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The only choice for teams with big goals
or call our pro team now at (650) 727-9882
You need a system that takes the growing pains out of growth. One that can lift your team from overwhelm to cruise control.
Follow Up Boss Platform is that system. Think white-glove support. A CRM built for teams within teams. And anticipative management of your growing body of agents and endless sources of leads.
This is your invitation to Platform.
"We added $30 Million in sales because of the systems
we put in place with Follow Up Boss."
Justin Seeby, Principal, Graham Seeby Group
Scales effortlessly. So you can easily manage multiple offices.
Manage multiple teams and lending partners in one place. Platform is built with the same security banks use. So your data’s safe across locations.
Because growth is constant, securely add and remove agents.
Set permissions to restrict access to sensitive information. Adjust permissions by user level: admin, manager, agent, assistant and more.
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Seamlessly handle a high volume of leads. Without a millisecond of interruption.
Simplify lead management at any volume. Platform is uniquely designed to sort, tag and segment 1000s of leads in seconds and streamline follow-up.
Integrate leads from 200+ sources.
Zillow, Trulia, Realtor.com, signs, email and over 150 other lead sources - they all integrate with Platform. Third-party leads auto-flow in. No data entry required.
Trusted by large real estate teams.
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"It’s been a game-changer for us in terms of accountability and having everything synced in through the phone."
Debra Beagle
RE/MAX Broker of the Year
#1 RE/MAX Team in the World
“We added an additional $30 Million in Sales because of the systems and processes we were able to put in place with Follow Up Boss.”
Justin Seeby
#1 KW Team in the South East
“Follow Up Boss is a big reason why we have been able to double our sales numbers every year since 2015.”
Preston Guyton
EZHomeSearch.com
Switch easily with our white-glove migration services and support.
End To End CRM Migration
Our team will move everything from your current CRM to Follow Up Boss Platform. We’ll import your leads, connect your lead sources and schedule your first team demo. Which means your team could be actively using Platform this time next week.
Customer Success Manager
Lean on your dedicated Customer Success Manager to monitor your account and optimize your workflow. Get one-on-one help onboarding new agents. Get ongoing training and demonstrations of new features. And get ad-hoc help as you need it.
No More Waiting On Hold
Enjoy front-of-the-line priority support. For your entire team. Seven days a week. Phone, text or call us for fast answers to urgent tech issues.
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“I was absolutely wowed by the skill set of the implementation team at Follow Up Boss. Out of the 10+ people I’ve dealt with in redoing our website and switching our CRM, the team at Follow Up Boss made everything VERY easy for me learn. They helped me navigate through some more advanced functionality - we moved at a good speed and I felt like I was their only client.”
Matt Talbot
Integrates seamlessly into your existing tech stack.
Connect to all your systems using our built-in integrations and Zapier. Or build your own custom integrations with our Open API.
Trust enterprise-grade security.
SSL security. Outstanding uptime. Platform runs on the same security tools as the world’s most reputablefinance companies, protecting client and business data around the clock.
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Scale effortlessly with Platform.
Schedule your demo to discover:
- Everything inside Follow Up Boss
- White-glove CRM migration
- Dedicated onboarding specialist
- Dedicated customer success manager
- Front-of-the-line priority support
- Team creation and management
- Agent organization by team or office
- Integrated one-click calling
- Advanced lead routing
- Advanced call routing
- Live-transferring calls from ISAs to agents
- Full communication and notes history for all handoffs
- Direct-to-calendar appointment scheduling
- Enterprise-grade security
- Reporting: team and office segmentation
- Reporting: lead & inbound inquiry volume
- Reporting: call, text and email volume
- Reporting: conversion rate by lead source or agent