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Agent productivity unleashed
Follow Up Boss gives agents a fast, intuitive CRM that lets agents fly through the workday.
LEAD DISTRIBUTION
Route leads to the right people
Follow Up Boss gives you control over lead distribution, so agents get the leads they’re supposed to, instantly.
- Sync leads from any lead source
- Round robin and first to claim for the whole team or groups of agents
- Customize by lead source, lead type, price range ZIP code and more
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SMART LISTS
Prioritize your best opportunities
Build Smart Lists that automatically find leads with new activity, overdue follow up, an important anniversary or other signals that it’s time to get in touch.
- Dynamic lists automatically update
- Dial or email the entire list with one click
- Start every day with your leads already prioritized for you
“I’ve tried other CRMs but none of them could give me the simplicity and the power and the ease of making it all just work. I just want to sell real estate and Follow Up Boss has done that for me.”
Paul Reddam
Owner, Homesville Real Estate
SEAMLESS COMMUNICATIONS
Follow up faster and stay organized
Built-in dialer
Call any contact with a singe click, or queue up a call list and power through it in no time.
Integrated texting
Send text messages, including group and video texts, to contacts directly from your CRM
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Email with ease
Sync your Google or Microsoft email and send drip, batch and 1-1 emails with ease.
Every communication in one place
Every call, text and email your team has had with a contact gets logged on one timeline, so their complete history is always right in front of you.
MOBILE APPS
Make it mobile
Follow Up Boss for iOS and Android keep you on top of everything no matter where your day takes you.
- Push notifications for new leads
- Your whole database in your pocket
- Call, text and email your contacts, ping your teammates
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TEAM COLLAboRATION
Collaborate to close
Give other team members visibility into select leads so they can help you close a deal and deliver an amazing client experience.
- @ mentions to communicate with teammates
- Add collaborators to leads
- Bring a lender into a deal
reporting
Stay on top of your progress
Everything in Follow Up Boss is logged automatically, so it's easy to see how you're tracking toward your goals and how you compare to your team.
- Detailed reporting on all your metrics
- Track deals and commissions
- Leaderboard to share stats and create friendly competition
