Gregg Wallick was a construction company owner who couldn't sleep at night because of a small backlog and tiny profits on his jobs. He did not track his leads and tried to track his bids on an excel spreadsheet. Things fell through the cracks. He had a "quote and hope" way of doing things that had him begging for work at the end of the month to keep the lights on. He decided enough was enough.
Over the next 3 years, he became a sales sponge. He experimented and fixed each sales problem plaguing his company. He turned a bleeding $6 million dollar construction company into a highly profitable $60 million dollar per year construction company and worked with the team at Followup CRM to design the #1 CRM for construction companies so that others can do the same. Today, the Followup CRM system has transformed 1000's of roofing, HVAC, mechanical, electrical, concrete construction companies all over the world.
Manage all your leads, bids and clients with Followup CRM so you can win the right jobs.
Grow an unlimited database of contacts and organizations, and see full timelines of contact activity history. We keeps your contacts organized and holds them as “people” and “companies”. Once added, people or organizations can be linked to jobs as you go.
Are you on course to hit your yearly target, or do you need to make a drastic correction to your sales process? Our reporting reveals it all.Visual sales pipeline reports prompts you to take action, remain organized and stay in control of the complex sales process.
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.
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.
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.
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, a lunch, a meeting, an email or anything in between. You can’t control the outcome of deals, you can only control the actions that push deals to close.