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Followup CRM

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AI-powered construction CRM for bid tracking, pipelines, and sales follow-up

Construction CRM Software
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  • 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

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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

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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

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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.

Deployment
  • Cloud Based
Billing cycle
Monthly
Desktop
  • Web App
Languages
  • English
Built for
  • Freelancers
  • SMEs
  • Enterprises
Support
  • Email
  • Live Support
  • Training
Integrations
QuickBooks Online, Outlook, Sage, Zapier, Deltek, Hover, Knowify, Vista
Public API
Yes
Free trial
No
Free plan
No
Runs in browser
Yes
Customisable
Yes
Website
followupcrm.com

Followup CRM Videos

Followup CRM Screenshots

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Followup CRM FAQs

Followup CRM offers three tiers, Team, Professional, and Enterprise, each adding more automation and integration features, but exact dollar pricing requires contacting sales.

Yes, Followup CRM offers a 30-day money-back guarantee.

Followup CRM uses AI, including a Voice AI feature, to assist with data entry, activity tracking, and follow-up emails so sales teams spend less time on admin work.

It integrates with QuickBooks Online, Outlook, Sage, Zapier, Deltek, Hover, Knowify, and Vista.

Followup CRM is headquartered in Fort Lauderdale, Florida.