How Does It work? | Admin | Follow Up Boss

Keep agents on-task

Use a combination of task automation, assignments and reminders to keep everyone on task, and on time

Assign tasks automatically

Visibility into what has been completed

Set up notifications and reminders

“If you looked inside of our Follow Up Boss account, you guys probably think
we’re nuts because we do everything in there. We only need one system.”

Lisa Archer

COO, Live Love Homes

Get complete conversation history with emails, texts and calls so you can get full context on the client and deliver a cohesive experience

Emails automatically sync for collaboration

Store important client documents

Track transactions and results with Deals

Follow Up Boss is designed to help high performance agents and teams deliver an exceptional experience to their clients

Set appointments for agents

Use @mentions to communicate with others

Add collaborators to serve clients together