Erick Vargas

Inside the Integration: How Sunbelt Leverages Followup CRM & Foundation Together

When construction companies grow, so does the complexity. More bids. More job costing. More pressure on sales and accounting teams to stay in sync. That’s why smart contractors are leaning on integrated tools to reduce friction between departments—and unlock faster, more profitable workflows.

In this customer spotlight, you'll hear directly from a contractor who connected Followup CRM with Foundation Software to eliminate double entry, boost visibility, and create a smoother path from bid to billing.

Watch the full interview with Foundation + a mutual Followup CRM customer below.

The Highlights:

1. Double Data Entry? Gone.

The integration syncs contacts, job info, and project updates between platforms—cutting hours of manual entry and reducing human error.

2. Sales + Accounting, Aligned.

Instead of siloed tools, the teams now work from a shared data source. Estimates, job statuses, and customer details are accurate across the board.

3. More Confidence in Margins.

With job cost data from Foundation feeding into Followup CRM, sales can quote smarter and know what’s really profitable.

4. Fewer Followups, More Follow‑Through.

The handoff between teams is no longer a game of email tag. Everyone’s working from the same playbook.

What could your team do with more time every week?

Integrating Followup CRM with Foundation isn’t just about better software—it’s about reclaiming your team’s time, precision, and confidence. If that sounds like your day-to-day in a nutshell, let’s talk about how you can get there too.

Learn more about the Followup CRM + Foundation integration here and discover how to bring your sales and accounting teams into perfect alignment.