Organize project into customizable pipelines and the stages to suit your sales process. Filter your projects by date, project type, user and more. Then take the right action at the right time.
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 board helps you 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.
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.
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.
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.
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.
Connect the apps you use everyday to automate your work and be more productive. Our Integrations moves info between your web apps automatically, so you can focus on your most important work.
Our onboarding specialist will do the heavy lifting to help you onboarding, set up and train your team so you can get value fast.
You will have a dedicated Customer Success manager to ensure you are getting the most out of Followup CRM. We will hop on a call or a zoom to help you get what you need.