Follow Up Boss Reviews & Pricing

by Follow Up Boss | Founded 2011, Cheyenne, WY

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Overview Pricing Benefits Reviews Features

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What is Follow Up Boss?

Industry Specialties: Serves the real estate industry.

Follow Up Boss is a sophisticated software solution designed to streamline customer relationship management (CRM) tasks, particularly for commercial real estate professionals. It excels in organizing and automating follow-ups, tracking leads, and managing client interactions, ensuring that no opportunity slips through the cracks. The platform is particularly well-suited for real estate agents and brokers who need a robust system to handle high volumes of client data and communications efficiently.

One of the standout benefits of Follow Up Boss is its ability to integrate seamlessly with various lead sources, providing a centralized hub for all client information. This integration capability, combined with features like automated follow-ups, detailed reporting, and customizable workflows, makes it an invaluable tool for enhancing productivity and client engagement.

Users often praise its intuitive interface and the significant time savings it offers. Compared to similar products, Follow Up Boss is noted for its user-friendly design and comprehensive feature set. Pricing typically falls within a moderate range, often based on the number of users and billed monthly or annually, making it accessible for both small teams and larger enterprises.

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Follow Up Boss Pricing

Based on our most recent analysis, Follow Up Boss pricing starts at $69 (Per User, Monthly).

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Starting From: $69
Pricing Model: Per User, Monthly
Free Trial: Yes, Request for Free

Training Resources

Follow Up Boss is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Follow Up Boss:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Follow Up Boss Benefits and Insights

Why use Follow Up Boss?

Key differentiators & advantages of Follow Up Boss

Complete Visibility: Users can get complete visibility into their operations from a centrally-managed database. These collections include customers and agent information, communication histories, sales and after-sales services. This way, users can stay organized and maintain priorities.
Central Data Management: Follow Up Boss maintains a central log of all contacts, leads, prospects and customers for easy access and management.
Increased Conversion Rate: With Follow Up Boss, agents and salespersons can increase their response rate and virtually engage with a lead without being tied to their desks. Improved response and engagement rates subsequently lead to an increased conversion rate and more closed deals.
Seamless Collaboration: The software facilitates two-way communication and better collaboration within teams through a team inbox, shared calendar, collaborator additions, contacts and customers.
Integrations: Follow Up Boss has over 30 out-of-the-box integrations for seamless operations. It also has an open API that lets users build integrations to better suit their business practices.
Mobile Access: The mobile app supports both iOS and Android devices so agents can stay mobile.

Industry Expertise

Follow Up Boss specializes in providing robust CRM solutions tailored for the real estate industry, particularly excelling in commercial real estate. It is best suited for real estate agents, brokers, and teams who need to manage leads, streamline communication, and enhance client relationships efficiently. Its industry-specific features and integrations make it an ideal choice for professionals looking to optimize their real estate operations.

Synopsis of User Ratings and Reviews

Based on an aggregate of Follow Up Boss reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

Pipeline Management: Users praise the platform's intuitive visual layout for sales pipelines, which allows them to easily track deals and monitor progress from initial contact to closing.
Automation: The platform's marketing automation features, such as automated email sequences and task reminders, free up time for agents to focus on high-value activities like client interactions.
Reporting and Analytics: Users appreciate the robust reporting and analytics features, which provide valuable insights into team performance, lead sources, and marketing campaign effectiveness. This data-driven approach helps them make informed decisions and optimize their strategies.
Mobile App: The availability of a mobile app is frequently commended as it allows agents to manage their business on the go. They can respond to leads, update information, and track deals from anywhere, ensuring they never miss an opportunity.

Cons

Clunky Interface: Some users have expressed that the platform's design feels outdated, leading to a steeper learning curve and slower adoption by some team members.
Limited Reporting Functionality: A number of users have pointed out that the reporting features lack depth, making it difficult to extract and analyze key performance data, especially for larger teams or those with more complex reporting requirements.
Email Marketing Limitations: Several users have indicated that the built-in email marketing features are not as robust as they would prefer, particularly when it comes to automation and segmentation capabilities for targeted campaigns.

Researcher's Summary:

How do you "boss up" your real estate game? User reviews from the past year suggest Follow Up Boss might be the answer, particularly for teams and brokerages looking to streamline their operations and boost agent productivity. Users rave about its intuitive interface and robust features, making it a breeze to manage leads, track communications, and automate workflows. For instance, the platform's ability to automatically capture leads from various sources, like Zillow and Realtor.com, and instantly route them to the appropriate agent based on pre-set criteria is a major time-saver, according to reviewers. This level of automation, they say, ensures no lead falls through the cracks and agents can focus on building relationships instead of chasing down information.

