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Why Contractors Switch from Salesforce to Followup CRM

In the competitive construction industry, the right Customer Relationship Management (CRM) system isn't just helpful—it's a cornerstone of business success. While Salesforce might be the first name that comes to mind due to its market presence, it's not always the best fit for specific industry needs, particularly in construction. Followup CRM was created with a clear focus: built by contractors, for contractors. This distinction is crucial in understanding and addressing the unique challenges of construction companies.

Let’s explore the top reasons we see contractors switch to Followup CRM, despite the initial allure of Salesforce. 

1) Integrations 


One of the most significant factors in choosing a CRM for construction companies is whether the system integrates seamlessly with your other business critical software tools. Followup CRM excels in this area by connecting with essential applications like Sage, Foundation, Viewpoint, and Procore. These integrations are not just about convenience; they're about maximizing your efforts. Automating the workflow between Followup CRM and these tools can reduce repetitive tasks like duplicate entry and significantly boost productivity. For many contractors, switching to a CRM that "plays nice" with their existing tools is a real game-changer. 

2) One to Many Relationships



Another common pain point in the construction industry is managing complex subcontractor relationships—what we refer to as the "one to many" issue. A general contractor expressed this need perfectly during a recent discussion, emphasizing his desire to have all subcontractors associated under one project and be able to view the various relationships quickly. This is a main differentiator of Followup CRM –we address this challenge directly, offering streamlined solutions for managing multiple connections within a single project. Instead of being account based or contract based, the opportunity is the core of the Followup CRM system. This gives you more accurate analytics and reduces pipeline inflation. 

 

3) Pricing 


Cost is always a consideration, and with Followup CRM, companies often find significant savings compared to Salesforce. The switch is not only financially beneficial but also brings tangible business advantages. On average, Followup CRM users see... 

  • an 18% closing ratio increase 
  • 6 six hours of administrative time saved per person per week 
  • a 98% adoption rate by their team within the first year 

These stats aren't just nice numbers to advertise; they represent tremendous improvements in operational efficiency and overall productivity for real contractors. 

Switching to Followup CRM from Salesforce comes down to choosing a solution that resonates with the specific needs of your construction company. Followup CRM not only meets the standard CRM expectations, but goes beyond by embedding industry-specific intelligence and functionalities into its framework. We'd love to talk about how we can help you!

The CRM Built For Construction Companies

No more disorganized data. Track your leads, bids, and customers all in one place.

Seamless Integration with:
✅ Foundation ✅ Viewpoint ✅ Sage and more

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