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
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