Follow Up Boss is a client relationship management (CRM) software designed specifically for real estate professionals. Because Follow Up Boss features an all-in-one CRM with automation tools, it earned a position on our list of best real estate lead generation companies. It received a 4.19 out of 5 rating based on an analysis my team and I performed, which included criteria like lead generation features, Follow Up Boss customer reviews, pricing, and ease of use. Read on to see if Follow Up Boss is the best fit for your real estate business.
- Grow: $69 per user
- Pro: $499 for 10 users, plus $49 for additional users
- Platform: $1,000 for 30 users, plus $20 for additional users
Get two months free with an annual subscription.
Follow Up Boss Reviews: What Users Think
Follow Up Boss reviews show that users like its 250-plus integrations, team collaboration tools, efficient phone tracking, and the visibility of results. Some also stated that Follow Up Boss is the most comprehensive platform for a CRM, and it is easy to use for everybody—even for non-tech-savvy people. Users also appreciated its workflow automations, making all their communication processes much easier. At the time of this publication, Follow Up Boss had the following review scores from popular user review sites:
- G2: 4.5 out of 5 based on 97 Follow Up Boss reviews
- Capterra: 4.6 out of 5 based on 49 Follow Up Boss reviews
- Software Advice: 4.5 out of 5 based on 49 Follow Up Boss reviews
On the other hand, unfavorable Follow Up Boss reviews mention a buggy system. Many users complained about the pricing since it is expensive, and there is a high jump in pricing from the entry-level to the mid-tier plan, $69 to $499 per month. Check out LionDesk for its affordable CRM plans from $25 to $83 per month, if billed annually.
Would Our Expert Use Follow Up Boss?
According to our Follow Up Boss review, the element we like the most is its features that aid real estate agents in managing leads and follow-up. With the help of its workflow automation tools, you may contact your leads at the opportune point by sending a follow-up email or wishing them a happy birthday.
We also love that Follow Up Boss offers users a centralized platform to engage with their contacts via email, in-app phone, and short message service (SMS) texting. Each team has a single inbox, which makes it easier for teams to keep track of all ongoing conversations.
However, Follow Up Boss lacks in-app transaction management features despite providing a robust real estate CRM platform to support your lead generation initiatives, email campaigns, and sales activities. Zoho CRM is a better option for users looking for a real estate CRM with transaction management features.
Follow Up Boss Alternatives
Follow Up Boss is created for various real estate professionals, such as brokers and real estate agencies, but that doesn’t mean it’s the perfect CRM for your real estate firm. If you are looking for the best Follow Up Boss alternatives, check out the providers below or our list of the best real estate CRM software:
Extensive customization and third-party integrations
Affordability and essential features
Multichannel communication capabilities
Starting Monthly Pricing
$20 per user
$15 per user
Follow Up Boss Plans & Pricing
Follow Up Boss’ steep pricing contributes to its low rating. Its pricing ranges from $69 per user, per month to $1,000 monthly in a plan that includes up to 30 users. However, all plans include core CRM features, such as unlimited leads and contacts, automatic lead follow-up, and drip and batch emailing. Grow plan subscribers can also purchase a dialer add-on for $39 per user on a monthly basis.
While there is a massive jump between the plans at first glance, remember that Follow Up Boss pricing for the Pro plan includes access for 10 users, and the Platform package includes access for up to 30. With annual pricing, the Pro plan’s per-user cost is as low as $41.60 vs the $57 per user, per month cost of the Growth plan.
