Why Construction Companies Outgrow Generic CRMs
Tools like Salesforce, HubSpot, and Zoho are great for SaaS companies and digital marketers.
But construction sales is a different world.
You’re managing project-based revenue, relationship-driven bids, and tight handoffs between estimating, sales, and operations.
That’s where most generic CRMs fall short:
- No real bid tracking workflow
- No visibility into project pipelines
- No native integration with Sage
- Low adoption from field-focused teams
- Manual data re-entry into estimating or accounting tools
Built for Contractors Who Use Sage
Followup CRM was designed specifically for the construction industry—with native integrations for Sage 100, Sage 300 CRE, and Sage Intacct.
Here's what sets it apart:
✅ One View of Your Pipeline
Track active bids, proposal status, client interactions, and sales activity in one place—without relying on Excel or whiteboards.
✅ Real-Time ERP Integration
Pull and push relevant project info from Sage so your team can close the loop between sales, estimating, and accounting—without double entry.
✅ Built-in Reminders & Accountability
Never miss a follow-up again. Sales activities are tracked, assigned, and visible to the whole team.
✅ Custom Workflows That Match Your Sales Process
From first call to final proposal, Followup CRM mirrors how construction companies like yours pursue and win work.
How to Know If You’re Ready to Switch
If you’re using Sage but still dealing with:
- Disconnected systems
- Incomplete sales data
- Bid follow-ups falling through
- Reps not using your CRM
- No clear pipeline reporting
...it’s time to upgrade to a system that’s purpose-built for Sage + Construction.
Ready to See It in Action?
We’ll show you how Followup CRM connects with your Sage environment, simplifies your sales process, and gets your team aligned.
