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 (13)
| Integrates with | Connection | Details |
|---|---|---|
| NativeFollowUp CRM CompanyCam integration | ||
| NativeFollowUp CRM Foundation integration | ||
| NativeNative integration | ||
| NativeFollowup CRM Outlook add-in | ||
| NativePremier native Followup CRM integration | ||
| PartnerFollowUp CRM "Push to Procore" | ||
| NativeFollowUp CRM QuickBooks integration | ||
| NativeFollowUp CRM Sage 100 Contractor integration | ||
| NativeFollowUp CRM Sage 300 CRE integration | ||
| NativeSage Intacct Marketplace listing | ||
| NativeFollowup CRM–STACK document push |
| Integrates with | Connection | Details |
|---|---|---|
| –Followup CRM ↔ Spectrum via Trimble App Xchange | ||
| –Followup CRM ↔ Vista via Trimble App Xchange |
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