Average Ratings 2 Ratings

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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

Understanding the whereabouts of your customers is crucial for sales and service teams. TrackGo empowers your team to build a comprehensive map of your customers' locations. With this mapping capability, it's simple to identify nearby clients, and TrackGo conveniently provides directions to reach them. The information you collect about your customers remains confidential to your team, with all data securely stored in the cloud, ensuring it is consistently synchronized across all devices. TrackGo is available on iOS, Android, and through web applications. In addition to tracking locations, you can set tasks and reminders for yourself or team members at designated times. You can also maintain contact details linked to each customer location. An Activity Feed allows you to monitor exactly who visited each customer, when those visits occurred, and the actions taken during those interactions. Say goodbye to the hassle of jotting down notes after client meetings, as TrackGo helps you document everything in real-time, eliminating the risk of lost notebooks and forgotten details. By streamlining these processes, TrackGo enhances efficiency and ensures that valuable information is always at your fingertips.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

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 

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 

Pricing Details

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

Pricing Details

$20 per month
Free Trial No 
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 Yes 
iPad App Yes 
Android App Yes 
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 No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Followup CRM

Founded

2012

Country

United States

Website

followupcrm.com

Vendor Details

Company Name

TrackGo

Country

United States

Website

www.trackgo.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

Field Service Management

Billing & Invoicing No 
Contact Database Yes 
Contract Management No 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management Yes 
Mobile Access No 
Payment Collection in the Field Yes 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Time Clock Yes 
Work Order Management No 

Sales Force Automation

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

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

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