Followup CRM review
A construction-focused CRM with strong bid, pipeline, proposal, and integration coverage.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Followup CRM is a cloud-based customer relationship and sales management platform for specialty contractors, subcontractors, and general contractors. It brings contacts, companies, leads, bids, projects, sales activities, follow-ups, pipeline stages, proposals, reporting, and email communication into one system. Web and iOS access support teams working across offices and job sites, while configurable fields, stages, permissions, dashboards, and automations suit sales organizations with different processes.
The published plans show Starter at $99 per user per month with annual billing or $119 per user per month with monthly billing. It includes up to 3 teams, proposals, 20 automations, 5 dashboards, and 2-factor authentication. Professional costs $149 per user per month with annual billing or $179 per user per month with monthly billing, adding unlimited teams, unlimited automations, 20 dashboards, and single sign-on. Enterprise uses a $4000 platform fee per month and adds multi-entity support, unlimited teams and locations, unlimited dashboards, enterprise SSO, and multi-entity reporting. Launch Plans add onboarding, data migration, and team training, with go-live timelines varying by tier.
Its strongest fit is construction sales work that depends on structured bid opportunity tracking and follow-up. The feature set covers lead capture, shared calendars, email integration, proposal generation, sales activity scheduling, advanced pipeline customization, and reporting. Integration coverage includes Foundation, Viewpoint Vista, Viewpoint Spectrum, Sage 100 Contractor, Sage 300 CRE, Sage Intacct, QuickBooks, Procore, CompanyCam, Dataforma, Deltek, Estimating Edge, FCS, HOVER, and STACK. Firms that need a construction-specific sales system with ERP and construction-software connections should consider it; teams seeking a free CRM or a lower-cost entry point should look elsewhere.
Followup CRM pros and cons
- Where it wins
- Bid logging, tracking, configurable pipelines, and follow-up reminders
- Proposals, automations, dashboards, reporting, and email integration
- Integrations with major construction and ERP software platforms
- Where it doesn't
- No free plan is offered
- Annual Starter and Professional plans require annual commitments
- Enterprise pricing includes a monthly platform fee
Followup CRM fact sheet, pricing and score →
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