Annual (2 months free)


Full-featured CRM for solo agents
and small teams.
per user / month
2 months free with annual →
Start Free Trial
Core CRM features:
Unlimited leads & contacts
Automatic lead follow up
Drip & batch emailing
Company Number with 2-way texting
Mobile app
7-day a week phone & email support
Add Dialer for $39/user (optional)


Advanced tools for ambitious teams
chasing massive growth.
up to 10 users / month
2 months free with annual →
Start Free Trial
Everything in Grow plus:
Phone number & Dialer for all users
Call reporting & recording
Team Leaderboard
Personalized onboarding
Enhanced support & training
Additional users $49 / month


Enterprise-class CRM for big
teams and brokerages.
up to 30 users / month
2 months free with annual →
Start Free Trial
Everything in Pro plus:
Teams within teams
White-glove onboarding & CRM migration
Priority support
Dedicated Success Manager
Additional users $20/month

Rock star solo

Geoff Goolsby balances a thriving business with time for family with systems built around Follow Up Boss.

Fast-growing boutique

Building good lead management habits using Follow Up Boss is a core part of Wemert Group's agent onboarding.

#1 team in the US

Robert Slack Fine Homes produced $1.5 billion last year, and they’ve used Follow Up Boss since the beginning.
What kind of support do you provide?

We provide a highly-trained, US-based support team available to all of our customers from 8 AM-8 PM Eastern Time, 7 days a week.

How do I get started?

The best place to start is to sign up for a 14-day free trial.

From there you'll be able to connect with one of our conversion experts to help you get the system up and running quickly.

Do you have a dialer?

Yes we have a full business phone system that can handle all of your inbound and outbound calling across your entire business.

This replaces other systems like Ring Central, makes your ISAs and top producing agents more productive, enables you to deliver a more cohesive customer experience and ensures no inbound opportunity ever slips through the cracks.

It is available as an add-on for $39/user/month for Grow Plan customers, and is fully included for all users on the Pro and Platform Plans.

What counts as a user?

Anyone you add to your account including yourself.

This includes admins and lenders.

Do you offer any discounts?

Yes! We offer 2 months free when you choose to pay annually for your account instead of monthly.

How secure is my customer data?

Your data is kept in nondescript facilities that have military grade security protocols, it is encrypted and backed up daily to multiple redundant data centers.

Every time you access your online data it is encrypted using SSL, the same security on-line banks use.

We also hold our team to a very high standard and perform regular audits to ensure we stay on the leading edge of cyber security.

Do I have to sign a contract?

We don't lock you into a contract.

It's our job to earn your business every month by helping you drive better sales results.

You can change plans, add or remove users or add-ons at any time and our system will automatically add pro-rated credits if you make changes that end up costing you less.

Does someone help me set this up?


During your free trial, one of our conversion experts will reach out to learn more about your business and help get some of the basics up and running so you can see it in action.

If you sign up for our Pro or Platform plan, you'll have a dedicated onboarding specialist to help with everything from imports and setting up signatures to training you on best practices to maximize your ROI with Follow Up Boss.

Which plan is right for my business?

That depends on a number of factors like how you generate new business, your team structure and growth objectives.

To get a definitive answer, give our team a call at 855-888-9769.

Which lead sources do you sync with?

We have the longest list of integrated lead providers, websites, marketing, sales and admin systems in the industry.

You can see all of the lead sources we can automatically pull your new leads from here.

You can see all of the other software systems we integrate with here.

Are there any additional charges?

We currently only offer one add-on which is the integrated calling feature. Integrated calling is already included on all Pro and Platform plans and can be added to the Grow plan for $39/user/month. There are no additional charges for texts sent or minutes used. 

Outside of that, everything is included in the prices you see including support 7 days a week and access to a lead conversion training and coaching program, Conversion University.

Free 14-day trial with unlimited access, no credit card required.

Start Free Trial →

Constant innovation

How do we stay ahead of the competition? Easy: By keeping you a step ahead of your competition. That's why we release new CRM features and updates every single week.
Manually add and assign leads/clients
Automatically Import Leads
Round Robin Lead Distribution
Lead and Activity Notifications
First to Claim Lead Distribution
Advanced Lead Distribution Based on Price/Zip Code
Collaborate With Your Lender on Leads and Clients
Additional user
Additional user
Additional user
Automated Drip Engagment Emails (Action Plans)
Email & Text Templates
2-Way Email Sync
Smart lists
Company Number for texting/receive calls
Two way texting
Instant Text
Daily Hotsheet
Batch Emailing
Email Open & Click Tracking
Team Collaboration
Deal Tracking
File Storage
Phone & Email Support
Action Plan Sharing Library
Import Database from any CRM
Lead Source Reporting
Automated Task Assignment (Action Plans)
Agent Activity Reporting
Integrated Calling
Add $39/user/month
Make and Receive Calls Inside Web App
Automatic Call Logging
Individual Agent Numbers for Calls and Texts
Call Transferring
Call Recordings
Call Reporting
Shared Inboxes/Ring Groups
Setup & Training
Help Importing Contacts from Current CRM
Help Connecting Your Lead Sources
Private Team Training
Regular Training for New Team Members
IDX websites
Gmail & Google Apps
Facebook Lead Ads
Bomb Bomb