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.

Featured Integrations

Outlook

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 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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Foundation Software

Followup CRM’S integration with Foundation Software allows users to pass new client information, jobs and pricing information directly into Foundation Software. The integration enables seamless data entry and fewer mistakes to deal with at the end of each accounting period.

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The EDGE

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. A button click in Followup transfers key bid information e. into The EDGE Estimator which saves time, eliminates double entry but the real value is enforcing data consistency.

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Sage 100

The Sage 100 integration with Followup CRM 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. We're offering 50% off the Followup CRM set up fee for all Sage 100 customers!

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ComputerEase

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

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. The integration of the two tools allows sales representatives to access the order history, customer service calls, and leads. We're offering 50% off the Followup CRM set up fee for all Sage 300 customers!

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FCS Roofing Software

FCS Enterprise is a fully integrated, cloud-based software system that offers real-time processing that allows data to be captured remotely, on any device – giving technicians more time on the roof and less time on paperwork.

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Intuit QuickBooks

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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Partners