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.
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.
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.
Anyone you add to your account including yourself.
This includes admins and lenders.
Yes! We offer 2 months free when you choose to pay annually for your account instead of monthly.
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.
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.
Yes!
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.
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.
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.
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.