VIDEO: Follow Up Boss – Features, Pros & Cons, and Alternatives

Follow Up Boss is a real estate focused CRM, or customer relationship management, solution that boldly calls itself “the #1 CRM choice for growing teams and high-producing agents.” If you’re in the market for a CRM, you’ll want to consider Follow Up Boss. But if you’re just starting your search, we can help. Visit our website at technologyadvice.com to get a free list of CRM software recommendations. Click the annotation in the top right corner of your screen to get started.

And if you find this video helpful, please feel free to like, comment, and subscribe! Follow Up Boss is a customer relationship management (CRM) platform intended for high-growth real estate businesses. Follow Up Boss helps real estate companies to identify key leverage points in their business that will grow profits and promote better customer service. The software’s automated system doesn’t rely on manual data entry and allows agents to send in leads from existing marketing and websites via email.

As a result, companies contact leads faster and more often. This real estate CRM makes lead conversion and sales follow-up more efficient and automated, so users can increase sales and grow their business in an organized way. Follow Up Boss enables agents to deliver a positive customer experience at the speed and volume that today’s real estate businesses require. Follow Up Boss is priced per month and can be billed per month or billed annually to get 2 months free.

There are three plans available with more and more features available including personalized onboarding, leaderboards, white-glove onboarding, and a dedicated success manager. Follow Up Boss is available on all modern browsers and on mobile devices for both Android and iOS. Follow Up Boss was built to help agents close more deals with its business phone system, which aims to make their day run more smoothly. Follow Up Boss enables users to live transfer and forward calls to voicemail or another number.

Team managers can route calls to the assigned agent or a ring group and track marketing campaigns with unique numbers. The solution also facilitates setting rules for during and after office hours. Follow Up Boss built texting features into the core follow-up workflow so agents can text from a client record or inbox. The system syncs texts between desktop and mobile phones for access anywhere. Users can auto-text new leads and send photos and emojis.

Moreover, the software offers integrated group texting to keep everyone in the loop. The email management feature has open and click-tracking capabilities that let agents get a desktop and mobile notification when a lead opens an email or clicks a link. Agents get a bird’s eye view of the history of emails, texts, and calls they’ve had with a lead. Additionally, Follow Up Boss can trigger auto-emails for new leads and helps businesses keep in touch with past clients by dripping nurturing content by email.

While there are many tools and features available with Follow Up Boss, some users have expressed a steep learning curve. With Follow Up Boss, users can set an automation to start when they take an action, such as tagging a lead, or when a lead takes action like viewing a property on the company website. The system has a pre-loaded library of Best Practice Automations that cover some of the most common needs that agents can use as-is or customize.

Users can also share Automations with a teammate or friend using a custom link. It’s a good idea to get multiple quotes before choosing a real estate CRM solution. If you’re interested in Follow Up Boss, you might also want to consider Work[etc], NiceJob, Efficy , or Propertybase. Still not sure if Follow Up Boss is right for you? Visit our website at technologyadvice.com for our free list of the best CRM options available today. Click the button on the left to get started.