Annual (2 months free)


A fast action option for those who are planning to start a team
Dialer included for each user
2 months free with annual →
All Core CRM Features +
Track Texts, Emails and Calls
iPhone + Android App
Email Open & Click Tracking
Pre-Written Drip Campaigns
Business Number
Integrated Dialer
Start Trial


Product and services optimized for teams of 3+ agents
Includes 3 users and 3 dialers
$69/mo for additional users and $99/mo with dialer
2 months free with annual →
All Core CRM Features +
Full Business Phone System
Detailed Reporting
Batch Emailing
Agent Accountability Tracking
Internal Collaboration Tools
Integrate with Other Software
Start Trial


Advanced functionality and services for teams of 15+ agents
Includes 15 users and 15 dialers
$20/mo for additional users and $30/mo per dialer
2 months free with annual →
All Core CRM Features +
Dedicated Success Manager
Manage Multiple Teams
Priority Support
White Glove CRM Migration
Open API for Custom Integrations
All Leads in One System
Start Trial
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
Manage Multiple Teams
Integrated Calling
First 3 included - $40/month for each additional license
First 15 included - $30/month for each additional license
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
Dedicated Onboarding Specialist
Dedicated Customer Success Manager
Priority Support
White Glove CRM Migration
IDX websites
Gmail & Google Apps
Facebook Lead Ads
Bomb Bomb
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.

We also provide a dedicated onboarding specialist to all new customers to help make getting started with Follow Up Boss as quick and easy as possible.

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 Dominate Plan.

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.

Once you decide to move forward, 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 which is available on the Grow plan for $39/user/month.

Outside of that, everything is included in the prices you see including onboarding and support.