Bid and Sales Tracking
Software Built By Contractors

Followup CRM is a construction CRM that provides a simple, user-friendly, tracking solution geared towards increasing sales revenues.

Schedule Demo

Video Demo

Gregg Wallick, the owner of a
‍large construction company, was frustrated...

In 2009, his company was a mess...

- Missed bids dates and follow-ups
- Reporting was a pain.
- Data was all over the place.
- Everything was on spreadsheets.
- Leads and bids were falling through the cracks.
- Everyone was doing their own thing. No accountability.

He tried many CRMS but...

Generic CRMs require hours of data entry

Generic CRMs did not work for construction companies

Generic CRMs are
not easy to use

So he built Followup CRM to be...

1. User friendly

Organize deals in pipelines and customize the stages to suit your process. Create team pipelines and filter by rep or stage, or have one for each team member.

2. Easy to set up

View your entire pipeline at a glance. Click to get details like history, contacts and next steps. Review analytics to help you identify opportunities to close more sales.

3. Automated

Increase your productivity by eliminating repetitive, time-consuming tasks and measure key activities and keep focused on success.

#1 for best support!

Features To Track, Bid and Win Jobs

All Your Leads and Bids In One Place

Automatically import and track your leads from hundreds of sources, with all the relevant information so you can keep accurate track of all leads and the progress of each. You don’t need more leads. You need to follow up with the leads that you already have.

Digital Bid Calendar and Scheduling

Hit due dates, manage workloads and keep your team in sync with one calendar. Since construction companies get their customers through bidding, having a bid calendar on hand will keep you and the rest of your team on track with regards to getting potential projects in the near future.

Track All Your Emails

Organize all your contact details and manage leads so sales can prioritize their outreach. An activity is anything that moves your deals toward closing. A phone call, lunch, meeting, email or anything in between. You can’t control the outcome of deals; you can only control the actions that push deals to close.

Sales and Estimating Dashboards

Customer relationship management software, by definition, helps you nurture relationships with leads while aligning your team’s sales activities. A well-designed customer management software gives you the ability to better organize your efforts and to meet all of your sales goals.

Notifications and Reminders

Using our scheduling tool, you can attach activities to deals and see your entire to-do list on one, easy-to-navigate page that syncs with your calendar. In your pipeline view, you can clearly see which deals have activities due, are overdue or have not been assigned.

Keep Everyone on the Same Page

Organize your salespeople into teams and gain useful insights into their performance. Set goals and generate reports covering the wins, losses, and sales activities of any team. With Team Goals, you can set sales targets and help your salespeople know exactly what to spend their valuable time on.

Features Built for Construction

Track leads and bids without data entry

Tired of looking for client info in multiple spreadsheets, digging through emails or wrangling teams for updates? Look no further. Followup CRM organizes all your emails, files, and notes in one place.

See where all deals stand at a glance

Streamline your entire sales process with colorful and
visual interface.

Automate Your Follow-ups

Follow-up email sequences let you personalize your sales outreach at scale and inspire more of your email recipients to take action.

Integrate With Software You
Already Use

Connect the apps you use every day to automate your work and be more productive. Our Integrations move info between your web apps automatically, so you can focus on your most important work.

Get Hours Back in Your Day.

One of the biggest challenges for business development and sales teams is spending hours on typing, copying, and pasting. Followup CRM automatically pulls in contact details like phone numbers and email addresses from your email. Followup CRM users save an average of 10+ hours per week.

Never Miss a Bid Date.

Screen shot of the Followup CRM dashboard.

Track All Your Communication

Organize all your contact details and manage leads so sales can prioritize their outreach. An activity is anything that moves your deals toward closing. A phone call, lunch, meeting, email or anything in between. You can’t control the outcome of deals, you can only control the actions that push deals to close.

Know What Needs to Get Done

Quickly Create Construction Bids and Proposals

Your sales team is wasting too much time hunting down the right content. Reps are fumbling around with copy and paste, formatting, and hacking together documents. Proposals are off-brand and inconsistent, but sales can’t afford to wait for marketing to design one for every deal. Followup CRM untangles your process and puts your team on the straight path to sales success.

Keep Everyone
on the Same Page

Learn about our CRM

Our clients results.

Integrated with software
you already use

Connect the apps you use everyday to automate your work and be more productive. Our Integrations move info between your web apps automatically, so you can focus on your most important work.