Work Smarter with AI
Built for Construction Teams
Followup CRM's AI tools help you save time, stay organized, and never let an
opportunity slip through the cracks.
Powerful AI Tools for Every Part of Your Workflow
Followup CRM's AI features are designed specifically for construction teams, helping you
capture information, increase efficiency, and get the insights you need to win more work.
Voice-Driven Project & Contact Creation
Create projects, companies, and contacts on the spot — just say what you need. Set the status, assign a team member, add a lead source, and more using simple voice instructions. No forms to fill out, no menus to navigate, no data left unrecorded because the moment passed.
Field Updates & Activity Completion
Update statuses, rename projects, change dates, and complete activities without even having to open your computer. Simply tell the AI agent what needs to change, and it helps keep your records up to date with less manual effort. Spend less time on data entry and more time moving opportunities forward.
Comments & Notes by Voice
Add a comment to a project or drop a note on a contact the moment something happens — from the parking lot after a site visit, or right after you hang up the phone. No more trying to remember what happened when you finally sit down at your desk hours later.
Instant CRM Answers
Ask questions in plain English and get answers straight from your CRM data. "What's the status of the Highland Ave project?" or "How many leads came in this week?" or "Who owns RC Construction?" From quick lookups to pipeline summaries, the AI agent puts the information you need at your fingertips — without digging through records or chasing down updates.
AI Outlook Assistant
Keep your inbox organized and your CRM up to date. Our AI Outlook Assistant scans your emails, identifies important information, and helps you create contacts, projects, and follow-up tasks -- all without leaving your inbox.
AI Reporting
Ask questions and get real-time insights from your CRM. AI Reporting helps you more easily surface key metrics, track performance, and identify opportunities -- so you can make faster, smarter business decisions.
Learn More
Explore additional resources to see how the AI Data Entry Agent can help your team stay on top of their pipeline.
Why Stale CRM Data Is Costing You Deals
When your team can't update the CRM in real time, your pipeline becomes a best guess. See how voice-driven data entry keeps construction sales teams organized and responsive, without adding more steps.
How to Use the AI Data Agent Entry Tool
Already using Followup CRM? Walk through setting up and using the AI Data Entry Agent step-by-step, from enabling the feature for your account to running your first voice commands for projects and contacts.
See the AI Data Entry Agent in Action
Watch our on-demand walkthrough to see how the AI Data Entry Agent works inside Followup CRM. We'll show you how to create records, update fields, log notes, and query your pipeline — all hands-free.
30-day, money-back guarantee
Our 30-day, money-back guarantee proves just how confident we are that you’ll love Followup CRM. You will be joining thousands of contractors who are growing their businesses and hitting their goals thanks to Followup CRM. Experience the benefits for yourself and start seeing results--you won't regret it.