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Followup CRM
300 SW 1st Ave, Suite 155, Fort Lauderdale, FL 33301, United States
What it is
Followup CRM is a construction CRM for tracking leads, contacts, bids, follow-ups, customers, and revenue forecasts in a shared pipeline. Teams can customize fields, stages, and permissions for their sales and estimating process. Real-time dashboards cover bids, close rates, pipeline status, and team performance. Voice AI is described as a beta feature that lets contractors speak updates for AI to enter into the CRM. The product is available on the web and iOS, with an extension. Listed integrations include Foundation, Vista, Spectrum, Sage, Procore, QuickBooks, Outlook, Gmail, and Zapier. Its Outlook plug-in can create or update CRM contacts, companies, and projects from emails and include attachments. Followup says data is encrypted at rest and in transit using AES-256, with 99.9% uptime. Email-based MFA is included across plans; SAML SSO is listed for Professional and Enterprise. Every plan includes guided onboarding, data migration, and team training. The company describes specialty contractors as its audience, including roofing, electrical, remodeling, glass and window, waterproofing, and concrete businesses. Starter is $99 a year per user, billed annually, with a five-user minimum; Professional is $149 a year per user, billed annually, also with a five-user minimum.
For and against
For
- Tracks leads, bids, and revenue forecasts.
- Real-time sales and team dashboards.
- Outlook plug-in can include email attachments.
- Email-based MFA across all plans.
- Plans include onboarding, migration, and training.
Against
- No free plan is listed.
- Plans have a five-user minimum.
- Voice AI is in beta.
- Annual plans require annual billing.
The verdict
Followup CRM combines construction sales pipeline tracking with configurable workflows and real-time reports. Teams should consider its five-user minimum and annual billing terms when comparing plans.
Who it suits
Followup CRM is intended for specialty contractors managing sales and estimating workflows. It may suit teams that want construction leads, bids, follow-ups, and forecasts in one pipeline.
Plans and prices
Starter
Up to 3 teams · Proposals · 20 automations · 5 dashboards
Read 28 Sep 2026 · followupcrm.com
Enterprise
Multi-entity · Unlimited teams and locations · Unlimited dashboards · Enterprise SSO
Read 28 Sep 2026 · followupcrm.com
Professional
Unlimited teams · Proposals · Unlimited automations · 20 dashboards
Read 28 Sep 2026 · followupcrm.com
Starter launch plan
Onboarding · Data migration · Team training · 4–6 weeks
Read 28 Sep 2026 · followupcrm.com
Professional launch plan
Onboarding · Data migration · Team training · 4–12 weeks max
Read 28 Sep 2026 · followupcrm.com
Enterprise launch plan
Onboarding · Data migration · Team training · Custom timeline
Read 28 Sep 2026 · followupcrm.com
On the record
- Audience
- The company describes its audience as specialty contractors, including roofing, electrical, remodeling, glass and window, waterproofing, and concrete businesses.followupcrm.com · read 28 Sep 2026
- Company history
- The company says investors led by Gregg Wallick raised the initial capital to commercially launch Followup CRM in 2012.followupcrm.com · read 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.followupcrm.com · read 28 Sep 2026
- Customization
- Users can tailor fields, stages, and permissions to fit their sales and estimating process.followupcrm.com · read 28 Sep 2026
- Dashboards
- Real-time reports cover bids, close rates, pipeline status, and team performance.followupcrm.com · read 28 Sep 2026
- HQ
- The company lists its address as 300 SW 1st Ave, Suite 155, Fort Lauderdale, FL 33301.followupcrm.com · read 28 Sep 2026
- Integrations
- Listed integrations include Foundation, Vista, Spectrum, Sage, Procore, QuickBooks, Outlook, Gmail, and Zapier.followupcrm.com · read 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.support.followupcrm.com · read 28 Sep 2026
- Pipeline tracking
- The product tracks leads, bids, customers, follow-ups, and revenue forecasts in one pipeline.followupcrm.com · read 28 Sep 2026
- Plan security
- Email-based MFA is included across all plans; SSO via SAML is listed for Professional and Enterprise.followupcrm.com · read 28 Sep 2026
- Purpose
- Followup CRM is a construction CRM for tracking and converting leads, managing contacts, and viewing real-time reports.followupcrm.com · read 28 Sep 2026
- Security
- The security page states data is encrypted at rest and in transit, with AES-256 encryption and 99.9% uptime.followupcrm.com · read 28 Sep 2026
- Support
- Every plan includes guided onboarding, data migration, and team training.followupcrm.com · read 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.followupcrm.com · read 28 Sep 2026
