Task and Calendar Management

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
Learn more about tasks and calendars →
“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
Full transparency

Access information required to support client and agent

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
Get a Full Product Tour →
Collaboration Tools

Keep everyone on the same page

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
Learn more about collaboration tools →