FollowUp CRM 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

FollowUp CRM

4.5

(228)

Pricing

Pricing available upon request

About FollowUp CRM

FollowUp CRM offers sales tracking software for the construction industry, and is suitable for companies of all sizes. FollowUp CRM offers features such as the ability to track pipelines, set goals for team members, view reports and coordinate workflow within the organization.

The system keeps track of projects, bids and leads that are in the pipeline, and users can view personalized information regarding their leads. Follow-up reminders can be sent to users at scheduled intervals. FollowUp Power also houses a historical interaction database and provides a library of analytical reports. Users can select reports directly from the library or configure them as needed.

Additional features include workflow automation tools and multi-bid functionality. User security levels which administrators to determine which users have access to specific tools and data. FollowUp CRM also provides an online training portal.

Pricing is per user per month. Email and phone support are available.

FollowUp CRM Screenshots

FollowUp CRM Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Enterprise

Pricing available upon request

Plan includes:

Shared Customers
Advanced Permissions
ERP Integration
Open API

Professional

Pricing available upon request

Plan includes:

Workflow Automation
Bulk Emails
Sequences
Automated Follow-ups
Zapier Integration

Team

Pricing available upon request

Plan includes:

Construction CRM
Project Tracking
Standard Reporting
Follow ups and reminders
Digital Bid Calendar
Document Storage
Email Templates
Email Integration

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FollowUp CRM Features

Popular features found in Construction CRM
Contract/License Management
Document Management
Project Management
Project Tracking
Quotes/Estimates
Reporting/Analytics
Sales Approval
Sales Pipeline Management
Scheduling
Task Management
More features of FollowUp CRM
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Bid Management
Buyer Management
Calendar Management
Calendar/Reminder System
Calendar Sync
Campaign Management
Change Order Management
Client Management
Client Tracking
Collaboration Tools
Communication Management
Contact Database
Contact Management
CRM
Customer Database
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Templates
Estimating
File Management
For AEC Industry
Forecasting
For iPad Devices
For Startups
Interaction Tracking
Internal Chat Integration
Job Costing
Job Scheduling
Lead Capture
Lead Generation
Lead Management
Lead Qualification
Marketing Automation
Mobile Access
Mobile App
Onboarding
Opportunity Management
Progress Tracking
Projections
Project Scheduling
Project Time Tracking
Real-Time Data
Referral Tracking
Reminders
Reporting & Statistics
Sales Forecasting
Sales Reports
Sales Trend Analysis
Segmentation
Subcontractor Management
Task Progress Tracking
Task Scheduling
Territory Management
Third-Party Integrations
Warranty Tracking
Workflow Management

FollowUp CRM Integrations

Microsoft Outlook

QuickBooks Enterprise

Gmail

Sage 100

QuickBooks Online Advanced

FOUNDATION

See all 16 integrations

FollowUp CRM User Reviews

Overall Rating

4.5

Ratings Breakdown

61%

29%

Secondary Ratings

Ease of Use

4.4

Value for money

4.4

Customer support

4.6

Functionality

4.2

India C.

Verified reviewer

Insurance

1001-5000 employees

Used weekly for less than 6 months

Review source

Reviewed March 2024

Effective and efficient

Ratings Breakdown

Ease of use

Functionality

Pros:

Issues are fixed quickly and the format is great for your reports.

Cons:

Calendar syncing lacks and there are sometimes minor glitch with data.

Mark W.

Verified reviewer

Construction

11-50 employees

Used daily for less than 2 years

Review source

Reviewed November 2020

Simple and Effective

I love it

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The concept of following up with clients on their terms and having a tool help keep me on task is worth its weight in gold. Our weekly sales meetings are powered by Followup, we can get all the stuff that matters from our report card to measure our success or failures.

Cons:

I think their integration with FCS is on the right track but would like to see that relationship flourish. Everyone hates double entry. It's getting better, but think about how you can make it seamless, or close to seamless. Our workflow starts in Followup, then progresses into FCS. We use the Quickbid feature in our service department daily, how can you integrate that?

Reasons for choosing FollowUp CRM

We are 100% referral based. So simple, easy, and effective solutions are all we need to close.

Reasons for switching to FollowUp CRM

It's all about the Followup, and easy reporting

Kayla B.

Verified reviewer

Construction

11-50 employees

Used weekly for more than 2 years

Review source

Reviewed January 2022

CRM Software Review

Ratings Breakdown

Ease of use

Value for money

Previously 4

Customer support

Functionality

Previously 3

Pros:

The thing I like most about this software is that it lets you send correspondence to customers directly through the system and then you can see all of your emails right there.

