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Followup CRM New Updates: CompanyCam Integration, Global Search Enhancements, One-Click Add Feature
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At Followup CRM, we recognize the importance of constantly improving our platform so we can help our users succeed and receive the best user experience possible. We’re excited to announce that we have recently launched a new integration with CompanyCam! We also added some enhancements to our global search feature that allows you to search more efficiently and find what you’re looking for faster. Last, we’ve added a one click add feature that allows you to add a new project, company, or contact in just one click from any page. Check out the articles below to learn more about how these new features work.
CompanyCam Integration
We're excited to announce that Followup CRM now integrates with CompanyCam! CompanyCam allows you to easily document your jobs and communicate with your crews. Check out this article to learn more about how this new integration works:
Global Search Enhancement
We’re excited to announce that we have recently added some enhancements to our global search feature. These improvements allow the most relevant results to appear in the most recent order. You can also now search for phone numbers in any format along with addresses, account managers, and job names without the search being case sensitive. You’ll notice a new visual format appear that organizes your search by category, making it easier than ever to find what you’re looking for. Learn more about this new update by clicking the button below:
One-Click Add
We’ve recently added a new feature to Followup CRM that allows you to quickly add a new project, company, or contact to the platform from just one single click, from any page. This will allow you to add data into your account more quickly and efficiently. Click the link to learn more about this new feature:
Schedule a Call to Learn More!
#FollowupCRM #ConstructionCRM #RoofingCRM #ConstructionSales
CompanyCam Integration
We're excited to announce that Followup CRM now integrates with CompanyCam! CompanyCam allows you to easily document your jobs and communicate with your crews. Check out this article to learn more about how this new integration works:
Global Search Enhancement
We’re excited to announce that we have recently added some enhancements to our global search feature. These improvements allow the most relevant results to appear in the most recent order. You can also now search for phone numbers in any format along with addresses, account managers, and job names without the search being case sensitive. You’ll notice a new visual format appear that organizes your search by category, making it easier than ever to find what you’re looking for. Learn more about this new update by clicking the button below:
One-Click Add
We’ve recently added a new feature to Followup CRM that allows you to quickly add a new project, company, or contact to the platform from just one single click, from any page. This will allow you to add data into your account more quickly and efficiently. Click the link to learn more about this new feature:
Schedule a Call to Learn More!
#FollowupCRM #ConstructionCRM #RoofingCRM #ConstructionSales