Means & Methods Lab, home
Facts: desk research, not tested · Reviews: members' opinions

Followup CRM vs TrebleHook

Two CRMs sold to construction firms, built differently: a construction CRM for subcontractors and general contractors with voice AI in beta and published per-user prices, and an AEC CRM built on Salesforce for architects, engineers, GCs and subs with AI pursuit scoring and no published prices. Desk research from vendor pages read Oct 25, 2026; not tested, no winner.

DESK RESEARCH, NOT TESTED. Compiled from vendors' public websites (accessed Followup CRM Oct 25, 2026; TrebleHook Oct 23, 2026). Vendor claims are not verified by Means & Methods Lab. No scores or rankings.

In short: Followup CRM (Construction CRM; vendor publishes prices) vs TrebleHook (AEC CRM on Salesforce; no public prices (quote / sales)). Facts last checked Followup CRM Oct 25, 2026; TrebleHook Oct 23, 2026. No winner declared; not tested.

Side by side

Followup CRM vs TrebleHook: vendor-published facts side by side
Sheet rowFollowup CRMTrebleHook
CategoryConstruction CRMAEC CRM on Salesforce
AI role (our label)AI features added to established productNot AI-first
What it doesConstruction CRM that connects to your ERP, with AI-assisted data entry, tracking and follow-up emails. A Voice AI feature (labeled "In Beta") lets users log updates by speaking. Re-read Oct 17, 2026: the homepage says won jobs go straight into Sage, Foundation or Viewpoint with no double entry, lists an Outlook integration that logs activity and creates contacts, and still labels Voice AI "In Beta". Re-read again later on Oct 17, 2026: the AI features page lists an AI Data Entry Agent (voice creation of projects, companies and contacts, field updates, notes by voice, plain-English CRM questions), an AI Outlook Assistant and AI Reporting; the integrations page lists Foundation, Vista, Spectrum, Sage 100 Contractor, Sage 300 CRE, Sage Intacct Construction, ComputerEase, Procore, BuildingConnected and QuickBooks. Re-checked Oct 19, 2026: the pricing page's plan table lists up to 3 teams, 20 automations, 5 dashboards and 2-factor authentication on Starter; unlimited teams and automations, 20 dashboards and SSO on Professional; and multi-entity reporting, unlimited teams, locations and dashboards and enterprise SSO on Enterprise, and says seats can be added or removed as a team changes. Re-checked Oct 21, 2026: pricing page plan table unchanged; its customer count and logo strip are vendor content and not used here. Re-checked Oct 23, 2026: the plan table now lists Proposals on every plan and the Features menu lists a Proposal Generator; Voice AI is still marked In Beta, and the AI page is unchanged in substance (voice creation of projects and contacts, field updates, voice notes, plain-English answers, AI Outlook Assistant and AI Reporting). Re-checked Oct 25, 2026: unchanged in substance (construction CRM for subcontractors and GCs; won jobs pushed to Sage, Foundation and Viewpoint; Outlook integration; the AI page describes creating projects, companies and contacts and logging field updates and notes by voice, plain-English answers about CRM data, an AI Outlook Assistant and AI Reporting, with Voice AI marked In Beta). Contractor counts and quotes are vendor content and not used.CRM built on Salesforce for AEC pursuits, client relationships and pipeline, integrating with Outlook, Microsoft 365, Procore and Egnyte. Its AI Vision page describes AI pursuit and relationship intelligence as roadmap work for 2025-2026 ("we are building"), not as shipped features, so we do not label it as AI. Re-read Oct 17, 2026: the plans page now says both offerings include "AI pursuit intelligence" (automatic RFP intake, fit scoring and go/no-go recommendations with reasoning) and a TrebleHook Score for win probability, and its FAQ says pursuit intelligence scores incoming RFPs against the firm's own pursuit history; TrebleHook for Sales Cloud adds Agentforce and AI-assisted proposal generation. The homepage feature list still does not describe AI and the AI Vision page still frames this as 2025-2026 roadmap work, so we keep the Not AI-first label for now. Integrations listed: Outlook, Microsoft 365, Procore, Egnyte and OpenAsset. TrebleHook CRM includes Salesforce platform licenses; TrebleHook for Sales Cloud is implemented by Hunley, its in-house Salesforce consultancy. Re-checked Oct 19, 2026: plans page unchanged in substance; it now shows the pricing basis as per user per month for TrebleHook CRM and per user or organization-wide for TrebleHook for Sales Cloud, and the AI Vision page (titled TrebleHook AI