Followup CRM Integrations

Connect, organize, and accomplish tasks efficiently with everything you need—email, calendar, and contacts—all seamlessly integrated in one location. Experience enhanced productivity as you manage emails, schedules, tasks, and more, all from a single interface. With Office integration, you can easily share files directly from OneDrive, access your contacts, and view LinkedIn profiles without any hassle. Schedule conference rooms and manage meeting RSVPs directly through your calendar for a streamlined experience. Collaborate effectively by sharing calendars to coordinate plans and check your colleagues' availability effortlessly. Enjoy peace of mind with the robust security measures that are trusted by some of the largest organizations globally. Outlook works tirelessly to safeguard your sensitive information while ensuring it does not hinder your workflow. It anticipates your requirements by automatically adding travel plans and bill payments to your calendar, complemented by smart reminders that help you stay organized. With an efficient search feature, finding the information you need is quick and easy, making your workday smoother than ever.

QuickBooks Online is the most widely used accounting software in the entire world. QuickBooks Online simplifies accounting. Accounting software for small businesses that is #1 makes it easy to track receipts, income, transactions and more. You can take photos of receipts to link them with expenses. Our agents are available to answer any questions you may have about QuickBooks. Keep your business running smoothly by using the apps that you love. QuickBooks Online is compatible with PCs, Macs, tablets and phones. Click the link to get a 30-day free trial, and 50% off for your first three months. QuickBooks is more than just accounting software. QuickBooks helps you keep track of your income and expenses so that you can prepare for taxes. Customers save an average of $3,534 per year. Need more help? QuickBooks Live helps you to stay organized and ready for tax season. QuickBooks Mobile is a mobile application that helps you run your business anywhere, anytime.

Maximize your productivity with Gmail, which has been enhanced to be more secure, intelligent, and user-friendly—allowing you to efficiently manage your inbox and save valuable time. Easily spot new features and prioritize your reading and responses with convenience. Receive gentle reminders to follow up and reply, ensuring that you never miss an important communication. You can check attachments, respond to invitations, postpone messages, and perform various tasks without needing to open every email. With a powerful filter in place, Gmail prevents 99.9% of harmful emails from reaching your inbox, and you’ll be alerted if anything appears suspicious. This makes your email experience not only safer but also more streamlined than ever before.

QuickBooks Enterprise offers a comprehensive solution designed to oversee both your business operations and financial performance. By utilizing QuickBooks Enterprise with cloud access, your team gains the ability to collaborate seamlessly from any location, all while ensuring a secure connection and benefiting from automatic daily backups. Experience enhanced software capabilities and the freedom to work from your preferred location with our hosting options. Furthermore, enjoy a remarkable increase in list capacity—six times that of Pro and Premier—allowing for management of up to 1 million customers, vendors, and inventory entries. Alongside this, you will benefit from expedited payroll processing within QuickBooks and gain valuable insights through over 200 detailed reports, as well as specialized editions tailored to various industries. The Enterprise Diamond package serves as an all-in-one solution that simplifies business management, offering essential features that can be customized and expanded as your business evolves. With our Assisted Payroll feature, we take care of your payroll taxes, ensuring that quarterly and year-end filings are done accurately and punctually, allowing you to focus on growing your business without the worry of payroll complexities. This comprehensive approach guarantees that your business remains efficient and scalable, regardless of its size.

Foundation Software offers job cost accounting, project management, mobile applications, education, and services for bookkeepers to help you manage the business side. Because we are committed to one industry, FOUNDATION®, construction accounting software has been supported and developed over 33 years. We built it around a powerful Microsoft SQL Server®, database for robust reporting, data security, and flexibility. We won't sell software to you if we don't believe your company will succeed. Are we the right fit for you? See why FOUNDATION®, America's #1 Construction Accounting Software, is different.

CompanyCam is a photo-based solution created specifically for contractors. Users can take unlimited photos—which are location and time stamped, sent to the cloud, and stored securely. Every photo is organized by project and instantly available to your team, allowing you to see what’s going on anytime, anywhere.

Sage 100 Contractor, formerly Sage Master Builder, is an industry-specific, fully integrated, construction management solution for small and midsized contractors. Sage 100 Contractor gives companies access to essential, end-to-end project and business information. The solution includes a customizable user dashboard, project work center, and accounting, estimating and job costing tools.

Only software that offers an automated solution for takeoff and estimation for commercial roofing companies. The EDGE™, professional roofing estimating software, is robust and powerful yet simple enough to be used by most roofing contractors and professional estimators. It can be set up in a matter of days. The EDGE features include: - All-in-one roofing software that includes cost-estimating and takeoff. - Capability to measure standing seam metal roofing and tapered insulation - Calculations for fastener lengths - Customized pricing to ensure accurate roofing bids Complex calculations for labor and materials costs in real-time The EDGE roofing software was developed by roofing professionals. It is intuitive and includes extensive databases of roofing-specific products from manufacturers.

The calculations are straightforward. Clients consistently report saving an average of 400 hours annually after adopting their initial connector. This means no more redundant data entry, no more expensive mistakes, and no more tedious copy/paste tasks in spreadsheets. Data Xchange effectively removes all the unnecessary manual efforts that hinder your teams from concentrating on their most vital objectives. Each month, new integrations are introduced to enhance your back office operations, empower your field teams, and ensure accountability among project stakeholders. With project-level integrations on Data Xchange, you achieve unmatched clarity across all stakeholders and systems, as it guarantees that each connected system utilizes the most up-to-date and accurate information. Owners, Architects, Engineers, General Contractors, and Subcontractors can continue using their preferred systems, confident that everyone involved has access to the same accurate project data in their chosen platforms. This seamless collaboration fosters a more efficient workflow, allowing teams to focus on delivering successful project outcomes.

Smart, powerful, and easy-to use construction ERP software that is accessible from anywhere, at any time. Spectrum, a web-based construction ERP software, offers cutting-edge tools for project management, equipment management, service management and document control. It also includes HR and payroll capabilities, inventory management, reporting, and many other features. Spectrum allows contractors to work remotely, regardless of where they are working.

Sage 300 Construction and Real Estate will solve all your construction and property management problems. Sage 300, formerly Sage Timberline Office is the market leader for end-to-end property and construction management software. It offers construction and real estate companies the most comprehensive solution to manage the entire project lifecycle. It covers subcontractors, vendors, accounting, operations and procurement.

Jobba's roofing software goes beyond software. It's a powerful platform for roofing technology that helps commercial and community roofers to generate new business, strengthen customer relationships, and save valuable times by automating manual processes.

You can increase your business's capacity by integrating financial, operations, and project management tools. Vista™, a fully-integrated, comprehensive construction accounting suite, helps contractors manage all aspects of their business from the Office to the Field. Vista offers cutting-edge solutions in accounting, project management and business intelligence. Integrate your office, field, and project teams to gain complete project visibility. You can reduce risk, standardize and improve workflows, and increase project quality. You can easily track and manage RFI's, transmittals, and other information to meet deadlines. Vista's Job Cost is designed to provide accurate and timely accounting and operations information on job progress. It also includes a large library of reports and drill down inquiries. You can import various estimating solutions or enter job budgets and changes orders directly into Job Cost.