"Spreadsheets were not working.
We needed a better way to SEE where everything stands "

Best Roofing - CEO - Gregg Wallick's Story

Gregg Wallick was a construction company owner who couldn't sleep at night because of a small backlog and tiny profits on his jobs. He did not track his leads and tried to track his bids on an excel spreadsheet. Things fell through the cracks. He had a "quote and hope" way of doing things that had him begging for work at the end of the month to keep the lights on. He decided enough was enough.

Over the next 3 years, he became a sales sponge. He experimented and fixed each sales problem plaguing his company. He turned a bleeding $6 million dollar construction company into a highly profitable $60 million dollar per year construction company and worked with the team at Followup CRM to design the #1 CRM for construction companies so that others can do the same. Today, the Followup CRM system has transformed 1000's of roofing, HVAC, mechanical, electrical, concrete construction companies all over the world.

1st Choice Roofing 4x revenue using Followup CRM

Get organized and control the chaos

All your information in one place

Grow an unlimited database of contacts and organizations, and see full timelines of contact activity history. We keeps your contacts organized and holds them as “people” and “companies”. Once added, people or organizations can be linked to jobs as you go.

Track and convert leads

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, a lunch, a meeting, an email or anything in between. You can’t control the outcome of deals, you can only control the actions that push deals to close.

Your process from call 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.

Notifications and reminders

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.

Communicate with your team

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.

Real-time dashboard analytics

Are you on course to hit your yearly target, or do you need to make a drastic correction to your sales process? Our reporting reveals it all.Visual sales pipeline reports prompts you to take action, remain organized and stay in control of the complex sales process.

Don't worry - We make it easy

1. We will import your data

2. We help you it set up

3. We train your team

Construction Software Integrations

What to expect next?

The success of your CRM is 80% dependent on implementation. We support you the entire way.
On-boarding Specialist
We give you a dedicated onboarding specialist to walk you through step by step to make sure you are successful.
Great support
Chat, Call, Video Call, 1 on 1 trainings or articles. Whatever you need we are here to support you.
Construction Specialist
Afraid of push back from your people?  Once you see how easy it is, there wont be any issue. We have a 98% adoption rate.

See Followup CRM Now

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