Using automation technology, Follow Up Boss helps Realtors engage leads with text messages and emails. This CRM also distributes leads to agents in a specific area so that no lead slips through the cracks.
This software is for serious real estate agencies that want to convert internet leads and make smart marketing decisions based on data.
Tracking
Follow Up Boss is a real estate CRM that provides lead management, marketing, and collaboration tools for agents and brokerages. It enables them to communicate with prospective and past clients and partners via email, phone, and SMS. It also provides automation and integration capabilities. The company sells its product to real estate agents and brokerages through a monthly subscription fee. The fees start at
The software offers a range of features, including email templates, lead flow tracking, text messaging, deal management, and automated emails. It is designed to help agents convert leads into sales and improve their productivity. In addition, it offers a mobile app that helps them track and communicate with prospects while on the go.
It is important to note that not all CRMs are created equal. Follow Up Boss is different from other real estate CRMs because it focuses on converting internet leads and improving customer service. Its robust system does not require manual data entry and includes a dashboard for reviewing the entire system of leads. It also has a best in class lead importing process and a lead source tracking feature that allows you to create custom fields during the import. It also offers a variety of team management tools including round-robin, pool distribution, and lead assignment for lenders.
Another advantage of the CRM is its ability to automatically sync with other applications and systems. This two-way integration makes it easy to share information between systems and ensures that all leads are responded to promptly. In addition, this integration can automatically assign Real Geeks leads to agents using FUB’s Lead Flow rules.
CRMs with Follow Up Boss integrate with many popular lead sources, such as real estate websites and Facebook Lead Ads. This makes it easier to reach potential customers at the moment they are interested in buying or selling a property. Using this integration, you can automatically create contacts in FUB when a new lead signs up on your website or Facebook Lead Ad. This eliminates manual data entry and frees up time to focus on other tasks.
Automation
The automation capabilities of CRM with Follow Up Boss make it easy to track leads and nurture them into clients. The system enables users to create an action plan for each lead and automatically assign it to a team member. This allows agents to stay focused on their goals and leads, while admins can monitor agent performance. The system can also be integrated with more than 250 other lead sources, applications and marketing systems.
The software is a great tool for real estate agents who want to automate their workflow. Its user-friendly interface makes it easy for users to navigate the system, even if they don’t have extensive tech experience. In addition, the system allows users to access information on their smartphones, making it easy to work from home or on the go.
Using the integration between Solve CRM and Follow Up Boss, any time a new contact is created in Solve CRM, an action plan will be automatically generated in Follow Up Boss. This will save you time and ensure that all of your contacts are updated. This is especially important if you’re working with a large number of prospects.
Another feature of the CRM with Follow Up Boss is that it lets users import a list of leads from multiple sources. This makes it easy to build a large database of qualified leads. The system also allows agents to schedule tasks and send emails from within the app.
Following Up Boss also has a two-way integration with Real Geeks, which allows the system to receive lead information from the Real Geeks platform and update it in Follow Up Boss. This allows agents to respond quickly to each lead and close more transactions.
Follow Up Boss is also known for its intuitive CRM features, which include a user-friendly interface and automatic tracking of inbound and outbound calls. This provides a seamless client experience and encourages conversion. Moreover, it offers a variety of additional features, including a streamlined call management system and integrated texting.
The system allows users to create action plans for each lead and determine whether they are active or engaged. This will help them identify which leads are most likely to convert and which ones need more attention. Its action plans are also customizable and can be paused or added to at any time. They can also be assigned to specific team members and monitored for accountability.
Integrations
In addition to real estate CRM software, Follow Up Boss also offers a number of integrations with other workflow systems. These integrations help you automate tasks and eliminate manual data entry. They are available at a low cost or for free. Follow Up Boss can be integrated with a variety of tools, including Zapier and CallAction. These tools can update leads, send emails, and push tags to create automated campaigns.
The system also helps you track your leads and manage your deals. For example, it can remind you to contact a buyer or seller in 90 days. It can also record calls and emails, and allow you to view your deals in one place. The system can also generate reports for you to analyze your activity and identify trends. It also allows you to set up custom fields and templates for your leads.
Follow Up Boss is used by thousands of real estate agents and brokerages across the country to streamline communication with prospective clients. Its simple interface and intuitive design makes it easy to use for newcomers. It is a powerful tool for growing your business and increasing your transaction volume. It is available on a subscription basis and includes email templates, lead management, phone call tracking, and more.
For real estate agents and brokers, follow up is a critical part of the sales process. Many leads are sent via email from a variety of sources, and it can be difficult to keep up with them all. This is why it is important to have a CRM that can handle multiple lead sources and automatically sync with your other workflow systems.
Follow Up Boss’s API integration with AgentFire perfectly routes inbound leads into the system. This integration also allows you to track leads by tags, types (Buyer vs. Seller), and the assigned agent. This gives you the information you need to close more deals and maximize your commissions. In addition to this, Follow Up Boss has an integration with Callingly, which enables you to call your inbound leads within seconds of them submitting your form.
Reporting
Follow Up Boss has extensive reporting capabilities that allow users to track the progress of leads in their pipeline. This real estate CRM also offers a number of other tools that help agents and teams manage their relationships with prospects and clients, including action plans, email marketing, texting, automation, and more. Its user-friendly interface makes it easy for users of any skill level to use. It can be integrated with a variety of external tools, allowing for a customized experience.
The software comes with a comprehensive resource center, webinars, and an active community forum. These resources can help agents and teams increase their proficiency with the platform, ensuring a high-quality customer experience. Additionally, the software’s flexible pricing and scalability make it a practical choice for agents at all stages of their career.
In addition to its robust CRM features, Follow Up Boss offers a powerful dialer that automatically calls leads and tracks important call data. This feature allows you to reach more potential customers and increase your chances of converting them into real estate leads. Moreover, it offers a range of calling features such as dialing lists, call recording, and custom combos.
Moreover, the software helps you improve your performance by tracking key metrics such as lead allocation, response rates, and close ratios. This information can be used to analyze and optimize your marketing strategies. The CRM can even identify your top performers and provide you with a detailed breakdown of their efforts.
Another advantage of Follow Up Boss is its ability to create follow-up plans for leads. This feature allows you to schedule calls and emails, ensuring that your leads receive your messages promptly. It also allows you to assign leads to individual team members and track their progress. The system will notify team members when it is time to follow up with a new lead.
Follow Up Boss is a popular choice for real estate agents and brokerages that are looking to automate their client communication processes. The software can help you save time and effort by integrating with your existing lead generation and website services. Its advanced integration capabilities make it a great option for large brokerages and enterprises.