Follow Up Boss offers a suite of tools for real estate agents and brokerages to manage leads. It allows agents to automate lead communications and track lead activities. The software also helps agents manage their contact lists and schedule calls with prospects.

Use this Zapier integration to automatically add new contacts in Follow Up Boss when a new contact is added to another app via Webhooks by Zapier. This saves you time and prevents leads from slipping through the cracks.

Email management

Follow Up Boss is a real estate CRM software that helps agents manage their leads, clients, and marketing in a single system. It also offers team collaboration features and automated follow-up tools to help agents streamline their workflows. Its customer support is helpful and available through phone, email, and chat. Its user-friendly interface is easy to navigate, and it provides the flexibility that real estate agents need in a CRM.

The system allows users to create custom follow-up emails that are triggered based on specific dates such as home anniversaries or birthdays. It also lets them send out real estate newsletters to prospects and past clients. Its email signature feature allows users to include their contact information and photo, as well as a short description of their business. It is also possible to add links to social media profiles. The software also enables agents to schedule and automate calls with new clients.

Besides email, Follow Up Boss offers other methods of communication with prospects and clients, including texting, voicemail, and live chat. Its mobile application supports iOS and Android devices, making it easy for agents to stay in touch with clients even on the go. It also enables users to set and track sales goals, which helps them keep their focus on closing deals.

Following Up Boss’ steep pricing contributes to its low rating, with plans ranging from $69 per month to $1,000 monthly for its Grow plan. However, all plans come with core CRM features and automatic lead follow-up. Its texting features integrate into the workflow so that agents can text from a client record or inbox, and the system syncs texts between desktop and mobile phones. Users can even auto-text new leads with photos and emojis, and the tool includes group texting for groups of prospects.

When setting up the integration, it’s important to remember that you must log in with the account owner (not an admin) account to make it work. Otherwise, your Sisu Activity numbers and Follow Up Boss call/text/email accountability reports will not match. Additionally, if your email inbox is in any other language than English, the integration won’t work.

Texting

Follow Up Boss is a real estate CRM that lets agents manage their leads, deals, and client relationships in one place. It also enables them to track inbound calls and route them to the right agent or ring group. Additionally, users can text from their Follow Up Boss dashboard and set up auto-texts to notify clients about open houses or new listings.

The software is easy to use and requires no technical expertise. Most reviews on the site praise its simple interface, which is accessible on desktop and mobile devices. Follow Up Boss also offers a free trial and live support. Its customer service team is available round the clock and has a concierge program.

In addition to its lead management capabilities, Follow Up Boss can also handle email marketing. Its email management features include tracking when a lead opens an email or clicks on a link. This helps agents keep in touch with their prospects and maintain a high response rate. It also allows them to automate follow-up emails and track their campaign’s ROI.

With a powerful texting feature, Follow Up Boss is a great choice for real estate agents who want to increase their number of leads. Users can create multiple texting groups and send group texts to clients, leads, or prospects. The software also automatically syncs texts between desktop and mobile devices, and it can even send photos and emojis. It is easy to integrate with existing marketing tools and provides a seamless experience for new prospects and clients.

With a Zapier integration, users can send information between Follow Up Boss and other apps without manual work from them. This automation is called a “Zap,” and it can save time and money. You can set up Zaps to run on certain triggers, such as when a new contact is added in Follow Up Boss or when a new deal is created. It can also run on events, such as when a new text message is sent to a specific phone number or when a subscriber opts in with a keyword.

Lead management

A real estate lead management system is a vital tool for converting new leads into clients. The software optimizes the workflow in a user’s organization and enables them to automate key processes, including email and text messaging. This enables them to focus on closing sales and growing their business. It integrates with over 200 different lead sources and synchronizes contact information between multiple apps. It also enables users to set up email templates and activity plans. The software can be used by both individuals and teams. It also offers features that help users prioritize and assign leads to agents.

The best real estate CRM is easy to use and allows you to connect with leads through phone, email, and text messages. It also provides a simple, visual team reporting dashboard that lets you see your agent’s performance in one place. It helps you keep track of each lead’s status and progress towards a closed deal. The best real estate CRM has robust importing capabilities that let you import data from multiple sources, such as Facebook Lead Ads, MLS listings, and online forms. It also helps you create email templates for specific scenarios, so you can send automated emails to your leads.

You can add custom fields during the import process, so you can capture as much information as possible about your leads. This information will then be accessible in the client record, making it easier to follow up with your leads. You can even set up a communication schedule for each contact to ensure that you never miss a beat.

The best real estate CRM for realtors is a comprehensive, intuitive solution that helps you convert leads into clients and grow your business. Its customer support is responsive and available through phone, email, and live chat. It also offers a mobile app that lets you manage your business from anywhere. Its lead generation tools allow you to import leads from a variety of sources, including Trulia, Real Estate Webmasters, and Curaytor. Its integration with ActiveCampaign makes it easy to send contacts between the two platforms. It also supports webhooks, a middleman that allows you to integrate apps that don’t have direct connections.

Automation

Follow Up Boss is a real estate CRM that helps users manage leads, contact information, and communication. It can also help users automate their workflows and provide better customer service. Its features include lead management, email templates, bulk and text messaging, client and team management, and more. The system can be used by individuals or teams, and its interface is easy to navigate. It is available in several plans and has a free trial version for potential customers.

FollowUpBoss has a number of different integrations to allow users to automate their workflows and save time. It can import data from a variety of sources, including Gmail, Facebook Lead Ads, MailChimp subscribers, and JotForm submissions. It can also connect to Infusionsoft and Salesforce. This allows businesses to automatically create a contact in Follow Up Boss when a new lead is imported into another app. It can also sync with the user’s Google Sheets and contacts list.

The system also offers robust team and agent calling capabilities, which make it a good choice for real estate agencies. It can be used to filter and assign leads by source, track by source, or use round-robin and custom pools for distribution. It can also be configured to send new leads to lenders for easy follow-up. Its client and team inboxes can be viewed from desktop or mobile phones. The system also syncs texts between mobile devices and provides integrated group texting, which makes it easy to keep in touch with clients and prospects.

In addition to its core CRM features, Follow Up Boss also includes a robust lead importing feature that lets users customize fields and import multiple contacts simultaneously. This can save time and improve accuracy by reducing manual entry. Additionally, the system can integrate with Bomb Bomb to send mass emails and provide automated response based on the user’s actions.

While Follow Up Boss has a few shortcomings, most users find the software useful and easy to learn. It is designed for mid-sized teams looking to consolidate their apps and lead gen tools into one place. However, it may not be the right fit for small or new agents/agencies.