Sign up for a 14-day free trial before subscribing to one of the following Follow Up Boss’ paid plans:
Who Plan Is Best For
Individual realtors or small real estate agencies that need a CRM with lead generation tools
Businesses that need multi-channel communication tools, including an in-app phone, SMS texting, and email
Real estate firms that need a centralized system to monitor the performance of their large pool of agents
Annual Price Range
$57 per user
$416 includes up to 10 users per month
Additional seats cost $49 each per month
$833 includes up to 30 users per month
Additional seats cost $20 each per month
Monthly Price Range
$69 per user
$499 includes up to 10 users per month
Additional seats cost $49 each per month
$1,000 includes up to 30 users per month
Additional seats cost $20 each per month
7-day-a-week Phone & Email Support
Access to Follow Up Boss Academy & Facebook Community
Unlimited Contacts, Lead Sources & Integrations
Free Trial, No Contract, Cancel Any Time
Dedicated Success Manager
Teams Within Teams
To learn more about Follow Up Boss pricing and each of its subscription options, tab through each plan below:
General Follow Up Boss Features
- Lead assignment
- Lead imports
- Round-robin lead distribution
- Automated drip engagement emails
- Lead engagement smart lists
- Calendar and appointments
- Bulk emailing
- Lead source reporting
- Agent activity reporting
Follow Up Boss’ features are categorized into three main areas: CRM (or sales), marketing, and reporting. However, it obtained a relatively low rating due to its lack of a lead list generation features. But the CRM software features offer tools for managing, following up on, and interacting with leads and potential clients. The marketing features emphasize engaging with cold leads and nurturing prospects. Meanwhile, reporting tools give you a thorough picture of agent performance and the success of your sales and marketing initiatives.
Advanced Follow Up Boss Features
Follow Up Boss earned a fairly high score for its many excellent features that assist agents throughout the sales, marketing, and reporting process and its team management components. Expand the tabs below to see a breakdown of some of the key advanced features the Follow Up Boss CRM includes:
- Supports one-on-one and group texts
- Responses go directly to the assigned agent
- Initial text message sent automatically for new leads
Follow Up Boss offers a texting feature that allows real estate agents to send follow-up texts to their clients quickly and easily. The texts sync between your desktop and mobile phone for access anywhere, enabling you to auto-text your new leads and send photos and emojis.
Furthermore, Follow Up Boss is the only real estate CRM to offer integrated group texting, which helps to keep the right people in the loop and updated about the deal or transaction. You can customize messages by lead source or type, use Follow Up Boss’ built-in templates, or create your own.
- Provides access to detailed lead data
- Enables you to track lead sources and marketing
- Allows you to make, receive, and track calls and texts
Real estate professionals may access the CRM dashboard from anywhere with the Follow Up Boss mobile app. All of the CRM’s features, including lead management, the calendar, the dialer, and the files, are accessible through this, making it simple to work remotely or discover information instantly while meeting with clients.
The platform also offers push notifications that notify agents when a new lead is received and when a text message is sent. Agents can also make and track calls, messages, and emails, add notes to any discussion, and @mention an admin to follow up with a lead stat.
- Automate follow-ups
- Prompts agents on what and when to do the tasks
- Sends emails to leads on behalf of agents
Using Action Plans, a feature of Follow Up Boss, real estate professionals can automate the following processes for new leads depending on factors like price, neighborhood, or age. Action Plans are updated daily and give agents recommendations on keeping on top of lead management tasks, such as making a follow-up call or scheduling a closing date.
- Manage your clients’ appointments and tasks
- Two-way Google and Office 365 calendar sync
- See availabilities to set appointments
The Follow Up Boss calendar feature shows tasks, appointments, and any events synced from your connected Google Calendar. Using the calendar will help you organize your schedule and ensure you attend all important events. You can filter and choose which events, such as birthdays, anniversaries, or closing dates, you wish to view on your calendar.
Furthermore, you can switch your calendar view to display your team members’ calendars if you’re an admin. Plus, you can click on individual events to see more specific details, including the event’s name, time, and participants. If you’d like to keep track of the showings you’ve scheduled with a specific contact, you can also make a quick appointment from your calendar page.
- Coach team members more effectively
- Automatically tracks team members’ tasks
- Track team members’ deals and commissions
Follow Up Boss’ team leaderboard tracks agent performance in real time based on all logged deals in the system. The shareable dashboards show various areas of progress for each agent, including appointments set, calls made, leads won, and revenue brought in. Team managers can use this real-time leaderboard to recognize top-performing agents and motivate the whole team to chase more leads, close more deals, and generate more commissions.
