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Followup CRM + Viewpoint Vista (Service Mgmt)

The Construction CRM Your Team Will Love
Talk with Followup CRM
Followup CRM + Viewpoint Vista (Service Mgmt)
Integration Feature

This feature brings new SM Customers from Trimble Viewpoint Vista into Followup CRM as Companies, and brings updated Companies from Followup CRM into Viewpoint Vista.

Integration Feature

This feature brings Project data from Followup CRM as SM Work Order Quotes in Viewpoint Vista's SM module.

Integration Feature

This feature brings approved SM Work Order Quotes from Viewpoint Vista's SM module into Followup CRM's corresponding Project data.

Integration Feature

This feature brings Project data from Followup CRM as SM Agreements in Viewpoint Vista's SM module.

The Construction CRM Your Team Will Love

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Get Hours Back in Your Day

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.

Schedule

One Calendar To Sync Them All

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.

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Deliver Quick and Confident Bids

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.

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

Category

Sales & CRM Sales & CRM

Availability

United States