When it comes to managing real estate customer relationships, follow up is critical. Follow Up Boss is an effective, affordable, and easy-to-use customer relationship management program. Read on to learn more about this intuitive platform for real estate professionals.
Disclaimer: REthority is supported by ads and participation in affiliate programs. We may earn a commission when you click our links.
What Is Follow Up Boss?
Follow Up Boss is a real estate CRM that helps streamline the client communication process. As the name suggests, it emphasizes following up. And it’s designed just for real estate teams.
One of Follow Up Boss’s best features is that it keeps all your leads in one place. You can probably replace several other apps and programs with this one program.
Not only that, but Follow Up Boss does a lot of the work for you. It automatically sends text messages to new leads who contact you through Facebook, for instance. Faster response translates to more conversions.
More Than Just a CRM
While it makes sure you quickly and reliably contact prospects, Follow Up Boss keeps you from overdoing it with your action plan. The CRM software tracks each lead’s progress in the sales process.
That way, you don’t bombard prospects unnecessarily and counter-productively. Follow Up Boss also helps real estate team leaders manage its members. Agents’ calls and emails are logged.
Team leaders can generate reports to track productivity. The program helps real estate professionals manage listings, contracts, commissions, and more.
Here’s a list of the best features of Follow Up Boss:
- Contact management
- Lead management
- Client database
- Email marketing
- Printing flyers
- Calendar management
- Matching clients with properties
- Managing commissions
- Contract management
- Property database
- Managing listings
- Website management
Follow Up Boss is cloud-based software sold as a subscription. There are also smartphone app versions for both iPhone and Android-based devices.
Uses for Follow Up Boss
These days, most leads come from Internet lead sources like Facebook, Zillow,and Realtor.com. Follow Up Boss automates followups to potential clients referred by these sources, which means you can instantly respond.
In addition to responding automatically, the software lets you set up lead distribution lists. Each lead gets a text message or email from a specific agent for specific properties. You can filter lists by source of lead, by ZIP code, and more.
Follow Up Boss also helps you capture data. If a lead comes in from Facebook, for instance, it automatically sets up the client profile.
Automated Follow Up
As text messages and emails are sent, either automatically or through a distribution list, each contact is recorded. This helps you keep up with the state a client is in to guide your action plans.
Follow Up Boss also integrates with your Google Calendar. Your day’s worth of calls is automatically set up and scheduled.
Schedule Follow Ups
Some clients you’ll want to contact daily, others weekly, monthly, quarterly. To do this, use Smart Lists. You can apply tags to sort contacts by how often you want to contact them
Similarly, agents can draft emails using scores of email templates that come with the program. They can set up bulk emailing to targeted leads using exactly the right message. You can send emails and text messages directly from individual contact profiles as well.
Log Contact Activity
Team members can also use Follow Up Boss to communicate with each other. And all of this activity is logged and available for reporting. Team leaders can see who’s active and producing results, and who isn’t.
One of the best things about Follow Up Boss is that it’s easy to get started. The program’s basic features are user-friendly so the initial learning curve is short. The main screen has plain English labels for the user’s inbox, calendar, people, deals, and more.
That way, even agents who are unfamiliar with CRM software can get productive quickly. The more complicated features like lead flow rules and using different emails are less intuitive.
But for these advanced functions there are user tutorials to help shorten the learning curve. Follow Up Boss also gets steadily better. The program’s developer issues frequent updates and adds new features. Often, these improvements are in direct response to user requests.
Follow Up Boss Plans and Pricing
Follow Up Boss offers a free 14-day trial. You can use this to get an idea of how the program works without making a financial commitment. After that you’ll have to pay up.
There are several pricing plans to choose from to help you find one that fits your need.
- The Start Plan — The Start plan is $49 per user per month. This gives you core CRM features. They include automated emails and Smart Lists and access to the smartphone app.
- The Grow Plan — For $69 per user per month, the Grow plan adds texting and advanced lead distribution tools. An optional phone calling feature is another $39 per user per month.
- The Dominate Plan — The $99 per user per month Dominate plan lets you call directly in Follow Up Boss. Plus you can generate call reports and record calls.
- The Platform Plan — The most advanced Platform edition is for bigger teams. It lets you integrate Follow Up Boss more fully with your website. You get more calling features and can connect to other software via API.
Follow Up Boss assigns a dedicated team member to help you make it all work. Pricing for this one is flexible. Note that you can get the trial offer on any but the Platform edition.
Limitations Of Follow Up Boss
Some of Follow Up Boss’s real estate software competitors include Contactually, LionDesk, and Top Producer. Pricing makes it about average among these real estate-oriented CRMs. But Follow Up Boss isn’t perfect.
- The mobile app for smartphones doesn’t have many fans, for instance.
- It lacks some of the key features of the web-based version.
- The software won’t automatically follow up with current and past clients on key dates.
Sending cards on birthdays and home purchase anniversaries is a big referral generator for many agents. Follow Up Boss will, however, put all your client and prospect information in one place. It is easy to use. It will speedily and reliably follow up with prospects.
Should You Use Follow Up Boss?
Let’s face it – your time is limited. When you’re with clients all day, it’s easy to let following up slip through the cracks. But – there’s a solution. For a simple, affordably priced CRM, you should look no further than Follow Up Boss.