The best CRM for real estate does more than just capture and distribute leads. It keeps agents on track and focused with performance reports, coaching, and other tools.
Unlike CINC, KvCORE, Sierra Interactive and Ylopo, Follow Up Boss has one of the most intuitive and simple CRM interfaces. It also offers some of the best IDX integration.
Features
Follow Up Boss is one of the most comprehensive CRM systems available for real estate agents and teams. The platform hosts all of your tools for success in a single place, and helps you prioritize leads and keep your team accountable for following up with their clients. This can save you time and money and help you close more deals. It also allows you to automate follow-up calls, texts, and emails so no lead ever slips through the cracks.
One of the best features of Follow Up Boss is its contact page, which gives you a full picture of your lead’s information in an easy-to-read format. The system also provides a mobile app so you can manage your lead activity from anywhere at any time. This feature is particularly useful for busy agents, as it can help you stay organized and ensure that all your leads receive the attention they deserve.
Another great feature of Follow Up Boss is its smart tracking pixel, which tracks all of your leads’ behaviors on your website and gives you the insight needed to respond to them quickly. For example, it can tell you exactly which homes a lead has viewed and even the neighborhoods they’re interested in. This way, you can provide the right information to each lead at the right time and boost your conversion rate.
Moreover, Follow Up Boss offers a variety of team management and automation tools. It can track lead source and quality, assign leads to specific agents, and allow lenders to be included in the team. It also has a built-in autodialer and drip and batch emailing. It can also support multiple websites and integrate with Zillow.
With more than 250+ integrations, Follow Up Boss is a powerful tool that can help you save a lot of time. It can automatically distribute new leads to all your team members, and help you reduce response lag times. It can also help you track your marketing campaigns and understand which ones are most effective. In addition, it can also provide a central log of all your interactions with leads and customers.
Pricing
Investing in CRM software is one of the best ways to increase ROI and boost productivity. It allows agents to save time spent logging into different tools and instead focus on generating, nurturing, and converting leads. In addition to this, it can improve customer retention and reduce turnover. However, it is important to choose a CRM that fits your business and budget. To determine the best CRM for your business, consider the following factors:
A great real estate CRM can automate lead follow up and make it easier to stay on top of new prospects. This can help agents respond faster and prevent their prospects from falling through the cracks. It can also improve sales forecasting by displaying a clear picture of the pipeline. It can also track deal values, commissions, and expected close dates.
CRM with Follow Up Boss has an intuitive interface that is easy to learn and use. Users can easily customize it to fit their unique real estate business practices. It offers a wide range of out-of-the-box integrations for seamless operations. In addition, it has a team inbox, shared calendars, collaborator additions, and contact and customer management features. It can also help users manage their email communications with leads and clients, maintain notes, and analyze response rates.
Another feature of CRM with Follow Up Boss is its flexible lead routing capabilities. It can automatically distribute leads based on criteria like zip code, price point, seller vs buyer lead, and more. This helps ensure that leads are allocated to the most qualified agent. It can also keep agents updated on new leads through customized text messages, emails, and phone calls.
Lastly, CRM with Follow Up Boss can provide detailed reports on key metrics such as lead source, number and quality of leads, communication history, response rates, and agent performance. This helps businesses understand what is working and identify areas for improvement.
Despite having a few drawbacks, CRM with Follow Up Boss is a highly effective tool for real estate teams. Its affordable pricing and high ROI make it a great investment for brokerages. Its integration with IDX and mobile apps makes it an all-in-one solution for real estate professionals. It is also one of the few CRMs to offer text messaging and a fully integrated lead website.
Reliability
The best real estate CRM is one that helps agents stay on top of leads, nurtures them through the sales process, and close deals. Follow Up Boss is a highly scalable solution that helps teams manage a large number of new leads and prospects. The software also enables them to track each lead’s progress and monitor agent performance. This increases response rates and improves engagement with leads, which translates into a higher conversion rate and more closed transactions.
Real estate agents and brokers are receiving more leads than ever before, often from multiple sources. Juggling multiple systems to respond to these leads takes away valuable time that could be better spent on prospecting and selling. This can be frustrating and can ultimately cost you money because it prevents your team from maximizing the ROI of your marketing dollars.
To overcome this challenge, a real estate team can use a CRM that has a robust email integration. This will enable the system to automatically import all new leads into the CRM and keep track of their status. This can be a huge help for teams that are trying to reduce the amount of manual work they need to do.
Moreover, a good CRM can integrate with other third-party apps to streamline workflows. For instance, if you have an email newsletter that you send out to your clients and prospects, you can connect it to your CRM with a webhook. Then, whenever a new lead is created in the CRM, it will be updated in your newsletter as well.
Another advantage of CRM with Follow Up Boss is its ability to automate tasks and reminders. This saves agents time and increases their efficiency, helping them to focus on the more important things in their business. It can even help them close more deals in less time. For example, it can remind an agent to call a prospective seller in the first 90 seconds. This can double an agent’s conversion rate and help them make more money.
Follow Up Boss also offers an innovative feature called Calendar. This allows agents to view their future appointments and tasks on a single screen. The software displays the events in both list and calendar views. It can also be used to track and schedule future activities, such as emails or meetings with potential sellers. It can also display a daily “Hotsheet” of the day’s leads. Its texting capabilities are a great way to reach prospects and keep in touch with them.
Support
Follow Up Boss offers a comprehensive set of tools to streamline real estate lead management, automate lead follow-up, and provide centralized client intel. The software also makes it easy to create appointments, send emails and reminders, and identify leads based on their “hotness” to prioritize the most promising prospects.
With an intuitive interface, the software eliminates the need to switch between applications, so agents can spend less time on admin tasks and more time prospecting. Its user-friendly performance reports and dashboards help agents track progress and identify areas for improvement. With its open API and vibrant ecosystem of integration partners, Follow Up Boss can integrate with a variety of real estate-specific tools to give agents the flexibility they need to work the way they want.
A robust customer support team is available to answer questions and solve problems, including setting up email automations and custom funnels for each prospect. The team is highly responsive, and users can access online training videos and webinars to get the most out of their CRM system. In addition, the team has an extensive private success community, weekly sales coaching sessions, interviews, mega-guides, and more to help real estate professionals achieve their business goals.
The CRM has a number of other features to support agent productivity, including automatic lead parsing and contact attempts, a built-in email broadcast tool, and the ability to mass text and call leads with ease. It also has a library of ready-made funnels and a best-in-class lead tracking system that makes it easy to spot trends in lead behavior. In addition, it integrates with a variety of real estate marketing and listing services, such as DotLoop, KvCORE, Ylopo, and Sierra Interactive.
Follow Up Boss is an ideal option for real estate teams looking to streamline their lead management and prospecting processes. Its intuitive platform is simple to use and allows for easy collaboration across multiple agents, ensuring that leads are assigned quickly and that follow-ups are consistent and timely. The company is a leading innovator in the CRM space and has a long history of partnering with Zillow Group to help real estate agents grow their businesses.