Followup CRM ads

Want to know why some companies switch to Followup? Because their competitors are using it—and winning. One customer told us they kept losing bids to a competitor in Dallas. Why? That competitor used Followup and was always two steps ahead. When you hear your competition is using a tool that gives them an edge, it’s time to level the playing field. Don’t get left behind.

Most construction companies already use accounting software like QuickBooks, Foundation, or Sage. The game-changer? These systems are opening up for integrations with CRMs like Followup. Now, you don’t need multiple disconnected systems. Integrations streamline operations, boost adoption, and create one seamless platform to manage everything.

Need proposals out fast? With our proposal generator, you’re looking at under two minutes to create, send, and get that signature back - no printing, no chasing down approvals. Just enter the info once, send it over, and get the deal moving. For quick service jobs, it’s a no-brainer. And if in-person is more your style, you’ve got that option too. It’s all about keeping things rolling and letting you focus on what matters.

One of my favorite parts of Followup is the customer closing ratio dashboard. It’s straightforward: you’re putting out 100 bids a year to a client, but are they awarding you anything meaningful? Or are they just using you as a bid shop? With our dashboard, you’ll know exactly where your time pays off. Like a client told me recently, they were wasting time on bids they’d never win. Focus your energy where the work actually comes in. That’s why we say, bid less, win more.

Here’s what happens in the first three to six months with Followup: an 18% jump in closing ratios! That’s not some wishful thinking—it’s simply about consistently following up. Those little gaps you might miss? We help you close them so opportunities don’t slip through the cracks. Our clients are proof that small, steady changes make a real difference, and those closing numbers show it. This is how we make “follow up” a true business advantage.

One of the things that sets us apart is, we integrate with the top four construction accounting softwares. A lot of companies might use QuickBooks or other ERPs, but we know the industry runs on specific tools, and we’ve made sure we connect with them. This means you’ve got one point of entry for your data, and it seamlessly pushes into your other construction software. Salesforce won’t do that with Procore or Viewpoint, but we do because we’re speaking the same language.