Average Ratings 2 Ratings

Total
ease
features
design
support

Average Ratings 2 Ratings

Total
ease
features
design
support

Description

Followup CRM is a simple CRM for sales and project management that's designed for construction companies. It will provide visibility into your team's activities, allow you to report on your progress internally and open up channels of transparency for collaboration between teams. This CRM will give you everything you need to make your business a success. Convert won opportunities into projects seamlessly, without losing any data. Track milestones, manage processes and integrate with other systems to ensure timely delivery and happy customers. Every business knows that winning a client is just the beginning. Customer relationships are only as good as the people who work together to deliver the product or service.

Description

JobNimbus, the #1 all-in one roofing app (4.8 on app stores), has been making contractors heroes since 2013. JobNimbus is used by thousands of contractors to manage their entire business, including marketing, sales and production. "This is f$&%ing amazing!" "This is f$&%ing awesome!" ** MARKETING • SEO • Paid Ads Google Business Profile Website ** SALES ** • Scheduling Lead tracking • Boards • Customized sales workflows • Sales automation ** PRODUCTION ** • Production boards Customized job workflows • Production automation • Notes • Tasks • Ordering directly from Beacon Pro+ and Roof Hub SRS. Work Orders Subcontractors Reports BILLING ** • Invoicing • JN Payments • Text-to-Pay • Financing • QuickBooks 2-way synchronization ** COMMUNICATION** Engage texting Email • Caller ID • @mentions Job sharing • Notification center All of this will equip your entire team with the best all-in one roofing app.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

CompanyCam Yes 
QuickBooks Online Yes 
Bodhi No 
DataXchange Yes 
EagleView No 
Enerflo No 
FOUNDATION Yes 
Gmail Yes 
Hover No 
Microsoft Outlook Yes 
Podium No 
ReferPro No 
Sage 100 Contractor Yes 
Stackreaction No 
SumoQuote No 
The Estimating EDGE Yes 
Viewpoint Spectrum Yes 
Viewpoint Vista Yes 
naturalFORMS No 

Integrations

CompanyCam Yes 
QuickBooks Online Yes 
Bodhi Yes 
DataXchange No 
EagleView Yes 
Enerflo Yes 
FOUNDATION No 
Gmail No 
Hover Yes 
Microsoft Outlook No 
Podium Yes 
ReferPro Yes 
Sage 100 Contractor No 
Stackreaction Yes 
SumoQuote Yes 
The Estimating EDGE No 
Viewpoint Spectrum No 
Viewpoint Vista No 
naturalFORMS Yes 

Pricing Details

$55/user/month
Free Trial Yes 
Free Version No 

Pricing Details

Contact us
We offer customized packages for each account based on their size and growth goals.
Let’s have a conversation about your needs and how we can help.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Followup CRM

Founded

2012

Country

United States

Website

followupcrm.com

Vendor Details

Company Name

JobNimbus

Founded

2011

Country

United States

Website

www.jobnimbus.com/try/

Product Features

Construction Bid Management

Bidder Management Yes 
Building Product Database Yes 
Cost Database Yes 
File Sharing Yes 
Proposal Management Yes 
Quotes / Estimates Yes 
RFP Management Yes 
Subcontractor Management Yes 
Takeoff No 
Version Control Yes 

Construction CRM

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

Construction Management

Accounting Integration Yes 
Budget Tracking/Job Costing Yes 
CRM Yes 
Change Orders Yes 
Commercial Yes 
Contract Management Yes 
Contractors Yes 
Equipment Tracking No 
Estimating No 
Incident Reporting No 
Mobile Access Yes 
Offline Access No 
RFI & Submittals No 
Residential No 
Subcontractor Management Yes 
Timesheets No 

Lead Management

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

Proposal Management

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

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal No 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Sales Analytics

Collaboration Tools Yes 
Dashboards Yes 
Forecasting Analytics Yes 
Ideal Customer Profile (ICP) Yes 
Lead Analytics Yes 
Pipeline Management No 
Predictive Forecasting Yes 
Predictive Lead Scoring Yes 
Sales Intelligence Reporting Yes 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management Yes 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing No 
Field Sales Management No 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking No 
Sales Forecasting Yes 
Territory Management Yes 

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard No 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation No 
Modeling & Simulation No 
Performance Metrics No 
Sales Trend Analysis No 
Statistical Analysis No 

Product Features

Construction Bid Management

Bidder Management No 
Building Product Database No 
Cost Database Yes 
File Sharing Yes 
Proposal Management Yes 
Quotes / Estimates Yes 
RFP Management No 
Subcontractor Management Yes 
Takeoff No 
Version Control No 

Construction CRM

Client Tracking Yes 
Contract Management Yes 
Forecasting No 
Project Management Yes 
Quote Management Yes 
Sales Management Yes 
Scheduling Yes 
Time Management Yes 

Construction Estimating

Accounting Integration Yes 
Audit Trail Yes 
Bid Management Yes 
Billing & Invoicing Yes 
Building Product Database Yes 
Calculators No 
Change Orders Yes 
Contract Management Yes 
Cost Database Yes 
Customer Management Yes 
Customizable Templates Yes 
Electrical Estimating No 
HVAC Estimating No 
Historical Database No 
Job Costing Yes 
Plumbing Estimating No 
Price Data / Price Books No 
Project Management Yes 
Quote Management No 
Reporting/Analytics Yes 
Scheduling Yes 
Subcontractor Management Yes 
Takeoff No 
What-if Analysis No 

Contractor Management

Contractor Database Yes 
Insurance Tracking Yes 
License Tracking No 
Permit Tracking No 
Skills & Competencies No 
Task Management Yes 
Work Hour Tracking Yes 

Remodeling Estimating

Cost Database Yes 
Quote Management Yes 

Residential Construction Estimating

Bid Management Yes 
Billing & Invoicing Yes 
Building Product Database Yes 
Change Orders Yes 
Customer Management Yes 
Project Management Yes 
Quote Management Yes 
Scheduling Yes 
Takeoff Yes 

Restoration Management

Bid Management No 
CRM Yes 
Document Management Yes 
Fire Restoration No 
Job Tracking Yes 
Mold Remediation No 
Project Management No 
Scheduling Yes 
Task Management Yes 
Water Restoration No 

Roofing

Aerial Measurement Yes 
Billing & Invoicing Yes 
Checklists & Inspections Yes 
Commercial / Industrial No 
Dispatch Management No 
Lead Management Yes 
Photo Capture Yes 
Quotes / Estimates Yes 
Scheduling Yes 
Work Order Management Yes 

Sales Tracking

Activity Dashboard Yes 
Alerts / Notifications Yes 
Appointment Scheduling Yes 
Call Logging Yes 
Comments / Notes Yes 
Custom Reports Yes 
Document Management Yes 
Email Templates Yes 
Interaction Tracking Yes 
Lead Management Yes 
Lead Scoring No 
Pipeline Management Yes 
Reporting / Analytics Yes 
Task Management Yes 

Alternatives

Alternatives