Followup CRM vs. SmartBid

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

SmartBid is also very useful for conducting sub-contracting analysis and management simulations in the didactic field. The procedures for sharing documents are helpful, but the graphic can be improved. Many forms can be pre-filled. This helps a lot in saving time and money! SmartBid is great for exporting and/or sending single or mass emails. However, as mentioned, it would be useful to simplify some pre-construction processes and improve the overall communication

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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.

• It's very easy to set up a job and manage who receives solicitations. You can also keep detailed notes on who've you contacted and see if they're actually downloading and reviewing the documents.
• You can add a confidentiality agreement clause which they must accept before accessing the documents. It then stores this information if it ever needs to be accessed. This is much cleaner and easier then sending out a NDA form and having the subcontractor return it before actually sending drawings/docs.
• You can send Invitations to Bid and set it up to continue sending these ITB's until the subcontractor responds. However, this can also be a negative point because once you set up a delayed ITB, it doesn't update as the subcontractors view and respond to the ITB's. So if a sub is "Not Responded" and you set up a delayed ITB to fire off every day for 5 days, and the sub responds after day 2, that sub will continue to receive ITB's for all 5 days.
• Uploading drawings is quick and easy. It's especially convenient if you link to one of your cloud services such as Egnyte, Google Drive, etc.
• The search tools are quick and easy and often very accessible from any page.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• We have seen intermittent problems with notes disappearing.
• Ability to have more than one project bidding open at the same time/on multiple windows.
• Mobile apps.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

SmartBid has an excellent support team that is always at your service. Any problem I've had (when I've even had them) has been resolved almost immediately, along with tips on how to avoid them in the future. If you're looking for a program with excellent customer service, look no further than SmartBid.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

SmartBid is used by more of the contractors that we happen to do lots of work with. It has basically the same features. However, SmartBid will let subcontractors view all the jobs a general contractor is bidding, even ones we were never invited to. So it has the potential to bring more opportunities.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

• It is a big time saver compared to sending out individual emails.
• It saves time in having multiple individual databases for company contact info.
• It ensures that everyone is getting the same information.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info