Company Number - Follow Up Boss

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How It Works

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SMART ROUTING

Send calls to the right agent, automatically

Don’t miss new leads or make your clients wait. Get them connected, fast.

Route calls from current clients straight to the assigned agent

Send new leads to designated ring groups

Track missed calls and put them in a shared inbox for faster follow up

COMPLETE PHONE SYSTEM

Manage calls efficiently

Everything you’d expect from a dedicated business phone system, included in your CRM.

Live transfer calls

Forward to voicemail or another number

Set rules for during and after office hours

MOBILE APPS

Take calls anywhere

Agents don’t need to be glued to their desks to take their incoming calls. Follow Up Boss for iPhone and Android keeps them in the loop.

Route or live transfer calls to mobile phones

See full caller ID for CRM contacts

Log calls automatically, capture notes easily

“All my leads finally come to one place, and all the texts and emails are in the contact record, no matter which device I'm using. It's fast and also super mobile-friendly. It has just the right amount of features - no clutter.”

Preston Guyton

Owner, CRG Companies

Spend less time tracking

Details like date, time and duration get logged automatically. Easily capture call results and notes in real time.

Know what’s working

See reporting on metrics like calls, talk time, conversations and appointments. Dig in by agent, team or lead source.

Measure your marketing

Set up dedicated numbers to track marketing sources like billboards and radio ads. Use ours or port in your current ones.

Coach smarter

Activate call recording to record every call automatically. Review important conversations and use them for training and coaching.

TEXTING

Not just for calls

Text your leads without leaving your CRM.

Send rich texts with pictures and emoji

Group text with clients and teammates

Text seamlessly from desktop & mobile

Every text appears on the lead history

Learn more about Texting →

TEAM INBOXES

Collaborate to increase conversions

Set up Team Inboxes to route certain phone leads to specific groups of agents.

Allow multiple people to see inbound calls and texts

Don’t depend on one person to respond

Route by lead type, source, or other traits

Learn more about Team Inboxes→

Forward & transfer live calls

Capture call results & notes in real time

Integrated texting, including group text

See voicemails in your CRM inbox

Work seamlessly across desktop & mobile

Track marketing with dedicated numbers

Automatic call tracking

Detailed reporting on key call metrics

Call recordings

High-quality audio

Unique local numbers for individual agents

Bring your own phone numbers or use ours

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CRM

Marketing

Reporting

Lead Providers

Integrations

Capture every inbound call

SMART ROUTING

Send calls to the right agent, automatically

COMPLETE PHONE SYSTEM

Manage calls efficiently

MOBILE APPS

Take calls anywhere

Built-in tracking, reporting & call recording

Spend less time tracking

Know what’s working

Measure your marketing

Coach smarter

Complete business phone system for real estate

TEXTING

Not just for calls

TEAM INBOXES

Collaborate to increase conversions

ALL INBOUND CALLING FEATURES

Give your most important phone calls the attention they deserve.

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