Followup CRM was built for commercial, residential, and general contractors. Followup CRM helps businesses ditch messy spreadsheets with an easy-to-use sales and bid-tracking CRM that will help them get organized, follow up with leads, and win more contracts. With Followup CRM, sales teams can implement sales fundamentals, manage leads and bids, and track and schedule sales-related activities while being held accountable and providing critical analytics that drive smart decision making. Learn more about

Key Benefits:
Key Joint Benefits for Sage Intacct CRE users

• Ensure contact synchronization between both business platforms to avoid redundant work.
• Boost efficiency and accuracy by avoiding the need for repeated data input between the sales and finance departments.
• Amplify the performance of the sales team by providing comprehensive insights into the financial consequences of their operations.
• Enhance the efficiency of the finance team through automated workflows, such as the order-to-cash process.

Quick set up

• Set up your integration quickly through our one-click authentication process

Customize your integration

• Turn on and off data that you want to sync so that your data is clean and up-to-date

Requirements:

Integrating with this application requires you to use the SenderID designated by Sage. By using this SenderID, you do not need to buy a web services developer license from Sage and your API usage will not count towards your API performance tier. Sage may prevent customers from integrating with this application under a different SenderID.   Using this integration also requires that you purchase Sage Intacct Construction.

Price:
monthly or annual subscription

Integration Approved Countries:
United States