Contractor CRM

Easily Manage and Track Leads, Bids, and Clients.
Win More Profitable Jobs With Followup CRM.

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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.

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."

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Features

A sales CRM built for minimum data entry and maximum sales efficiency

Outlook Integration

The Followup CRM Office 365 Integration offers a dynamic automated way to track customer emails. See the last email sent to a client about a project. No more copy and pasting emails into notes to remember the last interaction you had with the client.

Quick and Easy

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.

Cloud based

Cloud-based CRM means that a Customer Relationship Management (CRM) software is hosted in the cloud. No VPN or remote access needed! A cloud-based CRM software can be accessed through the Internet, making it easy for all users to access the same information at any time on any device.

Sales Reports

Simple and effective sales reporting allows you to slice and dice the data so they you can get the insights into the business you need. How many proposals were sent out? How many meetings did your sales people have last month? What is our closing ration and sales cycles? Pull these reports in seconds!

Sales Management

Know whats coming down the pipeline. See what deals are hot and which are not. We’ve built our CRM around a proven sales pipeline management methodology to give you visibility to what is going to close. The primary view is the pipeline, a clear visual interface that prompts you to take action, remain organized and stay in control of any complex sales process.

Activities and Goals

What gets measured gets done. Measure and track every activity in your sales process. Reminders help things never fall through the cracks. Clear visualizes help you know what needs to get done today to meet your goals.

Any Device

See every interaction and track every email sent to your clients on any device

Document Storage

Upload drawings, proposal, and estimates into the job file. One centralized location for all the documents your team needs.