Followup CRM
Followup CRM is a construction CRM for tracking leads, contacts, bids, follow-ups, customers and revenue forecasts in one pipeline.
What Followup CRM is
Followup CRM is a construction CRM for tracking leads, contacts, bids, follow-ups, customers and revenue forecasts in one pipeline. Teams can customize fields, stages and permissions for their sales and estimating processes. Real-time dashboards cover bids, close rates, pipeline status and team performance. Voice AI is listed as a beta feature that lets contractors speak updates for entry into the CRM. Followup CRM runs on the web and iOS, with an extension, and lists integrations with Foundation, Vista, Spectrum, Sage, Procore, QuickBooks, Outlook, Gmail and Zapier. Its Outlook plug-in can create or update contacts, companies and projects from email, including attachments. The company states that data is encrypted at rest and in transit with AES-256 encryption and 99.9% uptime. Email MFA is included across plans, while SAML SSO is listed for Professional and Enterprise. Every plan includes guided onboarding, data migration and team training.
Good
- Tracks leads, bids and forecasts in one pipeline
- Customizes fields, stages and permissions
- Provides real-time sales dashboards
- Offers many construction and business integrations
- Includes onboarding, migration and training
Watch out
- No free plan is listed
- Plans require a five-user minimum
- Voice AI is still in beta
Who it suits
It suits specialty contractors such as roofing, electrical, remodeling, glass and window, waterproofing and concrete businesses. Teams needing bid tracking, integrations and configurable pipelines may find it relevant.
Verdict
Followup CRM focuses on construction sales workflows, integrations and reporting. Its annual pricing, user minimum and onboarding fees should be reviewed before purchase.
Plans and prices
From Followup CRM's own pricing page, checked 28 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $99 a year | Up to 3 teams · Proposals · 20 automations · 5 dashboards · 2-factor authentication · per user · billed annually · 5-user minimum |
| Enterprise | $125 a month | Multi-entity · Unlimited teams and locations · Unlimited dashboards · Enterprise SSO · Multi-entity reporting · platform fee + $125/user |
| Professional | $149 a year | Unlimited teams · Proposals · Unlimited automations · 20 dashboards · SSO · per user · billed annually · 5-user minimum |
| Starter launch plan | $2,500, paid once | Onboarding · Data migration · Team training · 4–6 weeks · one-time fee |
| Professional launch plan | $5,000, paid once | Onboarding · Data migration · Team training · 4–12 weeks max · one-time fee |
| Enterprise launch plan | $10,000, paid once | Onboarding · Data migration · Team training · Custom timeline · one-time fee |
The facts
Each one read from Followup CRM's own pages, with the date it was checked.
What it does
- Audience
- The company describes its audience as specialty contractors, including roofing, electrical, remodeling, glass and window, waterproofing, and concrete businesses.checked 28 Sep 2026
- 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.checked 28 Sep 2026
- Customization
- Users can tailor fields, stages, and permissions to fit their sales and estimating process.checked 28 Sep 2026
- Dashboards
- Real-time reports cover bids, close rates, pipeline status, and team performance.checked 28 Sep 2026
- HQ
- The company lists its address as 300 SW 1st Ave, Suite 155, Fort Lauderdale, FL 33301.checked 28 Sep 2026
- Integrations
- Listed integrations include Foundation, Vista, Spectrum, Sage, Procore, QuickBooks, Outlook, Gmail, and Zapier.checked 28 Sep 2026
- Outlook plugin
- The Outlook plug-in can create or update CRM contacts, companies, and projects from an email and include its attachments.checked 28 Sep 2026
- Pipeline tracking
- The product tracks leads, bids, customers, follow-ups, and revenue forecasts in one pipeline.checked 28 Sep 2026
- Purpose
- Followup CRM is a construction CRM for tracking and converting leads, managing contacts, and viewing real-time reports.checked 28 Sep 2026
- Security
- The security page states data is encrypted at rest and in transit, with AES-256 encryption and 99.9% uptime.checked 28 Sep 2026
- Support
- Every plan includes guided onboarding, data migration, and team training.checked 28 Sep 2026
- Voice AI
- The homepage says Voice AI is in beta and lets contractors speak updates for AI to enter into the CRM.checked 28 Sep 2026
The company
- Company history
- The company says investors led by Gregg Wallick raised the initial capital to commercially launch Followup CRM in 2012.checked 28 Sep 2026
- Founded
- 2012checked 28 Sep 2026
- Headquarters
- 300 SW 1st Ave, Suite 155, Fort Lauderdale, FL 33301, United Stateschecked 28 Sep 2026
Money
- Plan security
- Email-based MFA is included across all plans; SSO via SAML is listed for Professional and Enterprise.checked 28 Sep 2026
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