Follow Up Boss product overview

Follow Up Boss is a customer relationship management (CRM) platform for high-growth real estate businesses. It unifies all leads in one place and allows real estate firms to take control of follow-ups so they can work smarter. It empowers agents to provide superior customer service, turn more leads into appointments, and close more transactions.

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. It lets agents send in leads from existing marketing and websites via email. As a result, companies contact leads much faster and more often.

This real estate CRM makes lead conversion and sales follow-up more efficient and automated, so clients 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.

Pros of Follow Up Boss

It allows real estate organizations to manage multiple teams and lending partners in one secure place.
It equips businesses with a complete phone system with texting capabilities. Users can track inbound calls and route them to the right agents, dial through lead lists in a flash, and text.

Cons of Follow Up Boss

The software has a steep learning curve, according to users.

Breakdown of core features

Phone system

Agents can close more deals with the platform’s business phone system, which makes 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.

Texting

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.

Email management

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.

Automation

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.

(Last updated on 06/21/2022 by Liz Laurente-Ticong)