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 winio?

Winio is an intuitive collaboration platform tailored for a wide spectrum of users, ranging from freelancers to large enterprises, empowering them to unleash their creativity, work together seamlessly, bring ideas to fruition, and celebrate achievements as a team. It enhances task management by enabling team members to clearly communicate their roles and responsibilities while providing a comprehensive overview of current projects. In contrast to the clutter of email and the frequent interruptions found in messaging apps, Winio streamlines workflows by systematically organizing all pertinent files within designated projects. This organization allows everyone to track contributions and edits on documents, thus promoting transparency and teamwork. The platform supports effortless previews of various file formats—such as images, spreadsheets, and PDFs—making it a perfect environment for collaborative content creation and knowledge sharing. For each project, Winio simplifies the documentation of processes, aids in capturing meeting notes, and supports the collective drafting of specifications, all of which significantly boost productivity. By reducing the distractions associated with constant messaging and email alerts, it fosters focused conversations on targeted subjects. Featuring an attractive and user-friendly interface, Winio guarantees that users can engage in collaborative efforts without needing to disrupt their established workflows. This adaptability positions it as an ideal choice for any team eager to elevate their collaborative capabilities. Furthermore, Winio also encourages a sense of community among users, making every collaboration feel more connected and impactful.

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

Integrations Supported

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

API Availability

API Availability

Has API

Pricing Information

$6.89 per month
Free Version
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
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

winio

Date Founded

2017

Company Location

United Kingdom

Company Website

winio.io

Company Facts

Organization Name

Followup CRM

Date Founded

2012

Company Location

United States

Company Website

followupcrm.com

Categories and Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Document Management
Project Management
Real Time Editing
Task Management
Video Conferencing

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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