Followup CRM vs. Trimble GC WinEst

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

WinEst is truly built for everyone. Their assemblies/database linking is perfect for self perform and subcontractors while their database management and custom reporting is perfect for GCs. While Excel set the bar, WinEst is on another planet. With the immediacy required by today's markets, WinEst allows you to deliver a superior product while being more accurate.

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 flexible when building an estimate and selecting items to include. You can either click your way to the datebase or quickly copy and paste similar items.
• The numerous ways to view and estimate whether it's by CSI, Uniformat, Master Format, or any view you'd like to see. One of ours is by program area, i.e. Sitework, Tower, Parking Deck, etc. After that, you can sort by Bid Package, CSI, etc. Quick buttons can be created far all the views you'd need which allows changing between views a breeze.
• The visual interface is pleasing and easy to read.
• It's easy to create your own database using Excel. Once you tag an item with unit costs, sort codes, etc., Winest will import it. You can also build it manually within the program but Excel was faster.

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

• At times, WinEst controls feel counter intuitive. Also the tools available for actually developing the database can feel clunky. This means that if you do not take the time to create a robust import file, you will spend a serious amount of time fixing your errors.
• WinEst is also an object based database which means that it is difficult to do mass dumps of information (mainly takeoff) into the program. While this is great for ensuring that everything is done purposefully, it does lead to extended hours of data entry
• It takes hours upon hours of use before you begin to realize the true potential. The sheer number of tools is overwhelming and their help resources are very basic and only explain how to correctly enter the data but not the feature's best use cases.

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

Doug Quinn was our trainer and travels all over the country. Whenever I have an issue I shoot him an email and he quickly responds as soon as his training gets a break.

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

WinEst simply blows excel and Timberline out of the water. The shear depth of functionality is unparalleled. Not only does WinEst deliver a better product, it also shortens the amount of man hours required for each bid, alternate, pricing exercise, etc. On top of this, it has a number of redundant safeguards for catching errors that the others don't have.

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

• We've not measured the rate of return but WinEst has made us much more efficient and organized.

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