Follow Up Boss (FUB) is a powerful real estate customer relationship management (CRM) software. The tool significantly improves how agents and brokerages handle their everyday and long-term client relationships. It helps real estate professionals with client communication, optimizes lead management, and boosts overall productivity. Our Follow Up Boss CRM review will cover detailed features, usability, pricing, and overall effectiveness. Let’s dive into the findings!
My Verdict on Follow Up Boss & Why You Should Trust It
As a real estate technology expert with years of experience implementing these tools within a brokerage, I bring a great deal of knowledge and insight into my software reviews. My thoughts on Follow Up Boss are that it’s a powerful, all-inclusive real estate-specific CRM solution. Beginning with an easy-to-use interface and robust automation features, the platform’s ability to handle vital tasks for agents and brokers makes it an extremely valuable tool.
While Follow Up Boss offers numerous benefits, there are some drawbacks. The platform is priced for all the bells and whistles it comes with, but that can be a bit pricey for a smaller team or an independent agent. They also charge fees for added features like marketing tools, lead automation, and website and landing pages.
My Follow Up Boss review determines that it’s a solution that can handle everything from effectively managing leads to building strong relationships with clients in the most professional way. It’s a game-changing tool to support agents, increase productivity, and help create strong real estate results. It contains all the features that every agent should want to see in their CRM.
Follow Up Boss Alternatives
Although FUB real estate has a well-rounded set of features for real estate professionals, there are a few reasons for looking for an alternative solution for a real estate CRM. Each real estate business is different; hence, what works well for one firm may not be suitable for another. That may be due to certain feature specifications, budget, integration constraints, or the user’s preference. Here are a few alternatives to consider:
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 | Offers live chat customer support | LionDesk Review | |
 | Highly rated by customers | Real Geeks Review | |
 | Affordable monthly plans | Pipedrive Review |
Purchase? |
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|---|---|---|---|
| Offers live chat customer support | LionDesk Review | |
| Highly rated by customers | Real Geeks Review | |
| Affordable monthly plans | Pipedrive Review |
Follow Up Boss Reviews: What Current Users Think
Customer feedback is crucial to evaluating any CRM platform. Understanding the experiences and views of Follow Up Boss customers will allow any agent interested in the platform insights into the benefits and potential drawbacks they may encounter. The platform received an overall customer rating of 4.6 out of 5 on G2. Below, I’ve compiled some direct quotes from customer reviews that will give you a vivid picture of how this CRM fares in the real world.
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“It’s user friendly but if you have questions support is super responsive by phone or email. Also, assigned an account manager. One of my favorite things they do is video examples step by step from my account. The smart lists are a no brainer for efficiency snd most of all the community is incredible. Top producer are in there ready to share their processes and moderators will even @ mention the best person to help you.”
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“Love how it integrates with my website. Offers a very clean and intuitive interface to maximize follow-up with clients/prospects. And let’s talk about the amazing automations and how AI helps drive the software….just awesome!”
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“Follow Up Boss is unmatched compared to other CRM’s out there. There is a wealth of info, resources, and support as well as successful lead conversion!”
It’s also important to look at some of the negative reviews for Follow Up Boss to obtain the best understanding of the platform’s performance and value.
⭐⭐
“The app sucks and the most simple things like logging calls and looking up people don’t work properly a good portion of the time. Have brought issues to their attention and have even corresponded with the owner or CEO Dan Corkill and it doesn’t look like they have taken any action.”
Key Features of Follow Up Boss
Follow Up Boss is a powerful tool designed to boost your productivity and success in the real estate industry. It is packed with amazing features to help you create a seamless real estate operation. From unlimited contacts to texting capabilities, this CRM ensures you can manage your client relationships effortlessly. Agents can leverage the free trial to ensure it’s the right fit before making a financial commitment because the Follow Up Boss costs can add up.
Ready to see these in action? Watch the 90-second introduction video for a quick look at how Follow Up Boss can transform your real estate business!
Unlimited Contacts
One of the unique features of Follow Up Boss is its support for unlimited contacts. This feature empowers real estate professionals to have an extended database of clients without any apprehensions about running into a limit. Whether you’re an agent working on an ever-growing list of prospects or a brokerage managing thousands of interactions, this feature ensures your CRM can grow with your business. It eliminates cumbersome data management practices and ensures a seamless way to keep all client information in one place.
Follow Up Boss Academy
Follow Up Boss Academy is a comprehensive training resource designed to help users squeeze the most value out of the CRM’s functionality. The academy provides access to several in-depth tutorials, webinars, and how-to guides on using the platform, from basic functions to advanced ways of leveraging it. Whether you’re a new Follow Up Boss user or a seasoned professional looking to fine-tune your knowledge, their academy will surely give you valuable insights and tips along the way.
Connect Any Lead Source
Integrating leads from any source is easy to do with Follow Up Boss. It has integrations with many lead generation tools and websites, so all your leads flow into one central system. This feature is especially ideal for agents with multiple marketing means to prospective clients. By keeping all leads in Follow Up Boss, users will reduce time in the follow-up processes, avoid missing big deals, and enhance lead management efficiency.
