Followup CRM + Spectrum

The CRM built by contractors, for contractors
Followup CRM + Spectrum
Customers
Customers

This bi-directional feature ensures that customer data is accounted for in both systems.

JTD Quantity
Actual Production Quantities

This bidirectional feature ensures that all quantities are reflected in both systems.

AP Invoices
AP Invoices

This bidirectional feature ensures that all Invoices are reflected in both systems.

AP Payments
AP Payments

This feature ensures that all Viewpoint Spectrum AP Payments are accounted for within Followup CRM.

AR Invoices
AR Invoices

This bidirectional feature ensures that all Invoices are reflected in both systems.

Cash Receipts
AP Payments

This feature ensures that all Viewpoint Spectrum Cash Receipts are accounted for within Followup CRM as AR Payments .

Equipment
Assets

This feature ensures that all Viewpoint Spectrum Equipment are accounted for within Followup CRM as assets .

Bank Accounts
Bank Accounts

This feature ensures that all Viewpoint Spectrum Bank Accounts are accounted for within Followup CRM.

Phases
Budget Line Items

This bidirectional feature ensures that all phases/budget line items are reflected in both systems.

Budget Production Quantities
Budget Production Quantities

This bidirectional feature ensures that all budget production quantities are reflected in both systems.

Change Requests
Change Orders

This bidirectional feature ensures that all change requests/orders are reflected in both systems.

Phase Codes
Cost Codes

This feature ensures that all Viewpoint Spectrum Phases are accounted for within Followup CRM.

Cost Types
Cost Types

This feature ensures that all Viewpoint Spectrum Cost Types are accounted for within Followup CRM.

Employees
Employees

This feature ensures that all Viewpoint Spectrum employees are accounted for within Followup CRM.

Expenses
Expenses

This feature is currently under construction. Soon you will be able to ensure that all Viewpoint Spectrum expenses are accounted for within Followup CRM.

Inventory Items
Items

This bidirectional feature ensures that all inventory items are reflected in both systems.

Packing Lists
Item Receipts

This feature ensures that all Viewpoint Spectrum packing list are accounted for within Followup CRM as item receipts.

Job Costs
Job Costs

This feature ensures that all Viewpoint Spectrum job cost are accounted for within Followup CRM.

Ledger Accounts
Ledger Accounts

This feature ensures that all active Viewpoint Spectrum Ledger Accounts are represented appropriately within Followup CRM.

Prime Contracts
Prime Contracts

This bidirectional feature ensures that all prime contracts are reflected in both systems.

Purchase Orders
Purchase Orders

This bidirectional feature ensures that all purchase orders are reflected in both systems.

Sites
Service Sites

This bidirectional feature ensures that all service sites are reflected in both systems.

Subcontracts
Subcontracts

This bidirectional feature ensures that all subcontracts are reflected in both systems.

Tax Codes
Tax Codes

This feature ensures that all active Viewpoint Spectrum Tax Codes are represented appropriately within Followup CRM.

Timecard Entries
Timecard Entries

This bidirectional feature ensures that all time card entries are reflected in both systems.

Work Orders
Work Orders

This bidirectional feature ensures that all work orders are reflected in both systems.

Contacts
Contacts

This feature ensures that all Viewpoint Spectrum Contacts are accounted for within Followup CRM.

Jobs
Projects

This bidirectional feature ensures all jobs created are accounted for in both systems.

AP Vendors
Vendors

This bidirectional feature ensures that all vendors are reflected in both systems.

The CRM built by contractors, for contractors

Centralize Customer Data

Stay organized

Sales Process Efficiency

Bid less, win more

Reporting & Analytics

See what's working

Important Notes:

  • This integration is built, sold, and supported by Followup CRM using App Xchange.
  • A subscription to Followup CRM is required for this integration (not sold by Trimble). If you are not a customer, and do not have any sales conversations in motion, we can help with an introduction to their customer relationship management experts. Let’s talk.
  • On-prem users: App Xchange does not guarantee version support for either system beyond the current version available and the previously available version. Older versions may still work, but are not actively supported and may become obsolete.

Helpful Resources:

Featured Icon Built on App Xchange Partner Icon Strategic Partner

Availability

United States Canada Asia Pacific Europe, Middle East & Africa Latin America