Audience

Construction Companies

About Followup CRM

Followup CRM is a simple sales and project management CRM built for construction companies 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.

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.

Pricing

Starting Price:
$55/user/month
Free Trial:
Free Trial available.

Integrations

API:
Yes, Followup CRM offers API access

Ratings/Reviews - 2 User Reviews

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.5 / 5
support 5.0 / 5

Company Information

Followup CRM
Founded: 2012
United States
followupcrm.com

Videos and Screen Captures

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Product Details

Platforms Supported
SaaS
Windows
Mac
Linux
iPhone
iPad
Android
Chromebook
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
24/7 Live Support
Online

Followup CRM Frequently Asked Questions

Q: What kinds of users and organization types does Followup CRM work with?
Q: What languages does Followup CRM support in their product?
Q: What kind of support options does Followup CRM offer?
Q: What other applications or services does Followup CRM integrate with?
Q: Does Followup CRM have an API?
Q: Does Followup CRM have a mobile app?
Q: What type of training does Followup CRM provide?
Q: Does Followup CRM offer a free trial?
Q: How much does Followup CRM cost?
Q: What pricing for support is available for Followup CRM?
Q: What pricing for training is available for Followup CRM?

Followup CRM Product Features

Construction Bid Management

Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Version Control
Takeoff

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Mobile Access
Subcontractor Management
Equipment Tracking
Estimating
Incident Reporting
Offline Access
RFI & Submittals
Residential
Timesheets

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Client Portal

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting
Pipeline Management

Sales Force Automation

Commission Management
Contact Management
Contract Management
Customer Database
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Sales Forecasting
Territory Management
Call Management
Campaign Management
Channel Management
Email Marketing
Field Sales Management
Referral Tracking

Sales Forecasting

Exception Reporting
Performance Metrics
Competitor Analysis
Dynamic Modeling
Modeling & Simulation
Sales Trend Analysis
Graphical Data Presentation
Dashboard
Correlation Analysis
Statistical Analysis

Followup CRM Additional Categories

Followup CRM Reviews

Write a Review
  • Joshua A.
    Director, Repair Division
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Excellent Product"

    Posted 2019-06-18

    Pros: -Simple to use and navigate
    -Efficient lead tracking with the ability to view what each of our Estimator's
    have in their pipeline at any given point int time.
    -"Talks" with other software programs we use

    Cons: -

    -

    Overall: This product is straight forward and simple software for lead tracking to the point of sale. It has become an extremely important part of our division and we can't imagine working without it.

    Read More...
  • Gregg W.
    President
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: Deployment
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Contractor CRM "

    Posted 2019-06-18

    Pros: Follow Up does an amazing job tracking projects and coordination of work flow activities. The application was specifically designed around how the Construction Industry works.

    Also love the new Project Management module.

    They are always developing new feature

    Cons: none.............the program was written around the work flow requirements of the construction industry

    Overall: Outstanding. Follow Up is the backbone of our sales and project management efforts.

    Read More...
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