TradeAtlas
CRM

FollowupCRM

FollowupCRM is a CRM software designed specifically for the construction industry. It helps contractors manage their sales pipeline, track leads, and improve their closing rates.

emerging🔧PlumbingElectrical❄️HVAC🏠Roofing

Use Cases

  • Lead tracking and management
  • Sales pipeline visualization
  • Proposal generation
  • Customer relationship management

Capability Matrix

FeatureStatusDepth
CRM / Customer ManagementYesAdvanced
Proposals & QuotesYesStandard
E-SignatureYesStandard
EstimatingYesStandard
QuickBooks SyncYesStandard
Marketing AutomationPartialBasic
Call TrackingPartialBasic
Photo DocumentationPartialBasic
Reporting DashboardYesStandard
API AccessYesStandard
Zapier IntegrationYesStandard
Bid ManagementYesStandard
Digital ProposalsYesStandard
Alerts & NotificationsYesStandard
Cloud StorageYesBasic
Document StorageYesStandard
Mobile AppYesStandard
Push NotificationsYesStandard
Report GenerationYesStandard
ReportingYesStandard