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DealCloud vs Follow Up Boss: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of DealCloud vs. Follow Up Boss is based on a specific set of business needs and context. The comparison uses 2394 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing DealCloud and Follow Up Boss

DealCloud, Follow Up Boss, ClearView CRM, Virtuous CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

DealCloud covers Relationship Management, Deal Management, Promotion Management, Discount Management, etc.

Follow Up Boss focuses on Engagement Management, Generation Of New Leads with E-Mail, Lead Engagement, Collaboration with Phone Calls, etc.

"We needed a quality off-the-shelf product for managing our deal pipeline and coordinate processes among and within deal teams. DealCloud delivers the right level of functionality, and the flexibility we require to manage the dynamic selection funnel... and investment work stream characteristic in making direct investments in private equity and venture capital. " - Gregory Lindae

"Real estate isn't really service to transaction, it's service to relationship. Follow Up Boss makes that possible. " - Ron Howard

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo DealCloud

Focus area

Software Failure Risk

  • low

logo Follow Up Boss

Focus area

Follow Up Boss is better than DealCloud for

Software Failure Risk

  • low

About

All-Inclusive Financial Services Software, delivers vertical-specific solutions that enable dealmakers and principal investing professionals to execute deals at the highest levels.

Real Estate CRM and Lead Management Software to deliver an incredible customer experience

Financials

PRIVATE

NA

Business Need

Total Processes
(we found evidences for)

48

54

Total Goals
(we found evidences for)

12

7

Top Processes

Evidences indicate better relative satisfaction


relationship management



promotion management


discount management


international marketing


competitive intelligence


workflow management



engagement management

engaging and following up


business development


training & onboarding


pipeline management


lead qualification

lead qualification: technographic


communication management

sending & publishing communications

tracking & monitoring communications


social media management

social media analytics


relationship marketing




contact list management


knowledge management


merger and acquisition


performance management


generation of new leads



helpdesk management


campaign management


sales review & feedback






sales document management

contract management






sales call management


conversion management






follower management



motivation management


Top Goals

Goals Achieved

  • Scale best practices

  • Grow market share

  • Enhance customer relationships

  • Acquire customers

  • Improve visibility

  • Establish thought leadership

  • Enter new markets internationally or locally

  • Manage risk

  • Improve stakeholder relations

  • Launch new products

  • Improve ROI

  • Improve internal communications

  • See 9 more
  • Improve ROI

  • Enhance customer relationships

  • Increase sales & revenue

  • Acquire customers

  • Improve efficiency

  • Scale best practices

  • Improve brand engagement

  • See 4 more

Top Channels

Channels Used

  • phone calls

  • e-mail

  • social media

  • website

  • mobile

  • Facebook

  • text SMS

  • games

  • mobile app

  • video

  • offline

  • on premises

  • chat

  • Slack

  • mass media

  • Twitter

  • out of home

  • billboards

  • Facebook page

  • radio

  • television

  • promotions

  • See 19 more
  • phone calls

  • e-mail

  • social media

  • website

  • mobile

  • Facebook

  • text SMS

  • games

  • mobile app

  • video

  • offline

  • on premises

  • chat

  • Slack

  • mass media

  • Twitter

  • out of home

  • billboards

  • Facebook page

  • radio

  • television

  • promotions

  • See 19 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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No Data

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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low

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Migration Risk

medium

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medium

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Business Setting