Use Cases
- Lead tracking and management
- Sales pipeline visualization
- Proposal generation
- Customer relationship management
Pricing
FollowupCRM
A cloud-based CRM system for managing sales leads, proposals, and customer relationships in construction.
Capability Matrix
| Feature | Status | Depth |
|---|---|---|
| CRM / Customer Management | Yes | Advanced |
| Proposals & Quotes | Yes | Standard |
| E-Signature | Yes | Standard |
| Estimating | Yes | Standard |
| QuickBooks Sync | Yes | Standard |
| Marketing Automation | Partial | Basic |
| Call Tracking | Partial | Basic |
| Photo Documentation | Partial | Basic |
| Reporting Dashboard | Yes | Standard |
| API Access | Yes | Standard |
| Zapier Integration | Yes | Standard |
| Bid Management | Yes | Standard |
| Digital Proposals | Yes | Standard |
| Alerts & Notifications | Yes | Standard |
| Cloud Storage | Yes | Basic |
| Document Storage | Yes | Standard |
| Mobile App | Yes | Standard |
| Push Notifications | Yes | Standard |
| Report Generation | Yes | Standard |
| Reporting | Yes | Standard |
Strengths
- Ease of use
- Industry-specific features for construction
- Mobile accessibility
- Robust reporting and analytics
Best Fit
Typical clientssmall crews up to large contractors (100–500)
Platform weightLightweight — newer platform, faster to adopt
Small teamsMid-sizeLarge