FOLLOWUP CRM FEATURES

Onboarding Process

90% of CRM success hinges on training and implementation. We partner with you to make sure you're successful.
STEP BY STEP

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 2 weeks or less to go live.

Step 2 - Setup Call

The purpose of this call is 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.

Step 3 - Go live

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

“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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running fast
Training and
support resources
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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