Why Thermal Concepts Switched from Cosential to Followup CRM

The Challenge: Complexity That Slowed Them Down

Thermal Concepts had been using Cosential to manage their project data and sales pipeline, but over time, the system’s complexity created friction instead of efficiency.
Some of their biggest frustrations included:

• Limited ERP Integration: Struggled to maintain clean data and consistent records between systems
• Clunky User Experience: Too many clicks, tabs, and unexpected downtime disrupted work
• Lack of Innovation: Improvements were not being made and promised enhancements were not delivered
• Confusing Reporting: Data was scattered, making it hard to track progress and hold people accountable
• Insufficient Support: The team often felt like they were on their own when issues came up

"Followup CRM fits what most companies need without going overboard with capabilities you will never use (i.e. Salesforce). The ongoing support from the team at Followup is unmatched... it’s like we work for the same company."
– Chris Matheny, Thermal Concepts

Why Followup CRM Was the Right Fit

Thermal Concepts went looking for a better option—a construction CRM that was simple, reliable, and made to work alongside systems like Vista. The Followup CRM team didn’t just offer a platform; they delivered real partnership.

Some of the biggest improvements include:

• Seamless Integrations: Syncs to email systems and ERPs to ensure records stay accurate, without extra data entry
• Easy-to-use Interface: Designed specifically for contractors, the system is simple and intuitive
• Custom Workflows: Flexible to fit the way our team works and then maximizes our efforts
• Clear reporting: Live dashboards and reports that make decision-making faster and easier
• Hands-on support: Responsive, knowledgeable, and genuinely committed to helping us succeed

The Results: Simplicity, Connection, and Confidence

Since switching from Cosential to Followup CRM, Thermal Concepts has
found a simpler, more connected way to manage their sales process—improving team efficiency and giving them the support they need to grow with confidence.

If you're tired of clunky systems and complicated processes, Followup CRM can help you simplify, connect, and grow. See why more contractors are making the switch.