The Challenge
Before implementing Followup CRM, Goforth Electric was already capturing valuable information about incoming construction opportunities. The problem was that much of that information lived in spreadsheets.
The team used Smartsheet to log incoming construction jobs, but the system had limitations:
- Opportunity data was available, but difficult to turn into actionable insights.
- Follow-up depended heavily on team members remembering when to reconnect with customers.
- Leadership lacked an easy, centralized view of where bids stood.
- Projects that were delayed, rebid, or sitting in limbo could be difficult to stay on top of.
- Forecasting required piecing together information rather than seeing the pipeline in one place.
Goforth Electric considered other CRM options, including HubSpot, but wanted something that better reflected the way contractors actually sell and manage work.
“HubSpot’s an awesome tool, but it’s just not really meant for contractors.”
What stood out about Followup CRM was its combination of construction-focused functionality and ease of use. The team was particularly impressed by how simple it was to customize the platform and control integrations without creating unnecessary complexity.
“I was really impressed with how user-friendly your integrations are. The ability to turn things on and off and have it in our control—that was next level.”
The Solution
Goforth Electric implemented Followup CRM in 2026 to bring greater structure, visibility, and consistency to its business development and bidding process.
With Followup CRM, the team can:
- See active bids and their current status from one centralized dashboard.
- Track opportunities by employee, division, or across the entire company.
- Schedule and adjust follow-up activities so customers are contacted consistently.
- Record comments and updates on individual opportunities.
- Identify higher-potential opportunities for forecasting and labor discussions.
- Give leadership visibility into whether customers are being contacted and opportunities are moving forward.
Instead of relying on a spreadsheet as a static repository of information, the team now has a system that helps turn that information into action.
The Results
Since implementing Followup CRM, Goforth Electric has improved the consistency of its follow-up process and gained much greater visibility into its pipeline.
- Customers are being contacted more frequently and consistently.
- Follow-up dates keep opportunities from being forgotten.
- Leadership can quickly see what is being bid and where each opportunity stands.
- Projects that are delayed, rebid, or in limbo remain visible and actionable.
- High-potential jobs can be identified and discussed during labor and forecasting meetings.
- Comments and activity history give leadership confidence that the team is staying on top of opportunities.
Most importantly, opportunities no longer have to sit “in limbo” in leadership’s mind. The information is available in one place, along with a clear record of what the team is doing to move each opportunity forward.
More Consistent Customer Follow-Up
One of the biggest changes for Goforth Electric has been simply having the right information—and the next action—in front of the team.
Followup CRM’s activity tracking provides a consistent reminder of when customers need to be contacted. If a customer isn’t ready to make a decision, the team can adjust the next follow-up date and keep the opportunity moving without relying on memory.
“We’re interacting with the customer more frequently than a spreadsheet.”
That process has been particularly valuable for projects that don’t follow a straightforward timeline.
When projects are delayed, pushed out, rebid, or waiting on a decision, the team can continue checking in without losing visibility into the opportunity.
Better Visibility for Leadership and Forecasting
Followup CRM has also given Goforth Electric’s leadership a clearer picture of the company’s overall pipeline.
Rather than wondering which jobs are being pursued or whether customers are being contacted, leadership can review opportunities, activity, and comments directly within the system.
“For me, it’s been just being able to have the insight into which jobs are being bid, where we’re at with them.”
That visibility extends beyond sales and estimating.
During labor meetings, the team can identify opportunities with a higher likelihood of closing and incorporate them into forecasting conversations. Visual indicators make it easier to spot the opportunities worth discussing and prepare for potential upcoming work.
“In our labor meetings, it’s helpful to go through jobs that we’ve identified as having more potential of securing for forecasting.”
For leadership, the result is greater confidence that opportunities aren’t simply sitting untouched.
“I’ll go into the comments section and read them and just know, okay, my people are staying on top of these projects and touching the customer. It’s been very helpful that it’s not in limbo in my mind.”
Built for the Way Contractors Work
While Goforth Electric is continuing to expand its use of Followup CRM, the impact is already clear.
The platform provides the structure of a CRM without forcing the company to adapt its sales process to software designed for an entirely different industry.
That combination of visibility, usability, and contractor-specific functionality has helped Goforth Electric create a more proactive approach to managing opportunities.
And when asked whether they would recommend Followup CRM to other contractors?
There was only one caveat: maybe not to the competition down the street.
Watch the full testimonial video here.
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