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.
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.
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.
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.
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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.Connect
Install RyvitAgent to provide secure connection to your accounting system.
Configure
Some features of the integration are configurable based on your company’s business processes. This will be determined during implementation.
Activate
Activate the integration plan to begin exchanging data, introducing automation and ensure data integrity.