Foundation Software’s Official CRM Partner
Connect Foundation Software
to your sales pipeline
Bring sales and accounting together by syncing your leads, bids, projects, and pipeline activity with Foundation.
Trusted by 1,100+ commercial contractors
What you get
The Foundation CRM. Built for how
contractors actually sell.
contractors actually sell.
Everything your team needs to track bids, close work, and keep leadership in the loop.
01
Bid Log
Every bid, every due date - one calendar.
- Bid calendar synced across the entire team
- Automatic reminders before every due date
- Win/loss tracking by GC, project type, region
This Week's Bids · 12 activeJUN 2026
Tampa General - Phase 2
Skanska · Due Mon Jun 3 · Hot
$2.4M
Brickell Office Tower
Suffolk · Due Wed Jun 5 · Warm
$1.8M
Westfield Mall Re-Roof
Turner · Due Fri Jun 7 · Active
$890K
Aventura Hospital Wing
Hensel Phelps · Due Mon Jun 10 · Signed
$3.1M
02
Pipeline Management
Pipeline visibility, down to the dollar.
- Visual pipeline by stage and value
- Aging alerts for stalled opportunities
- 90-day revenue forecast for leadership
Total Pipeline Value$354M · 1,319 Bids
Hot 33% · $116M
Warm 36% · $127M
Active 18% · $62M
Budget 5% · $19M
Signed 4% · $14M
Total Bids
$44.4M
↑ 387 bids
Contracts Won
$4.2M
206 contracts
03
Lead Tracker
Leads from every source. Every one followed up.
- Auto-import from hundreds of sources
- Assign by region or trade automatically
- Follow-up reminders that actually fire
Leads this month · 118↑ 23%
04
Reporting & Analytics
Reports your owner can actually read.
- Team and individual performance
- Win/loss tracking with reason codes
- Goal progress against monthly targets
Performance DashboardQ1 2026
Total Bids
$44.4M
↑ 387 bids
Contracts Won
$4.2M
206 contracts
Win Rate
10%
53% bid → contract
Open Bids
181
Needs follow-up
Plus dozens of built-in tools.
Everything you need to win more work.
Proposal Generator
Sales Tracker
Scheduling
Team Goals
Email Tracking
Email Marketing
Customer Story · Best Roofing
$6M → $60M
using Followup CRM.
"
Before I had this system in place, I was that guy tossing and turning at night not knowing where my next project was going to come from. Now I can hold my team accountable, set goals, and track behaviors, which is the key to Followup CRM.
What contractors are saying.
It has greatly increased our bid tracking and output. Our staff can log everything into an easily customizable CRM rather than keeping it all in their heads alone.
With CRM I'm able to pull up all my notes and docs instantly. Makes me look like a rockstar in front of customers instead of some guy searching for answers.
I really like the ease of use and all the reports available making everything and everyone easy to track. Customer service is always fast and efficient.
Gives me a complete daily, weekly, monthly snapshot of leads, completed sales, and closure rates - which helps me forecast future sales accurately.
Customer Service has been wonderful and the support team has been a blessing - always willing to help with questions.
We love that this CRM is built for contractors. It has greatly benefited our staff being able to manage sales and bids. The quarterly check-ins are a top-shelf touch.
Integrations
Construction CRM software that plugs into your stack.
No double entry. No exports. No "let me check with IT." Followup CRM integrates natively with Foundation Software, Viewpoint Vista, Sage 100 Contractor, Sage 300 CRE, Procore, Spectrum, and QuickBooks.
Plus Zapier for connecting hundreds more.
Book a Demo
How we stack up
The best CRM for construction vs the alternatives.
Followup CRM
Spreadsheets
Salesforce / HubSpot
Built for construction
Bid date tracking
Manual & error-prone
Foundation / Viewpoint sync
Pipeline visibility for owners
Three-week-old file
Setup time
2 weeks
Free but useless at scale
6+ months + consultant
Your team will use it
Dedicated setup & training
N/A
Annual contract
FAQ
Questions? Answers.
How long does it take to get up and running?
Most teams are live in two weeks. We handle the data migration from your spreadsheets or current CRM, set up your pipeline stages to match how you actually sell, and train your team. We don't hand you software and walk away.
How does pricing work?
Per user, per month, with annual options that bring the cost down. There is a one-time setup fee which covers data migration, pipeline configuration, and team training. We'll quote you on the demo call based on your team size.
Will my team actually use it?
Generic CRMs fail in construction because they ask sales people to log fields nobody cares about. Followup is built around bids, due dates, and follow-ups - the things your team already does. The interface mirrors the work, so adoption is straightforward.
Does it integrate with Foundation, Viewpoint, or Sage?
Yes - natively. Won bids drop directly into job costing, customer data flows back into Followup, and you stop entering the same project across multiple systems. ComputerEase, Procore, Spectrum, and QuickBooks are also supported.
How does Followup CRM connect to Foundation Software?
Native two-way sync. Won bids push to Foundation Software as new jobs with the contact, value, and project details already filled in. Job costs come back into the CRM so sales sees what finance sees.
Do I need to re-enter data between Followup CRM and Foundation?
No. The Foundation Software integration eliminates double entry. Sales works in Followup, accounting works in Foundation, and the data flows between them automatically.
Ready to connect Foundation to your sales team?
See why 1,100+ contractors chose Followup CRM as their Foundation CRM. 30-minute demo. No pressure.
Book a Demo