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Help Center
Sales Management

Sales Management

How to Print and Customize Job Packets in Followup CRM
Bulk Email Feature
Shared Customers Feature
How to delete contact or transfer them to a company
How to Export a Sales Behavior Date to Your Personal Calendar
Goals Overview
Three Ways to Hold Your Sales Team Accountable With Followup CRM
How to move a contact to a new company

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

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.

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