Follow Up Boss is a real estate CRM with an intuitive interface. It helps agents and teams streamline their lead outreach and marketing in one system.

It has an action plan feature that enables users to pause and re-assign tasks. It also supports contact collaboration and promotes team accountability.

It offers a robust set of features including IDX integration and automated listing alerts. It also has a drag and drop deal report pipeline.

Action Plans

Follow Up Boss focuses on helping real estate agents organize their business with a CRM system that automates marketing, leads, and sales. The software also supports a call center, and includes tools for agent recruiting and coaching. The software features a database with customizable fields, a dialer, and email messaging.

The CRM integrates with over 250+ lead sources and applications to streamline lead outreach and management. Its dialer allows users to automate calls and text messages to reach prospects with a personal touch, while its reporting function gives an overview of the status of leads in the pipeline. It also helps agents track their performance in terms of calls and contacts made and deals closed.

Follow up boss also has an integrated lead management feature that helps agents track the source of a new lead and assign it to the appropriate team member. This way, each team member has the same information to work from and avoids confusion over who is following up with a prospect. Additionally, it helps agents prioritize prospects by their activity level and schedule a call back with them.

Another helpful tool is the action plans, which allow real estate agents to automate a series of tasks with a single click. This is useful for promoting accountability and consistency in the sales process. It also eliminates repetitive tasks like setting reminders and sending emails. The platform can also be integrated with Zapier, a web service that lets you connect your favorite apps and automate your workflow.

Other real estate CRMs include the kvCORE and Sierra Interactive. These are both good choices for real estate brokers and teams who want to build systems that scale their businesses. However, these systems have a higher learning curve and require more customization.

The kvCORE offers a robust set of real estate CRM and marketing automation tools that can be customized to fit any business model. The software also offers a mobile app and a website widget to help track online activities and convert visitors into leads. The kvCORE also provides call recording, automated reminders, a lead management dashboard, and a team-level leaderboard to promote accountability and collaboration among agents.

Dialer

The CRM real estate software features a built-in dialer that enables agents to maximize their conversion rate with strategic inbound and outbound calls. It also combines multiple lead generation and marketing tools to help real estate agents grow their business. In addition to this, the CRM real estate software helps users organize and convert their leads with its sophisticated centralized system.

The software’s action plans streamline and automate the follow-up process by telling agents who to call, when, and why. Agents can use these action plans to build rapport with prospects and nurture their relationship with clients. Follow Up Boss also allows users to schedule and send email campaigns, create property lists, and track the results of their lead generation efforts.

Users can import leads from their IDX providers and other external sources through the application’s API connection. They can then prioritize and distribute these leads based on various factors, such as zip code or price. They can also assign or distribute leads based on team availability or lead source. Additionally, they can schedule meetings with their prospects and manage client conversations with a calendar.

Another feature that makes Follow Up Boss a great CRM for real estate is its robust calling and texting capabilities. Agents can access their contacts and make calls directly from their dashboards, minimizing disruption to their workflow. They can also initiate text messages and track the success of their messages with the software’s conversation intelligence solution. In addition, the CRM real estate software enables agents to record and listen to call recordings.

Lastly, the CRM with real estate software lets agents schedule and share their calendars with colleagues and team members. This allows them to stay on top of their tasks and ensure that they are meeting deadlines. Furthermore, they can track and analyze their performance with the software’s dashboards and reports.

Follow Up Boss is an all-in-one real estate CRM that offers a variety of features to help agents and their teams increase their sales. Its lead management functions include a customizable contact manager, a lead scoring and rating tool, and an integrated dialer. Its integration with JustCall allows agents to log their phone conversations in the CRM, ensuring that they have a full overview of all call history. This includes call details, transcripts, and IQ data. Moreover, the CRM with real estate software allows agents to set up video calls with prospects.

Email Marketing

The CRM’s automated workflows allow you to set up email alerts for important events. For example, you can create an automation that sends a text or email to a team member when a new contact is added. This way, your team is always aware of new leads. This feature can save you valuable time and prevent your best leads from getting lost in the shuffle.

The software also offers a comprehensive lead importing system that allows you to import contacts from more than 200 different sources. You can even set up rules to filter, sort and prioritize leads according to their source. Follow Up Boss can also automatically assign leads to agents based on their skills and experience. It can also help you track a lead’s progress in the pipeline and automate the process of converting them into clients.

In addition, you can integrate the CRM with other apps and services through Zapier’s webhooks. This means that when a new lead is added in Follow Up Boss, it will be updated in your other apps and services as well. This integration will keep all your team members up to date and will ensure that no potential client is missed.

Another unique feature of Follow Up Boss is that it keeps all your data in one database. This makes it easy to migrate your database to another CRM when you decide to switch providers. This is not the case with many other real estate CRMs. Moreover, this software provides a free trial for all its users.

The Follow Up Boss real estate CRM is a robust software program that helps real estate agents streamline their lead outreach and marketing efforts in a single platform. It is compatible with most MLS platforms and can be integrated with e-signature and transaction management solutions like DotLoop. Its integration with IDX is particularly impressive, as it shows the property search history of a lead in your CRM. It is also capable of integrating with popular IDX websites such as Curaytor, Sierra Interactive and Ylopo.

Reporting

Follow Up Boss allows real estate agents and investors to track leads, deals, and communication in a single dashboard. Its action plans simplify and automate lead follow-up by telling agents who to call and when, based on the lead’s position in the sales pipeline. It also supports generating drip emails and setting up autoresponders for new leads. Its real estate CRM platform integrates with the MLS, which can help streamline lead distribution and marketing across teams.

The CRM includes a dialer that can automatically dial leads, record calls, and send one- or group text messages. It can also transcribe voicemails and automatically upload them to the system. It also features a dedicated business phone number, which allows users to separate personal calls from professional ones. Follow Up Boss also offers the option to ring both desktop and mobile devices, so agents can be reached no matter where they are.

In addition to automated calls, Follow Up Boss also lets its users schedule appointments and tasks on the calendar. These can be reminders to contact a prospect, or tasks to make an appointment with a client. The calendar can also show past, current, and future appointments in a list or calendar view. It also includes a hotsheet feature that shows the prospects to be contacted for the day.

Leads can be imported from more than 200 sources, including MLS and popular online sources like Zillow and Trulia. Users can use filters to distribute leads by zip code, ensuring that clients get the best agent in their area. For teams that have multiple agents in different areas, they can also use the tool to allocate leads based on their availability. Leads can be routed on a first-come, first-serve basis or on a round-robin. Users can also create lead pools, which ensure that every team member has opportunities to follow up with leads.

Like many competitors, Follow Up Boss offers a robust reporting and analytics suite. The software can help agents identify problem areas and improve their follow-up. It can even help them connect lead sources to closed transactions. It can also track the effectiveness of marketing campaigns, helping agents to focus on the most effective channels. The system can also track a lead’s status and progress, as well as the performance of specific team members. This information can be used to motivate staff and identify the best performers.