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What is Pursuit?

Pursuit is a groundbreaking CRM specifically crafted for construction estimators, bringing together customer interactions, correspondence, bid timelines, and project successes within a unified platform. This tool seamlessly integrates bid documents, takeoffs, and emails into a singular Project Brain, where vital materials like drawings, specifications, soil reports, and communications are meticulously organized within a collaborative environment, facilitating automatic connections. Users can effortlessly drag and drop various files such as PDFs, specifications, emails, and takeoff exports, which are subsequently indexed and linked to crucial project references, guaranteeing that essential data like frost depth is aligned with its corresponding specification, deadlines are automatically synchronized with the calendar, and inquiries about scope, quantities, and timelines are addressed with exact page citations instead of ambiguous estimates. Rather than applying a one-size-fits-all sales funnel to the construction sector, Pursuit caters specifically to the distinct requirements of construction bidding, adeptly managing bid dates, RFQs, vendor quotes, follow-ups, hit rates, and all types of correspondence, while empowering estimators to retain control over their workflows. This customized methodology significantly boosts efficiency and precision, ultimately revolutionizing how construction professionals navigate their bidding processes and enhancing overall project management.

What is Followup CRM?

Followup CRM is an intuitive customer relationship management tool tailored for sales and project oversight specifically within the construction sector. It enhances your team's activity transparency, facilitates internal progress reporting, and fosters collaboration among different teams. This CRM equips you with all the essential resources required to drive your business toward success. Easily transition won opportunities into projects while safeguarding all critical data. Monitor key milestones, streamline processes, and connect with other software systems to guarantee on-time delivery and satisfied clients. It is widely recognized that acquiring a client is merely the first step; the strength of customer relationships hinges on the collaborative efforts of the team dedicated to delivering the final product or service effectively. Thus, maintaining strong teamwork is vital for ensuring long-term success.

Media

Media

Integrations Supported

CompanyCam
DataXchange
FOUNDATION
Gmail
Jobba
Microsoft Excel
Microsoft Outlook
QuickBooks Enterprise
QuickBooks Online
Sage 100 Contractor
Sage 300 Construction and Real Estate (CRE)
The Estimating EDGE
Viewpoint Spectrum
Viewpoint Vista

Integrations Supported

CompanyCam
DataXchange
FOUNDATION
Gmail
Jobba
Microsoft Excel
Microsoft Outlook
QuickBooks Enterprise
QuickBooks Online
Sage 100 Contractor
Sage 300 Construction and Real Estate (CRE)
The Estimating EDGE
Viewpoint Spectrum
Viewpoint Vista

API Availability

Has API

API Availability

Has API

Pricing Information

$199 per year
Free Trial Offered?
Free Version

Pricing Information

$55/user/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Vertigraph Inc

Date Founded

1990

Company Location

United States

Company Website

www.vertigraph.com/products/pursuit

Company Facts

Organization Name

Followup CRM

Date Founded

2012

Company Location

United States

Company Website

followupcrm.com

Categories and Features

Construction Bid Management

Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Categories and Features

Construction Bid Management

Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

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