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 6.3
Support 5.0
Value 4.5
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
57 features confirmed across
11categories· Showing confirmed capabilities only
CRM & Sales19features
AI Powered Business Card ScannerAI Search And LLM VisibilityGlobal SearchCentralized Contact DatabaseCompetitor Tracking and ReportingContact Data AccessContact ImportContact Information SynchronizationEmail Tracking and Contact Differentiation
Show 11 more
Lead ExportMerge TagsOutlook Email Integration with Automatic Activity LoggingSales Status TrackingLead ManagementAutomatically track leads and bidsAutomated Customer Touchpoints And SequencesCross-Location Customer DataData EnrichmentIntelligent Follow-UpsCentralized Customer InformationCustomer and Site Data Management
Platform & Customization9features
Custom BrandingData ImportThird-Party IntegrationThird-party app integrationsActivity FeedBulk Record Update And DeleteCentralized Data StorageDuplicate ProjectIn-Content Commenting
Show 1 more
Saved Project Views
Reporting & Analytics7features
AnalyticsSales and estimating dashboardsReportingTeam goals and performance reportingGoal TrackingPro Mode System Report CardReal Time Project Dashboards with Cost to Complete and Schedule VarianceRevenue and Backlog ForecastingDesign Your Own Reports
Scheduling & Dispatch5features
SchedulingDigital bid calendar and schedulingEmail & Calendar SyncProject ManagementCalendar AppReal-Time Task Status Tracking
Estimating & Quoting4features
Bid Date Tracking and ManagementProfessional ProposalsBid Calendar ManagementProposal Management
Customer Communication4features
Email IntegrationCall HistoryIn-App Messaging and Photo SharingNotificationsNotifications and reminders
AI & Automation3features
Automation RulesAI Driven Workflows with TemplatesAI Call Qualification
Invoicing & Payments2features
InvoicingFlat Rate Pricing and CRM Data Import
Technician Management2features
Candidate Pipeline ManagementEmployee Performance Tracking
Inventory Management1feature
My Lists (Saved Lists for Reordering)
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.
Similar CRM Platforms Tools
Compare all →Other tools in the same category. Compare to find the best fit.
HubSpot CRM
HubSpot Inc.
Grow better with a free CRM
Freemium · Free
Free Trial
Free Tier
Public
ContractorHalo
ContractorHalo Inc.
Turn past customers into new equipment sales
Subscription · Contact for pricing
Free Trial
Free Tier
Strength: 95 Owned by Halo Programs (formerly Continuity Programs, est. 1973)
Pipeline CRM
Pipeline Software Inc.
Sales CRM built for contractors and service businesses
Per User · $25/mo
Free Trial
Strength: 70
Nutshell CRM
Nutshell Inc.
The CRM that grows with your HVAC business
Per User · $16/mo
Free Trial
Strength: 100 Owned by WebFX (acquired)