Best CRM for Sage Intacct Construction Users

Written by Erick Vargas | Aug 15, 2025 4:29:05 PM

Why Construction Companies Using Intacct Choose Followup CRM

Followup CRM isn’t a generic contact database. It’s a construction-focused sales system built to help estimators, project executives, and business development teams keep opportunities organized and moving forward. Inside Followup CRM, your team can track every lead from the first phone call through final bid submission, prioritize follow-ups, and see real-time pipeline performance.

And because Followup CRM connects directly with Sage Intacct, those sales activities don’t exist in a silo—they’re linked to your financial data. From the moment a project is marked “won,” it can flow straight into Sage Intacct without the wasted time of double entry, giving your entire team—from sales to operations to accounting—clear visibility and a shared source of truth.

What the Sage Intacct + Followup CRM Integration Delivers

The integration between Followup CRM and Sage Intacct is designed for contractors managing complex jobs, tight deadlines, and growing teams. It lets you:

Push won projects from Followup CRM directly into Sage Intacct
Pull financial and job data from Intacct back into Followup CRM to enrich sales records
Keep all departments aligned without retyping the same information twice

The result is a smooth handoff from sales to accounting, fewer errors, and faster access to the numbers you need to make decisions.

A CRM Built for the Way Contractors Sell

Many contractors have tried using CRMs like Salesforce or HubSpot, only to find that they require too much customization or never quite fit the construction workflow. Followup CRM was created by a contractor who wanted a tool that matched the realities of selling in the construction world.

That means built-in features like bid tracking, automated reminders, custom dashboards, centralized document storage, and one-click logging of emails and calls. It’s all designed to keep sales processes simple, transparent, and connected—whether you’re a GC chasing RFPs or a subcontractor managing multiple bids at once.

Ready to See It in Action?

If Sage Intacct is the backbone of your financial operations, it’s time to give your sales process a CRM that fits right in. Followup CRM keeps your pipeline organized, your team accountable, and your data connected from first contact to final invoice.

Book your demo below.

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