaS, and Web-Based
Mobile: iPad
Desktop (Mac)
Mobile: iPhone
Desktop: Windows
Mobile: Android
- Support
Email/Help Desk
Chat
Phone Support
Knowledge Base
- Training
Live Online
Videos
Webinars
Documentation
In Person
You can check out our post on the price of Google Workspace here.
Improve the clarity: Customer Service.
You can reach out to Customer service at the following:
- Phone
(954) 906-9665
- Address
1600 NE 12th Terrace
Fort Lauderdale, FL 33305.
You can check out our post on the price of Hubspot here.
Reference Links
Frequently Asked Questions (FAQs)
How much does FollowUp CRM cost?
Sadly, FollowUp CRM did not make its prices public. Hence, to request a demo, visit the demo page.
Having said that here is the CRM pricing plan:
- Team
- Professional
- Enterprise
What is FollowUp CRM?
It is a complete construction CRM software. It keeps track of pipelines and sets team members’ goals. Also, it tracks views, reports, and plans workflow within the firm.