Followup CRM
Followup CRM is a cloud-based CRM platform for construction trade contractors, serving 1,100+ customers with sales pipeline automation, proposal generation, ERP integrations, and a 2025 Voice AI beta.
- Company typePrivate
- Founded2012
- HeadquartersFort Lauderdale, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Followup CRM does
Followup CRM is a cloud-based customer relationship management platform purpose-built for construction trade contractors, including roofing, painting, HVAC, and specialty trades. Founded in 2012 and headquartered in Fort Lauderdale, Florida, the company serves 1,100+ construction professionals with workflow tools tailored to project-based contracting — lead capture, sales pipeline tracking, proposal generation, follow-up sequencing, and contact management. The platform is constructed around vertical integrations with leading construction ERPs (Sage, Foundation, Viewpoint, Procore), allowing contractors to unify front-office CRM activity with back-office accounting and project management data.
Followup CRM firmographics
Firmographics- Name
- Followup CRM
- Legal name
- Followup CRM
- Website
- https://followupcrm.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Followup CRM is a cloud-based CRM platform for construction trade contractors, serving 1,100+ customers with sales pipeline automation, proposal generation, ERP integrations, and a 2025 Voice AI beta.
- Ownership category
- akta.pro rank
Followup CRM industry classification
Industry- Product category
- Construction CRM Software
- akta.pro primary industry
- Industry-Specific CRM (Vertical CRM Suites) (HDAEAFAH)
Keywords
Where Followup CRM is headquartered
LocationHeadquarters
- HQ city
- Fort Lauderdale
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Followup CRM business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Software Subscription (Per User): Monthly per-user subscription model for CRM access. Requires minimum 5 users. SMB plan limited to 5 users; teams exceeding this limit are upgraded to Team plan at $75 per user on annual billing.
- Professional Services (Set Up and Training): One-time 20% set up and training fee applied at onboarding, covering implementation, configuration, and user training services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Per seat | Monthly | SMB Plan - Entry-level subscription for small construction businesses |
| Subscription | Annual | Team Plan - Full-featured plan for growing construction teams |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Followup CRM product offering
Product offeringCore offering
Followup CRM sells a cloud-based, AI-powered CRM platform purpose-built for construction trade contractors. The platform unifies lead management, bid tracking, pipeline management, scheduling, sales tracking, email marketing, proposal generation, and reporting for subcontractors, specialty contractors, and general contractors, with deep ERP integrations and voice-driven AI data entry to eliminate manual entry from field crews.
Product overview
Followup CRM is a unified, single-platform construction CRM built specifically for contractors. The core product combines lead management, bid tracking (Bid Log), pipeline management, scheduling, sales tracking, email marketing, proposal generation, and reporting/analytics into one integrated system. The platform is complemented by a Voice AI data entry feature (currently in Beta) that uses voice commands for hands-free data entry, and a Premium Services tier offering dedicated Customer Success Manager support with implementation, training, and ongoing optimization services. The product integrates natively with major construction ERPs (Sage, Viewpoint, Foundation, Procore) and email platforms (Outlook, Gmail).
Differentiator
Problem solved
Functional benefit
Products and services
- Followup CRM Core Platform Unified cloud-based construction CRM platform that combines lead management, bid tracking, pipeline management, scheduling, sales tracking, email marketing, and reporting into a single system designed specifically for contractors, subcontractors, and general contractors.
- Voice AI Data Entry (Beta) AI-powered voice data entry feature that allows contractors to speak updates about projects, bids, and clients for automatic CRM record creation, eliminating manual typing and reducing paperwork for field crews. Currently in beta.
- Proposal Generator Automated proposal creation feature that generates branded, consistent bids and proposals from CRM data, replacing manual document creation by construction sales teams.
- Premium Services Premium customer success offering that pairs customers with a dedicated Customer Success Manager for administrative implementation, reporting strategy, champion training, integration implementation, professional data services, and onsite/team training.
Quantifiable outcome
- Best Roofing grew revenue from $6M to $60M using Followup CRM's lead management and follow-up workflows
Companies that use Followup CRM
Customer profileNamed customers11 records
Segments1 record
Ideal customer profiles2 records
Followup CRM technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration12 records
AI capability2 records
Feature5 records
Followup CRM partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core.
- FoundationcoreERP integration partnership enabling seamless data synchronization between Followup CRM and Foundation's construction ERP platform, eliminating duplicate data entry for users of both systems.
- Viewpoint (Vista and Spectrum)coreNative integration with Viewpoint's Vista and Spectrum ERP systems, providing bidirectional data flow for project and customer information between the CRM and back-office systems.
