# FollowUp CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is FollowUp CRM the right Construction CRM solution for you? Explore 228 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/137381/FollowUp-Power/reviews --- FollowUp CRM 4.5 (228) [View alternatives](https://www.capterra.com/p/137381/FollowUp-Power/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of FollowUp CRM Ease of use 4.4 Customer Service 4.6 ## Pros and Cons in Reviews MW Melanie W Project EngineerConstruction, 51 - 200 employeesUsed the software for: 1-2 years. “Interface looks great; Implementation rep was amazing, simple to enter basic information.“ March 13, 2025 RH Ryan H PresidentConstruction, 11 - 50 employeesUsed the software for: 1-2 years. “It does not work as most CRM's do and help you land new clients prior to bidding with them.“ December 3, 2025 JS Jon S IT DirectorConstruction, 11 - 50 employeesUsed the software for: 1-2 years. “Intuitive interface, easy to train new users.“ December 18, 2023 RH Ryan H PresidentConstruction, 11 - 50 employeesUsed the software for: 1-2 years. “Shady accounting practices.“ December 3, 2025 BF Blake F Project ManagerConstruction, 2 - 10 employeesUsed the software for: 1-2 years. “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.“ June 24, 2021 JS Jon S IT DirectorConstruction, 11 - 50 employeesUsed the software for: 1-2 years. “You HAVE to schedule a call with Follow-Up to cancel your account. “ December 18, 2023 AA Ahmed A Planning and project cost control engineerConstruction, 1,001 - 5,000 employeesUsed the software for: 1-2 years. “Using a CRM like FollowUp will make you feel like a valued member of the team, and will help you connect with additional clients.“ December 10, 2021 KC Kam C VP North Construction, 51 - 200 employeesUsed the software for: 1-2 years. “My branch is small and I just don't quote enough to need tracking software to remind me to call a client to see if i got the job“ July 1, 2021 ## Showing most helpful reviews Showing 1-25 of 228 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Robert G. Director Of Business Development Construction Used the software for: Less than 6 months ### "I have not had a lot of instruction for certain tasks, but I have asked for help, and was answered" January 18, 2019 4.0 We use it a lot, and it is a good go-to place to put information for future use. Pros Great information fields. A place to keep contacts, and who they are, and how to reach them. Cons Could use more q&a on tasks. I wonder if there are a lot of other Q&A to list Review Source VR Verified Reviewer Director of Business Development Construction Used the software for: 6-12 months ### "FUCRM" November 30, 2020 5.0 Decent so far. Had some problems with pulling accurate reports for a month. Pros Keeps me up to date with tasks. I enjoy the overall functionality. Cons 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. Review Source JR Jacob R. Sales Executive Construction Used the software for: 6-12 months ### "Review from a Sales perspective" November 30, 2020 3.0 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. Pros 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. Cons 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 Source VR Verified Reviewer Digital Marketing Specialist -Advanced Course From Delhi Course for Internet Marketing E-Learning Used the software for: I used a free trial ### "Focus CRM Explorations" July 27, 2021 4.0 Pros The easy installment and guidance sources that guides analyses and elevates your task quality Cons The updates are always requires while one work at a particular data set of requirement.K means clustering is sometimes missing. Review Source VR Verified Reviewer Business Developer Construction Used the software for: 6-12 months ### "FollowUp Power Review" October 19, 2018 5.0 I have been enjoying the software, I hope I had something similar 15 - 20 years ago, working life is a lot easier now. Pros That I am able to track all projects and contacts Cons The Office 365 Email option, I do not use it, since I keep all email in outlook. Review Source VR Verified Reviewer Account Executive Consumer Services Used the software for: 6-12 months ### "Great customer service " October 20, 2018 5.0 Nothing but great Pros On the spot customer support and follow up Cons No issues with the product or support staff Review Source VR Verified Reviewer Forensic Roof Specialist at BestRoofing Construction Used the software for: Less than 6 months ### "Using the Followup CRM" January 25, 2019 5.0 Overall this is a great system for sending out proposals to the client with A Professional look. Pros I love how I can enter pictures and add my deficiencies and when you add the square footage or EACH it totals out the price for that measurement. You can also adjust the time and materials. Cons I didn't like how sometimes when you adjust the labor time and update deficiencies it will back the number back down to what it thinks the time should be. Review Source VR Verified Reviewer President Construction Used the software for: I used a free trial ### "Best for Commercial Contractors" April 26, 2019 5.0 It does the job, and keeps all the reporting in one place so estimators and sales people aren't loosing paper copies everywhere or keeping files on their devices. Better accountability and insights into project timelines. Pros The nice thing about this software is that it houses all the information on a cloud based system so everyone can access it on the go from ipads. I really like that it has a lot of analytics information regarding what category of jobs are being closed and by whom. It also can integrate with Outlook, and I am pretty sure it works with Google products as well. Cons It has a very cut down to the bones look. It works great, but they still have limited integrations with other softwares yet. It also works best for commercial jobs, so if you also do residential