Followup CRM allows HVAC contractors to keep track of leads, jobs, and bids, upload photos and documents, create beautiful, customized proposals, and manage your projects and team from anywhere with our cloud-based software.
“Great organizational tool. Great to be organized in my work. Added at least 30% to my sales since we started with Followup. It provides what no human can by himself.”
-Eric M., Capterra
Grow an unlimited database of contacts and organizations, and see full timelines of contact activity history. We keep your contacts organized and hold them as “people” and “companies”. Once added, people or organizations can be linked to jobs as you go.
Organize all your contact details and manage leads so sales can prioritize their outreach. An activity is anything that moves your deals toward closing. A phone call, lunch, meeting, email or anything in between. You can’t control the outcome of deals, you can only control the actions that push deals to close.
Customer relationship management software, by definition, helps you nurture relationships with leads while aligning your team’s sales activities. A well-designed customer management software gives you the ability to better organize your efforts and to meet all of your sales goals.
Your sales team is wasting too much time hunting down the right content. Reps are fumbling around with copy and paste, formatting, and hacking together documents. Proposals are off-brand and inconsistent, but sales can’t afford to wait for marketing to design one for every deal. Followup CRM untangles your process and puts your team on the straight path to sales success.
Organize your salespeople into teams and gain useful insights into their performance. Set goals and generate reports covering the wins, losses, and sales activities of any team. With Team Goals, you can set sales targets and help your salespeople know exactly what to spend their valuable time on.
Using our scheduling tool, you can attach activities to deals and see your entire to-do list on one, easy-to-navigate page that syncs with your calendar. In your pipeline view, you can clearly see which deals have activities due, are overdue or have not been assigned.