Follow Up Boss Pros & Cons
Easy to use
Could be expensive for small businesses
Offers in-app calling
Pipeline needs some improvement
Includes mobile apps to enable agents to follow up on leads from anywhere
Who Follow Up Boss Is Best For
- Managers in real estate firms: Follow Up Boss offers quite a few features that enable managers to monitor and evaluate their agents’ performance. It also allows them to assign leads to agents, respond to new leads, and send notifications and reminders to members under their team.
- Real estate professionals who want to have robust reporting tools: Follow Up Boss includes various reporting tools to measure the overall team performance, down to individual agent performance. It has deals and pipeline reporting as well as team visibility of each member’s pipeline and ongoing work.
Follow Up Boss Pricing
Follow Up Boss’ pricing ranges from $69/user/month to $1,000/month for up to 30 real estate agents. The main difference between the plans is access to premium features, such as call recording and reporting, a leaderboard, strategy calls, fully integrated calling, and more.
$499 for up to 10 users
$1,000 for up to 30 users
$416 for up to 10 users
$833 for up to 30 users
Email Open and Click Tracking
Inbound Calls and Shared Inboxes
Fully Integrated Calling
*Annual plans are paid in full at the start of the billing cycle.
Grow Plan is Follow Up Boss’ most basic plan, and provides real estate agents with essential functionalities. Users can manually add and assign leads to sales agents, enabling managers to match clients to the most appropriate agent. You also get deal tracking and advanced lead distribution based on price and ZIP code, matching clients to the best property near them. It offers users an option to add an integrated calling feature for an additional $39 per user, per month.
Pro Plan is Follow Up Boss’ midrange plan that provides users with an allocation for up to 10 real estate agents. It includes all features of the Pro Plan plus additional features, such as free integrated calling (not considered as an additional charge, compared to the Grow Plan). It also has call recording and reporting, enabling better communication management. Additionally, subscribers get inbound call handling, shared inboxes among teams, and a leaderboard.
Platform Plan is Follow Up Boss’ most advanced plan, which provides a user allocation of up to 20 real estate agents. It offers priority support and a dedicated success manager. Its other features include deep website integrations and API access, enabling users to customize it based on their needs.
Follow Up Boss Alternatives 2020
Real Estate CRMs
Agents who need an affordable and comprehensive industry-specific CRM
Agents who want advanced customization and sales reporting with a free starting price
Agents seeking a CRM with a highly visual pipeline for lead tracking
Agents who need advanced real estate marketing technology like video email
Agents who need an easy-to-use, intuitive real estate CRM interface
Large teams looking for real estate-focused, lead management features and third-party integrations
Last updated on 04/29/2020
Follow Up Boss Features
Follow Up Boss provides real estate professionals with an extensive set of CRM tools designed specifically to help you manage your customer relationships better and continuously grow your business. Below are its key features.
Visual Overview of Business Performance
It lets you intuitively drag and drop deal pipelines to help visualize and track your active listings and buyers. It also shows the total value of deals in each stage and provides a snapshot of key information like close date or critical follow-ups.
Follow Up Boss enables you to recognize if deals are getting stuck at a certain stage and helps identify how to unlock those revenue opportunities. It also allows agents to move key deals forward and guides them if they need more training.
It shows you the conversion rate and other metrics for your agents and lead sources to help make critical marketing budget and personnel decisions.
Agent Performance Tracking
Follow Up Boss allows you to track leading indicators like response rate to evaluate lead sources and agent performance faster than waiting for deals to close. You can also see if leads from each source are responsive. The platform lets you track appointments set by an agent or source and see if leads are slipping through the cracks.
Advanced Lead Flows
It lets you use advanced lead flow rules to make sure agents get leads in the areas they serve and the price points they’re suited to handle. You can route geographically with ZIP code and town, send leads from a listing to the listing agent, and give senior agents high-priced leads.
The platform has a “Properties” report that lets you see the effectiveness of your marketing and use that data to close more listings. It shows how many active buyers you have, how effective your marketing is, and enables you generate a list of those contacts with one click.
Centralized Lead Database
The system lets you pull in leads from over 200 different sources so you can set up and manage your lead distribution from one central place. It offers consistent options for every lead source and one place to make changes.
Which Real Estate CRM Provider Is Best for You?
Most Helpful Follow Up Boss Reviews
Most Follow Up Boss reviews found online are positive. Users highlighted its efficiency in finding new leads and managing existing ones. They also said that it is easy to use. One concern raised by a user includes confusing pipeline stages.
Easy to understand & use
“I love how easy it is for me to find new leads to work with and to input new leads into the system. It makes it very easy to set a reminder for yourself to follow up with the lead, which is exactly what I need it to do.”
— Mary Gagnier
Pipeline stages lack organization
“The ABC leads feature is a bit confusing. If I have leads in there that I have called recently, I am not sure why they are staying in the same stage or when I am supposed to call them again, so I rely more heavily on setting reminders for myself.”
— Mary Gagnier
Follow Up Boss Frequently Asked Questions (FAQs)
How secure is my customer data?
Your data is kept in nondescript facilities that have military-grade security protocols. Data is also encrypted and backed up daily to multiple redundant data centers. Every time you access your online data, it is encrypted using SSL, the same security online banks use.
Does Follow Up Boss provide onboarding assistance?
Yes. During your free trial, a conversion expert will reach out to learn more about your business and help get some of the basics up and running so you can see it in action. If you sign up for either the Pro or Platform plan, you’ll have a dedicated onboarding specialist to help with everything.
What kind of support does Follow Up Boss provide?
Follow Up Boss provides a U.S.-based support team available to all of its customers from 8:00 a.m. to 8:00 p.m. Eastern Time, seven days a week.
Which lead sources does Follow Up Boss sync with?
Some of its most popular lead integrations include Ylopo, Zillow, Realtor.com, Homes.com, Facebook Lead Ads, plus an additional over 200 sources, which you can check on its website.
Follow Up Boss provides simple, helpful features to grow and generate leads—as backed by its strong analytical features that detect the need for critical action points. It makes sure that no leads, opportunities, and deals are left unanswered and forgotten. It does come with a hefty price tag, though, which could be a drawback for smaller teams.
If you are not sure if Follow Up Boss is right for you, this article on the best real estate CRMs is a review of our top choices. Our team looked at a variety of solutions and narrowed down our recommendations based on price, tracking features, ease of use, customer service, and reporting options.