Annual (2 months free)


Add texting and advanced lead distribution tools to empower your team to close more deals
per user / month
2 months free with annual →
All Core CRM Features
Company Number
Two Way Texting
Batch Emailing
Email Open & Click Tracking
Website Tracking Pixel
Calling $39/User (Optional)
Start Trial


Add calling directly in Follow Up Boss,
along with additional features designed for small-to-mid sized teams
up to 10 users / month
2 months free with annual →
Everything in Grow plus:
White Glove CRM Migration
Phone Number + Dialer for all
Call Lists / 1 Click Calling
Call Recording & Reporting
Inbound Calls & Shared Inboxes
Priority Support + Strategy Calls
Start Trial


Advanced functionality
and services for teams
of 15+ agents
up to 30 users / month
2 months free with annual →
Everything in Pro plus:
Priority Support
Dedicated Success Manager
Deep Website Integrations
Fully Integrated Calling
API Access and Support
Teams within Teams
White Glove CRM Migration
Learn More
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
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.

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 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 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.