Followup CRM vs. RSMeans data, from Gordian (Costworks)

One of the best things about FollowUp Power is that we can mark things for follow-up several months down the line, which we frequently have a need for since many of our clients are seasonal. For example, we'll get started working with them while they're here in Florida for the winter, then they'll head back north in the spring and not want to hear from us again until they return in the fall. With FollowUp Power, we can then mark them for follow up in the future rather than to have to somehow remember to contact them in the future.

Incentivized

Again, CostWorks is very good at developing models of standard industry facilities/buildings, and it does this very accurately and efficiently. It is not a software that I would use to develop a very detailed line-item cost estimate that would possibly need several revisions to it over the course of the estimate deliverable cycle. And it would not be one I would use where the estimate needs to be broken down into phases or areas of construction. It just doesn't have these capabilities, and maybe it shouldn't. However, it is an excellent resource for running along side other estimating softwares in that its database of line-items is one of immense depth and as I stated before, I use it all the time in conjunction with my other client-specified softwares so that I can find line-items that those softwares just do not contain.

Incentivized

• We love the dashboard feature. This is where we spend the majority of our time. The dashboard helps us avoid missing bid dates and deadlines.
• The system is very intuitive and a new user will be up to speed within one hour after they start using the system. There is only one place to enter all data. This allows for ease of use and minimizes data entry mistakes.
• Every task is date stamped to insure proper work flow and holds the team accountable to each other.

• CostWorks is very good at generating quick and valid estimates for standardized facilities such as office buildings, schools, etc. It allows you to validate other cost estimates at the UniFormat level when doing an estimate validation.
• CostWorks' database of detailed line-items is a very resourceful asset when it comes to finding a very specific line-item. Sometimes, when using Success or MII, I will have CostWorks open on the other screen so I can find an item that the other softwares just don't have and build it into the other software from the CostWorks entry.
• CostWorks does a very good job of generating reports that are both well-developed and have enough detail at the summary level to be able to sit with a client or a project manager and have them follow along and understand without being overwhelmed with detail and numbers.

Incentivized

• It really needs to have the capability of listing numerous phone #s with a note beside each one ("his cell#", "her work#", "do not call before 9a.m.", etc.).
• It really needs to have the capability of listing numerous e-mail addresses ("hers", "his", "her email address at work", etc.).
• It would be nice to have a separate general information box where we could put comments in that would show every time we bring up the account (such as "her nickname is Bobbi", "their dogs name is Fido, "their son is currently stationed in France", "husband is going through chemotherapy", etc.), which would help us to remember personal details that are important to our clients.

Incentivized

• small project costs where labor is a bigger portion than materials on cost
• markup factors on governmental projects

Incentivized

I've never had the need to discuss CostWorks with a vendor.

Incentivized

My company had already implemented FollowUp Power CRM for Construction before I arrived. I have used other CRM programs in the past, and FollowUp Power is much more user friendly, and I have already seen a direct increase in my lead to customer conversion ratio as well as increased sales

CostWorks is much quicker than manually looking up costs and copying them to a spreadsheet.

Incentivized

• I have seen a lot better tracking on my jobs when it comes to scheduling and staying on top of my jobs.
• The dashboard is part of my daily routine it tells me exactly what I need to follow up on weather it is calling the customer or checking on the customer.
• Payments or what the current status of the job is.

Incentivized

• Good - it saves a lot of time on producing estimates

Incentivized