Followup CRM’s integration with the construction ERPs helps reduce errors and double entries, enabling seamless data transfer between the two software.

Followup CRM allows you to connect projects, companies, and contacts in the CRM with Jobs and AR (Accounts Receivable) customers in construction ERPs it integrates with. This connection ensures that all the critical data is seamlessly shared between the two systems. For example, a project created in Followup CRM can be linked with an existing Job or pushed directly as a new job to the ERP, while customer details such as contacts and companies are synchronized with the AR module of the ERP. This integration significantly reduces manual data entry, ensuring that both the CRM and ERP systems remain up-to-date and consistent.

For many construction companies, work orders and service sites play a crucial role in day-to-day operations. Followup CRM enhances this by allowing projects created within the CRM to be connected to work orders and service sites in some of the ERPs. This connection makes it easier for construction companies to manage service contracts, site maintenance, and other operational aspects that are tied to specific projects. The result is a more holistic view of each project, from inception through ongoing service, all within a unified system.

Followup CRM and construction ERPs also allows you to mapp fields between modules on Followup CRM and modules on the ERPs. Specific fields in the CRM, such as project names, customer details, contract values and more can be mapped directly to corresponding fields in the ERP. This ensures that the data is correctly pushed or pulled between the two systems without the need for duplicate entries, and reduces the risk of errors. This helps both the CRM and ERP contain accurate and up-to-date information. For instance, project bids, contract value, customer contact details, etc entered in Followup CRM can be automatically transferred to the ERP, or other information in the ERP can be pulled to the CRM, eliminating the need for manual data re-entry and ensuring smooth transitions between systems.

Followup CRM also allows users to pull income cost summaries from the ERP into the project module. This allows project managers and teams to get a real-time view of a project’s financial health directly within Followup CRM. By accessing up-to-date income and cost data from the ERP, teams can make informed decisions, monitor profitability, and ensure that budgets are on track, without having to switch between different software platforms.

The integration between Followup CRM and construction ERPs enhances workflow efficiency, reduces errors, and provides construction companies with a unified platform for managing both project data and financial information. The ability to sync data between CRM and ERP systems ensures that teams are always working with the most accurate and up-to-date information, improving overall business operations.