Audience

Construction Companies

About Followup CRM

Followup CRM is a simple sales and project management CRM built for construction companies that will give you visibility into your team’s activity, allow you to report your progress internally, and open up channels for transparent collaboration across teams. In other words, exactly what you need to take the next step as a successful business.

Convert won opportunities to projects seamlessly without losing any data. Track milestones, manage processes, and integrate with external systems to ensure on-time delivery and happy customers. As every business knows, winning a client is only the beginning. Keeping everyone involved aligned in delivering the product or service, is the most important part of any customer relationships.

Pricing

Starting Price:
$55/user/month
Free Trial:
Free Trial available.

Integrations

API:
Yes, Followup CRM offers API access

Ratings/Reviews - 2 User Reviews

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.5 / 5
support 5.0 / 5

Company Information

Followup CRM
Founded: 2012
United States
followupcrm.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Windows
Mac
Linux
iPhone
iPad
Android
Chromebook
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
24/7 Live Support
Online

Followup CRM Frequently Asked Questions

Q: What kinds of users and organization types does Followup CRM work with?
Q: What languages does Followup CRM support in their product?
Q: What kind of support options does Followup CRM offer?
Q: What other applications or services does Followup CRM integrate with?
Q: Does Followup CRM have an API?
Q: Does Followup CRM have a mobile app?
Q: What type of training does Followup CRM provide?
Q: Does Followup CRM offer a free trial?
Q: How much does Followup CRM cost?
Q: What pricing for support is available for Followup CRM?
Q: What pricing for training is available for Followup CRM?

Followup CRM Product Features

Construction Bid Management

Bidder Management Supported
Building Product Database Supported
Cost Database Supported
File Sharing Supported
Proposal Management Supported
Quotes / Estimates Supported
RFP Management Supported
Subcontractor Management Supported
Version Control Supported
Takeoff Not Supported

Construction CRM

Client Tracking Supported
Contract Management Supported
Forecasting Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Construction Management

Accounting Integration Supported
Budget Tracking/Job Costing Supported
CRM Supported
Change Orders Supported
Commercial Supported
Contract Management Supported
Contractors Supported
Mobile Access Supported
Subcontractor Management Supported
Equipment Tracking Not Supported
Estimating Not Supported
Incident Reporting Not Supported
Offline Access Not Supported
RFI & Submittals Not Supported
Residential Not Supported
Timesheets Not Supported

Lead Management

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Proposal Management

Automatic Formatting Supported
Calendar Management Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Supported
Pipeline Management Supported
RFP Management Supported
Requirements Management Supported
Revision Management Supported
Task Management Supported
Templates Supported
Version Control Supported

Quoting

Automated Quoting Supported
Catalog Management Supported
Contact Management Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Supported
Client Portal Not Supported

Sales Analytics

Collaboration Tools Supported
Dashboards Supported
Forecasting Analytics Supported
Ideal Customer Profile (ICP) Supported
Lead Analytics Supported
Predictive Forecasting Supported
Predictive Lead Scoring Supported
Sales Intelligence Reporting Supported
Pipeline Management Not Supported

Sales Force Automation

Commission Management Supported
Contact Management Supported
Contract Management Supported
Customer Database Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Supported
Sales Forecasting Supported
Territory Management Supported
Call Management Not Supported
Campaign Management Not Supported
Channel Management Not Supported
Email Marketing Not Supported
Field Sales Management Not Supported
Referral Tracking Not Supported

Sales Forecasting

Exception Reporting Not Supported
Performance Metrics Not Supported
Competitor Analysis Not Supported
Dynamic Modeling Not Supported
Modeling & Simulation Not Supported
Sales Trend Analysis Not Supported
Graphical Data Presentation Not Supported
Dashboard Not Supported
Correlation Analysis Not Supported
Statistical Analysis Not Supported

Followup CRM Additional Categories

Followup CRM Verified User Reviews

Write a Review
  • Joshua A.
    Director, Repair Division
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Excellent Product"

    Posted 2019-06-18

    Pros: -Simple to use and navigate
    -Efficient lead tracking with the ability to view what each of our Estimator's
    have in their pipeline at any given point int time.
    -"Talks" with other software programs we use

    Cons: -

    -

    Overall: This product is straight forward and simple software for lead tracking to the point of sale. It has become an extremely important part of our division and we can't imagine working without it.

    Read More...
  • Gregg W.
    President
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: Deployment
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Contractor CRM "

    Posted 2019-06-18

    Pros: Follow Up does an amazing job tracking projects and coordination of work flow activities. The application was specifically designed around how the Construction Industry works.

    Also love the new Project Management module.

    They are always developing new feature

    Cons: none.............the program was written around the work flow requirements of the construction industry

    Overall: Outstanding. Follow Up is the backbone of our sales and project management efforts.

    Read More...
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