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The Construction CRM: Streamline your biz dev, sales, bidding, and estimating processes in one place.

Followup CRM helps contractors simplify their sales process, track bids, and win more work. From business development to estimating, Followup centralizes contacts, proposals, notes, and follow-ups in one easy-to-use system built for how construction teams actually work. With direct integrations to Viewpoint Spectrum and Vista, Followup CRM connects your front-end sales activity to your back-end operations, eliminating double entry and giving your team full visibility into the pipeline.

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Why Choose Followup CRM?

Purpose-Built for Construction

Designed by construction pros to streamline every step from lead to close.

Centralized Sales Activity

Track contacts, bids, proposals, and tasks in one place—no more spreadsheets.

Boost Productivity

Automated reminders, real-time dashboards, and proposal tools keep teams focused.

Pipeline Visibility

Monitor opportunities, bid stages, and win rates with easy-to-understand reports.

Proven Adoption

Followup CRM has a 98% user adoption rate in year one, with fast, hands-on onboarding.

Key Features

CRM for Construction Sales

Built for estimators, business developers, and execs to track and manage every opportunity.

Bid & Proposal Tracking

Stay on top of every bid with custom stages, reminders, and real-time status updates.

Proposal Generator

Create branded, professional proposals quickly using customizable templates.

Performance Reporting

Get clear insights into team activity, hit rates, and lead sources.

Email & Calendar Sync

Connect with Outlook or Gmail to manage follow-ups and meetings in one view.

Viewpoint Integrations

Connect Followup CRM to Viewpoint Spectrum and Vista to sync client and project data, reduce manual entry, and improve handoff from sales to operations.

Ready to bid less, win more?

Followup CRM gives construction companies the visibility, structure, and speed they need to grow—while syncing seamlessly with the tools they already use.

Learn more about Followup CRM - request a demo today!

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)