FC| Starting price | Starter $99/user/month, billed annually, 5-user minimum ($495/month minimum spend) |
|---|---|
| Free plan | No — no free trial, but a 30-day money-back guarantee on every tier |
| Upper tiers | Professional $149/user/month · Enterprise $4,000/month plus $125/user |
| Best for | Commercial construction subcontractors and specialty contractors whose business development team lives and dies by bid tracking |
| Not ideal for | Residential builders, teams smaller than 5 users, or anyone wanting project management, not just a sales pipeline |
| Standout feature | Configurable pipeline stages matched to a construction sales cycle, plus win/loss analysis with reason codes |
| Biggest drawback | 5-user minimum on entry tiers, plus separate implementation fees of $2,500–$10,000 |
Pricing above is published on followupcrm.com as of September 2026. G2 shows a 4.4-star rating from 58 reviews — a thin sample size we flag explicitly and treat as indicative only, not a robust signal. This review was assessed on vendor documentation, published pricing and third-party review data, not hands-on testing.
The short verdict
Followup CRM earns a 4.1 from us for doing exactly one thing well: tracking construction bids through a pipeline that matches how a subcontractor's sales cycle actually runs — bid submitted, walked, negotiated, won or lost. Win/loss analysis with reason codes, Outlook and Gmail sync that logs activity automatically, and integrations with construction-specific ERPs like Foundation, Viewpoint and Sage make it a genuine upgrade over a spreadsheet for a business development team that currently tracks bids by memory and email search.
What holds it back is cost structure and a thin review base. Starter and Professional both carry a 5-user minimum, so a three-person team pays for five seats regardless, and implementation fees of $2,500 to $10,000 land on top of the subscription depending on tier. Its G2 rating of 4.4 stars looks strong on paper, but it's built from only 58 reviews — a small enough sample that we treat it as indicative, not a settled verdict. And because it's sales-only, any contractor expecting project management, scheduling or marketing tools will be disappointed; that's simply not what this product does.
Bottom line: if your business development team's whole problem is bids going cold in a spreadsheet, Followup CRM is a purpose-built fix. If you need the job managed after the bid is won, look at Buildertrend instead.
What is Followup CRM?
Followup CRM is a sales and bid-tracking tool built specifically for construction subcontractors and general contractors, not a project-management platform. Every stage in its pipeline mirrors a real construction sales cycle — a bid gets submitted, the job gets walked, terms get negotiated, and the deal is marked won or lost with a reason attached — rather than using a generic sales-stage template borrowed from another industry.
It's deliberately narrow. There's no scheduling, no budgeting, no daily job logs and no client portal. Once a bid is won, the job hands off to whatever system the contractor already uses to run it — accounting software, a project platform, or in some cases still a spreadsheet. Followup CRM's entire job is making sure that handoff happens with a won bid, not a lost one nobody noticed went quiet.
Who Followup CRM is (and isn't) for
A strong fit if you…
- Run business development for a commercial subcontractor or specialty contractor and currently track bids in a spreadsheet or inbox
- Want pipeline stages that match a real construction sales cycle instead of a generic CRM template
- Need to know why bids are lost, not just that they were, through structured win/loss reason codes
- Already run Foundation, Viewpoint or Sage and want a CRM that connects to your existing ERP
- Have at least 5 people who'll use the tool, so the seat minimum isn't wasted capacity
Look elsewhere if you…
- Build custom homes or need the job managed after the bid — see Buildertrend, built around exactly that handoff
- Have a team of two or three — the 5-user minimum on Starter and Professional means paying for capacity you won't use
- Want broader marketing automation or a general-purpose CRM — see Pipedrive or HubSpot
- Need a large, well-established review base to weigh a rating against — Followup CRM's is still thin at 58 reviews
Pricing: what Followup CRM actually costs
Followup CRM publishes its pricing directly, which is rarer among construction specialists on this site than you'd expect. Starter is $99 per user per month on annual billing, with a 5-user minimum that puts the real entry cost at $495 a month before anything else. Professional runs $149 per user per month, and Enterprise moves to a flat $4,000 a month plus $125 per additional user.
