Followup CRM
VerifiedAI-powered construction CRM for bid tracking, pipelines, and sales follow-up
- Deployment Cloud Based
- Starting price Custom
- Free trial Not offered
- Best for Freelancers, SMEs, Enterprises
What is Followup CRM?
Followup CRM is a cloud-based CRM built specifically for construction companies, contractors, and builders, headquartered in Fort Lauderdale, Florida. It centers on a digital bid calendar for tracking proposal deadlines, activity tracking for calls and meetings that move deals toward close, and AI-assisted data entry and follow-up, including a voice AI feature that lets users describe what happened on a call and have the system log it.
The platform is offered in three named tiers, Team, Professional, and Enterprise, each adding more automation, reporting, and integration capability, but exact dollar pricing is not published on the official site; buyers must contact sales for a quote. Followup CRM offers a 30-day money-back guarantee and integrates with QuickBooks Online, Outlook, Sage, Zapier, Deltek, Hover, and Knowify.
Key Features of Followup CRM
Followup CRM lists 8 documented features, including Digital bid calendar for proposal deadline tracking, Activity tracking for calls, meetings, and follow-ups and AI-assisted data entry and Voice AI call logging. The list below covers what the product does rather than how it is marketed.
- Digital bid calendar for proposal deadline tracking
- Activity tracking for calls, meetings, and follow-ups
- AI-assisted data entry and Voice AI call logging
- Automated follow-up emails and sequences
- Proposal generator with e-signature (Professional tier and up)
- Real-time sales reporting on bids, close rates, and pipeline
- ERP integrations including Sage, Deltek, and Vista
- Custom reporting module and BI analytics add-on
Followup CRM Pricing
Followup CRM lists 3 plans without published figures. Pricing is quoted on request.
Team
Custom
All-in-one construction CRM
Includes CRM, email integration, QuickBooks Online integration, document storage, project tracking, digital bid calendar, standard reporting, and live support; request pricing from sales.
Professional
Custom
Adds automation and sales sequences
Adds automation, proposal generator with e-sign, sequences, data enhancement, ERP integration, and custom reporting module; request pricing from sales.
Enterprise
Custom
Customizable for larger organizations
Adds advanced permissions, connecting multiple systems, and shared customers; request pricing from sales.
Followup CRM Specifications
Followup CRM is available on web app. It offers an API.
- cloud based
- web app
- freelancers
- smes
- enterprises
- live support
- training
Followup CRM Videos
Alternatives of Followup CRM
Other Construction CRM Software products listed on SocialAtoZ, each with its own pricing and feature detail to compare against Followup CRM.
Construction management, estimating, and job costing software for trade contractors
Sales, CRM, and project management platform for roofing and remodeling contractors
Followup CRM Comparisons
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