Data Import

How to Use Data Import in Followup CRM

Newest Features
- Q1 - 2026
Getting Started
Integrations
- CompanyCam
- DataForma
- Deltek
- Estimating Edge
- FCS
- Foundation
- Hover
- QuickBooks
- Stack
- Sage 100 Contractor
- Sage 300 CRE
- Sage Intacct
- Procore
- Spectrum
- Vista
- Zapier
- BuildingConnected
Followup + Email Integration
Automations
- Overview
- Automations Enhancements
Business Development
Sales Management
Project Management
Reports and Analytics
System Settings
Proposal Generator
- Proposal Generator (User Level)
- Proposal Generator (Admin Level)
Administrative
Feature Overview
- Pricing Import
FAQ's
Quick Start Guide
Custom Reporting
Gregg AI Assist
Data Import

Grow your construction business with an easy-to-use sales and bid-tracking CRM that will help you get organized, follow up with leads, and win more contracts.