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CRM for Contractors: Erick Vargas on Scaling Sales Systems | e-verse
In this episode of AEC Trailblazers, we dive into the often-overlooked side of construction tech: the sales process.
Valentin Noves sits down with Erick Vargas, President of Followup CRM, to talk about how relationship-driven businesses can modernize their operations without losing their personal touch.
Erick shares his journey from tech and business to construction, and why the AEC industry was the perfect place to apply customer-focused digital tools. “The whole industry is just getting started with technology,” he says, highlighting how many contractors are still using email inboxes and cell phones as makeshift CRMs.
The conversation explores:
* The gap between operational tools and sales technology in construction
* Why even large firms often don’t have a proper CRM system
* How Followup CRM serves as the first step toward digitization for many companies
Erick explains that some of the firms he works with have over 100 users across 10 locations—while others are one-person operations. The goal is always the same: put all critical data into one place to increase productivity, preserve relationships, and prepare for future growth.
He also talks candidly about the risks of doing nothing: “If your customer list is only in your phone or email and that employee leaves… the company loses everything.” With average tenure hovering around 18 months, institutional knowledge is slipping away faster than most firms realize.
From cloud-based collaboration to AI-powered forecasting, Erick sees the role of technology expanding beyond admin support—it’s now a driver of culture and long-term value. Whether helping a firm prepare for acquisition or simply keeping their contacts organized, Followup CRM is more than just a tool—it’s a mindset shift.
For contractors, estimators, and business developers looking to scale without losing their edge, this episode offers a clear path to smarter, more resilient relationship management.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit everse.substack.com
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By e-verseIn this episode of AEC Trailblazers, we dive into the often-overlooked side of construction tech: the sales process.
Valentin Noves sits down with Erick Vargas, President of Followup CRM, to talk about how relationship-driven businesses can modernize their operations without losing their personal touch.
Erick shares his journey from tech and business to construction, and why the AEC industry was the perfect place to apply customer-focused digital tools. “The whole industry is just getting started with technology,” he says, highlighting how many contractors are still using email inboxes and cell phones as makeshift CRMs.
The conversation explores:
* The gap between operational tools and sales technology in construction
* Why even large firms often don’t have a proper CRM system
* How Followup CRM serves as the first step toward digitization for many companies
Erick explains that some of the firms he works with have over 100 users across 10 locations—while others are one-person operations. The goal is always the same: put all critical data into one place to increase productivity, preserve relationships, and prepare for future growth.
He also talks candidly about the risks of doing nothing: “If your customer list is only in your phone or email and that employee leaves… the company loses everything.” With average tenure hovering around 18 months, institutional knowledge is slipping away faster than most firms realize.
From cloud-based collaboration to AI-powered forecasting, Erick sees the role of technology expanding beyond admin support—it’s now a driver of culture and long-term value. Whether helping a firm prepare for acquisition or simply keeping their contacts organized, Followup CRM is more than just a tool—it’s a mindset shift.
For contractors, estimators, and business developers looking to scale without losing their edge, this episode offers a clear path to smarter, more resilient relationship management.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit everse.substack.com