Followup CRM

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About

FollowUp CRM is a construction-specific CRM for commercial subcontractors and GCs, built around a spreadsheet-style bid log, automated follow-ups, win/loss tracking, and pipeline reporting. Integrates with construction ERPs (Sage 100/300/Intacct, Vista, Foundation, Spectrum), Procore, BuildingConnected, STACK, and Zapier — bridging early-stage sales/bid data into project-execution platforms once a job is won.

How teams use it

By audience

Business Development

BD teams log bid invitations, track follow-up reminders, and measure hit rate by client / estimator / market.
Win/loss reports inform pricing and bid-go/no-go decisions in subsequent cycles.

General Contracting

GCs track awarded projects and push customer + project records into Procore so PMs start with full context.
ERP integrations (Sage Intacct / Sage 300 / Foundation / Vista) sync awarded jobs to accounting at award.

Specialty Contracting

Subcontractors managing dozens of weekly bids use the bid log to track which GCs sent invitations and which they followed up on.

By phase

Concept & Planning

Used by the BD team to capture leads and qualifying opportunities before bid invitations are issued.

Pre-Construction

Used during the bid phase to track estimating activity, due dates, and follow-up cadence; awarded projects push into Procore + accounting.

Integrations (14)

Integrates with	Connection	Details
CompanyCamDirection:BothNative2 types of data	Native2 types of dataFollowUp CRM CompanyCam integration
Foundation SoftwareDirection:OutboundNative3 types of data	Native3 types of dataFollowUp CRM Foundation integration
HOVERDirection:InboundNative1 type of data	Native1 type of dataNative integration
Microsoft OutlookDirection:BothNative3 types of data	Native3 types of dataFollowup CRM Outlook add-in
Premier Construction SoftwareDirection:BothNative1 type of data	Native1 type of dataPremier native Followup CRM integration
Procore Project ManagementDirection:OutboundPartner4 types of data	Partner4 types of dataFollowUp CRM "Push to Procore"
Procore Project ManagementDirection:InboundPartner2 types of data	Partner2 types of data
QuickBooks OnlineDirection:OutboundNative3 types of data	Native3 types of dataFollowUp CRM QuickBooks integration
Sage 100 ContractorDirection:OutboundNative2 types of data	Native2 types of dataFollowUp CRM Sage 100 Contractor integration
Sage 300 CREDirection:OutboundNative2 types of data	Native2 types of dataFollowUp CRM Sage 300 CRE integration
Sage IntacctDirection:OutboundNative3 types of data	Native3 types of dataSage Intacct Marketplace listing
STACKDirection:OutboundNative2 types of data	Native2 types of dataFollowup CRM–STACK document push
Viewpoint SpectrumDirection:OutboundNative2 types of data	Native2 types of dataFollowUp CRM Viewpoint Spectrum integration
Viewpoint VistaDirection:BothNative2 types of data	Native2 types of dataFollowUp CRM Viewpoint Vista integration

Only partners listed on AECi appear here. If one is missing, suggest a correction.

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