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Integrating Foundation Software with Followup CRM

  • Pushing contact and project information from Followup CRM into Foundation eliminates double entry of data and reduces the risk of errors

  • Pulling accounting information from Foundation into Followup CRM provides an accurate and clean sales pipeline

How Followup CRM Works with Foundation Software

Automatically sync client, project, and financial data between platforms to eliminate double entry, minimize errors, and ensure your sales and accounting teams stay aligned. This partnership streamlines your workflows to save you valuable time and keep your records up-to-date. With increased efficiency and better data insights, you can grow your construction business to new heights. 

 

Followup is proud to be a Foundation Partner. See our integration listing on the Foundation site.

Integration Map Preview

See a clear breakdown of the data syncing features across key areas, including customer management, financial processes, and project tracking. This comprehensive view demonstrates how the two platforms work together to eliminate headaches like double data entry and improve your team's productivity. 

Foundation Integration 2 Pager.pdf

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