This bi-directional feature brings new SM Customers from Trimble Viewpoint Vista into Followup CRM as Companies, and brings updated Companies from Followup CRM into Viewpoint Vista.
This feature brings Project data from Followup CRM as SM Work Order Quotes in Viewpoint Vista's SM module.
This feature brings approved SM Work Order Quotes from Viewpoint Vista's SM module into Followup CRM's corresponding Project data.
This feature brings Project data from Followup CRM as SM Agreements in Viewpoint Vista's SM module.
One of the biggest challenges for business development and sales teams is spending hours on typing, copying, and pasting. Followup CRM automatically pulls contact details like phone numbers and email addresses from your email.
Hit due dates, manage workloads and keep your team in sync with one calendar. Since construction companies get their customers through bidding, having a bid calendar on hand will keep you and the rest of your team on track with regards to getting potential projects in the near future.
Don’t let your sales team waste another second hunting down the right content. Don’t allow your reps to fumble around with copy/paste, formatting, and hacking together documents. Don’t settle for off-brand and inconsistent proposals.