Followup CRM Integrations

CompanyCam is a photography-focused platform designed exclusively for contractors. It enables users to capture an unlimited number of photos that are tagged with the date and location, securely uploaded to the cloud for storage. Each image is systematically categorized by project, providing your team with immediate access to important visuals, ensuring you can monitor progress from any location at any time. Additionally, this tool enhances collaboration and communication among team members, making it easier to keep everyone on the same page.

Microsoft Outlook is a modern communication and productivity platform that combines email, calendars, contacts, and task management into one powerful application. Available on desktop, mobile, and web, Outlook provides a seamless experience for individuals and teams looking to stay connected and efficient. Its integration with Microsoft 365 and third-party providers like Gmail, Yahoo, and iCloud ensures all your accounts are accessible in one unified inbox. The addition of Microsoft Copilot transforms Outlook into an AI-powered assistant—capable of summarizing long threads, organizing your inbox, suggesting replies, and helping you manage your schedule intelligently. Shared calendars, meeting insights, and scheduling suggestions enable better collaboration across time zones and teams. Outlook’s enterprise-grade security safeguards communications through advanced encryption, spam filtering, and ransomware protection powered by Microsoft Defender. Users can personalize their Outlook experience with custom layouts, color themes, and productivity integrations like Power BI dashboards and Adobe Acrobat tools. Cross-device synchronization ensures every update reflects instantly across PC, Mac, mobile, and web versions. Outlook also connects directly to OneDrive and Teams, enabling users to attach, share, and collaborate on files without leaving their inbox. Whether for personal productivity or enterprise operations, Outlook remains the trusted choice for managing communication, time, and collaboration in the AI era.

QuickBooks Online stands out as the leading accounting software globally. This platform streamlines the accounting process, making it the top choice for small businesses, as it allows for effortless tracking of receipts, income, transactions, and more. Users have the convenience of capturing photos of receipts to associate them with expenses, ensuring everything is well-organized. Our customer support team is always ready to assist with any inquiries regarding QuickBooks. To maintain operational efficiency, you can utilize your favorite applications, as QuickBooks Online is designed to work seamlessly on PCs, Macs, tablets, and smartphones. By clicking the link, you can access a 30-day free trial and enjoy a 50% discount for the first three months of service. Beyond basic accounting functions, QuickBooks offers tools to help you monitor your income and expenses effectively, making tax preparation less daunting. On average, customers report saving $3,534 annually, showcasing the software's financial advantages. Should you require further assistance, QuickBooks Live is available to help keep you organized and prepared for tax season. Additionally, QuickBooks Mobile provides the flexibility to manage your business operations from anywhere at any time, ensuring you’re always in control of your financials.

Enhance your efficiency with Gmail, which has been upgraded to be more secure, intuitive, and user-friendly, helping you to manage your inbox with ease and conserve precious time. New features are easily identifiable, allowing you to prioritize your reading and responses seamlessly. You will receive helpful reminders to follow up and reply, ensuring that no crucial communication slips through the cracks. The platform enables you to check attachments, respond to calendar invites, delay messages, and complete various tasks without the need to open each email individually. Equipped with a robust filtering system, Gmail successfully blocks 99.9% of dangerous emails from infiltrating your inbox, and you'll be notified of any potentially suspicious activity. This not only elevates the safety of your email interactions but also significantly streamlines your overall experience, making it more efficient than it has ever been. Overall, Gmail provides an all-in-one solution for managing your communications effortlessly.

QuickBooks Enterprise provides an all-inclusive platform tailored to manage your business operations and financial health efficiently. By leveraging QuickBooks Enterprise with cloud capabilities, your team can effortlessly collaborate from any location, ensuring secure connections and automatic daily backups for peace of mind. You will benefit from enhanced software functionalities and the flexibility to work from wherever you choose with our hosting services. Additionally, the software boasts a substantial increase in list capacity—six times greater than that of Pro and Premier—enabling you to handle up to 1 million customers, vendors, and inventory items. Alongside this impressive capacity, QuickBooks streamlines payroll processing and offers over 200 in-depth reports, along with specialized editions designed for various sectors. The Enterprise Diamond package acts as a holistic solution that simplifies management tasks, featuring customizable tools that can adapt as your business grows. With our Assisted Payroll feature, we manage your payroll taxes, ensuring timely and accurate quarterly and year-end filings, freeing you to concentrate on expanding your business without the stress of payroll issues. This thorough approach not only enhances your operational efficiency but also ensures that your business can scale seamlessly, no matter how large it becomes. Ultimately, QuickBooks Enterprise empowers you to thrive in today's dynamic business landscape.

Foundation Software provides essential services such as job cost accounting, project management, and mobile applications designed specifically for bookkeepers to effectively handle the business aspects of their operations. With a dedication to the construction industry, FOUNDATION® has been fine-tuned and enhanced over the past 33 years, leveraging a robust Microsoft SQL Server® database that ensures comprehensive reporting, data security, and adaptability. We prioritize your company's success and will only offer our software if we genuinely believe it will contribute positively to your business. If you're curious about whether we align with your needs, discover the unique features that set FOUNDATION®, the leading construction accounting software in America, apart from the competition. Our commitment to excellence and industry-specific solutions makes us a valuable partner for your accounting needs.

