Sales and Project Management is Chaotic.
Gain Back Control With The #1 CRM Built By Contractors
Stop using Excel To Sell and Manage Projects
Spreadsheets Aren't Enough. You can’t manage your customer relationships very well if you don’t have a tracking system with all your customers and potential customers. When you track everything in excel your team does not have a single source of truth and you lack visibility into your team's activities. When you track everything in excel reporting and analysis is time-consuming and painful.
Easy Sales & Project Management CRM For Contractors
Sales - Build strong customer relationships
Followup CRM is a simple CRM (Customer Relationship Management) that will give you visibility into your team’s activity, allow you to report your progress internally, and open up channels for transparent collaboration across teams. In other words, exactly what you need to take the next step as a successful business.
Project Management - Get The Job Done
Convert won opportunities to projects seamlessly without losing any data. Track milestones, manage processes, and integrate with external systems to ensure on-time delivery and happy customers. As every business knows, winning a client is only the beginning. Keeping everyone involved aligned in delivering the product or service, is the most important part of any customer relationships.
Integrated
The Followup CRM integrates with your favorite apps like Outlook which is a dynamic automated way to track customer emails. See the last email sent to a client about a project.
Features
A simple but powerful CRM for contractors like you.
Easy to set up
Recording every meeting and activity in other CRM can take countless hours. Followup CRM allows you to quickly check off an activity or tag the information with predefined drop downs so that you can spend time with clients.
Know what needs to get done
What gets measured gets done. Measure and track every activity in your sales process. Reminders help things never fall through the cracks. Clear graphs and charts help you know what needs to get done today to meet your goals.
Stop wasting time on data entry
Enter in a new job in 10 seconds. Nothing is worse than not knowing what’s going on in your business. Easily tag data points to a project to pull the reports you need.
Track your sales process
Know whats coming down the pipeline. See what deals are hot and which are not. The pipeline is a clear visual interface that prompts you to take action, remain organized and stay in control of any complex sales process.
Association Partners
Don Ferguson - CEO
Cayman National Manufacturing Commercial Millwork and Installation, Inc.
"Because of the organization Followup CRM creates within our team, we are able to identify and focus on bidding to the clients that are awarding us jobs. Our closing ratio went from 10% to 25%. We bid less but win more."
What Our Clients Say
Best Roofing
" I tried looking into other CRM and there isn’t anything on the market for sales like this one. Followup CRM is very robust in its reporting. We like how you can track who’ve you’ve bid to on a project and manage those clients individually. It’s been a great contractor software tool for us."
Service Painting
" Followup has helped us increase our closing percentage and identify better quality of bids to go after. We bid less but win more,"
To keep it simple, Followup CRM is a CRM For Construction With Outlook Integration built for the construction industry that helps sales and estimating team implement sales fundamentals like following up, managing leads, bids, and other sales related activities. Rather than having this in excel sheets, our cloud CRM allows executives to keep their sales team accountable to sales activities while getting business critical analytics that drives smart decision making.
