Erick Vargas

Should You Replace Your CRM? A Guide for Construction Teams

You’ve already checked the “CRM” box. So why change?

We hear it all the time—construction companies say they already use Salesforce, HubSpot, or some homegrown system. But when we ask what that CRM actually does for the team, the answers sound familiar:

“It’s more for marketing than sales.”
“We still use spreadsheets to track bids.”
“Only one or two people use it regularly.”
“It doesn’t talk to our estimating or accounting tools.”

If any of that rings true, it might be time to ask:

Is your CRM supporting your sales process—or slowing it down?

Most CRMs Aren’t Built for Construction

Salesforce, HubSpot, Pipedrive—they're powerful tools. But they were built for software companies and call centers, not project-based businesses like yours.

Followup CRM was built by contractors, for contractors.

It’s not a bloated, generic tool you have to force to fit. It’s purpose-built for how construction teams actually sell:

Bid tracking
Sales pipeline visibility
Proposal follow-ups
Subcontractor & GC relationship management
ERP integrations (Sage 100, 300 CRE, Intacct, Foundation, and more)

Signs Your Current CRM Isn’t Working

If you're using a CRM but still dealing with these issues, it’s likely not the right fit:

You’re still tracking bids or follow-ups in Excel
You can’t easily see your team’s pipeline in one place
Salespeople aren’t using the system daily
Your CRM doesn’t integrate with your ERP or estimating tools
You still don’t have reliable sales reports

What Construction Teams Say After Switching

Here’s what we hear from former Salesforce, HubSpot, and spreadsheet users after onboarding Followup CRM:

“We finally have one place to track bids, follow up, and assign tasks.”

“Our reps actually use it—because it was built for how they work.”

“We stopped missing follow-ups, and our win rate jumped.”

It’s not about replacing a system just to start over—it’s about switching to a tool that gives your team back their time, visibility, and control.

What Makes Followup CRM Different

Made for Construction Sales: Track rumors, ITBs, bids, and close-outs with workflows that make sense for your world.
Adoption-First: Teams actually use it because it’s intuitive, visual, and aligned to the job.
Deep Integrations: Sync with Sage, Foundation, Outlook, Procore, Estimating Edge, and more.
Fast, Guided Onboarding: We do the heavy lifting so you’re up and running in weeks, not months.
Built-in Accountability: Dashboards, activity reminders, and reporting keep sales teams focused and leadership informed.

Ask Yourself: Is Your CRM Just a Checkbox? Or Is It a Real Sales Tool?

If your CRM isn’t helping you win more work, it’s not doing its job. Construction companies don’t have time for complicated tech that doesn’t move the needle.

Let’s take 15 minutes to compare Followup CRM to your current system.We’ll show you what a purpose-built CRM really looks like—and whether it’s a fit for your team.

Book a quick demo below.