Followup CRM 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.

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Pricing

Pricing Starts At:
$55/user/month
Free Trial:
Yes

Integrations

API:
Yes, Followup CRM has an API
View Integrations

Reviews - 2 Verified Reviews

Total
ease
features
design
support
See More Reviews Write a Review

Company Details

Company:
Followup CRM
Year Founded:
2012
Headquarters:
United States
Website:
followupcrm.com
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Media

Play Video Followup CRM Screenshot 1
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Product Details

Platforms
Web-Based
Windows
Mac
Linux
iPhone App
iPad App
Android App
Chromebook
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Training Videos
Customer Support
Business Hours
Live Rep (24/7)
Online Support

Followup CRM Features and Options

Construction CRM Software

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

Proposal Management Software

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

Lead Management Software

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

Quoting Software

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Force Automation Software

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Construction Management Software

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

Construction Bid Management Software

Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control

Sales Analytics Software

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Forecasting Software

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Followup CRM Lists

Followup CRM User Reviews

Write a Review
  • Name: Joshua A.
    Job Title: Director, Repair Division
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Excellent Product

    Date: Jun 18 2019

    Summary: 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.

    Positive: -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

    Negative: -

    -

    Read More...
  • Name: Gregg W.
    Job Title: President
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: Deployment
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Contractor CRM

    Date: Jun 18 2019

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

    Positive: 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

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

    Read More...
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