Crm Feature
Keep your projects
organized with
Followup CRM
A CRM (customer relationship management) tool is crucial when it comes to keeping your data, internal and external communication, and project management organized in one place. Followup CRM will help your construction company track and manage its sales process from start to finish while giving you all the reporting tools you need to make informed business decisions.
CRM FEATURE
Automatically track leads and bids
Automatically import your leads from hundreds of sources so you can individually and accurately keep track of their relevant information and progress. You don't always need more leads, but you always need to follow up with the leads that you already have.
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Crm Feature
Digital bid calendar and scheduling
Hit due dates, manage workloads, and keep your team in sync with one calendar. Since construction companies get their customers through bidding, having a reliable and streamlined bid calendar will keep you and the rest of your team on track to win potential projects in the near future.
Crm Feature
Track every email
Organize all 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, but you can control the actions that push deals to close--doing so is easy with Followup CRM.
Crm Feature
Sales and estimating dashboards
Customer relationship management (CRM) software helps you nurture relationships with leads while aligning your team’s sales activities. A well-designed CRM gives you the ability to better organize your efforts and to meet your sales goals.
Crm Feature
Create consistent custom proposals
Instead of leaving it up to your sales reps to spend valuable time creating proposals, only to find that the end results are sloppy, off-brand, or inconsistent, let Followup CRM untangle the process and put your team back on the path to sales success.
Crm Feature
Keep everyone
on the same page
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 how to focus their valuable time.
Crm Feature
Notifications
and reminders
With 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.
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Crm Feature
Integrated with software you
already use
Connect the apps you use every day to automate your work and increase productivity. Our Integrations feature moves info between your web apps automatically, so you can focus on your more important work.
“Best Roofing went from 6M to 60M”
“Best Roofing, a top 100 Roofing Contractor, uses Followup CRM, a pipeline management software to track and manage their sales process, resulting in exponential growth.”
Gregg Wallick, CEO Best Roofing
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