Easy for agents

Simple and Intuitive Interface

Our modern interface is easy for agents to learn so you can onboard them in minutes, not days or weeks
Take the guesswork out of who to call
Call, text and email from one spot
Follow up anywhere with mobile apps
See full product tour →
lead management

We Treat All Leads Equal

Most high-performance teams get their leads from more than one spot – that’s why we pull in leads from over 200 different sources, and let you run automated follow ups and distribute them to your team easily, and from one central system
Test new lead sources and websites easily
Run consistent follow ups for all sources
No need to change CRM to try new things
See full product tour →
integrated website

Deeply Integrated with your Home Search Site

Follow Up Boss is integrated with a number of best-in-class home search website platforms so you can see all your website activity, and use it to prioritize and target your most engaged prospects from right inside Follow Up Boss
Sync multiple websites from many vendors
Prioritize by price, saves and views
Update searches with one click
See all website integrations →
happy agents

Set Your Team Up for Success

Because agents love Follow Up Boss, they are far more likely to use it consistently, which allows you to hold them accountable and more easily measure results
More complete activity reporting
Conversation history for coaching
Track appointments and conversion rate
Learn more about working with teams →
collaboration tools

Deliver a Cohesive Client Experience

Your brand and long term results rely on how your team delivers for your clients - our collaboration tools help your team manage and deliver that 5-star experience
Set appointments for agents
Use @mentions to communicate internally
Add collaborators to serve clients together
Learn more about collaboration tools →
Innovation

Non-Stop Improvements

Most people talk about customer centricity, but we live it every single day
Platform to participate in product decisions
Weekly additions and improvements
Deep focus on improving sales results
See all recent updates →
Mobile apps

Stay Productive On-the-Go

With apps built specifically for iOS and Android, you’re able to stay productive no matter where your clients take you!
Jump on opportunities away from the office
Instant notifications about leads and texts
Access communications and search history
Learn more about mobile apps →
Easy to get started

Easy to Import Contacts from Other CRMs

Follow Up Boss automatically recognizes export files from other CRMs, and allows you to easily add fields for any custom info you track to make switching a cinch!
Automated merging of duplicates
No need to reformat your file
Easy to start over if you make a mistake
Learn more about how we help you get started →
Onboarding specialists to make the transition from your current CRM including imports, connecting lead sources and training your team a breeze
Ongoing success management to help with onboarding new agents, and helping your management team drive sales and growth
We constantly monitor your account to scout out opportunities to help your team become an unstoppable sales machine
Phone, text and email support available 7 days a week from our US-based support team
Your entire team has full access to our support team directly so they never have to come to you with tech questions