Followup CRM Reviews & Ratings

Followup CRM

5.0 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Ratings and Reviews 2 Ratings

Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 4.5 out of 5 stars
support 5 out of 5 stars

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What is SalesDirector.ai?

SalesDirector.ai is a platform designed for B2B sales teams that specializes in capturing and providing insightful revenue data and analytics tailored for diverse revenue ecosystems. By gathering data from email and calendar activities of sales representatives and aligning this information with CRM data, the platform generates predictive insights regarding sales pipelines and representative behaviors. Users can access these insights directly within their CRM systems or visualize them through popular business intelligence tools like Tableau, Domo, Google Data Studio, Power BI, or Einstein Analytics. This capability empowers sales organizations to refine their opportunity pipelines, boost win rates, and enhance their overall revenue processes with dependable, data-driven insights. Renowned companies, including MongoDB, JD Power, Digital Map, and Wicresoft, have integrated SalesDirector.ai to elevate their sales strategies. By leveraging these advanced analytics, organizations can stay ahead in a competitive market and make informed decisions that drive growth.

What is Followup CRM?

Followup CRM is an intuitive customer relationship management tool tailored for sales and project oversight specifically within the construction sector. It enhances your team's activity transparency, facilitates internal progress reporting, and fosters collaboration among different teams. This CRM equips you with all the essential resources required to drive your business toward success. Easily transition won opportunities into projects while safeguarding all critical data. Monitor key milestones, streamline processes, and connect with other software systems to guarantee on-time delivery and satisfied clients. It is widely recognized that acquiring a client is merely the first step; the strength of customer relationships hinges on the collaborative efforts of the team dedicated to delivering the final product or service effectively. Thus, maintaining strong teamwork is vital for ensuring long-term success.

Media

Media

Integrations Supported

Gmail
Microsoft Outlook
ClearSlide
Domo
Google Data Studio
Google Workspace
Microsoft 365
Microsoft Exchange
Salesforce
Tableau

Integrations Supported

Gmail
Microsoft Outlook
CompanyCam
DataXchange
FOUNDATION
Jobba
QuickBooks Enterprise
QuickBooks Online
Sage 300 Construction and Real Estate (CRE)
Viewpoint Spectrum
Viewpoint Vista

API Availability

API Availability

Has API

Pricing Information

$29.00/month/user
Annual Platform Fees apply for Sales, Marketing and Customer Success Modules.
Free Trial Offered?

Pricing Information

$55/user/month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook
Linux

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SalesDirector.ai

Date Founded

2017

Company Location

United States

Company Website

www.salesdirector.ai

Company Facts

Organization Name

Followup CRM

Date Founded

2012

Company Location

United States

Company Website

followupcrm.com

Categories and Features

AI Sales Assistants

Not specified

AI Sales Tools

Not specified

Revenue Operations

Not specified

Sales Analytics

Not specified

Sales Force Automation

Customer Database
Sales Forecasting

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Graphical Data Presentation
Sales Trend Analysis

Categories and Features

Construction Bid Management

Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Version Control

Construction CRM

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

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Mobile Access
Subcontractor Management

Lead Management

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

Proposal Management

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

Quoting

Automated Quoting
Catalog Management
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Force Automation

Commission Management
Contact Management
Contract Management
Customer Database
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Sales Forecasting
Territory Management

Sales Forecasting

Not specified

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