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Integrating Viewpoint Spectrum with Followup CRM

  • Creates a one-stop shop for small to medium sized construction businesses to meet their goals

  • Push and pull information between the two platforms to keep accounting, sales, and project management data in sync

How Followup CRM Works with Spectrum

Keep your sales, estimating, and accounting teams on the same page by automatically syncing critical data between Followup CRM and Spectrum by Viewpoint. Say goodbye to manual data entry, lost bids, and misaligned project details—this integration ensures that every lead, bid, and contract flows seamlessly into your operations. With a centralized system for tracking opportunities and forecasting revenue, you can make smarter business decisions and win more profitable projects with confidence.

Integration Map Preview

See a clear breakdown of how Followup CRM and Spectrum pair to eliminate duplicate work, reduce costly errors, and improve team collaboration. From customer management and bid tracking to project financials, this integration gives you a clear, real-time view of your pipeline and job progress—so nothing falls through the cracks.

Spectrum Integration 2 Pager.pdf

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