Followup CRM construction CRM & sales platform designed to help contractors measure, record & streamline the sales process.

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • FAQs
  • Forum
  • Knowledge Base
  • Online Support
  • Phone Support
  • Video Tutorials
Method:CRM is the #1 rated CRM for QuickBooks users! Our powerful, two-way QuickBooks sync makes sure you always have the data you need to succeed. Plus, our 100% customizable platform means you can get the perfect CRM for your unique business needs.
Method:CRM is the #1 rated CRM for QuickBooks users! Our powerful, two-way QuickBooks sync makes sure you always have the data you need to succeed....

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • FAQs
  • Forum
  • Knowledge Base
  • Online Support
  • Phone Support
  • Video Tutorials

Starting from

US$55,00

  • Subscription

Starting from

US$25,00/month

  • Subscription

Overall rating

4,5 /5
(207)
Ease of Use
4,5/5
Features & Functionality
4,2/5
Customer Service
4,6/5
Value for Money
4,5/5

Overall rating

4,1 /5
(74)
Ease of Use
3,7/5
Features & Functionality
4/5
Customer Service
4,1/5
Value for Money
3,8/5

Total features 41

  • API
  • Access Control
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts / Escalation
  • Appointment Management
  • Approval Process Control
  • Automated Sales
  • Automatic Notifications
  • Bid Management
  • Billing & Invoicing
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Call Tracking
  • Categorization
  • Charting
  • Client Management
  • Commission Calculations
  • Configurable Workflow
  • Contact Database
  • Contact History
  • Contact Management
  • Contract Drafting
  • Contract Management
  • Custom Charts
  • Custom Fields
  • Customer Accounts
  • Customer Activity Reporting
  • Customer Database
  • Customer History
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Capture and Transfer
  • Data Filtering
  • Data Import
  • Data Import/Export
  • Data Storage Management
  • Data Synchronization
  • Data Visualization
  • Deadline Management
  • Document Storage
  • Document Templates
  • Drag & Drop Interface
  • Duplicate Detection
  • Electronic Payments
  • Email Alerts
  • Email Integration
  • Email Marketing Management
  • Email Notifications
  • Email Templates
  • Email Tracking
  • Estimating
  • Event Triggered Actions
  • File Management
  • Filtered Views
  • Follow-up Scheduling
  • Forecasting
  • History Tracking
  • Inventory Management
  • Inventory Tracking
  • Invoice Processing
  • Labeling
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Meeting Management
  • Microsoft Outlook Integration
  • Mobile Alerts
  • Mobile Integration
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Order Processing
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Prioritizing
  • Project Tracking
  • Quota Management
  • Quote Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Receiving
  • Records Management
  • Recurring Tasks
  • Reminders
  • Reporting & Statistics
  • Resource Management
  • Role Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Sales Analytics
  • Sales Forecasting
  • Sales Orders
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Single Sign On
  • Status Reporting
  • Status Tracking
  • Summary Reports
  • Supplier Management
  • Tagging
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Template Management
  • Third Party Integration
  • To-Do List
  • Training Management
  • Vendor Management
  • Visual Analytics
  • Web Forms
  • Workflow Management

Total features 130

  • API
  • Access Control
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts / Escalation
  • Appointment Management
  • Approval Process Control
  • Automated Sales
  • Automatic Notifications
  • Bid Management
  • Billing & Invoicing
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Call Tracking
  • Categorization
  • Charting
  • Client Management
  • Commission Calculations
  • Configurable Workflow
  • Contact Database
  • Contact History
  • Contact Management
  • Contract Drafting
  • Contract Management
  • Custom Charts
  • Custom Fields
  • Customer Accounts
  • Customer Activity Reporting
  • Customer Database
  • Customer History
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Capture and Transfer
  • Data Filtering
  • Data Import
  • Data Import/Export
  • Data Storage Management
  • Data Synchronization
  • Data Visualization
  • Deadline Management
  • Document Storage
  • Document Templates
  • Drag & Drop Interface
  • Duplicate Detection
  • Electronic Payments
  • Email Alerts
  • Email Integration
  • Email Marketing Management
  • Email Notifications
  • Email Templates
  • Email Tracking
  • Estimating
  • Event Triggered Actions
  • File Management
  • Filtered Views
  • Follow-up Scheduling
  • Forecasting
  • History Tracking
  • Inventory Management
  • Inventory Tracking
  • Invoice Processing
  • Labeling
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Meeting Management
  • Microsoft Outlook Integration
  • Mobile Alerts
  • Mobile Integration
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Order Processing
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Prioritizing
  • Project Tracking
  • Quota Management
  • Quote Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Receiving
  • Records Management
  • Recurring Tasks
  • Reminders
  • Reporting & Statistics
  • Resource Management
  • Role Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Sales Analytics
  • Sales Forecasting
  • Sales Orders
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Single Sign On
  • Status Reporting
  • Status Tracking
  • Summary Reports
  • Supplier Management
  • Tagging
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Template Management
  • Third Party Integration
  • To-Do List
  • Training Management
  • Vendor Management
  • Visual Analytics
  • Web Forms
  • Workflow Management
  • FCS Roofing Software
  • FOUNDATION
  • Gmail
  • Google Workspace
  • Grow
  • Jobba
  • Mailchimp
  • Microsoft Outlook
  • PayPal
  • QuickBooks Desktop Enterprise
  • FCS Roofing Software
  • FOUNDATION
  • Gmail
  • Google Workspace
  • Grow
  • Jobba
  • Mailchimp
  • Microsoft Outlook
  • PayPal
  • QuickBooks Desktop Enterprise