it's not as useful. Review Source VR Verified Reviewer Regional Sales Manager Environmental Services Used the software for: 6-12 months ### "Regional Manager " January 25, 2019 5.0 I have been using it over the past 6 months with minimal training I think there is more for me to learn I need just to sit and try a few things Pros It very user friendly it did not take me long to get use to using it Cons I thinks a 1800 help line should be on the front page even though their is a on line agent always there to help Review Source Brian M. Sales & Estimating Construction Used the software for: Less than 6 months ### "A Very Bare Bones CRM" January 18, 2019 5.0 Pros The software is very easy to learn and works as expected. Cons The user interface & experience isn't magical or inspiring. In fact, it's quite bland and ugly. Review Source BA Bryan A. Project Manager Construction Used the software for: 1-2 years ### "Great CRM for Sales" June 29, 2021 5.0 This CRM has helped us to more efficiently track leads and sales. Pros I like how it integrates with Outlook. The ability to collect metrics and generate sales reports is very useful. Cons 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. Review Source Response from Followup CRM June 30, 2021 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 cfrancois@followupcrm.com and she would be happy to assist. Thank you again for sharing your experience with us! Sincerely, Courtney Fuller, Growth Marketer AW Autumn W. Administrative Coordinator Construction Used the software for: 1-2 years ### "Great for growing companies. " December 3, 2020 5.0 FollowUp CRM has become an essential program that we utilize on a daily basis. It allows us to smoothly monitor and explore each others' progress and leads as well as completed past and present projects. The program facilitates organization and allows us to improve upon our project management from the first call to the processed warranty. We can pull up all prior projects without having to go on a fishing expedition. Each project also allows multiple persons to leave comments on the project, which keeps us all connected and informed. Pros FollowUp CRM is impactful to our company in that we are a small commercial roofing establishment, constantly growing and expanding our pipeline, employees and business model. We are able to track numerous projects and prospects with ease. Cons Since we were with FollowUp CRM when they had their old system, it took some time to implement new features and some of our information was transferred differently. However the new system seems to be running smoothly and we are good to go! Review Source BP BRAD P. Senior Estimator Construction Used the software for: 2+ years ### "Followup CRM" November 23, 2020 5.0 Once I gave the program a chance to replace my prior spreadsheets and notes, it quickly became clear that I could have one simple location for all projects, notes, updates, etc. which made it much better for knowing where to look for new entries and also assure that everything was up to date. Pros Once the clients were set up, it was easy to enter new projects, dates, etc. I like the ease of scheduling for bidding and follow up. Regular updates in the notes allow for continual awareness of the status of the project and what might come next. So much better than trying to live by sticky notes or loose notebook papers. Cons Getting started was the greatest difficulty that I faced as I had my way of keeping track (Spreadsheets and notes), so it was a slow process of getting comfortable with regular entries, etc. Review Source JG Jason G. Sales Construction Used the software for: 6-12 months ### "Lack of thought in scheduling process" November 17, 2020 3.0 Pros Can sort through all jobs quickly and reminders are very nice Cons This program doesn’t account for times on the days of appointments. Insane that I have to skip to the notes on the bottom to look for a typed appointment time. Times should be immediately under each day. Also jobs list need ability to define in another color for ease of visually segregating. Review Source Response from Followup CRM November 18, 2020 Hi Jason, Thank you for providing us with your feedback. We're so glad Followup has been able to help you navigate through jobs quickly! The time feature is currently in the works and is something that will be rolling out soon. I'd also like to let you know about one of our new features that allows you to pin notes to the top within a project. You can learn more about that here: http://help.followupcrm.com/en/articles/4262263-how-to-pin-a-comment-to-the-top. We appreciate your input and will certainly take your notes into consideration as we continue to improve our platform. Thank you, Courtney, Growth Marketer AM Allison M. Business Development Coordinator Construction Used the software for: 6-12 months ### "Followup CRM" December 3, 2020 5.0 It is a good system that has needs some adjustments to be great. Pros The use of this software is easy to use . Cons Some of the search fields do not pull the correct information or they pull too much information and is time consuming to find what you are looking for. The program does not allow you to merge projects into one customer account instead of having multiple entries for the same location. (For example: the address of a location will never change. So if all of the work for that location was under one account regardless if the name changes, the history of that location would be in one place for viewing vs having to open multiple work orders to view project notes.) There is no ability to enter more than one email in the main contact line. The Company Information entry is difficult and could be easier to use. There is no link affiliation to files and folders on a SharePoint service or server. Review Source DL Deon L. Director of Operations & Marketing Construction Used the software for: 1-2 years ### "Great