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Followup CRM

Last Updated Nov 11, 2024

Overview

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.

Overall Rating

Based on 25 users reviews

4.3

Rating Distribution

Positive

92%

Neutral

4%

Negative

4%

Starting Price
Custom

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
The software offers various pricing options that cater to many organizations and their evolving needs. Request a custom FollowUp CMR cost.

Followup CRM Integrations

The software integrates with the following third-party applications:

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
Watch a free Followup CRM demo and learn more about its functionalities.

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.

Pros And Cons of Followup CRM

Pros

  • User-friendly interface

  • Streamlined bid management functionality

  • Visual pipeline for sales clarity

  • Robust reporting and analytics tools

  • Customizable workflows and templates

Cons

  • Reporting could be more in-depth, according to some FollowUP CRM reviews

  • Onboarding can be time-consuming

Frequently Asked Questions

Yes, the software has an API available.

The software supports the English language.

The software seamlessly integrates with Vista, Outlook, Sage, Zapier, Deltek, QuickBooks, Hover, and Knowify.

The software supports mobile devices.

The software provides flexible pricing options, including Enterprise, Professional, and Team plans. All of these can be customized to meet the unique needs of different organizations, ultimately leading to more projects! Request a custom Followup CRM cost quote today.

Followup CRM is tailored for the construction industry, serving small to medium-sized businesses such as specialty contractors, general contractors, remodelers, and builders.

FollowUp CRM provides support through phone, email/help desk, chat, and a knowledge base.

FollowUp Power provides a centralized platform to manage leads, track leads through a visual sales pipeline, and automates follow-up tasks. This helps sales teams stay organized, prioritize effectively, and increase their closing ratio.

FollowUp Power allows you to store comprehensive contact details for leads and clients. The system also tracks all interactions, ensuring your sales team has the information they need for effective follow-up and more project wins.

FollowUp Power's industry-specific features, designed to handle construction sales processes, can help you close more deals. The intuitive interface and automation tools save time and reduce the potential for missed opportunities.