EMAIL

Drip, batch or 1-1: Every email in one place, tracked automatically

Your agents are rushing to appointments. Drowning in paperwork. Revising offers. Managing a dozen clients on a minute-to-minute basis. And trying to connect with leads along the way.

Email was supposed to make this all easier. But poor emailing in your current CRM has caused even your best agents to:
  • Waste minutes each hour searching for email threads from months ago
  • Look unprofessional when a lead reminds them of emails they’ve exchanged
  • Sweat through awkward excuses when they totally forget to reply to a lead
  • Get buried under dozens of messages an hour (and fall behind on follow-up)
  • Struggle to manage emails across browser tabs, their phone and a tablet
ACTION PLANS

Simplify and automate email with Follow Up Boss, featuring the game-changing system that organizes email by lead. So agents stay in touch with leads to close deals.

Use Gmail, GSuite or Office 365? Connect it to Follow Up Boss.
Your team can email as they always have, and you’ll get the transparency of seeing the emails they send.
SIMPLIFY EMAIL

Automate, track and simplify emails for your agents. And get transparency into what they send and when.

When you start your free 14-day trial of Follow Up Boss, you’ll instantly get access to
  • Everything inside Follow Up Boss
  • Custom and pre-built Action Plans
  • Automatic texting to new leads, with templates
  • Automatic emails to new leads, with templates
  • Automatic drip emails to leads, with templates
  • Automatic task creation (for agents)
  • Lead tagging
  • Lead stage tracking
  • Collaboration
  • 500+ community-created click-and-go Action Plan templates
  • Reporting: emails sent, average speed to first email