KYLE'S STORY

Creating flexibility & unlocking growth to $200MM and beyond

Kyle Whissel's team was already well past the $100MM mark and enjoying healthy growth, but he still felt like they were being held back.

He's tech-savvy and wanted to use cutting-edge tools for everything from marketing to transaction management. There was one problem: The CRM his team was using made it hard to connect with other systems.

Kyle switched to Follow Up Boss to take advantage of 250+ integrations, create a central hub for his client data, and build a real estate tech stack designed for long haul.
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"We love Follow Up Boss because they play nice with virtually everybody out there...they'll integrate with everybody. Follow Up Boss is the hub of everything for us and then we add spokes from there."
Kyle Whissel

Connect all your lead sources and systems

Technology should work for you, not hold you back. Follow Up Boss has an open API so you can connect it to the lead providers, marketing systems and other tools you use now, and any new ones you add in the future.
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Get lightning-fast speed to lead

Route new leads to agents in seconds. Set up different routing groups for different lead types, lead sources or geographies. Automatically text new leads and kick off action plans with emails, phone calls and other tasks.
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Dominate your phone calls

Automatically route inbound phone calls to the assigned agent or a ring group so you never have to send a client to voicemail. Use the built-in dialer to quickly power through call lists. Every phone call is automatically logged for you.
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Follow up consistently

Stay in touch with leads who aren't ready to make a move, work your SOI or connect with past clients using automated follow up that nurtures your database for you.
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Whissel Realty

Agents love how easy Follow Up Boss makes their daily work

The best CRM is the one you’ll actually use. Follow Up Boss is designed to be fast and easy for agents so they can focus on increasing conversions. Train agents in hours, improve productivity and increase retention.
An intuitive zero-learning-curve interface
Automatic texting and emailing for new leads
A simple system that surfaces the best leads
Built-in dialer with automatic call logging
Full-featured mobile app
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Leaders love the automation and accountability they get

A growing business needs flexible workflows that keep the team focused on what matters. Leaders need to create accountability and deliver impactful coaching. With Follow Up Boss, you get:
Advanced for repetitive tasks
Transparent reporting on key metrics
Leaderboard to share progress
Built-in call recording (optional)
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"Follow Up Boss prioritizes by lead source, website activity and so on. Just have your agents show up, hit the call button, go through their list and everything will take care of itself. It’s always evolving based on what your pipeline’s doing, and that’s the real game-changer at the sales level."
Chris VanderValk
VALUES

Independent, owner-operated and rooting for your success.

Focused on customer success

Our team of experts is here for you, 7 days a week, via chat, email and phone. Whether you need help getting up and running or have questions about your setup, we’ve got you covered.
Integrations with 200+ lead sources
Customizable lead routing
Action Plans, including 500+ templates designed by our community
Automatic texts to new leads, with templates
Drip email campaigns
Workflow automations
Detailed tracking and reporting
Slick team collaboration features
7-day-a-week, US-based phone and email support
Access to private Facebook community & exclusive coaching