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 (8)
| Direction | Integrates with | Connection | Details |
|---|---|---|---|
| Outbound | NativeFollowUp CRM QuickBooks integration | ||
| Outbound | NativeSage Intacct Marketplace listing | ||
| Both | NativeFollowUp CRM Viewpoint Vista integration | ||
| Outbound | NativeFollowUp CRM Viewpoint Spectrum integration | ||
| Outbound | PartnerFollowUp CRM "Push to Procore" | ||
| Outbound | NativeFollowUp CRM Sage 300 CRE integration | ||
| Inbound | NativeNative integration | ||
| Inbound | Partner |
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