Followup CRM aims to eliminate the chaos often associated with construction sales and project management. Its centralized platform provides a clear overview of your workflows, simplifies bid tracking, and fosters seamless communication. While onboarding may take some time, its specialized features can make a significant impact on your efficiency.
Followup CRM Specifications
Project Planning and Scheduling
Budget Management
Resource Allocation
Document Management
What Is Followup CRM?
Overview
Followup CRM is cloud-based customer relationship management (CRM) software designed specifically for construction companies, contractors, and builders. It streamlines the sales process, helps manage projects, and fosters better communication with clients throughout the construction lifecycle. It also offers bid and pipeline management, sales tracking, proposal generation, and more.
What Is Followup CRM Best For?
FollowUp CRM software emphasizes its ability to streamline the bidding and project management processes. Its tailored workflows and focus on bid tracking set it apart from more generic CRM platforms. The software aims to reduce administrative overhead and miscommunications, which are common pain points in the construction sector.
Followup CRM Pricing
The following are the pricing plans:
- Enterprise - Custom
- Professional - Custom
- Team - Custom
Followup CRM Integrations
The software integrates with the following third-party applications:
- Outlook
- Sage
- Zapier
- Vista
- Deltek
- QuickBooks
- Hover
- Knowify
How Does Followup CRM Work?
Here is how you can get started with the software after the installation is completed:
- Log in to the software using the credentials
- Get a customizable overview of key metrics, pipeline status, project timelines, and upcoming tasks
- Easily upload your existing client and lead data from spreadsheets or other sources
- Tailor the stages of your sales process to match your company's specific workflow
- Streamline project setup by establishing reusable templates for common project types
- Determine access levels and visibility for different team members
- Connect Followup CRM with your email, accounting software, and other essential business tools
- Automate essential client communication and project tasks
Who Is Followup CRM For?
FollowUp CRM caters specifically to companies and professionals in the construction industry. It's designed for small to medium-sized businesses, including:
- General contractors
- Specialty contractors
- Remodelers
- Builders
Is Followup CRM Right For You?
Are you struggling to streamline your construction sales process? Do leads slip through the cracks, and projects get bogged down in paperwork? FollowUp CRM is your solution for organized pipelines and winning bids.
As your construction business grows, you need a solution that scales with you. FollowUp CRM prioritizes security, protecting your valuable client and project data, while offering the flexibility to expand alongside your evolving needs.
Still not sure if FollowUp CRM is right for you? Contact us at (661) 384-7070, and we will help you make the best decision.
Followup CRM Features
Gain a bird's eye view of all your sales activities. Track where your leads come from, how your team is converting them, and which sales strategies yield the best results. Analyze this data to identify your strongest tactics and pinpoint areas for improvement, driving overall sales success.
See How It WorksMaintain a meticulously organized log of every bid you've submitted. This centralized repository gives you quick access to project details, pricing, and bid status. Analyze past bids to inform future proposals, spot patterns in your win/loss ratios, and optimize your bidding process.
See How It WorksEliminate scheduling chaos with integrated tools that let you coordinate appointments, project milestones, and site visits. Syncing schedules across your team ensures everyone knows where they need to be, preventing costly miscommunications and delays. Automated reminders further safeguard against missed deadlines, keeping projects running smoothly.
See How It WorksVisualize your entire sales pipeline and get a clear picture of where each deal stands. Track deals as they progress through customized stages, ensuring no opportunities slip through the cracks. Prioritize the most promising leads, allowing you to focus your efforts where they'll have the most impact.
See How It WorksUnlock actionable insights with robust reporting tools. Generate custom reports on pipeline status, sales wins and losses, team performance, and other crucial metrics. Make informed decisions backed by real-time data to drive continued business growth.
See How It WorksQuickly create polished and professional proposals that impress potential clients. Leverage pre-built templates and customizable elements to streamline the bidding process while showcasing your unique expertise.
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