tool for managing our bids and pipeline" June 25, 2021 5.0 Great customer service! Always very good about keeping us informed about upcoming enhancements and upgrades that become available. Pros Easy to use and implement. Dashboard on main screen is easy to read and use for tracking. Cons Prior to integrating with DataForma (which we utilize on a regular basis) we were hoping for that - now that's not an issue. Review Source TD Tanya D. Construction Sales Account Manager Construction Used the software for: 1-2 years ### "Followup is a lifesaver!" January 30, 2017 5.0 Followup Power makes it simple to stay on top of my pipeline. It allows me to stay organized and follow up with my clients when I say that I am going to. It allows me to stay in touch with my clients on each and every project until a decision is made. Especially in the construction industry where the sales process can take months and even years to complete, it gives me a competitive advantage by easily setting follow-up dates to stay in touch with my clients long after my competition has stopped. I would be lost without this software and highly recommend it! Pros I like that this software is simple to use and has many tools for staying on top of my pipeline. It also makes it easy to track progress, trends, and create reports. Cons Overall it is really great. Review Source Response from Followup CRM January 30, 2017 Thanks for the great thoughts Tanya! I really appreciate it. Thanks for using it so well and doing a great job! Ryan KK Kelii K. PME Construction Used the software for: 1-2 years ### "Kelii " June 24, 2021 5.0 I enjoy this software because it keeps me organized. Pros CRM is keeps me organized with scheduling my client meetings and also to follow up after the bid is submitted. Cons The follow up calendar gets hidden behind the notification section on the lower right. Review Source BM Brian M. Business Development Construction Used the software for: 2+ years ### "Simply powerful " February 8, 2017 4.0 Contact to contract, the program keeps it limited in scope so they are able to be powerful in delivery. Also, makes the learning curve to get started manageable. Other programs we have bought and never fully implemented, train too complex. Pros Ease of use for any level user Cons Would like to be able to customize their terminology Review Source Response from Followup CRM February 14, 2017 Thanks Brian! We are excited to announce that we are adding a new custom Sales Behavior feature to file data. You will be able to customize your sales behaviors to the exact language that you want to track! This only a month or so out! Thanks for being an awesome customer. We love you guys at Code Red! Happy Selling, Ryan EM Eric M. Estimator Construction Used the software for: 2+ years ### "Eric McNichol" January 25, 2019 4.0 Great organizational tool. Great to be organized in my work. Added at least 30% to my sales since we started with Follow Up. It provides what no human can by by himself. Pros The organization that it provides. It saves me a lot of time to do other things rather than trying to figure out if it's time to follow up with someone. Cons The screen shows only one month of jobs in the active file. It should show all the jobs bid several months ahead. A point credit should be given for every e-mail sent or received. Review Source RP Rod P. Purchasing manager Retail Used the software for: 2+ years ### "Crm review " January 29, 2019 4.0 Pros The system had a nice dashboard and the ability to dial in on the numbers. Was easy to search for records and was helpful to project sales Cons The report side of the program was confusing and difficult to understand and lacked functionality for me Review Source JG Jennifer G. designer Construction Used the software for: 2+ years ### "Followup CRM has helped our business succeed" February 1, 2019 5.0 Pros Followup has helped our sales staff keep their clients organized. They know exactly what the next step is, when to contact them, and can write detailed notes about meetings and phone calls. We are also able to reference past clients that don't show up on the dash board and get any information again if needed. Cons I wish the home page would remember you so you don't have to sign in every time your visiting. Review Source JS Jeff S. Project Manager Construction Used the software for: 1-2 years ### "Follow Up Simply Works" January 30, 2017 5.0 We recently started using the Follow Up system and I cannot recommend it enough. If you make proper use of it, you will see your sales increase. It is just that simple. Pros Ease of use and results. Cons Sometimes the browser display has to be adjusted to view everything properly. Review Source Response from Followup CRM January 30, 2017 Thanks for your help Jeff! This is awesome, any other specific feedback would be much appreciated! Please let us know! Happy Selling! Ryan WK Willi K. project estimator Construction Used the software for: 2+ years ### "Roofing Sales" January 25, 2019 5.0 I'm able to keep track of quotes and regularly follow up with customers. Pros It is a great source for follow up on current and past accounts. everything is at your finger tips, as long as you do your inputs. I like being able to email customer directly from follow up site and having it go into "notes" section. Cons There are a lot of categories or boxes I don't have need for. Review Source JR Jim R. jimreeves289@gmail.com Used the software for: 2+ years ### "Great software to take your business to the next level" July 12, 2018 5.0 Pros It is imperative to track all sales and potential sales through the pipeline. Great for keeping contracts and documentation with the job. It lets us know why we are missing jobs. Track close rates by salesperson. Game changer Cons Needs a better functioning app. Other than that it is a definitely a great software for our roofing business. Review Source Similar Products Featured