Followup CRM Integrations

Connect All Your Essential
Construction Data

Integrate Followup CRM with your go-to applications and software for accounting, estimating, project management, and more. From Outlook and Gmail to FCS Roofing Software and The Edge, Followup CRM connects to all your essential construction platforms to help make your day-to-day seamless and keep all your data in one place.

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Featured Integrations

outlook-followup-crm-integration

Followup CRM seamlessly integrates with Outlook, making it a breeze to send emails through individual files within the Followup CRM interface and keep your conversations in one place.

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gmail-followup-crm-integration

Followup CRM seamlessly integrates with Gmail, making it a breeze to send emails through individual files within the Followup CRM interface and keep your conversations in one place.

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dataforma-followup-crm-integration

Dataforma is the most inclusive system for service management professionals, including roofers, HVAC technicians, and other remote contractors. Our integration allows you to automatically send client or building information between Dataforma and Followup CRM!

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foundation-software-followup-crm-integration

Followup CRM’S integration with Foundation Software Foundation Software allows users to pass new client information, jobs and pricing information directly into Foundation Software.

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the-edge-followup-crm-integration

Followup CRM includes a direct connection in the EDGE™ Estimator Software and is used after a company has won the job and is ready to create an estimate. Save time, eliminate double entry and enforce data consistency with this integration.

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sage-100-followup-crm-integration

The Sage 100 integration provides better mobility to the sales and marketing team and will increase their collaboration. If your sales team is struggling with a crucial block, having on-the-go access to a client's journey information can allow you team to close deals efficiently.

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computer-ease-followup-crm-integration

Followup CRM's integration with ComputerEase  - one of the leading construction accounting tools designed for contractors - brings all the relevant data under a single hub. Contractors and project managers can access this data at anytime via the Followup CRM interface.

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sage-300-CRE-followup-crm-integration

Followup CRM includes a direct By using information about customer trends from Followup CRM, Sage 300 can be used to make accurate predictions regarding the demand, estimated sales, and a lot more.

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fcs-roofing-software-followup-crm-integration

FCS Enterprise is a fully integrated, cloud-based software that offers real-time processing, allowing data to be captured remotely – giving technicians more time on the roof.

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intuit-quickbooks-followup-crm-integration

Intuit QuickBooks is the world’s largest workforce, providing all the tools you need to run a smooth business. Followup CRM's integration with Quickbooks brings all the relevant data under a single hub.

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stack-followup-crm-integration

STACK is a construction takeoff and estimating solution serving subcontractors, general contractors, suppliers and manufacturers. Save time, eliminate double entry and enforce data consistency with our latest integration with Stack.

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deltek-followup-crm-integration

Deltek Vision is a leading project-based solution for professional services firms to manage their clients, projects and finances. More than 4,000 customers use Vision to win more business, manage more profitable projects and have greater insight into their financial health.

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viewpoint-spectrum-followup-crm-integration

Viewpoint Spectrum is a complete, web-based construction ERP solution with leading-edge tools for accounting, project management, equipment and materials management, service management, document control, HR and payroll, inventory, reporting, and much more.

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viewpoint-vista-followup-crm-integration

Vista Construction Software is the industry-leading construction ERP solution – scalable, configurable and fully integrated. Vista provides timely reporting of critical financial data with unrivaled visibility and control.

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zapier-followup-crm-integration

Zapier connects all your important apps and allows you to automate workflows. Connecting with more than 2,000 apps, Zapier connects more web apps than anyone and adds new options every week.

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