Integrated communications

Call, Text and Email Your Contacts from Your CRM

All your client-related calls, texts and emails are managed within your CRM for easy tracking and minimal data entry
Full phone system so all calls are in the CRM
2-way email sync eliminated data entry
Integrated texting helps increase response
See the full product tour →
one central system

Easily Get All Your Leads Flowing Into One Central Spot

No need to integrate other software just to get your leads into your CRM. Manage all your leads and distribute to your team from one central system
Get leads from 200+ different sources
Advanced options to distribute to your team
Trigger automated follow ups
See how it works for team leaders →
Integrated website

Deeply Integrated with your Home Search Site

Follow Up Boss is integrated with a number of 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