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Vista Integration Overview

  • When Vista's project management capabilities are paired with Followup CRM's customer management tools, it offers users the opportunity to stay organized and up-to-date with project details while expediting workflows.

  • Create customizable workflows and seamlessly transfer data between Vista and Followup CRM
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Why Use the Vista Integration?

  • Manage your bids and contracts efficiently
  • Receive valuable insights on your business
  • Organize all your bids and leads in one place
  • Keep Vista up to date with bid and contract data
  • Connectivity between your office, shop, and field teams