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
Sign Up for Free Trial: Visit www.followupboss.com to start a 14-day free trial.
Email onboarding@radiusagent.com to complete the account provisioning process prior to expiration of the 14-day free trial.