| Plan | Price | Minimum | Implementation fee¹ |
|---|---|---|---|
| Starter | $99/user/month | 5 users ($495/mo) | $2,500–$10,000 (tier-dependent) |
| Professional | $149/user/month | 5 users ($745/mo) | $2,500–$10,000 (tier-dependent) |
| Enterprise | $4,000/month + $125/user | None published | $2,500–$10,000 (tier-dependent) |
¹ A one-time guided "Launch Plan" implementation is included at every tier, but separate implementation fees ranging from $2,500 to $10,000 apply depending on plan, on top of the subscription. Billing is annual; there's no free trial, but every plan carries a 30-day money-back guarantee.
What this means for your budget
- A 3-person business development team still pays for 5 seats on Starter — $495 a month minimum — so the effective per-user cost is higher than the sticker price for anyone under the minimum.
- A 5-to-10-person team gets the cleanest value out of Starter or Professional, since the seat minimum stops being dead weight once headcount catches up to it.
- A large subcontractor moving to Enterprise should budget the flat $4,000 base plus per-user charges, and factor in the implementation fee separately — it's not bundled into the monthly number.
Get the implementation fee in writing before you sign, at your specific tier, since the $2,500–$10,000 range is wide enough to materially change your first-year cost.
Watch out for: the 5-user minimum and the separate implementation fee together. A small team should do the math on effective per-seat cost before assuming the $99 headline price is what they'll actually pay. For a wider view of what CRMs really cost, see our CRM cost breakdown.
Features walkthrough
Construction-specific pipeline stages
Bid submitted, walked, negotiated, won or lost — the pipeline is configured around how construction sales actually move, rather than a generic set of stages borrowed from another industry, which makes it faster for a bid team to map their real process onto the tool without heavy customization.
Win/loss analysis
Every lost bid gets a reason code attached, which turns "we lost that one" into a pattern a sales leader can actually act on — pricing too high, wrong scope, timing, or a competitor relationship, tracked over time rather than lost in someone's memory.
Email sync
Outlook and Gmail sync automatically logs activity against the right bid, so a rep doesn't have to manually copy every email into the CRM to keep the record current — a common reason sales tools fall out of use in the field.
Construction ERP integrations
Direct integrations with Foundation, Viewpoint and Sage mean a won bid can flow into the accounting and job-costing system a construction company already runs, instead of requiring a manual re-entry step between sales and operations.
Guided implementation
Every tier includes a one-time "Launch Plan," a guided setup process aimed at getting a bid pipeline properly configured from day one rather than left as a generic default that never gets adjusted to match the sales cycle.
Ease of use and setup
Followup CRM scores 4.2 on ease of use, and its narrowness is the reason why. Because it does one job — track bids — rather than bundling scheduling, budgeting and client communication into the same interface, reps generally find it faster to learn than a broader construction platform. The included Launch Plan implementation helps front-load the configuration work, so most of the learning curve is in adapting to a structured pipeline rather than in the software itself.
Integrations and API
Followup CRM's integration set is aimed squarely at construction accounting: Foundation, Viewpoint and Sage cover the ERP side, and Outlook or Gmail sync covers day-to-day email activity. That's a narrower marketplace than a general CRM like HubSpot or Salesforce offers, but it's the right narrow — a construction-specific ERP connection matters more to this buyer than a broad app directory would.
Support
Support quality is rated 4.3 in our rubric, helped by the included Launch Plan guided implementation, which gives new customers a structured onboarding path rather than a self-serve setup with no help. Given the tool's narrow scope, most support questions during onboarding tend to focus on mapping an existing sales process onto the pipeline stages correctly, which the Launch Plan is specifically designed to walk through.