Sage 100 Contractor, which was previously known as Sage Master Builder, serves as a comprehensive construction management system tailored specifically for small to medium-sized contracting firms. This software provides businesses with crucial, all-encompassing project and operational data. Key features of Sage 100 Contractor encompass a user-friendly dashboard that can be personalized, a dedicated project work center, as well as robust tools for accounting, estimating, and job costing. Additionally, its integrated approach allows contractors to streamline their operations effectively, enhancing overall project efficiency.

The EDGE™ is an innovative software solution designed specifically for commercial roofing companies, providing automated takeoff and estimation capabilities. This professional roofing estimating tool is not only powerful and comprehensive but also user-friendly, making it accessible for most roofing contractors and estimators. Installation can typically be completed within a few days, allowing for quick deployment. The EDGE boasts various features, such as an all-in-one platform that integrates cost estimation with takeoff functionalities. Users can measure standing seam metal roofing and tapered insulation with ease, and it also provides precise calculations for fastener lengths. Furthermore, the software allows for customized pricing, ensuring that roofing bids remain accurate and competitive, while complex calculations for labor and material costs are performed in real-time. Developed by seasoned roofing experts, the EDGE is designed to be intuitive, enhanced by extensive databases of roofing products sourced from various manufacturers, ensuring that users have access to the most relevant information available. Additionally, this software helps streamline the estimating process, ultimately leading to greater efficiency and profitability for roofing businesses.

The process is quite simple. Clients frequently report an average annual savings of 400 hours after implementing their initial connector. This transformation eliminates redundant data entry, prevents costly errors, and does away with tedious copy/paste tasks within spreadsheets. Data Xchange effectively streamlines all unnecessary manual activities that distract your teams from focusing on their primary goals. Each month, new integrations are launched to improve your back office functions, empower field teams, and promote accountability among project stakeholders. With project-specific integrations on Data Xchange, you achieve unparalleled transparency across all stakeholders and systems, ensuring that every connected system is operating with the most current and precise information. Owners, Architects, Engineers, General Contractors, and Subcontractors can continue utilizing their preferred systems, secure in the knowledge that everyone has access to the same accurate project data on their selected platforms. This seamless collaboration not only enhances workflow efficiency but also enables teams to dedicate their efforts to achieving successful project outcomes, ultimately elevating the overall performance of the organization.

Spectrum is an innovative construction ERP software that combines intelligence, strength, and user-friendliness, providing access from any location and at any time. This cloud-based solution incorporates advanced functionalities for managing projects, equipment, services, and documentation efficiently. In addition to these capabilities, it features human resources and payroll management, inventory control, reporting tools, and numerous other essential functions. With Spectrum, contractors can seamlessly operate from remote locations, enhancing their flexibility and productivity. This comprehensive tool is designed to streamline various construction processes, making it an invaluable asset for any contractor.

Sage 300 Construction and Real Estate is designed to address all challenges related to construction and property management. Previously known as Sage Timberline Office, Sage 300 stands out as the leading software in the market for comprehensive property and construction management solutions. This software provides construction and real estate firms with an all-encompassing tool to effectively oversee every phase of a project. It encompasses various aspects including subcontractors, vendors, financial accounting, operational processes, and procurement strategies, ensuring seamless project execution. By integrating these functions, Sage 300 enhances efficiency and supports better decision-making throughout the project lifecycle.

Jobba's roofing software transcends traditional software solutions by offering a robust platform tailored for roofing technology, empowering both commercial and community roofers to attract new clients, enhance customer engagement, and conserve valuable time through the automation of tedious manual tasks. Additionally, this innovative tool fosters growth and efficiency in the roofing industry, ensuring that users can focus more on their core business activities.

Enhancing your business's capacity can be achieved by incorporating tools for finance, operations, and project management. With Vista™, a comprehensive construction accounting suite that seamlessly integrates all aspects of a contractor's operations, you can oversee everything from the office to the field. This innovative solution delivers advanced functionalities in accounting, project oversight, and business intelligence. By unifying your office, project teams, and field operations, you will gain unparalleled visibility into every project. This integration allows for the mitigation of risks, the standardization and enhancement of workflows, and an increase in overall project quality. You can efficiently monitor and handle RFIs, transmittals, and other critical data to ensure timely completion of tasks. Vista's Job Cost module is specifically crafted to deliver precise and prompt information regarding job progress in both accounting and operations. In addition, it features an extensive library of reports and detailed inquiries to support decision-making. Users can conveniently import various estimating solutions or directly input job budgets and change orders into the Job Cost system, thereby streamlining project management even further. With these capabilities, Vista empowers contractors to optimize their operations and achieve greater success.