Follow Up Boss offers robust CRM, lead generation, and reporting features. Its action plans help agents and real estate teams automate follow-up and nurture prospects. It also provides users with a detailed overview of their lead and prospect activities.
The tool ensures that leads are responded to quickly, 24 hours a day. It also helps salespeople stay organized and maintain their priorities.
Features
The CRM with Follow Up Boss software platform allows users to build the systems that scale their business and work the way they want. It supports multiple users on one platform and includes a variety of marketing, sales, and support features. It also supports the use of automated workflows called Zaps, which can simplify the system and automate repetitive tasks. It also supports email, text and phone call campaigns for lead capture. Its email template and dialer functions allow users to make calls quickly and effectively.
Follow Up Boss’s action plans let users schedule communications to engage new leads, hot prospects and clients with customizable, targeted communication strategies. They can also track activity to analyze performance and improve team and individual efforts. The software helps users increase response and engagement rates and close more deals.
Its sales forecasting feature provides a visual overview of the deal pipeline with lead sources, commission values and expected close dates for each prospect. This can help users plan their business strategy and estimate revenue. Its lead scoring system also helps users prioritize and focus on the most promising prospects first.
The software offers robust integrations with major lead sources, e-signature solutions and transaction management tools like DotLoop. Its contact management features also provide detailed reports on the number and quality of real estate leads, agent and team performance and customer service metrics.
Another standout feature of Follow Up Boss is its ability to automatically alert a team member when a new lead or Hot Prospect is added to the database. This can be done via internal Slack messages or through an external application such as a chat tool. This feature prevents important opportunities from falling through the cracks. It can even be configured to trigger specific tags or contacts in Google Sheets or Contacts, so that when a lead is tagged as a new Hot Prospect, an email can go out to the appropriate team members and their phones will ring. This is a great feature for investors and large brokerages who have teams that need to respond quickly to new opportunities.
Pricing
Follow Up Boss is a real estate CRM that helps agents and brokerages manage their leads, communications, and workflows. It integrates with over 250+ lead sources, applications and marketing systems without interrupting your team’s work. The system offers a variety of features, including contact management, email templates, bulk email, SMS, and deal management. It also provides a variety of tools for prospecting and tracking the effectiveness of marketing campaigns.
Its contact page is extensive and allows you to see all relevant information about a contact, making it easy to create personalized messages and schedule appointments. You can also add notes to each contact and keep track of their activity. In addition, the system is easy to use and has one of the best mobile apps available.
Following Up Boss is a powerful tool for real estate agents and investors. Its integrated lead capture and marketing tools help agents and investors work smarter and close more deals. Its lead management, automation, and reporting features help increase productivity and improve customer satisfaction. It also helps real estate agents build and nurture relationships with their prospects and clients.
The platform has a number of other useful features, including a call log and call recording. Its lead management tools let users assign, track, and distribute leads to multiple team members. Its marketing workflows and action plans allow users to automate communications with their prospects, and its reporting and analytics provide valuable insights into lead sources, conversion rates, and agent performance.
Another great feature of Follow Up Boss is its dialer, which helps users contact leads quickly and effectively. The dialer can be set up to call multiple numbers at once or to target specific groups of contacts. It can also be configured to pause calls or reschedule them. In addition, the system has a built-in market snapshot and social insight features that allow users to maximize their leads.
Another good option for real estate agents is KVCore, which has a user-friendly interface and offers a full range of CRM functionality. Its pricing is slightly higher than that of Follow Up Boss, but it has a more comprehensive feature set and includes an IDX website platform. It also integrates with a number of leading MLS providers and e-signature and transaction solutions like DotLoop.
Reliability
Follow Up Boss is a CRM that can be used to manage leads from multiple lead providers. It’s easy to use and is a great tool for real estate agents who want to streamline their systems. This way, they can focus on closing more deals.
The system does not rely on manual data entry, and it allows agents to receive leads via email or a website form. This makes it easier for agents to respond to the lead quickly. Additionally, the platform offers a variety of automation tools that can be used to send messages and reminders to the contact. Moreover, it has an “always-on” feature that lets agents set up a follow-up plan that will remind the contact about their availability. This feature will ensure that a lead is never forgotten or ignored.
Another great feature of Follow Up Boss is its ability to reassign leads to other agents. This can be useful if an agent wants to pass on a lead or if the team has a lead coordinator who screens the leads and assigns them to agents. This way, the new agent will be able to get a fresh start with the lead.
As a result, this CRM is an excellent choice for real estate teams and can be used by a large number of agents at once. It is a reliable system and has features that other CRMs do not provide, including the capability to integrate with IDX websites and e-signature and transaction management solutions. It also provides an intuitive interface and a high level of customization that is difficult to find in other CRMs.
One drawback of Follow Up Boss is its steep learning curve, but it does offer a boot camp and training modules to help agents learn how to use the software. It is also a good option for agencies because of its customizable dashboards, which can be used to track performance and productivity. In addition, it supports multiple lead sources and can be integrated with a number of different websites and lead generation platforms. It also has a robust lead import function, which allows you to make customized fields during the import process.
Customer Support
If you’re looking for a real estate CRM that provides the best customer support, Look no further than Follow Up Boss. Its easy-to-use interface and robust features make it a great choice for anyone who is starting their real estate career or growing their business. It also integrates with other services, making it easy to build a customized system of tools for your needs. This is a major advantage for growing agents, who may need different systems at various stages of their business.
The CRM with Follow Up Boss is designed to automate follow-up, improve sales performance, and close more deals. Its advanced sales tools help real estate agents manage their leads from the front door to the closing table. Follow Up Boss helps you create an action plan for each lead based on a variety of criteria, including price, zip code, and timeframe. It also allows you to connect a lead to a lender and set up autoresponders to trigger drip email campaigns.
Its contact page is detailed and intuitive, allowing you to see all the relevant information about a lead. In addition, it is mobile-friendly and offers a wide range of tools for managing leads. It also enables you to customize the contact page and add additional fields for specific needs. Additionally, the system has a number of tools that enable you to keep track of all inbound and outbound calls, manage notes and tags, and track and analyze call response rates.
Other features include an agent dialer, call recording, and voicemail. Its team management capabilities allow you to assign leads to individual agents or teams. It also supports a variety of lead sources, applications, and marketing systems. Additionally, the system offers email marketing and Facebook integration.
Follow Up Boss offers a free trial for new users. It also has an introductory boot camp that gives agents the training they need to get started. Its customer service is available around the clock and is highly responsive.
Follow Up Boss also has an ActiveCampaign integration that sends all contact and deal data between the two systems automatically. This feature saves you valuable time and ensures that you never miss a prospect. In addition, it makes it easier to manage email communications with leads and keeps track of the progress of each deal.