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Transaction visibility without switching systems
Link a Follow Up Boss contact to a transaction to keep key deal details visible, and jump into the full transaction whenever you need more information.
- Link one or more transactions to a contact
- View status, side, and progress at a glance
- Jump into the full transaction anytime
Transaction visibility without switching systems
Link a Follow Up Boss contact to a transaction to keep key deal details visible, and jump into the full transaction whenever you need more information.
- Link one or more transactions to a contact
- View status, side, and progress at a glance
- Jump into the full transaction anytime
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Transaction visibility without switching systems
Link a Follow Up Boss contact to a transaction to keep key deal details visible, and jump into the full transaction whenever you need more information.
- Link one or more transactions to a contact
- View status, side, and progress at a glance
- Jump into the full transaction anytime
Trusted by more top teams than any other CRM
Transaction visibility without switching systems
Link a Follow Up Boss contact to a transaction to keep key deal details visible, and jump into the full transaction whenever you need more information.
- Link one or more transactions to a contact
- View status, side, and progress at a glance
- Jump into the full transaction anytime
Transaction visibility without switching systems
Link a Follow Up Boss contact to a transaction to keep key deal details visible, and jump into the full transaction whenever you need more information.
- Link one or more transactions to a contact
- View status, side, and progress at a glance
- Jump into the full transaction anytime
Transaction visibility without switching systems
Link a Follow Up Boss contact to a transaction to keep key deal details visible, and jump into the full transaction whenever you need more information.
- Link one or more transactions to a contact
- View status, side, and progress at a glance
- Jump into the full transaction anytime
Transaction visibility without switching systems
Link a Follow Up Boss contact to a transaction to keep key deal details visible, and jump into the full transaction whenever you need more information.
- Link one or more transactions to a contact
- View status, side, and progress at a glance
- Jump into the full transaction anytime
Key transaction details, all in one place
Once a transaction is linked, the embedded app shows the most useful information without overwhelming your CRM.
- Important dates like listed, accepted, and closing
- Commission details tied to the transaction
- Quick access to the most recent documents
Key transaction details, all in one place
Once a transaction is linked, the embedded app shows the most useful information without overwhelming your CRM.
- Important dates like listed, accepted, and closing
- Commission details tied to the transaction
- Quick access to the most recent documents
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Key transaction details, all in one place
Once a transaction is linked, the embedded app shows the most useful information without overwhelming your CRM.
- Important dates like listed, accepted, and closing
- Commission details tied to the transaction
- Quick access to the most recent documents
Trusted by more top teams than any other CRM
Key transaction details, all in one place
Once a transaction is linked, the embedded app shows the most useful information without overwhelming your CRM.
- Important dates like listed, accepted, and closing
- Commission details tied to the transaction
- Quick access to the most recent documents
Key transaction details, all in one place
Once a transaction is linked, the embedded app shows the most useful information without overwhelming your CRM.
- Important dates like listed, accepted, and closing
- Commission details tied to the transaction
- Quick access to the most recent documents
Key transaction details, all in one place
Once a transaction is linked, the embedded app shows the most useful information without overwhelming your CRM.
- Important dates like listed, accepted, and closing
- Commission details tied to the transaction
- Quick access to the most recent documents
Key transaction details, all in one place
Once a transaction is linked, the embedded app shows the most useful information without overwhelming your CRM.
- Important dates like listed, accepted, and closing
- Commission details tied to the transaction
- Quick access to the most recent documents
A clear division of roles
Follow Up Boss stays focused on relationships. Paperless Pipeline handles transactions. The embedded app simply brings the two together—giving you visibility without changing how either system works.
Each user links only the transactions they need, keeping things clean and intentional.
- No clutter from unrelated transactions
- Each user controls what they link and view
- Paperless Pipeline remains your transaction system of record
A clear division of roles
Follow Up Boss stays focused on relationships. Paperless Pipeline handles transactions. The embedded app simply brings the two together—giving you visibility without changing how either system works.
Each user links only the transactions they need, keeping things clean and intentional.
- No clutter from unrelated transactions
- Each user controls what they link and view
- Paperless Pipeline remains your transaction system of record
A clear division of roles
Follow Up Boss stays focused on relationships. Paperless Pipeline handles transactions. The embedded app simply brings the two together—giving you visibility without changing how either system works.
Each user links only the transactions they need, keeping things clean and intentional.
- No clutter from unrelated transactions
- Each user controls what they link and view
- Paperless Pipeline remains your transaction system of record
Trusted by more top teams than any other CRM
A clear division of roles
Follow Up Boss stays focused on relationships. Paperless Pipeline handles transactions. The embedded app simply brings the two together—giving you visibility without changing how either system works.
Each user links only the transactions they need, keeping things clean and intentional.
- No clutter from unrelated transactions
- Each user controls what they link and view
- Paperless Pipeline remains your transaction system of record
A clear division of roles
Follow Up Boss stays focused on relationships. Paperless Pipeline handles transactions. The embedded app simply brings the two together—giving you visibility without changing how either system works.
Each user links only the transactions they need, keeping things clean and intentional.
- No clutter from unrelated transactions
- Each user controls what they link and view
- Paperless Pipeline remains your transaction system of record
A clear division of roles
Follow Up Boss stays focused on relationships. Paperless Pipeline handles transactions. The embedded app simply brings the two together—giving you visibility without changing how either system works.
Each user links only the transactions they need, keeping things clean and intentional.
- No clutter from unrelated transactions
- Each user controls what they link and view
- Paperless Pipeline remains your transaction system of record
A clear division of roles
Follow Up Boss stays focused on relationships. Paperless Pipeline handles transactions. The embedded app simply brings the two together—giving you visibility without changing how either system works.
Each user links only the transactions they need, keeping things clean and intentional.
- No clutter from unrelated transactions
- Each user controls what they link and view
- Paperless Pipeline remains your transaction system of record
“Paperless Pipeline has substantially increased our team’s efficiency. Easy, on-the-go access is critical to us when handling 180+ transactions a year. The Pipeline team listens and is constantly innovating and incorporating what end users like us need. We are proud to be part of the Paperless Pipeline family!”
Jennifer King
Trusted by more top teams than any other CRM
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