About
FollowUp CRM is a construction-specific CRM for commercial subcontractors and GCs, built around a spreadsheet-style bid log, automated follow-ups, win/loss tracking, and pipeline reporting. Integrates with construction ERPs (Sage 100/300/Intacct, Vista, Foundation, Spectrum), Procore, BuildingConnected, STACK, and Zapier — bridging early-stage sales/bid data into project-execution platforms once a job is won.
How teams use it
By audience
- Business Development
- BD teams log bid invitations, track follow-up reminders, and measure hit rate by client / estimator / market.
- Win/loss reports inform pricing and bid-go/no-go decisions in subsequent cycles.
- General Contracting
- GCs track awarded projects and push customer + project records into Procore so PMs start with full context.
- ERP integrations (Sage Intacct / Sage 300 / Foundation / Vista) sync awarded jobs to accounting at award.
- Specialty Contracting
- Subcontractors managing dozens of weekly bids use the bid log to track which GCs sent invitations and which they followed up on.
By phase
- Concept & Planning
- Used by the BD team to capture leads and qualifying opportunities before bid invitations are issued.
- Pre-Construction
- Used during the bid phase to track estimating activity, due dates, and follow-up cadence; awarded projects push into Procore + accounting.
Integrations
5Reviews
No reviews yet — be the first to review this product.