Connect Followup CRM to your accounting system

Best of Breed Construction CRM Platform meets your ERP

Automate jobs and contract data with Viewpoint Vista, 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 Job Cost 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 - FollowupCRM Integration

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 - FollowupCRM Integration

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.