CDP is excited to welcome Followup CRM to our partner network.
If your team is using an ERP like Viewpoint Spectrum or Vista and still tracking bids in spreadsheets or email threads, Followup CRM offers a better way. Built by construction pros who’ve lived the preconstruction chaos, Followup CRM gives you a centralized, easy-to-use system to track leads, manage proposals, and stay on top of follow-ups.
A CRM That Gets How Contractors Sell
Followup CRM isn’t a generic, corporate tool trying to fit into construction. It was built for how contractors actually sell, with tools that work the way your team already does.
You can manage contacts, bids, proposals, and notes all in one place. Set automated reminders so nothing slips through the cracks. And track your pipeline in real time, without needing an Excel expert on the payroll.
Built to Work with Spectrum and Vista
Followup CRM connects with many other construction softwares like Viewpoint Spectrum and Vista, so your sales activity stays in sync with job and accounting data. That means less double entry, smoother handoffs, and better visibility across your entire team.
If you’ve ever wondered where a job stands or who followed up last, Followup CRM takes the guesswork out of your sales process and puts everything in one place.
Here’s What You Can Expect:
- A CRM made for contractors, not generic corporate sales teams
- Easy tracking of bids, proposals, and opportunities
- Automated reminders and follow-ups to keep deals moving forward
- Real-time dashboards to see what’s working and what’s not
- Seamless integrations with your other tools like Viewpoint Spectrum and Vista
