Connect Followup CRM to your accounting system

Best of Breed Construction CRM Platform meets your ERP

Automate jobs and contract data with your ERP, so your management and finance teams can stay in sync and on track.

  • Sync jobs, contracts, and customer data.
  • Keep track of leads bids and clients.
  • Ensure clean data is accurate for reporting. 

Contact us today for a Demo!

Connector Mappings

Viewpoint Vista JC - Followup CRM

Followup CRM is an easy-to-use sales and bid tracking CRM designed for the construction contractors. The Followup CRM connector with Viewpoint Vista is centered around streamlining the flow of customers and projects Viewpoint Vista and Followup CRM.

Manage your bids and contracts efficiently and receive valuable insights on your business reliably and accurately, so you see the big picture, improve communication, strengthen your operations, and grow your bottom line.

All your leads and bids in one place.
Keep Vista up to date with bid and contract data.​
Keep your office, shop, and field teams connected.​
Viewpoint Vista + Followup CRM
vista-followupcrm-jobs.svg
vista-followupcrm-contracts.svg
vista-followupcrm-departments.svg
vista-followupcrm-customers.svg

Viewpoint Vista SM - Followup CRM

Followup CRM is an easy-to-use sales and bid tracking CRM designed for the construction contractors. The Followup CRM connector with Viewpoint Vista is centered around streamlining the flow of customer and file data between Viewpoint Vista and Followup CRM.

Manage your bids and contracts efficiently and receive valuable insights on your business reliably and accurately, so you see the big picture, improve communication, strengthen your operations, and grow your bottom line.

All your leads and bids in one place.
Keep Vista up to date with bid and contract data.​
Keep your office, shop, and field teams connected.​
Viewpoint Vista Service Management - FollowupCRM Integration

Sage 100 Contractor - Followup CRM

Followup CRM is an easy-to-use sales and bid tracking CRM designed for the construction contractors. The Followup CRM connector with Sage 100 Contractor is centered around streamlining the flow of company and projects data between Sage 100 Contractor and Followup CRM.

Manage your bids and contracts efficiently and receive valuable insights on your business reliably and accurately, so you see the big picture, improve communication, strengthen your operations, and grow your bottom line.

All your leads and bids in one place.
Keep Vista up to date with bid and contract data.​
Keep your office, shop, and field teams connected.​
Sage 100 Contractor + FollowupCRM
sage100contractor-followupcrm-companies.svg
sage100contractor-followupcrm-projects.svg

Sage 300 CRE - Followup CRM

Every interaction from our customers has an impact on how we move forward with the development of time and money-saving integrations. This integration is in the pipeline for development. Please add your name to the list to be notified of its beta release.

  • Not yet available
  • Interested in joining our beta cohort?
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Save time and make better decisions.

Save Time

Stop wasting time; keep all your bids in one place.

Keep Track

Keep track of bids and contacts so they don't fall through the cracks.

See Everything

Create instant visibility over all your business' assets.​

Sync Up

Leverage critical data in both systems.​

View data on assets used collectively on projects and individual asset utilization to benefit the Operations teams, Cost Accountants, Equipment Managers and Estimators.

Maximize your sales effectiveness

Followup CRM is a Construction CRM that provides a simple, user-friendly, tracking solution geared towards increasing sales revenues. Followup CRM helps users track and convert leads, grow an unlimited database of contacts, analyze real-time dashboard reports, properly communicate with your team, and so much more.

Demo Followup CRM

 

How to Connect

It's easy to connect.
1

Register

Make sure the integration is included with your Followup CRM subscription.

Get Started
2

Connect

Install RyvitAgent to provide secure connection to your accounting system.

4

Configure

Some features of the integration are configurable based on your company’s business processes. This will be determined during implementation.

3

Activate

Activate the integration plan to begin exchanging data, introducing automation and ensure data integrity.