Agent productivity unleashed

Follow Up Boss gives agents a fast, intuitive CRM that lets agents fly through the workday.

LEAD DISTRIBUTION

Route leads to the right people

Follow Up Boss gives you control over lead distribution, so agents get the leads they’re supposed to, instantly.

Sync leads from any lead source
Round robin and first to claim for the whole team or groups of agents
Customize by lead source, lead type, price range ZIP code and more

learn more about lead distribution

SMART LISTS

Prioritize your best opportunities

Build Smart Lists that automatically find leads with new activity, overdue follow up, an important anniversary or other signals that it’s time to get in touch.

Dynamic lists automatically update
Dial or email the entire list with one click
Start every day with your leads already prioritized for you

Learn more about smart lists

“I’ve tried other CRMs but none of them could give me the simplicity and the power and the ease of making it all just work. I just want to sell real estate and Follow Up Boss has done that for me.”

Paul Reddam

Owner, Homesville Real Estate

Follow up faster and stay organized

graphical user interface, text, application

Built-in dialer

Call any contact with a singe click, or queue up a call list and power through it in no time.

Calling & dialer →

Integrated texting

Send text messages, including group and video texts, to contacts directly from your CRM

Texting →

Email with ease

Sync your Google or Microsoft email and send drip, batch and 1-1 emails with ease.

Email →

Every communication in one place

Every call, text and email your team has had with a contact gets logged on one timeline, so their complete history is always right in front of you.

MOBILE APPS

Make it mobile

Follow Up Boss for iOS and Android keep you on top of everything no matter where your day takes you.

Push notifications for new leads
Your whole database in your pocket
Call, text and email your contacts, ping your teammates

Learn more about Mobile Apps

TEAM COLLAboRATION

Collaborate to close

Give other team members visibility into select leads so they can help you close a deal and deliver an amazing client experience.

@ mentions to communicate with teammates
Add collaborators to leads
Bring a lender into a deal

more about team collaboration

reporting

Stay on top of your progress

Everything in Follow Up Boss is logged automatically, so it's easy to see how you're tracking toward your goals and how you compare to your team.

Detailed reporting on all your metrics
Track deals and commissions
Leaderboard to share stats and create friendly competition

Learn more about REPORTING