Does Followup CRM integration with Foundation? Yes it does!
Foundation Integration Overview
- Seamlessly import and export client and job/project CSV files between Followup CRM and Foundation
- Pushing contact and project information from Followup CRM into Foundation eliminates double entry of data and eliminates the risk of non-user errors
- Pulling accounting information from Foundation into Followup CRM provides an accurate and clean sales pipeline
We work closely with each team to provide a customized, high-touch onboarding process for this integration. For more information, or help getting your accounts integrated, reach out to a Followup team member via the Help button.