When bidding a project with a Generic CRM you will have to create duplicate projects under each client to track the client you are bidding to. This will mess up all reporting and analytics and is not an accurate representation of the bidding process.

When bidding a project in Followup CRM you will have to create one project and link all the companies you are bidding to. This will allow you to accurately report the bidding process like a construction company should.

All your information in one place

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.

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, 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.

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.

Create beautiful proposals

Your sales team is wasting too much time hunting down the right content. Reps are fumbling around with copy/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 one 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.

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.