What is Followup CRM?
Followup CRM is a specialized customer relationship management platform designed specifically for the construction industry. Built by contractors for contractors, this tool helps construction teams centralize their bids, follow-ups, pipeline visibility, and team communication in a simple yet powerful system that teams actually use.
The platform offers seamless integration with popular construction software like Foundation, Viewpoint, Sage, and ComputerEase, eliminating double entry and lost information. With features including Outlook integration, customizable fields and stages, real-time reporting dashboards, and automated follow-up reminders, Followup CRM provides construction professionals with the tools needed to track leads, manage bids, and forecast revenue effectively.
Features
- Construction-Specific Design: Built by contractors for contractors with industry-specific workflows
- Software Integration: Seamlessly connects with Foundation, Viewpoint, Sage, and ComputerEase
- Pipeline Management: Real-time visibility into leads, bids, and customer opportunities
- Customizable Workflows: Tailor fields, stages, and permissions to match company processes
- Outlook Integration: Automatically logs email activity and creates contacts from Outlook
- Reporting Dashboards: Real-time reports on bids, close rates, pipeline status, and team performance
- Automated Follow-ups: Set reminders and schedule tasks to prevent missed opportunities
- Document Storage: Central hub for storing bids, contracts, and job site documents
Use Cases
- Tracking construction bids and deadlines
- Managing contractor sales pipelines
- Centralizing construction project documentation
- Automating follow-up communications with leads
- Integrating construction software systems
- Generating construction proposals and contracts
- Analyzing construction business performance metrics
- Collaborating across construction teams on projects
