Followup CRM review

Followup CRM is the most focused tool here for contractors who win work by bidding. It replaces the bid spreadsheet with a pipeline that tracks leads, bids and customers from first bid to final invoice, forecasts revenue and reports close rates and team performance in real time. Fields, stages and permissions are customizable, the Outlook integration logs emails and creates contacts automatically, and won jobs flow into Sage, Foundation or Viewpoint so accounting does not retype them. A voice AI feature, currently in beta, lets reps say what happened and have the CRM enter it. The pricing page is clear: Starter is $99 per user a month and Professional $149 when paid annually up front, both with a 5-user minimum, and Professional adds unlimited teams, unlimited automations and single sign-on. Budget for the one-time launch plan as well, which starts at $2,500. It ranks below JobTread on value because the minimum spend is higher and it stops at the sale.

Who it is for

Commercial subcontractors and general contractors with a sales team that tracks many bids at once.

Price

Starter from $99 per user per month billed annually up front, 5-user minimum; $119 paid monthly on an annual commitment.

Starter drops from $119 to $99 per user
Quoted from the vendor pricing page on November 10, 2026.

Key features

• Bid and lead tracking from first bid to final invoice, with revenue forecasting
• Won jobs pushed into Sage, Foundation or Viewpoint without double entry
• Outlook integration that logs activity, creates contacts and links emails to projects
• Customizable fields, stages and permissions
• Real-time reports on bids, close rates, pipeline status and team performance

Strengths and weaknesses

• Strength: Built specifically around construction bids and follow-ups
• Strength: ERP handoff to Sage, Foundation and Viewpoint
• Strength: Guided onboarding, data migration and training on every plan, with a 30-day money-back guarantee
• Weakness: 5-user minimum and an annual commitment on every plan
• Weakness: One-time launch fee of $2,500 on Starter and $5,000 on Professional
• Weakness: No estimating or job management after the contract is won

Key facts

• Plans: Starter $99, Professional $149 per user a month billed annually; Enterprise $4,000 a month plus $125 per user
• Minimum: 5 users on Starter and Professional
• Automations: 20 on Starter, unlimited on Professional
• Customers: 3,000+ contractors, per Followup CRM

Where it ranks

Followup CRM is No. 2 in our Best CRM for Construction verdict.