Followup CRM Software: Overview – Features – Pricing


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Overview Presentation

Followup CRM is a simple cloud-based customer relationship management software especially designed for contractors. Spreadsheets like Excel is not the right tool for selling to customers and managing customer relationships. It lacks collaboration, reporting, and analytic features that are important in tracking information about customers and potential customers. Followup CRM is a modern tool that gives contractors the visibility of their team’s activities, the reporting tools to track progress, open channels for transparent collaboration, and seamless integration with other tools for project management and communication.

Features, Benefits, Strengths

  • Easy-to-use Sales CRM – Followup CRM provides a central online location where users can manage all their contacts and customers. With an easy-to-use interface, they can create new contacts, move them through the sales process, and manage all related notes and communications such as email and phone calls. The software provides visibility of the pipeline and helps users identify which deals require action. They can measure and track every activity in the sales process. Tools allow for quickly checking off an activity or tagging information with pre-defined dropdowns. Creating a new entry is simple and quick, which can be easily searched throughout the entire sales process.
  • Simple Project Management – This CRM has a simple project management functionality built right into the software. It is designed for the construction business, and includes task management features. Thus, users know precisely what tasks they have to do. It has reminder features so no information or activity gets ignored or forgotten. It has charts and graphs that visually show what needs to get done today to meet project goals.
  • Seamless Integration – Followup CRM integrates with Outlook to track customer emails in a dynamic automated way. Other apps that integrate include Quick Books and FCS+.


Followup CRM offers several plans. The Essentials plan is priced at $55 per user per month, and includes Outlook integration, standard dashboards and reports. The Professional plan is at $100 per user per month plus a setup fee of $5000. It includes all features in the Essentials plan with additional custom dashboards and reports. The Enterprise plan is at $150 per user per month with a setup fee of $15,000. A Free plan for a single user is also available.

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Target Market

Followup CRM is ideal for the contracting business in the following trades and industries: roofing, electrical, mechanical, excavation, HVAC, painters, plumbing, remodelling, restoration, windows, glass & glazing, concrete, pool, and building service.

Supported Language


Some of their Clients

Clients include Best Roofing, Code Red Roofers, Robinson Electric, 1st Choice Glass, DebonAir Mechanical, Douglass Colony, and Wasco Inc. Take-me-to-their-Website


Don Ferguson stated that Followup CRM helps organize his team, enabling them to identify and focus on bidding to clients that are awarding jobs to them, thereby improving the whole bidding process. Their closing ratio increased from 10 percent to 25 percent—bidding less but winning more. Joshua Akaka described the CRM software as a game changer for their company. With Followup CRM, they have seen an increase in sales from the first month of use, and have captured projects that otherwise they may not have.

Why Followup CRM

Followup CRM is a modern, intelligent system for contractors. It provides the accessibility, automation, analytics, and collaboration tools that give companies insight into their business, allow them to make informed decisions, and increase their productivity and profitability.

Company Info

Followup CRM LLC is a privately held software company based in Fort Lauderdale, FL, USA. It was founded in 2012 by Gregg Wallick, CEO; and Mario Gervasi, CTO. As an owner of a commercial roofing contracting company, Wallick was looking for a CRM system to help transform his company to a professional selling organization. However, nothing fits for the contracting company, so he sought the help of a former colleague and trusted advisor. They defined the ‘must haves’ of the system they need, and from 2009 to 2012, they tested their cloud-based application. In 2012, with the help of a few investors, they launched an LLC company that offers Followup CRM. Take-me-to-their-Website

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