Followup CRM

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Best CRM for Construction, Contractors & Builders

4.5 2 verified reviews
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SoftwareWorld Editorial Review

Why SoftwareWorld Chooses Followup CRM

"Construction and contracting businesses often turn to Followup CRM because it helps teams track leads and follow-ups without things slipping through the cracks. Sales pipelines become easier to manage, and everyone on the team stays on the same page about where each deal stands. It works well for companies that handle multiple bids at once. That said, businesses outside the construction space may find the software feels too niche for their specific needs."
SoftwareWorld Review Team
SoftwareWorld Highly Recommended 2026
Decision Snapshot

Followup CRM Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User Rating4.5 / 5
Starting PriceContact Vendor
Free Trial7 Days
Free VersionNo
APIAvailable
DeploymentCloud Hosted
HeadquartersUnited States
✎
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Product Overview

Followup CRM Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Followup CRM

Followup CRM is a user-friendly software designed to streamline customer relationship management for the construction industry. It empowers teams to organize and track interactions with clients, ensuring efficient follow-ups and improved communication. With its intuitive interface, users can easily manage leads, set reminders, and schedule appointments. The software's automation features simplify repetitive tasks, allowing teams to focus on building relationships. Followup CRM also offers customizable reporting tools, providing insights into sales performance and customer engagement. Additionally, the platform facilitates collaboration by centralizing customer data, making it accessible to team members. Followup CRM enhances productivity, fosters better customer connections, and contributes to the growth of businesses by optimizing their sales and relationship management processes.
Company Followup CRM
Founded 2012
Headquarters United States
Employees 11-50

Support

Email Phone Chat Knowledge Base

Training

In-person Webinar Documentation

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android Mac

Typical Customers

Small-Business Midsize-Business Large-Enterprise-Business
Languages Supported 1 language available
English
Industries Served 1 industry available
Construction

Why Choose Followup CRM

Problem it Solves

  • Problem it Solves Streamlines Customer Relationship Management To Enhance Engagement And Retention

Target Users

  • Target Users Small Business Owners
  • Target Users Sales Managers
  • Target Users Customer Service Teams
  • Target Users Marketing Professionals
  • Target Users Account Executives

Core Use Case

  • Core Use Case Track Customer Interactions
  • Core Use Case Manage Sales Pipelines
  • Core Use Case Automate Follow-up Tasks
  • Core Use Case Analyze Customer Data
  • Core Use Case Improve Customer Retention

USP

  • USP Streamline Customer Interactions For Enhanced Business Growth

Pros

  • Pros Built specifically for construction and contracting industries, not generic sales
  • Pros Bid tracking keeps project pipelines organized from proposal to close
  • Pros Teams can log follow-ups in seconds without navigating complex menus
  • Pros Email and calendar sync reduces manual data entry noticeably
  • Pros Managers get clear visibility into who's following up on what
  • Pros Reporting shows exactly where deals stall in the sales process
  • Pros Accountability features help sales reps stay consistent with client outreach
  • Pros Affordable pricing makes it accessible for small to mid-size contractors

Cons

  • Cons Reporting depth falls short for data-driven sales teams
  • Cons Mobile experience feels noticeably limited compared to the desktop version
  • Cons Workflow automation options stay basic for complex pipeline needs
  • Cons Pricing climbs faster than expected as team size grows
Editorial Buyer Guidance

Who Is Followup CRM Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Streamlines Customer Relationship Management To Enhance Engagement And Retention

Target Users

  • Small Business Owners
  • Sales Managers
  • Customer Service Teams
  • Marketing Professionals
  • Account Executives

Core Use Cases

  • Track Customer Interactions
  • Manage Sales Pipelines
  • Automate Follow-up Tasks
  • Analyze Customer Data
  • Improve Customer Retention

Unique Selling Point

Streamline Customer Interactions For Enhanced Business Growth

Strengths and Limitations

Followup CRM Pros & Cons

Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.

+

Pros

  • Built specifically for construction and contracting industries, not generic sales
  • Bid tracking keeps project pipelines organized from proposal to close
  • Teams can log follow-ups in seconds without navigating complex menus
  • Email and calendar sync reduces manual data entry noticeably
  • Managers get clear visibility into who's following up on what
  • Reporting shows exactly where deals stall in the sales process
  • Accountability features help sales reps stay consistent with client outreach
  • Affordable pricing makes it accessible for small to mid-size contractors
!