- Sage (Sage 100, Sage 300, Sage Intacct)coreComprehensive integration with multiple Sage ERP products including Sage 100, Sage 300, and Sage Intacct, enabling construction companies using Sage systems to synchronize customer, project, and financial data with Followup CRM.
- ProcorecoreIntegration with Procore's construction management platform, allowing Followup CRM users to connect customer and project data with Procore's project management capabilities.
- OutlookcoreBi-directional Microsoft Outlook integration for email and calendar synchronization, enabling construction professionals to manage all communications within the CRM.
- GmailcoreBi-directional Gmail integration for email and calendar synchronization, providing Google workspace users seamless CRM connectivity for customer communications.
Scale indicators1 record
Recent moves5 records
Expansion highlights5 records
Followup CRM competitors and assessment
Company assessmentDirect peers
- JobNimbus: JobNimbus is a CRM and project management platform purpose-built for roofing and exterior contractors. It is the closest direct competitor to Followup CRM in the vertical construction CRM space, sharing the same contractor-first positioning and lead-to-project workflow.
- Buildertrend: Buildertrend is a construction project management and CRM suite for residential builders and remodelers. It overlaps with Followup CRM on customer/prospect tracking and bid management for specialty trade and remodeling contractors.
- ServiceTitan: ServiceTitan is a CRM, dispatch, and operations platform for residential trade contractors (HVAC, plumbing, roofing, electrical). It competes for the same trades Followup CRM serves, particularly mid-market contractors who need lead-to-job-to-invoice workflows.
- CoConstruct: CoConstruct provides CRM, project management, and client communication tools for custom home builders and remodelers. It targets the same mid-market residential and specialty contractor segment with a similar vertical CRM+PM bundle.
- AccuLynx: AccuLynx is an all-in-one business management platform for roofing contractors covering CRM, project management, and material ordering. It is a direct competitor in the roofing vertical, one of Followup CRM's strongest customer segments.
Broad incumbents
- Salesforce: Salesforce is the global horizontal CRM leader with industry clouds and Einstein AI. It competes for larger construction accounts and sets the benchmark for enterprise CRM functionality that Followup CRM's mid-market prospects may benchmark against.
- HubSpot: HubSpot is a horizontal CRM and marketing automation suite widely adopted by SMBs across industries, including contractors. It competes on breadth of features and AI capabilities (Breeze) but lacks Followup CRM's construction-vertical depth.
- Procore: Procore is the dominant construction project management OS with growing CRM-adjacent functionality (bid pursuit, client management). It is both an integration partner and the most powerful competitive threat as it expands down-market toward trade contractors Followup CRM serves.
- Zoho CRM: Zoho CRM is a low-cost horizontal CRM often adopted by smaller contractors as an alternative to vertical tools. It competes on price with Followup CRM's SMB tier for cost-sensitive trade contractors.
Emerging players
- CompanyCam: CompanyCam is a photo, video, and documentation app built for contractors that increasingly offers CRM-style job and contact tracking. It is an emerging player intersecting with Followup CRM's field-documentation and lead-tracking workflows.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
Followup CRM social profiles
Digital presenceFollowup CRM financial estimates
Financial estimateRevenue estimate
Valuation estimate
Followup CRM leadership team
Management profileNumber of profiles
Profiles3 records
Followup CRM funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Followup CRM M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Followup CRM
What does Followup CRM do?
Followup CRM sells a cloud-based, AI-powered CRM platform purpose-built for construction trade contractors. The platform unifies lead management, bid tracking, pipeline management, scheduling, sales tracking, email marketing, proposal generation, and reporting for subcontractors, specialty contractors, and general contractors, with deep ERP integrations and voice-driven AI data entry to eliminate manual entry from field crews.
Is Followup CRM a public or private company?
Followup CRM is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Followup CRM founded?
Followup CRM was founded in 2012. It employs 1 to 10 people.
Where is Followup CRM based?
Followup CRM is headquartered in Fort Lauderdale, United States, in the North America region.
How does Followup CRM make money?
Two revenue lines are on record. Software Subscription (Per User) is the primary driver. The others are professional Services (Set Up and Training).
Who are Followup CRM's main competitors?
Direct peers on record are JobNimbus, Buildertrend, ServiceTitan, CoConstruct and AccuLynx. Broad incumbents are Salesforce, HubSpot, Procore and Zoho CRM. CompanyCam is listed as an emerging player.
Does Followup CRM have an API?
Yes. Followup CRM exposes a public API. Developer documentation is at app.followupcrm.com/docs/1.0/overview.
What industry is Followup CRM in?
Followup CRM's product category is Construction CRM Software. Its primary akta.pro industry code is HDAEAFAH, Industry-Specific CRM (Vertical CRM Suites).