Followup CRM is a Construction CRM that provides a simple, user-friendly, tracking solution geared toward increasing sales revenues. Followup CRM helps users track and convert leads, grow an unlimited database of contacts, analyze real-time dashboard reports, properly communicate with their team, and so much more.
In this article
Before you Start
You must have an active account with both CompanyCam and Followup CRM in order to integrate the two services.
Integrations are not available on Basic. Upgrade your plan to take advantage of this feature.
To start integrating the two, you need to have the Admin or Manager role. If you don't have that role, ask an Admin on your company's account for permission; here's what they'll need.
What is Followup CRM?
Followup CRM helps you get off spreadsheets and streamline your construction sales and bidding process.
How it works
Please see the video and documentation linked below to integrate:
Integration Instructions and documentation
An Important thing to know is that each Followup CRM user will need to integrate for their own account. This is slightly different than some integrations but will allow for user-specific documentation between both services.
Another important feature of this integration is that you can pull projects that are already created in CompanyCam over to Followup CRM.
After you set up the integration, test it by creating a new "Project" in Followup CRM. That project should sync into CompanyCam as a new "Project". You can then create a new project in CompanyCam and check the Project list in Followup CRM to make sure that you're seeing the projects in the Followup CRM project list as well.
The ability to create projects is useful, however, care should be taken to not create duplicates if possible. If you happened to create duplicate projects, you can Merge Projects and then delete the duplicate project in Followup CRM if needed.
If you need support integrating or have any issues with the integration reach out to [email protected] or hop into their live support chat for immediate assistance.
Want to make work flows even easier? Now that you've got your CRM up and running, check out other integration opportunities!