Average Ratings 2 Ratings
Average Ratings 0 Ratings
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.
Description
Routzy is an innovative iPad application designed for sales that combines the advanced features of various business tools into a comprehensive mobile sales hub. Transform your leads into loyal customers today by ensuring all communications with prospects and clients are neatly organized in one central location. Ideal for on-the-go sales teams, Routzy swiftly generates optimized sales routes, allowing you to maximize your time in the field. You can craft impressive quotes instantly, enhancing your chances of closing deals while you’re out and about. Furthermore, it enables you to digitize existing paperwork and deploy customized forms to handle various scenarios seamlessly. Elevate your sales presentations to effectively convey your ideas and strengthen your pitches. With Dropbox integration, you can easily access contact information and monitor team activities. Routzy essentially turns your iPad into the quintessential standalone sales tool. In summary, this application merges the robust features and capabilities of multiple business productivity apps into one efficient sales platform, empowering sales teams to operate more effectively.
API Access
Has API
Yes
API Access
Has API
No
Integrations
CompanyCam
Yes
DataXchange
Yes
Dropbox
No
FOUNDATION
Yes
Gmail
Yes
Jobba
Yes
Microsoft Outlook
Yes
QuickBooks Enterprise
Yes
QuickBooks Online
Yes
Sage 100 Contractor
Yes
Integrations
CompanyCam
No
DataXchange
No
Dropbox
Yes
FOUNDATION
No
Gmail
No
Jobba
No
Microsoft Outlook
No
QuickBooks Enterprise
No
QuickBooks Online
No
Sage 100 Contractor
No
Pricing Details
$55/user/month
Free Trial
Yes
Free Version
No
Pricing Details
$34.99 per user per month
Free Trial
Yes
Free Version
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
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
Yes
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Followup CRM
Founded
2012
Country
United States
Website
followupcrm.com
Vendor Details
Company Name
Coalesce Software
Country
United States
Website
routzy.com
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
Product Features
Contact Management
Activity Management
Yes
Appointment Management
Yes
Contact Database
Yes
Contact History
Yes
Contact Import/Export
Yes
Customer Pipeline
Yes
Email Marketing
Yes
Group Management
Yes
Interaction Tracking
Yes
Lead Management
Yes
Prospecting Tools
Yes
Sales Pipeline Management
Yes
Search / Filter
Yes
Segmentation
Yes
Shared Contacts
Yes
Social Media Integration
No
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Field Sales
Activity Tracking
No
CRM
No
Channel Management
No
Collaboration Tools
No
Controlled Access
No
Dashboard Management
No
Expense Management
No
Fast Estimates
No
Inventory Management
No
Invoices
No
Lead / Opportunity Management
No
Online Payments
No
Order Management
No
Quoting
No
Reporting / Analytics
No
Route Optimization
No
Territory Management
No
Time Tracker
No
Visit Scheduling
No
Workflow Management
No
Proposal Management
Automatic Formatting
Yes
Calendar Management
Yes
Collaboration
No
Contact Management
Yes
Content Repository
Yes
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
Yes
Pipeline Management
Yes
RFP Management
No
Requirements Management
No
Revision Management
No
Task Management
Yes
Templates
No
Version Control
No
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
Yes
Contact Management
Yes
Customer Accounts
Yes
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
Yes
Pricing Management
Yes
Product Configurator
No
Proposal Management
Yes