Keep it Simple

Modern, Simple, and Clutter Free

Follow Up Boss has powerful features without the complicated interface or complex layout, so you never miss another opportunity
Integrated 2-way texting
Sync all client emails automatically
Automated follow ups and reminders
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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
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Happy Agents

Set Your Team Up for Success

Most CRMs try to be a jack of all trades and become a master of none. We're 100% focused on enabling sales agents to do more of what gets real results
Best-in-class mobile apps
Email integration to eliminate data entry
Fully integrated texting and calling
See how we help agents close more deals →
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
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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 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
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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