Why Isaac Electric Switched from Monday.com to a CRM Built for Construction

The Problem: No Clear View, Too Many Workarounds

Here’s what Isaac Electric was dealing with before switching to Followup CRM:

• Disorganized Bids
  Disconnected tracking with no way to manage multiple bids under one project.
• Contact Confusion
  Constant internal back-and-forth to find client contact info.
• Lack of Visibility
  No centralized view of active, awarded, or completed jobs.
• Missed Deadlines
  No reminders for bid due dates or follow-ups.
• Manual Entry
  Double or triple data entry into Foundation Software.
• Limited Tracking
  Incomplete view across sales and estimating

“In Monday.com it felt like we had to build everything ourselves. And we’re electricians, not software engineers.”

The Solution: A CRM Built for Construction

After switching to FollowUp CRM, Isaac Electric gained the structure and visibility they were missing—all without having to duct-tape tools together.

Here’s what changed:

• Centralized Pipeline: Color-coded project dashboards gave their team one clear place to see everything happening in sales and estimating.
• Multi-Bid Support: Tracking multiple GC bids under a single opportunity became seamless.
• Mobile Access: Field teams could pull up client data on the go.
• Smart Follow-Ups: Click-to-call and task reminders kept deals moving forward.
• Foundation Integration: Data synced cleanly, eliminating duplicate entry.
• Real-Time Reporting: Bid calendars and custom reports gave leadership instant visibility.

The Results: Confidence, Control, and a Clear Pipeline

With Followup CRM, Isaac Electric finally has the visibility and structure they were missing. No more guessing where bids stand or digging through spreadsheets. They now have one place to see it all, keep the team aligned, and move projects forward. The platform didn’t just replace a tool—it gave them back time, control, and the confidence to grow.