Free On-Demand Webinars
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The EDGE Integration with Followup CRM Partner Webinar
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eSUB Integration with Followup CRM Webinar

FollowupCRM + Sage100 Webinar
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Followup CRM and ArtUnlimited Marketing Agency Webinar
WEBINAR PLAYLIST

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)
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
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.

Goal Setting for 2025 in Followup CRM: A Guide for Sales Success
In this webinar we cover: 1) Why goals are important 2) How successful teams set goals - How to set up quotas, by user, contract type, office/division etc. - How to set up activity goals - How to use the dashboard see if goals have been met

Blueprints for Success: Custom Reporting Essentials in Followup CRM
Unlock the power of your data with custom reporting in FollowUp CRM! In this webinar, we’ll walk you through creating tailored reports that turn raw numbers into actionable insights, helping you make smarter business decisions and drive success. ✨ What You’ll Learn: - Step-by-step guide to building custom reports. - How to analyze key metrics that matter most to your business. - Tips for turning data into strategic actions for growth. - Whether you're a construction business owner or a sales manager, this webinar equips you with the tools to take control of your data and boost performance. 🚀 👉 Watch now and start building reports that work for you! #ConstructionSales #FollowUpCRM #CustomReports #DataInsights #ConstructionCRM

Automate More, Stress Less: Smart Solutions for Construction Sales
Ready to take the chaos out of your sales process? In this webinar, we’ll show you how to set up and maximize automation features inside FollowUp CRM. Discover how to streamline lead tracking, manage proposals effortlessly, and boost productivity across your construction sales team. ✨ What You’ll Learn: How to simplify follow-ups and never miss a lead. Tips for managing your pipeline with ease. Smart tools to improve team collaboration and accountability. Whether you’re a contractor looking for better project management or a sales leader aiming for higher efficiency, this webinar is your roadmap to success. 🚀 👉 Watch now and start automating your way to stress-free sales! #ConstructionSales #FollowUpCRM #Automation #SalesAutomation #ConstructionCRM

7 Easy Wins in Followup CRM
This Internal Webinar details 7 Easy Wins to help you get the most out of Followup CRM. Join Rachel and Rachel to learn tips like: - How to use Project Comments - Email Templates & the Outlook Plug In - Copying Projects & Related Files - The Outlook & Gmail Calendar Sync - The Proposal Generator - Company Analytics - Followup for Business Development

How Best Roofing went from 6M to 60M in Revenue
CompanyCam and Followup CRM look under the hood of Best Roofing and discuss how they went from 6M to 60M in revenue and the tools that helped them get there.

The EDGE integration with Followup CRM Partner Webinar
Estimating Edge and Followup CRM explain how the integration of the two products makes your reporting, job tracking, and client management seamless.

eSUB Integration with Followup CRM Webinar
eSUB and Followup CRM Partner to Improve Profitability for Trade Contractors

FollowupCRM + Sage100 Webinar
How to Build Profitable Relationships with Followup CRM, Ryvit, and Sage 100 Contractor. A product demo partnership with Followup CRM for Sage 100 Contractor users.

Followup CRM Strategic Partner Webinar with eSUB Project Management Software
After 10+ Years of serving the trade contractor industry, eSUB has launched their newest version of their PM software! This webinar with our partners at eSUB gives subs a chance to discuss, learn, and prepare for the next year – we'll talk about what they learned from 2008, and how it can help you weather the storm in 2023.

Followup CRM and ArtUnlimited Marketing Agency Webinar
If you’re looking to generate more sales qualified leads, this webinar covers several tips and strategies to help build your construction brand and win more jobs through proper marketing practices.

Followup CRM 2022 Product Roadmap Webinar
In this webinar, Followup CRM's COO, Erick Vargas, shares the 2022 product roadmap and all the great new features we will be rolling out this year. He also shares the top under-utilized Followup CRM features. To learn more about the #1 CRM for construction, Followup CRM, visit our website: https://www.followupcrm.com/ #FollowupCRM #ConstructionCRM #RoofingCRM #ConstructionSales

Followup CRM & Art Unlimited Webinar: Contractor Marketing Masterclass
In this on-demand webinar, Followup CRM's COO, Erick Vargas, and Art Unlimited's CEO, Anna Anderson come together for a contractor marketing masterclass. Join them as they discuss best practices around how specialty and general contractors can grow their online presence through digital marketing strategy and, in turn, help grow your business. To learn more about the #1 CRM for construction, Followup CRM, visit our website at https://www.followupcrm.com/ About Art Unlimited: Art Unlimited collaborates with you to change your company and community by delivering innovative, custom-designed marketing solutions. They work as a family to deliver dependable results with the vision to embrace change and solve problems. To learn more, visit their website at https://www.artunlimitedusa.com/

Followup CRM and CompanyCam Integration Webinar
In this webinar, Followup CRM and CompanyCam come together and share how this integration works. To learn more about the #1 CRM for Construction, Followup CRM, visit our website: www.followupcrm.com

