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 offers a distinctive approach to real estate CRM by acting as an open platform that supports high-performing teams in building successful businesses. It excels in organizing contacts and teams, ensuring engagement with the right individuals at optimal times. This platform provides comprehensive visibility into business operations, a critical advantage for real estate professionals aiming to enhance client relationships and streamline workflows. Notably, 32 of the top 50 real estate teams in North America rely on Follow Up Boss, underscoring its market credibility. The platform's advanced reporting features and seamless integration of tools position it as a strategic asset for real estate businesses seeking to optimize their operations and increase ROI.

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

"Every lead that hits our database goes into Follow Up Boss and gets set up on an action plan. It’s almost five years long. Every lead gets grouped by price range, location, area, what they’re looking for, and where they came from." - Graham Seeby

Follow Up Boss, Less Annoying CRM, Tithe.ly, Floify, OnePageCRM, 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.

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.

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.

Follow Up Boss Customer wins, Customer success stories, Case studies

Why is Follow Up Boss the best choice for 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.

"...It's really easy to use which makes the task of following up with your clients a whole lot easier...." Peer review by Jason V., Real Estate

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How does Follow Up Boss facilitate Generation Of New Leads?

What benefits does Follow Up Boss offer for Lead Engagement?

How can Follow Up Boss enhance your Communication Management process?

How can Follow Up Boss optimize your Collaboration Workflow?

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.

CUSTOMERS	TESTIMONIALS
Graham Seeby Principal Graham Seeby Group	Every lead that hits our database goes into Follow Up Boss and gets set up on an action plan. It’s almost five years long. Every lead gets grouped by price range, location, area, what they’re looking for, and where they came from. Testimonial By Graham Seeby
Ryan Fitzgerald Realtor/Owner Raleigh Realty	Using calling lists, I can make 40 phone calls in 15 minutes. It's a thing of beauty. Testimonial By Ryan Fitzgerald
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
Graham Seeby Principal Graham Seeby Group	Every lead that hits our database goes into Follow Up Boss and gets set up on an action plan. It’s almost five years long. Every lead gets grouped by price range, location, area, what they’re looking for, and where they came from. Testimonial By Graham Seeby
Ryan Fitzgerald Realtor/Owner Raleigh Realty	Using calling lists, I can make 40 phone calls in 15 minutes. It's a thing of beauty. Testimonial By Ryan Fitzgerald
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

AV Home Experts at Keller Williams Realty - Real Estate

Follow Up Boss helped AV Home Experts at Keller Williams Realty organize their sales process. The team used data, automation, and integrations to track leads and improve agent performance. With just ...7 agents, they reached $47M in sales volume in 2022. The platform's reporting and dialer features let the team set clear goals and coach agents to higher earnings. AV Home Experts became a top-ranked real estate team in Florida and the US.

Your Friends in Real Estate (Barry Jenkins) - Real Estate

Follow Up Boss helped Your Friends in Real Estate automate lead management and transaction processes. Barry Jenkins wanted to reduce burnout and improve work-life balance for his 55-agent team. He us...ed Follow Up Boss with Zapier and other tools to automate follow up and deliver personalized content to leads. The team doubled transactions in one year and became the #1 large team in Virginia for homes sold. Agents now enjoy better work-life balance and fully automated transaction management.

Enclave Team (Beth Nordaune, CEO and founder) - Real Estate

Follow Up Boss helped Enclave Team, led by Beth Nordaune, scale from a small group to a 23-agent, multi-location real estate team. The challenge was losing clarity and agility as the team grew. Follo...w Up Boss provided a robust lead management system, enabling clear tracking of leads and opportunities. The team improved accountability and customized follow-up, leading to $100M in annual volume and recognition as a RE/MAX Top 50 Team in the US. They also earned over 700 reviews on Zillow.

Brandon Grass, The OKGN Life - Real Estate

Follow Up Boss helped Brandon Grass, a solo agent at The OKGN Life, organize 37,000 contacts and make 125,000 calls in two years. He needed a system to manage high call volumes and track leads, so he... chose Follow Up Boss for its seamless dialer and mobile features. The platform let him quickly add leads, automate follow-ups, and keep detailed client records. As a result, Brandon sold 4.5 times more homes than the average Realtor in his area and achieved $400k GCI in under two years.

Changing Latitudes - Real Estate

Follow Up Boss helped Changing Latitudes, a real estate brokerage, manage growth across multiple locations in Florida and Texas. Carrie Courtney, the team leader, needed a new CRM to support rapid ex...pansion and organize leads. The team migrated to Follow Up Boss, trained agents, and streamlined operations. As a result, the team tripled in size in three years and reached $44M in annual volume. The brokerage is recognized as a top agent by Zillow, Homesnap, FastExpert, and HomeLight.

Live Florida Realty - Real Estate

Follow Up Boss helped Live Florida Realty fix their lead tracking. Before, they spent thousands on leads but had no accountability. The team used Follow Up Boss to make lead management automatic. Now..., every call, text, and email is logged. In 12 months, they saw 36% growth and reached $1M in GCI. The platform made work easier for agents and improved the real estate experience for everyone.

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 .