Data export available on request
"Request data portability"
Confidence: high
Source
Followup CRM
by Followup Inc.
CRM built for HVAC and mechanical contractors
Highlights
Capabilities
Trust
Media
www.followupcrm.com
About This Product
Construction and contractor-specific CRM for HVAC and mechanical contractors with proposal tracking, bid management, photo documentation, pipeline management, and sales forecasting. Designed for the sales workflows common in HVAC contracting including multi-stage bidding, project follow-up, and relationship management across commercial accounts.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- Yes
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
Trust & Privacy
Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.
Data deletion honored on request
"Request deletion of your data"
Confidence: high
Source
Primary policy document: https://followupcrm.com/privacy-policy
FSH Score Breakdown
Ease of Use 5.0
Features 7.3
Support 5.0
Value 5.0
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
66 features confirmed across
11categories· Showing confirmed capabilities only
CRM & Sales20features
AI Powered Business Card ScannerBusiness Card ScanAI Search And LLM VisibilityGlobal SearchCentralized Contact DatabaseUnlimited contact databaseCompetitor Tracking and ReportingCompetitor Company and Bid Value TrackingContact Data AccessAdvanced Search - Companies & ContactsContact Information SynchronizationCompany and Contact MergingOutlook Email Integration with Automatic Activity LoggingOutlook email integration with automatic activity loggingSales Status TrackingSales Status Tracking
Show 12 more
Automated Customer Touchpoints And SequencesSequencesCross-Location Customer DataShared CustomersData EnrichmentData EnhancementCentralized Customer InformationCentralized Customer and Project DatabaseEmail Tracking and Contact DifferentiationEmail Templates & Opened Email TrackingSales Pipeline TrackingCustom pipeline stagesContact ImportLead ExportMerge TagsAuto Create Contacts Via ZapierBusiness Card ScanIntelligent Follow-UpsFollow-ups & RemindersFunnel AnalysisPipeline view with activity tracking
Platform & Customization14features
Bulk Record Update And DeleteBulk Edit - Companies & ContactsCentralized Data StorageStorage FoldersData ExportContact ExportDuplicate ProjectProject CopyingKanban ViewKanban Layout on Projects PageSaved Project ViewsSaved Project ViewsData ImportRole-Based Access ControlAdvanced Permissions
Show 6 more
Third-Party IntegrationMulti-Company ManagementParent/Child Company RelationshipsActivity FeedIn-Content CommentingProject Comments/NotesTask Management with RemindersTask management with reminders and alarmsDynamic ViewSaved Project Views
Estimating & Quoting6features
Bid Calendar ManagementDigital bid calendarChange OrdersChange OrdersBid Date Tracking and ManagementProfessional ProposalsProposal ManagementProposal Generator / E-signDesign Document And Proposal ExportDocument and Photo Sharing
Scheduling & Dispatch5features
SchedulingCalendar AppCalendar FeatureEmail & Calendar SyncProject ManagementReal-Time Task Status Tracking
Customer Communication5features
Call HistoryCall LogIn-App Messaging and Photo SharingDocument and Photo SharingCustomer SupportLive SupportEmail IntegrationNotifications
Reporting & Analytics5features
Pro Mode System Report CardProject Management Report CardReal Time Project Dashboards with Cost to Complete and Schedule VarianceSales and estimating dashboardsRevenue and Backlog ForecastingRevenue forecastingDesign Your Own ReportsCustom Reporting ModuleGoal Tracking
AI & Automation5features
Automation RulesAI Assisted Client CommunicationManage Client CommunicationAI Driven Workflows with TemplatesAI Estimator for Job Pricing from PhotosPricing Import ToolAI Call Qualification
Technician Management3features
Internal Employee CommunicationTeam communication toolsCandidate Pipeline ManagementEmployee Performance Tracking
Invoicing & Payments1feature
Flat Rate Pricing and CRM Data ImportPricing Import Tool
Inventory Management1feature
My Lists (Saved Lists for Reordering)Default Saved Lists
Accounting Integration1feature
Accounting Integration
Integrations 18 across 5 categories
Accounting 7
ComputerEase
Foundation
Foundation
QuickBooks Online
Quickbooks
Sage
Sage Intacct
Viewpoint
Viewpoint
Viewpoint Vista
Field Service 6
BuildingConnected
CompanyCam
CompanyCam
FCS
Hover
Procore
Procore
Spectrum
Spectrum
Communication 2
Gmail
Gmail
Outlook
Outlook
Industry-Specific 2
Dataforma
Estimating Edge
Data & Automation 1
Zapier
Zapier
Pricing
- Model
- Quote Only
- Starting at
- $55/mo
- Notes
- Per-user pricing starting at $55/user/mo. Annual discounts available.
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