Alliance Partners
FollowupCRM
Bid Less, Win More
Followup CRM is the construction-specific CRM that helps contractors manage bids, relationships, and revenue pipelines with full visibility and accountability.
What They Do
Followup CRM is a construction-specific customer relationship management platform built to help contractors track opportunities, strengthen relationships, and drive revenue growth through structured, accountable sales processes.
Construction Sales Pipeline Visibility
See every lead, bid, and opportunity in one place so leadership can understand what is active, what is stalled, and what revenue may be coming next.
Bid & Opportunity Tracking
Track each project from first bid through follow-up, proposal, award, or loss so nothing gets buried in spreadsheets, inboxes, or individual estimator notes.
Account & Relationship Management
Centralize customer, GC, owner, contact, communication, and relationship history so your team knows who is involved and how each opportunity connects.
Revenue Reporting & Forecasting
Use pipeline data, opportunity stages, and sales activity to forecast likely revenue and give leadership clearer visibility into future work.
Integration with Sage & Your Tech Stack
Connect Followup CRM with Sage and other construction business systems so sales, estimating, customer, and financial data can move more cleanly across your workflow.
How They Help
Followup CRM solves common industry challenges such as:
Lost leads and missed bid opportunities
Disconnected tools and duplicate data entry
Disorganized client and project information
Inconsistent follow-ups and missed deadlines
Limited pipeline visibility and unreliable forecasting
How They Complement Sage & Alliance
Connect Sales and Finance
Align front-end sales activity with back-end financial systems.
Pre-Job Opportunity Control
Ensure opportunities are organized and forecasted before becoming jobs.
Improve Revenue Predictability
Strengthen revenue predictability and operational alignment.
See the Full Customer Journey
Create visibility from first lead to final invoice.
Followup CRM Competitive Advantages
Purpose-Built for Construction
Designed specifically for contractors — not adapted from generic CRM platforms.
Deep Sage Integration
Bi-directional integration aligns CRM data with Sage financials and job data.
Scalable for Multi-Office & Multi-Division Contractors
Supports complex structures, acquisitions, and growth strategies.
Accountability-Driven Workflows
Task management, reminders, and reporting built to drive measurable sales performance.
Proven Adoption in Commercial Construction
Trusted by contractors in roofing, concrete, mechanical, electrical, general contracting, and other specialty trades.
Client Success Story
Improving Sales Efficiency and Accountability with Followup CRM
As their business continued to grow, West Texas Refrigeration set out to bring more structure and consistency to their sales process.
West Texas Refrigeration leveraged Followup CRM to streamline lead management, improve proposal tracking, and implement consistent follow-up processes across their team. As a result, they gained greater visibility into their pipeline and improved accountability throughout their sales process.
West Texas Refrigeration