FOLLOWUP CRM FEATURES

Never Let A Lead Fall Through The Cracks Again

Are you still using spreadsheets to keep track of your leads? The overwhelming chaos and disorganization that comes with spreadsheets can really hurt the growth of your business. Followup CRM allows you to manage all your leads and contacts in one database that can be accessed from anywhere. And with our scheduling tools, you’ll never forget to follow up with a lead again.
CRM FEATURE

Never Miss A Bid Date Again

Digital bid board helps you 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.
CRM FEATURE

Track All Your Communication And 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.
CRM FEATURE

Know Whats Going On In Real Time

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.
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.
CRM FEATURE

Keep Everyone One 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.
CRM FEATURE

Nothin Falls Through The Cracks With 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.
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.

“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!

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running fast
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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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