Followup CRM
followupcrm.com
Spec sheet
- Purpose
- Followup CRM is a construction CRM for tracking and converting leads, managing contacts, and viewing real-time reports.Read 28 Sep 2026 · followupcrm.com
- Audience
- The company describes its audience as specialty contractors, including roofing, electrical, remodeling, glass and window, waterproofing, and concrete businesses.Read 28 Sep 2026 · followupcrm.com
- Integrations
- Listed integrations include Foundation, Vista, Spectrum, Sage, Procore, QuickBooks, Outlook, Gmail, and Zapier.Read 28 Sep 2026 · followupcrm.com
- Security
- The security page states data is encrypted at rest and in transit, with AES-256 encryption and 99.9% uptime.Read 28 Sep 2026 · followupcrm.com
- Compliance
- Followup CRM states it maintains SOC compliance reporting and information security practices aligned with ISO standards, and alignment with GDPR, CCPA, and Australia's Privacy Act of 1988.Read 28 Sep 2026 · followupcrm.com
- Support
- Every plan includes guided onboarding, data migration, and team training.Read 28 Sep 2026 · followupcrm.com
- Headquarters
- 300 SW 1st Ave, Suite 155, Fort Lauderdale, FL 33301, United StatesRead 28 Sep 2026 · followupcrm.com
- Founded
- 2012Read 28 Sep 2026 · followupcrm.com
- Company history
- The company says investors led by Gregg Wallick raised the initial capital to commercially launch Followup CRM in 2012.Read 28 Sep 2026 · followupcrm.com
- Customization
- Users can tailor fields, stages, and permissions to fit their sales and estimating process.Read 28 Sep 2026 · followupcrm.com
- Dashboards
- Real-time reports cover bids, close rates, pipeline status, and team performance.Read 28 Sep 2026 · followupcrm.com
- HQ
- The company lists its address as 300 SW 1st Ave, Suite 155, Fort Lauderdale, FL 33301.Read 28 Sep 2026 · followupcrm.com
- Outlook plugin
- The Outlook plug-in can create or update CRM contacts, companies, and projects from an email and include its attachments.Read 28 Sep 2026 · support.followupcrm.com
- Pipeline tracking
- The product tracks leads, bids, customers, follow-ups, and revenue forecasts in one pipeline.Read 28 Sep 2026 · followupcrm.com
- Plan security
- Email-based MFA is included across all plans; SSO via SAML is listed for Professional and Enterprise.Read 28 Sep 2026 · followupcrm.com
- Voice AI
- The homepage says Voice AI is in beta and lets contractors speak updates for AI to enter into the CRM.Read 28 Sep 2026 · followupcrm.com
Plans and prices
Starter $99 a year per user · billed annually · 5-user minimum Up to 3 teams · Proposals · 20 automations · 5 dashboards · 2-factor authentication Read 28 Sep 2026 · followupcrm.com
Enterprise $125 a month platform fee + $125/user Multi-entity · Unlimited teams and locations · Unlimited dashboards · Enterprise SSO · Multi-entity reporting Read 28 Sep 2026 · followupcrm.com
Professional $149 a year per user · billed annually · 5-user minimum Unlimited teams · Proposals · Unlimited automations · 20 dashboards · SSO Read 28 Sep 2026 · followupcrm.com
Starter launch plan $2,500, paid once one-time fee Onboarding · Data migration · Team training · 4–6 weeks Read 28 Sep 2026 · followupcrm.com
Professional launch plan $5,000, paid once one-time fee Onboarding · Data migration · Team training · 4–12 weeks max Read 28 Sep 2026 · followupcrm.com
Enterprise launch plan $10,000, paid once one-time fee Onboarding · Data migration · Team training · Custom timeline Read 28 Sep 2026 · followupcrm.com
Where Specifiction places it
- Construction CRM Software#16 of 417.7
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