Follow Up Boss: Use-Cases, Insights and Reviews | 2025 Cuspera

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

Follow Up Boss Overview

Follow-up-boss is a flexible, open CRM platform for real estate professionals. It helps organize contacts and teams, engage effectively, and gain business visibility.

Use Cases

Customers recommend Engaging And Following Up, Generation Of New Leads, Lead Engagement, as the business use cases that they have been most satisfied with while using Follow Up Boss.

Other use cases:

Communication Management
Collaboration
Coaching
Contact List Management
Lead Routing
Call Recording
Conversion Management

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Business Priorities

Improve ROI and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Follow Up Boss.

Other priorities:

Increase Sales & Revenue
Acquire Customers
Improve Efficiency
Scale Best Practices
Improve Brand Engagement

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Follow Up Boss Use-Cases and Business Priorities: Customer Satisfaction Data

Follow Up Boss works with different mediums / channels such as E-Mail. and Phone Calls.

Follow Up Boss's features include Gamification, Templates, Leaderboards, etc. and Follow Up Boss support capabilities include Phone Support, Email Support, 24/7 Support, etc. also Follow Up Boss analytics capabilities include Custom Reports, and Analytics.

Reviews

"All my leads finally come to one place, and all the texts and emails are in the contact record, no matter which device I'm using. It's fast and also super mobile-friendly. It has just the right amount of features - no clutter." - Preston Guyton

Follow Up Boss, Lasso CRM, Zurple, CINC, Hippo Video, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Follow Up Boss

Top Industries

Real Estate
Non-Profit Organization Management
Information Technology and Services

Popular in

Small Business
Mid Market
Large Enterprise

Follow Up Boss is popular in Real Estate, Non-Profit Organization Management, and Information Technology And Services and is widely used by Small Business, Mid Market, and Large Enterprise.

Comprehensive Insights on Follow Up Boss Use Cases

How does Follow Up Boss facilitate Engaging And Following Up?

Follow Up Boss facilitates efficient lead follow-up by automating tasks like text messaging, appointment scheduling, and call management. It allows for lead distribution based on specific criteria, such as zip code, and integrates with other systems. While the platform offers comprehensive features, it may have limitations in syncing contact transaction history.

"...He's used Follow Up Boss since the beginning and now processes 25,000 new leads every month. ..." Case Study Robert Slack

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How does Follow Up Boss address your Generation Of New Leads Challenges?

What solutions does Follow Up Boss provide for Lead Engagement?

How does Follow Up Boss address your Communication Management Challenges?

How does Follow Up Boss address your Collaboration Challenges?

37+ more Business Use Cases

12 buyers and buying teams have used Cuspera to assess how well Follow Up Boss solved their CRM needs. Cuspera uses 1625 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Preston Guyton Owner CRG Companies	All my leads finally come to one place, and all the texts and emails are in the contact record, no matter which device I'm using. It's fast and also super mobile-friendly. It has just the right amount of features - no clutter. Testimonial By Preston Guyton
Kyle Whissel Team Leader Whissel Realty Group	We love Follow Up Boss because they play nice with virtually everybody out there...they'll integrate with everybody. Follow Up Boss is the hub of everything for us and then we add spokes from there. Testimonial By Kyle Whissel
Ron Howard Owner Ron Howard and Associates	Real estate isn't really service to transaction, it's service to relationship. Follow Up Boss makes that possible. Testimonial By Ron Howard

CUSTOMERS	TESTIMONIALS
Preston Guyton Owner CRG Companies	All my leads finally come to one place, and all the texts and emails are in the contact record, no matter which device I'm using. It's fast and also super mobile-friendly. It has just the right amount of features - no clutter. Testimonial By Preston Guyton
Kyle Whissel Team Leader Whissel Realty Group	We love Follow Up Boss because they play nice with virtually everybody out there...they'll integrate with everybody. Follow Up Boss is the hub of everything for us and then we add spokes from there. Testimonial By Kyle Whissel
Ron Howard Owner Ron Howard and Associates	Real estate isn't really service to transaction, it's service to relationship. Follow Up Boss makes that possible. Testimonial By Ron Howard

Case Studies

COMPANY	INDUSTRY	CASE STUDIES
Kris Lindahl Real Estate Real Estate	Real Estate	Case Study Kris Lindahl Real Estate Kris Lindahl Real Estate uses Follow Up Boss because it makes it easy for him to manage his inbound lead flow, and easy for his agents to prioritize the best leads for follow up Read More
Justin Havre & Associates of RE/MAX First Real Estate	Real Estate	Case Study Justin Havre & Associates of RE/MAX First Learn How to close $580M in volume and become the #1 team in Canada Read More
Robert Slack Real Estate	Real Estate	Case Study Robert Slack Learn How the #1 team in the US gets 400% ROI on paid leads Read More

Frequently Asked Questions(FAQ)

for Follow Up Boss

What is Follow Up Boss?

Follow Up Boss is a real estate CRM and lead management system that allows automatic distribution and follow up leads from over 200 different lead sources. It helps real estate teams, make the sales process, and follow up as efficient and effective as possible.

Follow Up Boss optimizes core sales activities for real estate agents and teams to help them set more appointments and close more deals with their leads, past clients, and sphere of influence. Laser-focused on lead generation, conversion, and follow-up, the system is designed to push its users to be the fastest and most organized real estate agent around.

The key features of Follow Up Boss are Email Integration, Sales Forecasting, Application Integration, Custom Fields, Lead Scoring, Sales Analytics, Campaign Management, Tracking Pixel, Company Number, Action Plan, and more. It integrates with existing contacts and dozens of email lead sources.

What is Follow Up Boss used for?

Follow Up Boss is a CRM Software mainly used by its customers to Improve ROI and Enhance Customer Relationships by Engaging And Following Up, Generation Of New Leads and Lead Engagement .