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Customize Your Followup Workflow: Simple Setups to Save Time

Customize Your Followup Workflow: Simple Setups to Save Time

Want to get more done in less time? In this Customer Success Webinar, we show you how to make Followup CRM work smarter for your workflow. From custom fields and project lists to email connections and bulk messaging, these quick setup tips can save hours every week. ✅ Set it up once to save time daily ✅ Discover features you might not be using ✅ See upgrade-only tools like automations and bulk emailing in action

Followup CRM Q1 Feature Showcase (2025)

Followup CRM Q1 Feature Showcase (2025)

A walkthrough of our latest features and updates where we'll demo real use cases, answer your questions, and share what’s coming next. #ConstructionSoftware #ConstructionCRM #FollowupCRM

Zapier Workshop: Connect Almost Anything with Followup CRM

Zapier Workshop: Connect Almost Anything with Followup CRM

New Zapier integrations are here—are you using them to their full potential? In this session you'll learn how to: - Seamlessly integrate Followup CRM with hundreds of business apps - Automate lead tracking, follow-ups, and data entry—less manual work - Eliminate errors and improve team collaboration with real-time syncing - Save time and win more bids with a streamlined workflow Whether you're new to Zapier or ready to fine-tune your automations, this workshop will give you practical strategies to work smarter, not harder.