FollowupBoss: Real Estate CRM Software
FollowupBoss helps real estate teams and solo agents manage their lead pipeline from a central hub. It is designed for businesses looking to automate lead engagement and track agent activity.
At a glance
- Category
- Browse Real Estate tools
- Best for
- Real estate agencies, Real estate teams, Solo real estate agents, Inside Sales Agents (ISAs)
- Pricing
- Pricing starts at $69 per user per month for the Grow plan. The Pro plan is $499/month (includes 10 users) and the Platform plan is $1,000/month (includes 30 users). Annual billing offers 2 months free.
- Key use cases
- Centralizing Lead Management, Automating Lead Nurturing, Team Performance Monitoring, Lead Distribution
- Integrations
- Zapier, Mailchimp, Gmail, Google Calendar, Microsoft Office 365
- Official website
- Visit FollowupBoss official website
FollowupBoss is a CRM platform specifically built for the real estate industry. It serves as a central hub where teams can aggregate leads from various sources, track deals, and manage daily contact workflows.
The software is designed for a range of users, including solo agents, ISAs, and team leads or admins who need visibility into team performance. It focuses on lead conversion by providing tools that prompt agents to follow up with prospects at specific intervals.
Key capabilities include automated action plans for drip communication and a wide array of third-party integrations. This allows teams to connect existing websites and lead providers using an open API.
Buyers should confirm their lead volume and whether they require integrated calling features, as some AI capabilities and calling tools are managed as paid add-ons or included in higher-tier plans.
Key Features
Action Plans
Automated workflows that send emails, texts, and create tasks to support consistent follow-up with leads.
Lead Distribution
Tools to assign incoming leads to agents, including round-robin and criteria-based distribution.
Smart Lists
Customizable lists that help agents organize and prioritize leads based on specific data.
Integrated Dialer
A calling tool that supports making and receiving calls directly within the platform.
Advanced Reporting
Reports that track agent activity, lead source performance, and business metrics.
AI Features
Built-in AI that supports smart summaries, suggested tasks, and predictive lead prioritization.
Use Cases
Centralizing Lead Management
Consolidating leads from over 200 sources into one system to manage prospects without logging into multiple portals.
Automating Lead Nurturing
Using Action Plans to send a series of personalized messages to prospects over time.
Team Performance Monitoring
Monitoring agent activity and deal tracking to help identify coaching opportunities.
Lead Distribution
Setting up notifications and distribution to help agents contact leads quickly after submission.
Best For
- Real estate agencies
- Real estate teams
- Solo real estate agents
- Inside Sales Agents (ISAs)
Integrations
- Zapier
- Mailchimp
- Gmail
- Google Calendar
- Microsoft Office 365
- Facebook Lead Ads
- Zillow Pro
- BombBomb
Pricing
Pricing starts at $69 per user per month for the Grow plan. The Pro plan is $499/month (includes 10 users) and the Platform plan is $1,000/month (includes 30 users). Annual billing offers 2 months free.
FAQ
How long does it take to set up FollowupBoss?
- The vendor states that initial setup can take less than 10 minutes by updating the email address with lead providers.
Is there a free trial available?
- Yes, FollowupBoss offers a 14-day free trial with no credit card required.
Who owns the data stored in the CRM?
- Users own their data and can export it in full at any time.
Are there contracts for the monthly plans?
- No, the service is paid monthly and there are no long-term contracts.
Source category: Real Estate
Source subcategory: CRM
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Categories
Software Type
How AI is used
FollowupBoss includes AI features such as predictive lead prioritization, smart summaries, and suggested tasks. Buyers should note that some AI capabilities are more effective when paired with the paid calling add-on.
Pros & Cons
Pros
- Open platform with a high number of third-party integrations.
- No long-term contracts for monthly plans.
- Includes 7-day-a-week phone and email support.
- Supports full data export.
Cons
- Integrated calling is a paid add-on for users on the Grow plan.
- Some AI features rely on data from the paid calling tool for better results.
- May not be a fit for those generating fewer than 30 leads per month.
