Viewpoint Vista + Followup CRM Integration Overview | CDP Inc.

Product:

Viewpoint Vista

Learn how the powerful integration between Vista by Viewpoint and FollowUp CRM can transform your construction sales process. This seamless connection helps you combine Vista's robust accounting and project management capabilities with FollowUp CRM's streamlined bid tracking and lead management tools. The result? Improved efficiency, better collaboration, and more closed deals.

What You’ll Learn in This Video:

How FollowUp CRM integrates with Vista to centralize your client and project data
Simplify bid tracking and proposal management with automated workflows
Use real-time reporting to forecast sales and track progress across teams
Eliminate double data entry by syncing directly with your accounting and ERP system

What Our Clients Say

"Beth is absolutely wonderful to work with! I appreciate her patience and professionalism. It’s a relief to know I can count on her to respond and be a life line for us as we continue to learn the system. She is truly top notch."

Eastbound Mechanical

"We appreciate Tim and all of his excellent support."

M.J. (Manufacturing Firm)

"He did a great job online and an equally great job in person. We’re enjoying working with our new Spectrum Viewpoint accounting software."

Chambliss & Rabil Contractors, Inc.

"Kristen is a very valuable resource for us!"

LCI-Lineberger Construction Inc.

"It’s a pleasure working with Robert. He's very patient, knowledgeable and goes far beyond to help with any issues we have as a company or as an individual."

HL Contractors

"I want to let you know how grateful we are for Robert Pacheco’s assistance. He was able to meet with me and discuss the issue promptly and complete the fix within a short amount of time. He is surely an asset, and we are thankful to have such a great resource."

Marques General Engineering, Inc.

"I wanted to let you know Dan did a great job. He has a vast amount of knowledge, and I feel very fortunate to be working with him."

H.F. (Mechanical Contractor)

"Michael and Matthew have exceeded my needs and expectations. I get help same day 95% of the time, which is very important in my business at times. They are professional and courteous 100% of the time. Zero complaints."

Mitchell Brothers

"I just wanted to commend Robert’s continued support since our go-live. Whether it be implementation or ad hoc questions, he has gone above and beyond."

Daniel C. - FMT Shipyard and Repair

"The level of service CDP provides is exceptional and always far exceeded my expectations. You can quote me on that!"

The Wesson Group LLC

"The best part was watching folks react to the info Greg shared. We had great feedback, big smiles all around, and folks excited about newfound streamlined ways to make their work easier. We know Greg's schedule is in demand, and appreciate the time he shared with us."

S.D. (Industrial Construction)

"Greg is terrific, and I’m so excited to have a better resource! I have him working on several projects now with many more to come."

Progressive Plumbing

"Thank you for your assistance/responsiveness to assist us in getting P6 back online so quickly today. We appreciate all the support you provide."

M.J. (Manufacturing Firm)

CDP Partnerships

About CDP

We understand your business because we have worked in your industry. The real world experience of our expert staff allows us to implement solutions tailored to the unique needs of your company.

Our extensive experience since 1981 fulfilling the needs of Project-Centric organizations, has shown the one certainty is: “All Customers Are Not The Same”. Your needs are different, because of your industry, expertise, people and processes. CDP works with you to address both long-term and short-term business objectives.