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Follow Up Boss

Get organized, engage your leads and create accountability for everyone on your team.

Updated over a month ago

Why Choose Follow Up Boss

Follow Up Boss is a CRM built for real estate professionals to streamline lead management, client engagement, and business growth. It centralizes leads from various sources, automates follow-ups, and provides a platform for seamless client communication.


What Follow Up Boss Provides

  • Centralized Lead Management: Import and organize leads from sources like Zillow, Realtor.com, and your website in one platform.

  • Automated Engagement: Nurture leads with personalized, automated messages.

  • Pipeline Visibility: Track every stage of the client journey from lead to close.

  • Unified Communication Hub: Keep emails, texts, and calls organized so you never miss a client interaction.

  • Motivation & Accountability: Monitor performance, identify coaching opportunities, and motivate your team with automatic tracking and reporting.

  • Streamlined Lead Distribution: Control lead routing to ensure agents receive the right leads instantly.

  • Opportunity Prioritization: Use Smart Lists to identify leads with new activity, overdue follow-ups, anniversaries, and other important engagement signals.



Key Features

  • Automated Action Plans: Set up drip emails, task reminders, and integration triggers for follow-up with new leads and contacts.

  • Website Tracking: Monitor lead activity on any IDX website and tailor follow-ups based on the properties they view.

  • Real-Time Lead Routing: Sync with lead sources, apply custom routing rules, and distribute leads instantly to the appropriate agents.

  • Integrated Phone System: Track calls, route inbound calls, dial through lead lists, and text (including group texts) from one place.

  • Mobile Access: Manage leads on-the-go with apps for iOS and Android.Limitations.



Limitations

  • Basic Email Functionality: Limited email customization compared to standalone email marketing platforms.

  • No Built-in IDX Integration: Follow Up Boss doesn’t have built-in IDX website capabilities, requiring integration with external tools for property search functionality.

  • Limited Advanced Marketing Features: While effective for lead management, it lacks advanced marketing automation available in some specialized platforms.



How Much Does it Cost

  • Free Trial: 14-day free trial available.

  • CRM Add-On: $50/monthly subscription through Radius after trial.



Getting Started

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