Team Plans
The Follow Up Boss system is designed for one agent or a growing brokerage. Their plans include all collaboration tools so that team members are always on the same page when working on a deal. Some features are shared contact databases, team inboxes, and the ability to assign tasks. It’s a feature beneficial to team leaders for tracking performance, progress, and workflow optimization. This further increases the functionality and efficiency of client service through this collaborative approach, entailing that no single detail goes unnoticed.
Texting Capabilities
One central place for the agents to communicate with clients quickly is provided through the Follow Up Boss CRM platform. Agents can send and receive messages directly in CRM with integrated texting features. This can prove very useful in contacting clients who prefer text messages over calling or emailing. It allows for the automation of text messages for follow-ups, appointment reminders, and personalized communication. The texting capabilities ensure agents are better positioned to manage communication effectively and stay on top of it promptly.
Follow Up Boss Pricing
Follow Up Boss pricing is flexible and can cater to the exact needs of real estate professionals. There are three premium plans available: Grow, Pro, and Platform. All plans are highly scalable for all businesses and come along with features at different levels.
All plans have unlimited contacts, lead sources, and integrations, so you can manage your ever-growing database without extra costs. Follow Up Boss has a pricing plan that will suit every business, from the single agent just getting started to the largest brokerages looking for advanced functionality.
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Methodology
The Close has a team of data analysts, writers, and editors who carefully reviewed all CRM platforms to arrive at scoring that suits the best interest of real estate professionals. Our experts are here to give complete reviews as a vital resource in wading through the myriad of solutions out in the real estate space.
Our purpose is to drive the industry forward, providing insights that are quite useful in helping agents and brokers make informed decisions, and optimize workflows, and performance in the competitive real estate environment. This commitment ensures our readers get the very finest and most trustworthy tips for actionable information that enables their success.
Here’s how we developed our Follow Up Boss review:
- Pricing: 4 out of 5
- We ranked Follow Up Boss 4 out of 5 on pricing. Plans are flexible and tailored towards the different sizes of the business. We believe it offers great value for money on its provided features.
- Features: 5 out of 5
- Due to its impressive pack of tools, Follow Up Boss scored the highest for its general features. The platform has it all for anybody looking forward to starting and growing a real estate business.
- Additional Features: 5 out of 5
- Features going above and beyond most general features like mobile application, document management, and marketing tools helped Follow Up Boss score an impressive rating.
- Ease of Use: 4.63 out of 5
- The vast majority of the platform is relatively easy to use; however, most users generally report a little bit of a learning curve at the very beginning of transitioning or implementing the platform.
- Help and Support: 3.25 out of 5
- While Follow Up Boss provides support by phone and email 7 days a week, it could offer live chat support along with 24/7 customer support.
- Customer Rating: 4.65 out of 5
- Based on user feedback and reviews, Follow Up Boss holds a high rating from its customers. This indicates overall satisfaction with the platform in terms of its overall effectiveness, feature set, and net positive effect on users’ real estate businesses.
Read more about our methodology here.
FAQs
What features should I look for in a CRM for real estate?
When choosing a CRM for real estate, key features include lead management, contact management, email and text automation, task scheduling, and reporting features. In addition, there need to be ways to integrate it with other tools that might be in use. These can be MLS systems, marketing platforms, and lead-generation services, among others. Finally, a user-friendly interface and robust customer support are necessary for smooth continuity of operations with minimal potential risk of performance breakdowns.
Why do real estate agents need a CRM?
An efficient CRM will effectively boost your real estate business through operational efficiency and better management of clients. It helps in automating some of the mundane daily tasks, like follow-ups and fixing appointments so that more time is given to creating relationships and closing deals. With detailed analytical insights and reporting provided by a CRM, you understand your performance better and thus can spot your strengths and areas for improvement. It also provides the assurance that every interaction with the client is documented and readily available for improved communication and tailored service.
Is it difficult to transition to a new CRM system?
Good planning and sufficient support will ease the change to a new CRM system. Most CRM companies offer extensive onboarding services, including data migration support, training, and ongoing support, walking you through each step. It’s highly critical to choose a CRM solution that has an easy-to-use interface and strong training resources to reduce learning friction. By taking advantage of available support and resources, an entity will make a seamless transition and quickly start benefiting from the features of the new system.
The Bottom Line: Is Follow Up Boss Worth Your Money?
There are many notable features for agents to leverage with the FUB CRM, making it very desirable for most real estate professionals. My favorite features in the system are unlimited contacts, next-level texting, and integration with lead sources. The platform is useful for real estate professionals because of the availability of tailored functionality that manages leads, automates follow-ups, and keeps up strong client relations. The user-friendly interface and large integration capacity are also some of the higher selling points for this platform.
Though the pricing plans offer great value, they might be on the higher end for smaller teams or individual agents. In a nutshell, Follow Up Boss is worth every real estate professional’s time in enabling them to get the best out of their clientele management and smooth operation. Paired with robust functionality, this tool provides great support and strong scalability, making it extremely useful for real estate agents and brokerages alike. If you are serious about growing your real estate business and willing to pay for a quality CRM solution, Follow Up Boss is the way forward.
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