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Followup Crm Features

Construction software that helps you win more projects

Followup CRM offers countless powerful features designed by contractors like you to help your construction business grow. With one comprehensive system, you’ll be able to improve efficiency, streamline your sales process, increase your revenue, and so much more!
Crm Feature

Keep Your Projects
Organized With
Followup CRM

A CRM (customer relationship management) tool is crucial when it comes to keeping all your data in one place, internal and external communication, and project management. Followup CRM helps construction companies track and manage your sales process from start to finish and gives you all the reporting tools you need to make informed business decisions.
Keep Your Projects Organized With Followup CRM
CRM FEATURE

Automatically Track Leads and Bids

Automatically import and track your leads from hundreds of sources, with all the relevant information so you can keep accurate track of all leads and the progress of each. You don't need more leads. You need to follow up with the leads that you already have.
Automatically Track Leads and Bids
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 bid calendar on hand will keep you and the rest of your team on track with regards to getting potential projects in the near future.
Digital Bid Calendar and Scheduling
Crm Feature

Track All Your Emails

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, lunch, meeting, email or anything in between. You can’t control the outcome of deals, you can only control the actions that push deals to close.
Track All Your Emails
Crm Feature

Sales and Estimating Dashboards

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.
Sales and Estimating Dashboards
Crm Feature

Create Beautiful Proposals

Your sales team is wasting too much time hunting down the right content. Reps are fumbling around with copy and paste, formatting, and hacking together documents. Proposals are off-brand and inconsistent, but sales can’t afford to wait for marketing to design one for every deal. Followup CRM untangles your process and puts your team on the straight path to sales success.
Create Beautiful Proposals
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 what to spend their valuable time on.
Keep Everyone on the Same Page
Crm Feature

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.
Notifications and Reminders Notifications and Reminders
Crm Feature

Integrated With Software You
Already Use

Connect the apps you use every day to automate your work and be more productive. Our Integrations moves info between your web apps automatically, so you can focus on your most important work.
Integrated With Software You Already Use
Play

“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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We’re Here To Help Your Contracting Business Succeed!

Get up and running fast
Get up and
running fast
Training and support resources
Training and
support resources
Fast and responsive support team
Fast and responsive support team

30 Day Money
Back Guarantee

With Our 30 day Money Back Guarantee we are so confident that you’ll love the Followup CRM software. You will be joining thousands of contractors who are growing their business and hitting their goals. Which is why we can offer you a guarantee. No questions asked.

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