- Provides CRM report generation tools
- Prebuilt and customizable reports
- Evaluate lead sources and agent performance faster
Follow Up Boss offers CRM report generation tools for extracting data-backed reports that reflect performance in operational areas, such as new leads won, appointments closed, and revenue generated. Users can also view areas covering specific periods to analyze customer behavior and buying patterns better, as well as how many active buyers you have and how effective your marketing is.
- 30-plus third-party integrations
- Integrated with IDX real estate websites
- 200-plus lead providers
Follow Up Boss has CRM integration capabilities with more than 30 third-party applications and 200-plus lead providers for general productivity and real estate-specific use. These integrations and lead providers allow users to automatically receive leads and synchronize data into the CRM platform, manage their social media accounts, track insight trends, and enhance productivity.
Some of the most popular integrations and lead providers include the following:
- Microsoft 365
- Google Workspace
- Google Calendar
- Bold Leads
- Cloud CMA
- API Nation
Ease of Use for Follow Up Boss
The Follow Up Boss CRM interface is laid out straightforwardly, allowing users to navigate the system easily and locate the tools they need. Most Follow Up Boss reviews said users find the system easy to learn and use with little to no learning curve. As a result, Follow Up Boss garnered a perfect rating. Additionally, users like that it is easy to sync the software to other business tools, such as email marketing, lead generation, and transaction management.
If you have any questions or concerns, Follow Up Boss’ customer service is available 24/7 and offers a concierge program. You can contact the company directly via phone or email.
How We Evaluated Follow Up Boss
The top real estate lead generation companies for realtors offer tools and features that assist agents and brokerages in generating and converting more leads to clients. We examined Follow Up Boss against other lead generation companies for realtors, including Zoho CRM, Placester, and Zillow Premier Agent, based on pricing, lead generation features, ease of use, customer support, and online user reviews.
20% of Overall Score
While budgetary constraints must be met, cost-per-lead and return on investment (ROI) are arguably more important than the actual monetary cost. We evaluated each plan to find which of Follow Up Boss’ packages offered the best value for the money.
30% of Overall Score
We researched Follow Up Boss’ general features to determine whether it provides additional real estate lead generation tools that go beyond what agents gain by simply buying a list of leads. In particular, we looked for key features like mass marketing tools, lead list generation, lead capture forms, and customizable reports features.
20% of Overall Score
We searched Follow Up Boss to see if it includes a lead generation website or integrates with IDX platforms. We also looked at whether it offers CRM capabilities, social media integrations, and features like workflow automation, trigger and alert setting, and marketing assistance.
10% of Overall Score
It’s important that platforms are easy to use and that you have access to customer support. We favored software providers known for stellar customer service on one or more channels.
10% of Overall Score
We based this rating on customer feedback for the platform, with particular attention given to actual user reviews of the product and the popularity of the real estate lead generation company.
10% of Overall Score
We specifically evaluated Follow Up Boss’ unique or standout features, as well as its popularity and the overall value for the cost.
Frequently Added Questions (FAQs)
Follow Up Boss costs between $69 and $1,000 per month. If you choose to pay for your plan annually, the pricing ranges from $57 to $833 per month and you get two months free. Follow Up Boss also offers a 14-day free trial.
Follow Up Boss is a real estate CRM platform that collects all your online leads, puts them into a single system, and ensures they are followed up. It works this way 24/7 so you can close more deals, convert more leads into appointments, and deliver better customer service.
Yes, you can reassign leads to new agents in Follow Up Boss. Once you reassign leads, the new agent will automatically receive an email with the lead’s details and all the history with the lead up until that point.
We recommend Follow Up Boss for real estate agents or teams who want to streamline lead outreach and marketing in a single system. Users will find its Action Plans feature helpful in expediting the progress of deals in the pipeline through automation. However, while the real estate CRM has excellent features, Follow Up Boss pricing for higher-tier plans is steep, making the Pro and Platform plans better suited for larger teams.