Contractor Round Table: Ways to Leverage Followup CRM in Your Sales Meetings
In this on-demand webinar, Followup CRM's COO, Erick Vargas, delves into effective strategies for utilizing Followup CRM during sales meetings. Discover how to prepare for meetings, set structured agendas, and leverage Followup CRM's features to enhance team accountability and performance. By implementing these best practices, construction companies can streamline their sales processes, improve pipeline visibility, and ultimately boost closing ratios. To learn more about the #1 CRM for contractors, visit our website: https://www.followupcrm.com/ #FollowupCRM #ConstructionCRM #SalesMeetings #CRMbestpractices #ConstructionSales

Better Efficiency + Improved Visibility = Winning More Business
In this webinar, Followup CRM and STACK come together and share their upcoming integration and what that looks like for users. To learn more about the #1 CRM for construction, Followup CRM, visit our website at https://www.followupcrm.com/

Contractor Round Table: How the Followup CRM and Zapier Integration Work
Learn how the Followup CRM and Zapier integration simplifies your workflows and boosts productivity in this insightful webinar hosted by Followup CRM's COO, Erick Vargas. Discover step-by-step how to automate repetitive tasks, streamline data sharing between your favorite apps, and enhance your team's efficiency. This session is perfect for contractors and construction professionals looking to leverage technology to save time and close more deals. Explore why Followup CRM is the #1 choice for contractors and how this integration empowers your team. 👉 Visit our website for more details: https://www.followupcrm.com/ #FollowupCRM #ConstructionCRM #ZapierIntegration #CRMforContractors #ConstructionTech

Unlocking Service Growth Webinar: Featuring Best Roofing's Gregg Wallick
In this webinar, we are featuring Gregg Wallick of Best Roofing who exceeded $13.5 Million in service department revenues in 2020. Gregg runs one of the "best" operations in the country and offers incredible wisdom that will immediately make an impact on your desire to grow service. For sales training, coaching, sales evaluations, and consulting to help you grow and develop your sales organization with Ryan Groth and his team visit https://training.salestransformationgroup.com/quiz To learn more about the #1 CRM for construction, Followup CRM, visit our website at https://www.followupcrm.com/

Contractor Round Table: How to Use Followup CRM's New Calendar View
Unlock the power of Followup CRM's new Calendar View in this webinar led by Erick Vargas, COO of Followup CRM. Learn how to use this feature to stay organized, schedule tasks, and streamline your team's workflows. Perfect for contractors and construction professionals, this session demonstrates how the Calendar View can enhance project management, improve accountability, and ensure you never miss a deadline. Discover why Followup CRM is the leading CRM for the construction industry and how this new feature can take your business to the next level. 👉 Visit our website to learn more: https://www.followupcrm.com/ #FollowupCRM #ConstructionCRM #CRMCalendarView #ContractorTools #ConstructionSales

Contractor Round Table: How to Set a Sales Plan in 2021
Build a winning sales strategy with insights from Erick Vargas, COO of Followup CRM, in this value-packed webinar. Learn how to set effective sales plans tailored to the construction industry, improve your team's focus, and achieve measurable results. Erick shares actionable tips on goal-setting, pipeline management, and leveraging Followup CRM to stay on track and close more deals. Whether you're a contractor or a construction professional, this session provides practical advice to boost your sales efforts and drive growth. 👉 Learn more about Followup CRM, the #1 CRM for contractors: https://www.followupcrm.com/ #FollowupCRM #ConstructionCRM #SalesPlan #ConstructionSales #CRMforContractors

Contractor Round Table: 2021 Product Roadmap
In this webinar, Followup CRM's COO, Erick Vargas, shares the product roadmap for 2021. To learn more about the #1 CRM for construction, Followup CRM, visit our website at https://www.followupcrm.com/

Contractor Round Table: How to Take Your Sales Team to the Next Level
Elevate your sales team's performance with expert advice from Erick Vargas, COO of Followup CRM, in this engaging webinar. Discover best practices for improving team accountability, optimizing your sales process, and leveraging Followup CRM's tools to drive better results. Whether you're looking to close more deals, streamline workflows, or foster collaboration, this session is packed with actionable strategies tailored for contractors and construction professionals. Take your sales team to the next level and see why Followup CRM is the #1 CRM for the construction industry. 👉 Learn more at https://www.followupcrm.com/ #FollowupCRM #ConstructionCRM #SalesTeamPerformance #CRMforContractors #ConstructionSales

Contractor Round Table: How Best Roofing Increased Their Closing Ratio 50% with Followup CRM
Learn actionable strategies to streamline your sales process, improve lead tracking, and close more deals faster. Erick breaks down Best Roofing's success story, offering tips you can implement to achieve similar results for your construction business. If you're ready to take your sales performance to the next level, this webinar is a must-watch. 👉 Learn more about Followup CRM, the #1 CRM for contractors: https://www.followupcrm.com/ #FollowupCRM #ConstructionCRM #SalesSuccess #BestRoofing #CRMforContractors #ConstructionSales