Followup CRM equips construction companies to bid less and win more through streamlined organization
Followup CRM is the construction CRM built to help contractors organize their sales process, improve follow-ups, and win more work.
Bring your projects, opportunities, companies, contacts, activities, tasks, and documents into one organized sales system. Give your team clear visibility into the pipeline, know what needs attention next, and use real-time reporting to make smarter sales decisions.
Built specifically for construction, Followup CRM helps eliminate disconnected spreadsheets, inconsistent sales processes, missed follow-ups, and duplicate data entry. Our One-to-Many project approach also makes it easy to manage multiple GC relationships tied to the same project without creating duplicate opportunities.
With the Sage Intacct integration, sales and financial data stay connected—helping your teams reduce redundant work, improve data accuracy, and create a smoother handoff from sales to operations and finance.
Key Benefits:
Connect Sales and Finance
Quick Setup
Control What You Sync
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
About:
Followup CRM is a construction-specific sales CRM that helps contractors organize opportunities, improve follow-ups, and get a clear view of their sales pipeline.
Keep project and contact information in one place, track every opportunity from lead to close, manage sales activities and tasks, organize documents, and give your team real-time visibility into what’s moving—and what needs attention.
Unlike generic CRMs, Followup CRM is built around the way contractors sell. Our One-to-Many project approach lets your team manage multiple GC relationships tied to the same project from one screen, helping eliminate duplicate work and keep everyone aligned.
With Followup CRM, construction teams can:
Followup CRM integrates with Sage Intacct and other construction technology platforms, helping contractors reduce disconnected data and create a more organized path from opportunity to project.