Follow Up Boss Review 2023: Pros & Cons, Pricing & Features
This article is part of a larger series on Real Estate Lead Generation and Marketing.
Follow Up Boss is client relationship management (CRM) software designed specifically for real estate professionals. Follow Up Boss reviews show users can rely on Follow Up Boss’ workflow automation and streamlining tools to generate real estate leads and move them along the sales pipeline. It is excellent for real estate professionals and teams looking for a CRM with integrated sales, marketing, and reporting solutions.
- Integrates with more than 200 real estate lead sources, including Realtor.com and Zillow
- Advanced lead distribution feature auto-assigns leads to real estate agents based on their location or geography of expertise
- 14-day free trial
- Unlimited calling, texting, and emailing
- No free plan
- Steep pricing
- Built-in dialer and dedicated telephone number are only included in the higher-priced plans; entry-level plan users can only access these through an add-on purchase
- No option to buy leads
- Agents or teams wanting an all-in-one real estate CRM with robust automation tools
- Real estate agents and agencies that need an omnichannel communication platform
- Real estate professionals seeking extensive customer support
Not Recommended For
- Businesses not engaged in real estate services
- Users who need built-in transaction management tools
- Real estate agents and brokers looking for budget-friendly plans
- Grow: $69 per user, monthly
- Pro: $499 for up to 10 users, monthly
- Platform: $1,000 for up to 30 users, monthly
Follow Up Boss Reviews: What Users Think of Follow Up Boss
Follow Up Boss reviews show that users find the CRM program user-friendly. Users remarked that they could easily manage their team and balance new leads and existing clients. Many users also commended Follow Up Boss customer service and the accessible webinars and online tutorials that made it simple and quick for them to learn how to use the program.
Users also appreciated the feature where their leads from Facebook, Google, and the other websites they utilize for lead generation will come straight into Follow Up Boss system. Then, users may add them to drip campaigns using a variety of tags and categories. At the time of this publication, Follow Up Boss had the following review scores from popular user review sites:
- G2: 4.3 out of 5 based on 59 Follow Up Boss reviews
- Capterra: 4.5 out of 5 based on 42 Follow Up Boss reviews
- Software Advice: 4.45 out of 5 based on 42 Follow Up Boss reviews
On the other hand, most 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 starting at $30 to $139 per month.
Would Our Expert Use Follow Up Boss?
According to our Follow Up Boss review, the element we like the most is that it has features that aid real estate agents in managing leads and following up on them. 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 is specifically designed for service providers in the real estate sector; as a result, firms outside of the real estate sector would not benefit much from this platform. Additionally, 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.Top Producer is a better option for users looking for a real estate CRM with these features built in.
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:
Real estate agents and brokers who want access to real-time industry updates
Real estate professionals who use Facebook to generate leads
Real estate teams and firms looking for free plan with robust features
$109 per user, per month
$39 per month
Free; paid plans starts at $25 per month
Follow Up Boss Plans & Pricing
Follow Up Boss pricing ranges from $69 per user, per month to $1,000 monthly in a plan that includes up to 30 users. 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, keep in mind 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 monthly 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
$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
$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
Company Number With 2-way Texting
7-day a Week Phone & Email Support
Phone Number & Dialer
Additional $39 per user, per month
White-glove Onboarding & CRM Migration
Dedicated Success Manager
To learn more about Follow Up Boss pricing and each of its subscription options, tab through each plan below:
The Follow Up Boss Grow plan includes core CRM features such as lead and activity notifications, advanced lead distribution based on price/ZIP code, and automatic import leads to help you in converting potential leads into clients.
It also offers tools like automated drip email campaigns and marketing automation to help you engage potential customers. You can also use the email opens and clicks tracking tool to see your engagements’ success. Grow plan subscribers can add the dialer feature and gain access to features like web calling and automatic call reporting.
The Follow Up Boss Pro plan includes access for up to 10 users and has all the features in the Grow plan plus the team leaderboard, personalized onboarding, and enhanced support and training. Aside from these, all users get their dialer and access to call features like transfers, recordings, and reports. It also provides teams with a shared inbox, so no message from leads or contacts goes unanswered.
The Platform plan is Follow Up Boss’ most advanced plan, and the monthly price includes access for up to 30 users. Apart from the features included in the Pro plan, the Platform plan offers users teams within teams, white-glove onboarding and CRM data migration, priority support, and a dedicated success manager.
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. 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.
Expand the tabs below to see a breakdown of some of the key 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 and use Follow Up Boss’ built-in templates or create your own.
- It provides access to detailed lead data
- It 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
Follow Up Boss’ Action Plans feature
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 what they should do to keep on top of lead management tasks, such as making a follow-up call or scheduling a closing date.
- Enables you to manage your clients’ appointments and tasks
- Two-way Google and Office 365 calendar sync
- Allows you to see agent’s 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.
Follow Up Boss’ calendar feature
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.
- Enables you to coach team members more effectively
- Automatically tracks team members’ tasks
- Tracks 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 third-party integrations
Follow Up Boss has CRM integration capabilities with more than 30 third-party applications and 200-plus lead providers, both 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:
- Google Workspace
- Office 365
- Google Calendar
Ease of Use for Follow Up Boss
Follow Up Boss android app
Follow Up Boss iPhone app
The Follow Up Boss CRM interface is laid out in a straightforward manner, allowing users to navigate the system and find the tools they need easily. Most Follow Up Boss reviews said users find the system easy to learn and use with little to no learning curve. They also like that it is easy to sync the software to other business tools, such as email marketing, lead generation, and transaction management.
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 supporting 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.