However, some users point out that while Follow Up Boss excels in lead management and team collaboration, its reporting and analytics features could be more comprehensive. Some find the reporting interface a tad clunky and wish for more in-depth insights into team performance and marketing ROI. This limitation might make it less suitable for larger brokerages or those heavily reliant on data-driven decision-making. Overall, Follow Up Boss emerges as a powerful ally for real estate professionals who value efficiency and automation in their daily grind. Its user-friendly design, coupled with powerful lead management and communication tools, makes it a top contender in the real estate CRM arena.

Key Features

Contact Management: Follow Up Boss aggregates and manages contacts like leads, prospects and customers in a central location. Contact details and communication history are easily accessible for more organized engagement and follow up.
Lead Aggregation: The application integrates with over 200 real estate lead providers such as Zillow, Realtor.com, Homes.com, and Ylopo. Users can receive leads directly through the system without having to manage multiple platforms and communications afterward.
Lead Management: It segregates leads into new and hot leads, and prepares call lists and referrals so that agents and salespersons can prioritize their activities. It also facilitates improved communications with pre-formatted text messages and emails.
Lead Scoring: With lead scoring that defines hot, cold and new leads, users can analyze and pursue their most engaged leads to close more deals and improve their conversion rate.
Lead Routing: Users can manage and distribute leads in a unified manner using advanced lead flow rules. This ensures that agents get the leads they are best suited to handle.
Smart Lists: Users can create smart lists to follow up on their leads using dynamic filters. Leads with similar interests, engagement rates, zip codes and budgets get grouped and refresh automatically based on defined criteria. This lets users focus on the most important activity — following up instead of wasting time on manual lead sorting.
Client/Property Matching: Dynamic filters match leads to the properties best-suited to their zip codes and budgets. Agents can then arrange tours and organize offers accordingly.
Calendar Management: With an auto-synced two-way Google Calendar integration, users can set up daily tasks like meetings, calls, tours, appointments, follow ups and more. Team members can also assign tasks to each other and collaborate effortlessly using the Calendar feature.
Call Management: With a built-in one-click dialer and automated call tracking, users can save time calling prospects. Users can also directly measure their conversion rate within the platform to improve their performance records.
Text Management: Users can follow up on their calls and appointments with pre-formatted and personalized texts using Follow Up Boss. Messages are manageable from the mobile and desktop app and are accompanied by reports on response rate for further analysis.
Email Management and Automation: With two-way inbox integration, out-of-the-box email templates and automated workflows, users can easily manage their email communications with leads. They can also track and analyze these leads centrally, maintain notes and plan activities related to each lead.
Performance Management: It tracks major performance KPIs like leads allocated, lead quality per lead source, number of communications and subsequent follow-ups, response rates and close ratios. This data can be utilized to analyze efforts and efficiency and improve performance on an individual and team level.
Sales Forecasting: Follow Up Boss gives users a visual overview of their business performance with a drag-and-drop deal pipeline, deal values, commission values, expected close dates, and conversion rates, which can be used to estimate revenue.
Marketing Workflows and Action Plans: Users can actively engage their new leads, hot prospects, clients, past clients and referrals using a wide range of criteria to create communication action plans. While emails and texts can be automated to cut down operational time, calls and appointments are supported with timely reminders, and tasks are tracked for better accountability.
Reports: Follow Up Boss offers detailed reports on each aspect of sales operations, lead sources, number and quality of leads, communication history and response rates, agents’ performance, conversion rates and more. With rich data and deeper insights, users can identify challenges and discover opportunities for better decision-making.

Limitations

These limitations are current as of the writing of this review:

Pricing plans are on the expensive side
Mobile apps have limited functionality

Suite Support

Follow Up Boss provides support to its users through live chat, phone and email seven days a week, between 8 a.m. to 8 p.m. EST.

Email: Support experts can be emailed at [email protected].

Phone: During business hours, users can reach support experts by calling or texting +1-855-622-5311.

Training: Users can access training and onboarding support through documentation, video tutorials and online workshops.

Tickets: Users can submit a ticket by using the chat and support window within their account after logging in. Tickets are responded to in priority order.