Procore is one of the most powerful construction project management platforms on the market. It's where the work gets built. But Procore was designed for the post-award world — once a project is signed, mobilized, and in motion.
It wasn't designed to help your team:
That's why high-performing construction sales teams pair Procore with a construction-specific CRM. Followup CRM was purpose-built for contractors, by contractors — and it plugs directly into Procore so your sales pipeline and your project management system finally speak the same language.
If you want to go deeper on why sales leaders are making the switch, Why Sales Leaders Choose Followup CRM to Win More Construction Work is a great companion read.
The Procore integration is a two-way bridge between your sales process and your project management workflow. In plain English, here's what it gives you:
Build your sales pipeline in Followup CRM. Track every lead, contact, company, bid, and opportunity in a CRM designed for the way construction actually sells — by GC relationship, by project, by bid date, by service type.
Push awarded projects to Procore — automatically. When a job moves to "Awarded" in Followup CRM, the contact, company, and project information sync directly into Procore. No re-keying. No copy-paste. No missed details.
Trust your data. Because the project information transfers directly from Followup CRM into Procore, you can be confident the job is set up correctly from day one — the same names, the same addresses, the same scope details your sales team confirmed with the customer.
Find us where you already work. Followup CRM is a verified app on the Procore App Marketplace, so installation and configuration are straightforward for your existing Procore admin.
For a full breakdown of every field that maps between the two systems, the Procore Integration Mapping Guide is a quick 2-page reference.
Sometimes the easiest way to understand the workflow is to watch it. This short video walks through how the integration works end-to-end:
Watch: Followup CRM + Procore Integration Overview
Every minute your team spends re-typing project information from a bid sheet into Procore is a minute they're not selling or building. Worse, manual re-entry creates the kind of small mistakes — wrong job address, misspelled contact, missing scope — that snowball into change orders, billing disputes, and unhappy GCs.
With the integration, the data your sales team captured during the bid lives on into the project. One source of truth, from first call to final closeout.
When a job is awarded, the clock starts ticking. The faster your PM team can mobilize, the better your margin protection looks.
The Procore integration cuts the handoff from days to minutes. The moment a deal is marked "Won" in Followup CRM, the project is staged in Procore with the right contacts, company, and project details. Your PM picks it up and runs.
Owners and sales managers can't manage what they can't see. Followup CRM's pipeline management and reporting and analytics features give you a real-time view of every bid, every stage, every salesperson, and every dollar in the pipeline.
If you've been flying blind on hit rate, bid volume, or where deals are stalling, Why Pipeline Forecasting Is Becoming a Priority for Construction Sales Teams is worth a read.
A CRM only works if your team uses it. Followup CRM was designed specifically for construction salespeople, so adoption is high — and the sales tracker, bid log, and lead tracker make it easy for managers to coach reps based on activity, not gut feel.
For more on what separates the top construction sales teams from the rest, see How High-Performing Construction Sales Teams Manage Their Pipeline.
Growth amplifies whatever process you already have. If your bid-to-handoff process is messy at 50 jobs a year, it'll be chaos at 250. Followup CRM + Procore gives growing contractors a repeatable, scalable system — the same playbook companies like Best Roofing used to go from $6M to $60M in revenue.
If you're trying to build a system that can hold up as your pipeline grows, A Simple Framework for Tracking Construction Bids as Your Pipeline Grows is a useful starting point.
This integration is the right fit if you check most of these boxes:
If that sounds like your business, you don't have to keep duct-taping spreadsheets to your project management workflow.
If you're already running Procore and looking for a better way to manage the sales side, book a live demo and we'll show you exactly how the integration works for your business.