Pros and cons
Pros
- Pipeline stages built specifically for a construction bid cycle
- Win/loss analysis with reason codes turns lost bids into a pattern you can act on
- Outlook and Gmail sync auto-logs activity without manual entry
- Direct integrations with Foundation, Viewpoint and Sage
- Guided Launch Plan implementation included at every tier
- 30-day money-back guarantee gives real teams a way to test it with live bids
Cons
- 5-user minimum on Starter and Professional — a small team pays for unused capacity
- Separate implementation fee of $2,500–$10,000 on top of the subscription
- No free trial, only a money-back guarantee after purchase
- G2 rating is based on a thin sample of just 58 reviews
- No project management — the job leaves the system once a bid is won
- Not built for residential builders or teams wanting broader marketing tools
Followup CRM vs the alternatives
| Tool | Starting price | Free plan/trial | Choose it over Followup CRM when… |
|---|---|---|---|
| Buildertrend | ~$339/mo (est., custom quote) | Demo only | You need the schedule, budget and client portal after the bid is won |
| Pipedrive | $14/user/mo annual | 14-day trial | You want a cheaper, general-purpose pipeline without construction-specific stages |
| HubSpot CRM | Free; $9/seat | Yes (2 seats) | Your team is under the 5-user minimum and wants to start free |
| JobNimbus | Quote-based (~$225/mo est.) | Demo | You're a roofer or exterior contractor needing job scheduling too |
Followup CRM vs Buildertrend comes down to what happens after the bid. Followup CRM stops at won or lost — there's no schedule, budget or client portal, which is exactly the point if bid tracking is your only real problem. Buildertrend keeps going: the same record that captured the lead carries the job through completion, with unlimited users included. If you're choosing between them, ask which side of the "sold" line is actually broken in your business today.
For the full shortlist of construction CRM options, see our best CRM for construction guide.
Frequently asked questions
How much does Followup CRM cost?
Starter is $99 per user per month billed annually, with a 5-user minimum, so the smallest bill is $495 a month. Professional is $149 per user per month, and Enterprise is $4,000 a month plus $125 per user. Separate implementation fees of $2,500 to $10,000 apply depending on tier, on top of the subscription.
Does Followup CRM have a free trial?
No. There's no free plan or free trial, but every plan is backed by a 30-day money-back guarantee, which gives you a window to test it with real bids before the cost is locked in.
Is Followup CRM a project management tool?
No. It's sales and bid-tracking software only, covering the pipeline from bid submitted through won or lost. It doesn't schedule crews, track budgets or run daily job logs — that work happens in a separate system once a bid is won.
Is Followup CRM's G2 rating reliable?
Treat it as indicative only. It carries a 4.4-star rating, but from just 58 reviews — a thin sample compared with CRMs on this site that have hundreds or thousands, so a handful of new reviews could shift the average.
Followup CRM vs Buildertrend: which should I choose?
Followup CRM is a narrow bid-tracking tool with no project management, built for subcontractors whose only problem is a leaky sales pipeline. Buildertrend is a full project platform with a CRM layered in for the pre-sale stage. Choose Followup CRM if bid tracking is the entire job; choose Buildertrend if you need to run the job afterward in the same system.
Does Followup CRM have a minimum number of users?
Yes. Both Starter and Professional require a 5-user minimum, so even a two- or three-person team pays for five seats. Only Enterprise pricing scales differently, with a flat monthly base plus a per-user add-on.
Final verdict
Followup CRM earns its 4.1 by staying in its lane: a construction-specific bid pipeline, honest win/loss data, and ERP integrations that matter to the buyer it's built for, all backed by published pricing rather than a mystery quote. The 5-user minimum and separate implementation fee mean small teams should do the real-cost math before signing, and the thin 58-review G2 sample deserves a discount when you weigh it. For a commercial subcontractor whose bid pipeline is genuinely the problem, it's a purpose-built, well-priced fix. For anyone who needs the job managed after the sale, pair this review with our Buildertrend review before deciding.
Try Followup CRM →