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Followup CRM

25 Review(s)

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

Followup CRM Specifications

Project Planning and Scheduling

Budget Management

Resource Allocation

Document Management

View All Specifications

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.

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 Works

Maintain 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 Works

Eliminate 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 Works

Visualize 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 Works

Unlock 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 Works

Quickly 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.

See How It Works

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

Followup CRM Pricing

Disclaimer: The pricing details were last updated on Sep 09, 2025 from the vendor's website. Please contact us for a tailored pricing list.

Followup CRM Reviews

Total 25 reviews

4.3

All reviews are from verified customers

Rating Distribution

5

Stars

48%

4

Stars

44%

3

Stars

4%

2

Stars

0%

1

Stars

4%

Share your experience

S

smith

Insurance, 500+ employees

Less than 6 months

4.0
March 2024

Effective and efficient

Pros

Problems are resolved swiftly, and the format is perfect for my reports.

Cons

I find that calendar syncing is lacking, and there are occasional minor glitches with the data.

Rating Distribution

Ease of use

9

Value for money

8

Customer Support

8

Functionality

9

J

Jon

Construction, 11-50 employees

More than a year

1.0
December 2023

Shady accounting practices

Pros

The interface is user-friendly, making it simple to train new users. It's a basic CRM with nothing exceptional.

Cons

The accounting practices here seem dubious. After deploying numerous SaaS apps across the enterprise, this is the first one I've encountered that demands a 60-day cancellation notice. There's no option to cancel the account or subscription within the interface; I have to schedule a call with Follow-Up to do so. We gave a 30-day notice before renewal, but the account rep told us, "Sorry, we're billing you anyway. You didn't read the terms and conditions."

Rating Distribution

Ease of use

1

Value for money

1

Customer Support

1

Functionality

2

F

Francine

Machinery, 51-100 employees

Less than a year

4.0
January 2023

Very good

Pros

This system simplifies my daily tasks. I can access customer details and the company's inventory, which helps me respond to customer needs and manage orders more efficiently. It's essential for me.

Cons

It would be helpful if the proposal numbers could appear together in the ERP and service order, and if the order of the items could match the one in the PDF of the proposal.

Rating Distribution

Ease of use

9

Value for money

3

Customer Support

8

Functionality

9

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.