Vision 2026) still frames its AI pillars as roadmap work through 2025 and 2026, so the label stays Not AI-first. Re-checked Oct 21, 2026: the plans page now adds a sizing guide (TrebleHook CRM for small to mid-sized teams of roughly up to ~150 employees, live in 30 days and implemented by the TrebleHook delivery team; TrebleHook for Sales Cloud for ~150+ or multi-division and multi-office organizations, scoped per organization and implemented by Hunley) and still says both include AI pursuit intelligence and the TrebleHook Score. The AI Vision 2026 page still says "we are building" and frames its AI pillars as roadmap work through 2025 and 2026, and the homepage feature list (pursuit management, client relationship tracking, proposal and document automation with eSignatures, dashboards, tasks, mobile access) still does not describe AI, so the label stays Not AI-first. Customer case-study results and quotes are not used. Re-checked Oct 23, 2026: plans page unchanged in substance (TrebleHook CRM with Salesforce platform licenses included for teams of roughly up to ~150 employees, live in 30 days; TrebleHook for Sales Cloud implemented by Hunley for ~150+ or multi-division firms; both list AI pursuit intelligence and the TrebleHook Score). Its FAQ says pursuit intelligence reads incoming RFPs and project data, scores fit and win probability against the firm's own pursuit history and returns a go/no-go recommendation with reasoning. The AI Vision 2026 page still says "we are building" and frames its AI pillars as roadmap work through 2025 and 2026, so the label stays Not AI-first. The resources menu lists Release Notes, a CRM Selection Guide, Compare pages, Webinars and a Referral Program.
Who it's forContractors' sales and estimating teams.AEC firms.
Pricing (as publicly stated)Vendor-listed pricing (pricing page, checked Oct 16, 2026): Starter $99 per user/month and Professional $149 per user/month (shown billed annually, 5-user minimum); Enterprise $4,000/month platform fee plus $125 per user. The page says all CRM plans commit annually and paying up front saves 20%. One-time launch plan (onboarding, data migration, training): $2,500 Starter, $5,000 Professional, $10,000 Enterprise. 30-day money-back guarantee listed. Confirm current terms with the vendor. Re-checked Oct 17, 2026: unchanged; the FAQ says both payment options commit for a year, and paying monthly costs $119 (Starter) or $179 (Professional) per user per month instead of $99 and $149. Re-checked again later on Oct 17, 2026: unchanged. Re-checked Oct 19, 2026: all prices unchanged; the launch plan go-live timelines are listed as 4-6 weeks (Starter), 4-12 weeks (Professional) and custom (Enterprise). Re-checked Oct 21, 2026: all prices unchanged (Starter $99 and Professional $149 per user/month paid annually, or $119 and $179 paid monthly, 5-user minimum; Enterprise $4,000/month platform fee plus $125 per user; launch plan $2,500 / $5,000 / $10,000; 30-day money-back guarantee). Re-checked Oct 23, 2026: unchanged (Starter $99 and Professional $149 per user/month billed annually, $119 and $179 monthly, 5-user minimum; Enterprise $4,000/month plus $125 per user; launch packages $2,500, $5,000 and $10,000; 30-day money-back guarantee). Re-checked Oct 25, 2026: unchanged (Starter $99 and Professional $149 per user per month billed annually, or $119 and $179 paid monthly, both committing for a year; 5-user minimum; Enterprise $4,000 a month platform fee plus $125 per user; one-time launch plans $2,500, $5,000 and $10,000; 30-day money-back guarantee).No public prices on the plans page (checked Oct 16, 2026): two offerings, TrebleHook CRM (Salesforce platform licenses included) and TrebleHook for Sales Cloud, in multiple editions; the page says "Simple per-user pricing" but lists no figures, with a "Request a Demo" call to action. Confirm current pricing with the vendor. Re-checked Oct 17, 2026: still no figures; TrebleHook for Sales Cloud lists flexible pricing per user or organization-wide and requires Sales Cloud licenses, which it says it can include in a single engagement. Re-checked Oct 19, 2026: still no figures. Re-checked Oct 21, 2026: still no figures; the comparison table lists TrebleHook CRM as per user, per month and TrebleHook for Sales Cloud as per user or organization-wide. Re-checked Oct 23, 2026: unchanged (no figures; TrebleHook CRM per user per month; TrebleHook for Sales Cloud per user or organization-wide, with Sales Cloud licenses it can include in one engagement; Request a Demo).
User reviewsNo reviews yet. Read or writeNo reviews yet. Read or write
Vendor links
Sources