Cons:

I'd like to see a little more flexibility such as being able to create more custom fields with options to track things specific to our trade.

Ryan H.

Verified reviewer

Construction

11-50 employees

Used monthly for less than 2 years

Review source

Reviewed December 2025

Bad business practices

The customer service is terrible and the software only works for following up on existing bid proposals. Most things don't work and they say they will talk to the [sensitive content hidden] about fixing the glitches in the software but won't offer refunds for the months the software couldn't be used. That combined with how they continue to bill clients, I would recommend staying away and I only write a bad review on a company every 5 years at most.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It only works for following up on existing proposals. For that they have a good dashboard but that was it for our uses.

Cons:

Shady accounting practices. We canceled in writing 90 days prior to renewal and they confirmed. They said there was not an off-boarding call so they billed us $4500 for another year. We had to prove to our credit card company we canceled to get it refunded. Followup just kept trying to charge our account again so the credit card company put a stop to it. Also the software only works for following up on existing proposals. It does not work as most CRM's do and help you land new clients prior to bidding with them.

Reasons for choosing FollowUp CRM

We thought it would integrate quicker for construction. It did not.

Peter M.

Verified reviewer

Construction

11-50 employees

Used daily for more than 2 years

Review source

Reviewed February 2022

Excellent CRM Customized for Contractors

Overall, this CRM has been a lifesaver for us on the tracking end. It is greatly increased our bid tracking and output and greatly benefited our staff being able to log our brains into an easily customizable CRM rather than keeping everything in our heads alone.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We love that this CRM is catered towards contractors.

Cons:

Did not have GMAIL / Google Calendar integration for a while.

Reasons for choosing FollowUp CRM

Price / Construction & Contractor Specialized

Reasons for switching to FollowUp CRM

Cheaper and more catered towards construction / contractors.

David Y.

Verified reviewer

Construction

11-50 employees

Used daily for more than 2 years

Review source

Reviewed January 2022

Great product and great service

Customer service and support is great. The quarterly check-ins to make sure we are utilizing the program effectively sets Follow-up CRM on a top shelf

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Being able to actively manage our sales pipeline and the workload of our estimators; analyzing sales behaviors and results for planning and meeting objectives

Cons:

Our clients are moving from company to company right now. Managing individual contacts as they move around could be improved

Reasons for switching to FollowUp CRM

Did not meet our needs, did not track follow-ups, lack of analytics and reporting

Mike E.

Verified reviewer

Construction

51-200 employees

Used daily for less than 12 months

Review source

Reviewed November 2020

Review

Ratings Breakdown

Ease of use

Functionality

Pros:

I like the dashboard for tracking daily tasks to accomplish.

Cons:

I would like to see improvement in the tracking of leads, contacts and deals. There are limited ways to track task completion and the e-mail does not sync with outlook which is our email system.

Reasons for switching to FollowUp CRM

We needed a system that would integrate with Viewpoint and track commissions on sales.

Vendor Response

Hi Mike, Thanks so much for taking the time to share your feedback with us. We actually do integrate with Outlook and would be happy to get you set up. Someone from our team will be reaching out to show you how to sync your email. Thanks again for the feedback! Best, Courtney, Growth Marketer

Replied November 2020

Heather P.

Verified reviewer

Construction

51-200 employees

Used weekly for less than 2 years

Review source

Reviewed November 2020

What get's measured gets done

I have become more organized and realized what clients are the best suited for our product and which are just obtaining bids.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Follow up CRM is user friendly and easily accessible on all data systems.

Cons:

There is only a sales tool and other softwares provide full management

Reasons for choosing FollowUp CRM

I actually use to sell the followUP product and recommended it to the team.

Charles W.

Verified reviewer

Construction

51-200 employees

Used daily for less than 12 months

Review source

Reviewed October 2018

Excellent Productivity Tool

Things that I needed to track manually are now done almost automatically

Ratings Breakdown

Ease of use

Functionality

Pros:

Tracks Bids, followup calls, contracts and productivity.

Cons:

A lot of informational notes to enter to be useful to multiple people.

Ryan G.

Verified reviewer

Management Consulting

Self-Employed

Used other for less than 12 months

Review source

Reviewed January 2019

A must have system

As a sales trainer and consultant in the contracting space. This system is essential and when fully embraced will be the backbone of your sales organization. This company and its founder helped me learn the fundamentals of building a sales organization.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The reporting and ease of use. This system will make it clear as to what is getting done and the performance of the team.

Cons:

The interface and lack of overall integration with industry systems. It’s functional but lacks modern technology essentials.

Showing 1 - 10 of 228 Reviews

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