What it is
Followup CRM is a construction CRM for tracking leads, contacts, bids, follow-ups, customers, and revenue forecasts in one sales pipeline. Users can tailor fields, stages, and permissions to fit their sales and estimating process. Real-time dashboards report on bids, close rates, pipeline status, and team performance. Its Outlook plug-in can create or update CRM contacts, companies, and projects from an email, with attachments included. Listed integrations include Foundation, Vista, Spectrum, Sage, Procore, QuickBooks, Outlook, Gmail, and Zapier. Voice AI is described as a beta feature that lets contractors speak updates for the CRM to enter. Followup says data is encrypted at rest and in transit with AES-256 encryption and 99.9% uptime. Email-based MFA is included across plans; SAML SSO is listed for Professional and Enterprise. Plans have a five-user minimum, and each includes guided onboarding, data migration, and team training. Pricing starts at $99 per user a month (annual).
Who it suits. Followup CRM is intended for specialty contractors, including roofing, electrical, remodeling, glass and window, waterproofing, and concrete businesses. It may fit teams managing leads, bids, and sales activity across multiple users.
Good
- Tracks leads, bids, customers, and forecasts in one pipeline
- Customizable fields, stages, and permissions
- Real-time reports cover pipeline and team performance
- Outlook plug-in handles CRM records and email attachments
- Every plan includes onboarding, migration, and team training
Watch for
- No free plan
- Plans have a five-user minimum
- Voice AI is in beta
- SAML SSO is listed only for Professional and Enterprise
Verdict
Followup CRM centers on contractor sales pipelines, with configurable stages, reports, and email-related tools. Teams should account for the five-user minimum and confirm which plan includes the security features they need.
Plans and prices
| Plan | Price | Billed |
|---|---|---|
| Starter | $99 a year | per user · billed annually · 5-user minimum |
| Enterprise | $125 a month | platform fee + $125/user |
| Professional | $149 a year | per user · billed annually · 5-user minimum |
| Starter launch plan | $2,500 once | one-time fee |
| Professional launch plan | $5,000 once | one-time fee |
| Enterprise launch plan | $10,000 once | one-time fee |
From Followup CRM's own pricing page, checked 28 Sept 2026. Every plan
What the maker publishes
- Audience
- The company describes its audience as specialty contractors, including roofing, electrical, remodeling, glass and window, waterproofing, and concrete businesses. source
- Company history
- The company says investors led by Gregg Wallick raised the initial capital to commercially launch Followup CRM in 2012. source
- 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. source
- Customization
- Users can tailor fields, stages, and permissions to fit their sales and estimating process. source
- Dashboards
- Real-time reports cover bids, close rates, pipeline status, and team performance. source
- Founded
- 2012 source
- Headquarters
- 300 SW 1st Ave, Suite 155, Fort Lauderdale, FL 33301, United States source
- HQ
- The company lists its address as 300 SW 1st Ave, Suite 155, Fort Lauderdale, FL 33301. source
- Integrations
- Listed integrations include Foundation, Vista, Spectrum, Sage, Procore, QuickBooks, Outlook, Gmail, and Zapier. source
- Outlook plugin
- The Outlook plug-in can create or update CRM contacts, companies, and projects from an email and include its attachments. source
- Pipeline tracking
- The product tracks leads, bids, customers, follow-ups, and revenue forecasts in one pipeline. source
- Plan security
- Email-based MFA is included across all plans; SSO via SAML is listed for Professional and Enterprise. source
- Purpose
- Followup CRM is a construction CRM for tracking and converting leads, managing contacts, and viewing real-time reports. source
- Security
- The security page states data is encrypted at rest and in transit, with AES-256 encryption and 99.9% uptime. source
- Support
- Every plan includes guided onboarding, data migration, and team training. source
- Voice AI
- The homepage says Voice AI is in beta and lets contractors speak updates for AI to enter into the CRM. source