Facts last checked: Followup CRM Oct 25, 2026; TrebleHook Oct 23, 2026. Prices change; check the vendor page before relying on them.

Where the vendor descriptions differ

  • Who it is for: Followup CRM describes itself as a CRM for commercial subcontractors and general contractors that pushes won jobs to Sage, Foundation and Viewpoint. TrebleHook describes an AEC CRM on Salesforce for architects, engineers, general contractors and subcontractors, covering pursuit management, client tracking, proposals and documents, dashboards, tasks and mobile access.
  • AI: Followup CRM's AI page describes creating projects, companies and contacts and logging field updates and notes by voice, plain-English answers about CRM data, an AI Outlook Assistant and AI Reporting, with Voice AI marked In Beta. TrebleHook's plans both list AI pursuit intelligence (RFP intake, fit scoring and go/no-go recommendations with reasoning) and a TrebleHook Score for win probability, which its FAQ says is scored against the firm's own pursuit history; its Sales Cloud plan adds Agentforce and AI-assisted proposal generation. TrebleHook's AI Vision 2026 page is a roadmap of what it says it is building.
  • Integrations: Followup CRM lists Foundation, Vista, Spectrum, Sage 100, Sage 300 CRE, Sage Intacct, ComputerEase, Procore, BuildingConnected, QuickBooks, Edge, Stack, FCS, Dataforma, CompanyCam, Hover, Outlook, Gmail and Zapier. TrebleHook lists Procore, Egnyte, OpenAsset and Outlook/Microsoft 365, and its Sales Cloud plan lists project management and ERP integration.
  • Proposals: TrebleHook lists proposal and document automation with eSignatures. Followup CRM's pages read focus on pipeline, follow-ups, automations, dashboards and reporting rather than proposal documents.
  • Pricing: Followup CRM publishes Starter $99 and Professional $149 per user per month billed annually ($119 and $179 paid monthly, both committing for a year) with a 5-user minimum, Enterprise at $4,000 a month plus $125 per user, one-time launch plans of $2,500, $5,000 and $10,000, and a 30-day money-back guarantee. TrebleHook publishes no figures: TrebleHook CRM includes Salesforce licenses, is aimed at firms up to about 150 employees and is priced per user per month with go-live in 30 days; TrebleHook for Sales Cloud is implemented by Hunley for firms of about 150 or more, priced per user or org-wide, and requires Sales Cloud licenses, which it says it can include.
  • Not used here: Followup CRM's contractor counts (which differ between pages), logo strip and founder quote, and TrebleHook's case-study results and customer quotes.

Paraphrased from the sources listed above. Vendor claims are reported as claims.

What users say

The facts above come from vendor websites. Whether either tool is any good for your work is something only people who use them can say. These are member reviews, all ratings shown, never edited or removed for being negative.

Used either of these? Share your take

Good or bad, an honest review from an estimator, PM or super helps the next team more than another vendor demo. You post under a handle; your email is never shown.

Questions to ask in your review

  • How accurate TrebleHook's win-probability score is for a firm with a short pursuit history
  • When Followup CRM's Voice AI leaves beta and whether it changes plan pricing
  • What TrebleHook costs per user once Salesforce licenses are included
  • What did you use it for, on what kind of work and project size?
  • How long did setup and training take, and who on your team did it?
  • What does it cost you in practice, compared with what the sales call said?

How reviews work: review guidelines and methodology. All reviews: reviews hub.

Related