Roofing Products

Followup CRM Releases New Features Built for Commercial Roofers

FORT LAUDERDALE, Fla. — Followup CRM, a powerful CRM software designed to help commercial roofers streamline their sales process, announced the release of new features built to help roofing companies grow.

Followup CRM offers a plethora of reporting and analytics tools. From historical client and contact data to extensive insights on job trends, Followup provides dozens of reports to help commercial roofers make better informed business decisions. Understanding which jobs are selling and which ones aren’t is key for company growth and leveraging Followup CRM’s reports can help gather those insights so you can dedicate your time more wisely.

“Our users who frequent our reports on an ongoing basis increase their closing ratio every single time,” says Followup CRM’s COO Erick Vargas. “These reporting tools offer so much value to our users as it gives them full transparency into the company’s pipeline, historical data, and so much more.”

In addition to client and contact reports, Followup CRM offers a feature that allows you to see your top clients. Your top clients are the ones who are most likely to be your repeat customers and refer you to other businesses. Understanding who your top clients are is crucial for growth and having this information at your fingertips allows you to properly nurture these relationships and close more deals.

Lastly, Followup CRM integrates with several construction software companies that commercial roofers use every day. More recently, Followup CRM integrates with Dataforma, Sage (Sage 100 Contractor and Sage 300 CRE), and Viewpoint (Vista and Spectrum). Its open API connects commercial roofing companies to their essential platforms, reducing the need for double entry and minimizing the risk of human error. Save time and keep all your data in one place with Followup’s seamless data transfer to help automate your sales process.

For more information, visit followupcrm.com.