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Followup Crm Features

Onboarding process

90% of CRM success hinges on training and implementation. We partner with you to make sure you're successful.
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Step by Step
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Step 1- Kickoff call

The purpose of this call is to align the executive, champion and administrative users at your company to plan a timeline for successful onboarding. Typical onboarding process is two weeks or less to go live.
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Step 2- Setup call

The purpose of this call is to set up users, goals and other data that you want to track at your company. Typically, champion and administrative users at your company attend this call.
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Step 3- Go live

The purpose of this call is to roll out and train the other users at your company.
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“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

Our 30-day, money-back guarantee proves just how confident we are that you’ll love Followup CRM. You will be joining thousands of contractors who are growing their businesses and hitting their goals thanks to Followup CRM. Experience the benefits for yourself and start seeing results--you won't regret it.