Who Is Advanced TI?
Advanced TI Inc. is a commercial construction subcontractor. They're active on project bids and rely on Sage 100 Contractor for their core financials and proposal generation. Like a lot of mid-size subs, they were making do with a patchwork of tools — but the cracks were starting to show.
What Was Broken Before Followup CRM
Their pre-contract stack was:
- HubSpot — used loosely for CRM/contacts, but bid tracking didn't work and it's not construction-specific
- SharePoint — for file storage
- Local server — more file storage
- Better follow-up procedures
- More organized
The result? A fragmented mess where proposals, follow-ups, and project files lived in different places. Nothing talked to anything else.
When asked why they weren't just tracking bids in HubSpot, the answer was direct: it just doesn't work well for construction.
What They Needed (and What Sold Them)
Their wish list was a clean match for our core offering:
The Sage 100 two-way integration was a meaningful piece of the puzzle. They were generating proposals inside Sage and wanted flexibility — either keep doing that or move proposal creation into Followup. We offer both paths.
Why They Chose Us
Asked directly why they went with Followup, the rep said:
"To get more of an overall view of things, a little bit more control and communications, and an idea of where things are at so stuff doesn't slip through the cracks."
Results So Far
This is an early-stage customer, but they're already feeling it:
And what’s their favorite feature?
Keeping notes on projects and contacts — specifically, the ability to reach out to a contact and immediately see the full history of past conversations
This comes as no surprise. When prospects come from generic CRMs like HubSpot, the contact history/notes experience is often a huge differentiator. It's not flashy, but it's sticky.
The Bottom Line
Advanced TI's story is one we hear often in the construction industry. Contractors are sharp, resourceful people — so when the right tools don't exist, they build workarounds. But a patchwork of SharePoint, a local server, and a generic CRM isn't a system. It's a liability.
What Followup CRM offered Advanced TI wasn't just software — it was clarity. One place to track every bid, every follow-up, every file, every conversation. And because it integrates directly with Sage 100 Contractor, it fit into the way they already work rather than forcing them to change.
The result? Better follow-up procedures, a more organized team, and the confidence that nothing is falling through the cracks. That's what a purpose-built construction CRM should do.
If your team is managing pre-contract sales across multiple disconnected tools, Advanced TI's experience might sound familiar. Book a demo to see how Followup CRM can bring it all together.
Full testimonial: Advanced TI Testimonial | Followup CRM
The CRM Built For Construction Companies
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