Cons

  • Reporting depth falls short for data-driven sales teams
  • Mobile experience feels noticeably limited compared to the desktop version
  • Workflow automation options stay basic for complex pipeline needs
  • Pricing climbs faster than expected as team size grows
Category-Based Capabilities

Followup CRM Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Construction CRM Software 24 selected features Open category ↗ ⌄
Project Management Data Import/Export Scheduling Quotes/Estimates Activity Tracking Document Management Job Costing Buyer Management Warranty Tracking Calendar Management Collaboration Tools Client Tracking Contract/License Management Task Management Change Order Management Communication Management Contact Management Project Tracking Subcontractor Management Sales Pipeline Management Email Marketing Bid Management Lead Management Procurement Management
Client Onboarding Software 17 selected features Open category ↗ ⌄
Activity Dashboard Activity Tracking Chat/Messaging Client Management Client Portal Collaboration Tools Communication Management Data Import/Export Document Management Electronic Forms Email Management Onboarding Reporting & Statistics Surveys & Feedback Task Management Third-Party Integrations Workflow Management
Construction Bid Management Software 16 selected features Open category ↗ ⌄
Takeoff Collaboration Tools Third-Party Integrations Proposal Generation Proposal Management Cost Database Document Management Subcontractor Management Quotes/Estimates Project Management File Sharing Document Storage Version Control Bid Management Accounting Integration RFP Management
Construction Scheduling Software 13 selected features Open category ↗ ⌄
Rescheduling Project Scheduling Task Scheduling Subcontractor Management Bid Management Job Scheduling Change Order Management Gantt/Timeline View Activity Dashboard Staff Calendar Calendar Management Timesheet Management Task Management
Sales Tracking Software 17 selected features Open category ↗ ⌄
Sales Pipeline Management Lead Management Reporting/Analytics Appointment Scheduling Task Management Interaction Tracking Alerts/Notifications Customizable Reports Activity Dashboard Commenting/Notes Third-Party Integrations Data Import/Export Lead Scoring Document Management Email Templates Call Logging Search/Filter
CRM Software 28 selected features Open category ↗ ⌄
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export
Connected Applications

Followup CRM Integrations

Integration information is displayed only when approved integration products are available on the profile.

Showing 8 of 11 integrations
Pricing Information

Followup CRM Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Contact Vendor
Preferred Currency USD ($)
Free Trial NA
Free Version NA
Payment Frequency NA
Pricing Page ↗
Verified User Feedback

Followup CRM Reviews

Approved reviews submitted through verified Google or LinkedIn reviewer accounts.

Write a Followup CRM Review ↗
4.5
Based on 2 approved reviews
5 stars 50%
4 stars 50%
3 stars 0%
2 stars 0%
1 star 0%
India C.
India C. Benefits Customer Service Representative

Quick Fixes and Clean Reporting Experience

One thing I appreciate is how fast the team handles issues whenever something goes wrong. The reporting format is neat, easy to understand, and looks good when sharing with others. Calendar syncing could use some improvement, and once in a while there are small data glitches, but they’re minor and don’t disrupt overall work. In general, it’s a well-designed tool that performs reliably for everyday reporting needs.

Reviewed on March, 2024
Gabriela G.
Gabriela G. Database Manager

A Game Changer for Scaling the Business

Follow Up Boss has made a huge difference in how we run our business and helped us put proper systems in place for growth. The open API is a big advantage since it lets us connect almost any tool through Zapier and build workflows that actually fit our needs. With so many options available, getting started can feel a bit overwhelming at first, but once things are set up, the flexibility and potential are absolutely worth it.

Reviewed on August, 2022
Frequently Asked Questions

Followup CRM FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Followup CRM is a user-friendly software designed to streamline customer relationship management for the construction industry. It empowers teams to organize and track interactions with clients, ensuring efficient follow-ups and improved communication. With its intuitive interface, users can easily manage leads, set reminders, and schedule appointments. The software's automation features simplify repetitive tasks, allowing teams to focus on building relationships. Followup CRM also offers customizable reporting tools, providing insights into sales performance and customer engagement. Additionally, the platform facilitates collaboration by centralizing customer data, making it accessible to team members. Followup CRM enhances productivity, fosters better customer connections, and contributes to the growth of businesses by optimizing their sales and relationship management processes.

  • No, Followup CRM does not offer a free version.

  • No, Followup CRM does not offer any free trial.

  • Yes, Followup CRM offers an API.

  • Followup CRM can be integrated with the following applications:

    • QuickBooks Online , Xero , Mailchimp , Google Workspace , Slack , Zoom Meetings , Twilio , Gmail , Microsoft Outlook , Microsoft 365 , Zapier

  • Followup CRM offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • Followup CRM offers training with the following options:
    • In-person , Webinar , Documentation

  • Followup CRM supports the following languages:
    • English

  • Following are the typical users of the Followup CRM:
    • Small-Business , Midsize-Business , Large-Enterprise-Business

  • Followup CRM supports the following deployment:
    • Cloud Hosted

  • Followup CRM supports the following devices and operating systems:
    • Web-Based , iPhone , Android , Mac
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