sync new leads

Strike when the lead's hot

The moment a new lead email notification hits your Google inbox, Follow Up Boss automatically adds the lead’s details to your CRM.

Action plans automatically send an auto text and email to new leads to start the conversation for you.
sync emails

Remember every conversation

Automatic syncing of your sent and received emails, no matter if it’s sent from Follow Up Boss or Google.

Every email automatically logs in-line on each contact’s profile, so you can view a complete conversation history from one place.

Your Follow Up Boss inbox shows only the new replies from contacts in your CRM, filtering out spam and marketing emails, giving you one easy place to see who needs a response.
sync calendars

Clear, combined calendar view

Appointments and tasks scheduled in Follow Up Boss automatically display on your Google Calendar, and vice versa.

Two-way sync lets you manage your calendar from Follow Up Boss or Google.

Plan your day easier by seeing a complete view of your team’s calendar from your CRM.
auto logging

End manual data entry

No more wasted time spent copy/pasting email conversations, or manually adding appointment details and new leads to your CRM.

Continuous syncing lets Follow Up Boss track all your emails and appointments for you.
stay focused

Less scatter, more brain

Spend less time jumping between your email, calendar and CRM.

Spend more time on revenue generating activities that make a difference to your bottom line.

Build a superteam

Share your emails and calendar, so your team can see each other’s conversations with leads and appointments scheduled for the day.

Let your ISA book appointments directly on your calendar and send reminder texts to your leads for you.

Make it easy for agents to review a lead’s conversation history and pick up right where you left off.

Why Follow Up Boss?

Focused on customer success

Our team of experts is here for you, 7 days a week, via email and phone. Whether you need help getting up and running or have questions about your setup, we’ve got you covered.