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Followup CRM
What Followup CRM is
Followup CRM is a construction CRM for tracking leads, bids, customers, follow-ups, and revenue forecasts in one pipeline. Teams can customize fields, stages, and permissions for their sales and estimating process. Real-time dashboards show 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. The service runs on web and iOS and includes an extension. Its Outlook plug-in can create or update contacts, companies, and projects from email, including attachments. Listed integrations include Foundation, Vista, Spectrum, Sage, Procore, QuickBooks, Outlook, Gmail, and Zapier. Followup 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. Pricing starts at $99/user/mo (annual).
Who it suits
It is designed for specialty contractors such as roofing, electrical, remodeling, glass and window, waterproofing, and concrete businesses. It suits teams needing construction-specific pipelines, reporting, and email-connected records.
What it does well
- Construction-focused lead and bid pipeline
- Custom fields, stages, and permissions
- Real-time sales and performance dashboards
- Outlook email and attachment integration
- Onboarding, migration, and training included
What to know first
- Five-user minimum on listed plans
- Voice AI is still in beta
- Paid pricing starts at $99/user/mo annually
- SAML SSO limited to Professional and Enterprise
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Enterprise launch plan | one-time fee · Onboarding · Data migration · Team training · Custom timeline | $10,000, paid once |
| Enterprise | platform fee + $125/user · Multi-entity · Unlimited teams and locations · Unlimited dashboards · Enterprise SSO · Multi-entity reporting | $125 a month |
| Professional | per user · billed annually · 5-user minimum · Unlimited teams · Proposals · Unlimited automations · 20 dashboards · SSO | $149 a year |
| Starter launch plan | one-time fee · Onboarding · Data migration · Team training · 4–6 weeks | $2,500, paid once |
| Professional launch plan | one-time fee · Onboarding · Data migration · Team training · 4–12 weeks max | $5,000, paid once |
| Starter | per user · billed annually · 5-user minimum · Up to 3 teams · Proposals · 20 automations · 5 dashboards · 2-factor authentication | $99 a year |
As followupcrm.com lists them, read 28 Sept 2026. The maker's own page has the final word.
Verdict
Followup CRM combines construction sales tracking with customizable pipelines, dashboards, and industry integrations. The five-user minimum and plan-specific security options matter when sizing an account.
Facts from Followup CRM's own pages
- Audience
- The company describes its audience as specialty contractors, including roofing, electrical, remodeling, glass and window, waterproofing, and concrete businesses. · followupcrm.com, 28 Sept 2026
- Company history
- The company says investors led by Gregg Wallick raised the initial capital to commercially launch Followup CRM in 2012. · followupcrm.com, 28 Sept 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, 28 Sept 2026
- Customization
- Users can tailor fields, stages, and permissions to fit their sales and estimating process. · followupcrm.com, 28 Sept 2026
- Dashboards
- Real-time reports cover bids, close rates, pipeline status, and team performance. · followupcrm.com, 28 Sept 2026
- Founded
- 2012 · followupcrm.com, 28 Sept 2026
- Headquarters
- 300 SW 1st Ave, Suite 155, Fort Lauderdale, FL 33301, United States · followupcrm.com, 28 Sept 2026
- HQ
- The company lists its address as 300 SW 1st Ave, Suite 155, Fort Lauderdale, FL 33301. · followupcrm.com, 28 Sept 2026
- Integrations
- Listed integrations include Foundation, Vista, Spectrum, Sage, Procore, QuickBooks, Outlook, Gmail, and Zapier. · followupcrm.com, 28 Sept 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, 28 Sept 2026
- Pipeline tracking
- The product tracks leads, bids, customers, follow-ups, and revenue forecasts in one pipeline. · followupcrm.com, 28 Sept 2026
- Plan security
- Email-based MFA is included across all plans; SSO via SAML is listed for Professional and Enterprise. · followupcrm.com, 28 Sept 2026
- Purpose
- Followup CRM is a construction CRM for tracking and converting leads, managing contacts, and viewing real-time reports. · followupcrm.com, 28 Sept 2026
- Security
- The security page states data is encrypted at rest and in transit, with AES-256 encryption and 99.9% uptime. · followupcrm.com, 28 Sept 2026
- Support
- Every plan includes guided onboarding, data migration, and team training. · followupcrm.com, 28 Sept 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, 28 Sept 2026
Where Followup CRM stands on Freedom251
- Construction CRM Software#24 of 41