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Description

Collective[i]'s mission it to help businesses and B2B sales professionals around world predictably manage revenue growth and manage it. Collective[i] hosts a range of applications that provide insights for B2B sales teams as well as Intelligence.com, which is a global network for professionals in sales. Collective[i] is a pioneer of the future work movement that combines machine intelligence/artificial Intelligence and massive data sets captured via Cloud Computing to increase productivity and grow revenue. Collective[i] addresses the biggest challenge facing every company around the world: how to maximize revenue. This includes where it is coming from, when it will be realized, and what goals will be met monthly, quarterly, and annually. Collective[i] uses AI to help users understand the true intent of their buyers.

Description

Followup CRM is a simple CRM for sales and project management that's designed for construction companies. It will provide visibility into your team's activities, allow you to report on your progress internally and open up channels of transparency for collaboration between teams. This CRM will give you everything you need to make your business a success. Convert won opportunities into projects seamlessly, without losing any data. Track milestones, manage processes and integrate with other systems to ensure timely delivery and happy customers. Every business knows that winning a client is just the beginning. Customer relationships are only as good as the people who work together to deliver the product or service.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

CompanyCam No 
DataXchange No 
FOUNDATION No 
Gmail No 
Jobba No 
Microsoft Outlook No 
QuickBooks Enterprise No 
QuickBooks Online No 
Sage 100 Contractor No 
Sage 300 Construction and Real Estate (CRE) No 
The Estimating EDGE No 
Viewpoint Spectrum No 
Viewpoint Vista No 

Integrations

CompanyCam Yes 
DataXchange Yes 
FOUNDATION Yes 
Gmail Yes 
Jobba Yes 
Microsoft Outlook Yes 
QuickBooks Enterprise Yes 
QuickBooks Online Yes 
Sage 100 Contractor Yes 
Sage 300 Construction and Real Estate (CRE) Yes 
The Estimating EDGE Yes 
Viewpoint Spectrum Yes 
Viewpoint Vista Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Pricing Details

$55/user/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Collective[i]

Founded

2009

Country

United States

Website

www.collectivei.com

Vendor Details

Company Name

Followup CRM

Founded

2012

Country

United States

Website

followupcrm.com

Product Features

Artificial Intelligence

Chatbot No 
For Healthcare No 
For Sales Yes 
For eCommerce No 
Image Recognition No 
Machine Learning Yes 
Multi-Language No 
Natural Language Processing No 
Predictive Analytics Yes 
Process/Workflow Automation No 
Rules-Based Automation No 
Virtual Personal Assistant (VPA) No 

Business Intelligence

Ad Hoc Reports No 
Benchmarking Yes 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics Yes 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up No 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics Yes 
Qualitative Analysis No 
Quantitative Analysis Yes 
Scorecarding No 
Strategic Planning No 

Predictive Analytics

AI / Machine Learning Yes 
Benchmarking Yes 
Data Blending No 
Data Mining Yes 
Demand Forecasting No 
For Education No 
For Healthcare No 
Modeling & Simulation No 
Sentiment Analysis No 

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management Yes 
Commission Management No 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing No 
Field Sales Management No 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting Yes 
Territory Management No 

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard Yes 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation No 
Modeling & Simulation No 
Performance Metrics Yes 
Sales Trend Analysis Yes 
Statistical Analysis Yes 

Sales Intelligence

CRM Integration No 
Data Cleaning No 
Data Enrichment No 
Data Import/Export No 
Data Mining No 
Data Verification No 
Email Integration No 
Lead Scoring No 
List Building No 
Performance Management No 
Pipeline Management No 
Predictive Modeling/Analytics No 
Prospecting Tools No 
Reporting/Analytics No 
Sales Forecasting No 

Product Features

Construction Bid Management

Bidder Management Yes 
Building Product Database Yes 
Cost Database Yes 
File Sharing Yes 
Proposal Management Yes 
Quotes / Estimates Yes 
RFP Management Yes 
Subcontractor Management Yes 
Takeoff No 
Version Control Yes 

Construction CRM

Client Tracking Yes 
Contract Management Yes 
Forecasting Yes 
Project Management Yes 
Quote Management Yes 
Sales Management Yes 
Scheduling Yes 
Time Management Yes 

Construction Management

Accounting Integration Yes 
Budget Tracking/Job Costing Yes 
CRM Yes 
Change Orders Yes 
Commercial Yes 
Contract Management Yes 
Contractors Yes 
Equipment Tracking No 
Estimating No 
Incident Reporting No 
Mobile Access Yes 
Offline Access No 
RFI & Submittals No 
Residential No 
Subcontractor Management Yes 
Timesheets No 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Proposal Management

Automatic Formatting Yes 
Calendar Management Yes 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library Yes 
Pipeline Management Yes 
RFP Management Yes 
Requirements Management Yes 
Revision Management Yes 
Task Management Yes 
Templates Yes 
Version Control Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal No 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Sales Analytics

Collaboration Tools Yes 
Dashboards Yes 
Forecasting Analytics Yes 
Ideal Customer Profile (ICP) Yes 
Lead Analytics Yes 
Pipeline Management No 
Predictive Forecasting Yes 
Predictive Lead Scoring Yes 
Sales Intelligence Reporting Yes 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management Yes 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing No 
Field Sales Management No 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking No 
Sales Forecasting Yes 
Territory Management Yes 

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard No 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation No 
Modeling & Simulation No 
Performance Metrics No 
Sales Trend Analysis No 
Statistical Analysis No 

Alternatives

Alternatives