Follow Up Boss

What Is Follow Up Boss?

Follow Up Boss is a Customer Relationship Management (CRM) platform built for real estate lead management and follow-up. It centralizes contacts, logs communication history, as well as assists in sending reminders via texts to clients or email invitations.

Besides these, the platform also helps users systematically organize a large number of leads in smart lists with notes and tags. This enables agents to shuffle and filter leads based on their priority and know who to contact and when. Moreover, its reporting tools track how leads move through the pipeline and show where each deal stands.

What Is Follow Up Boss Best For?

The platform stands out for its “Lead Routing” feature. It automatically sends new leads to the right agent based on ZIP code, service area, or price point, instead of dropping everything into one shared queue. Teams can set rules for first-to-claim or round robin distribution. Unclaimed leads can also go into shared ponds, so agents can prospect them directly. This keeps pace fast and stops leads from sitting unassigned.

How Much Does Follow Up Boss Cost?

Follow Up Boss price starts at $69/user/month (plus tax, where applicable) for its Grow plan. Notable features include unlimited lead sources and integrations, Smart Lists, and direct calling, texting and email. Other plans include:

• Pro: $499/month for 10 users (plus tax, where applicable)
• Platform: $1,000/month for 30 users (plus tax, where applicable)

A 14-day free trial is also available. In addition to the base subscription cost, organizations should also account for additional expenses. These include:

• Calling Add-On: $39/user/month for Grow
• Additional Users: $49/user/month for Pro and $20/user/month for Platform
• Migration Assistance: $150–$600 estimated, only charged on Grow plan; bundled free into Pro and Platform onboarding
• Lead Source Setup: $150–$500 estimated, only charged on Grow plan; bundled free into Pro and Platform onboarding
• Training And Onboarding: $300–$1,200 for Grow-tier teams wanting structured training
• API And Integrations: $500–$3,000 estimated only if custom, non-catalog work is required

Reviewers generally describe it as a slightly expensive option. Small businesses and solo agents particularly voice their reservations regarding the added price for additional team members. Although users fully acknowledge its worth, some even suggest choosing alternatives if cost is a concern for scaling businesses.

Disclaimer: The pricing is subject to change.

Follow Up Boss Integrations

The platform connects with over 250 lead sources, websites, and third-party tools, including:

• Zapier software
• Mailchimp software
• Gmail
• Facebook Lead Ads
• BombBomb

How Does Follow Up Boss Work?

Here's how to get started with Follow Up Boss:

• Log in to your account and connect your lead sources, website, and email
• Import contacts from your current CRM or add leads manually as they come in
• Set up lead distribution rules to route new leads to the right agent automatically
• Build Action Plans that automate email, text, and task follow-up for each lead
• Call, text, and email leads directly from the platform and log every interaction automatically
• Track deals through your pipeline and monitor agent activity from one dashboard
• Run reports on lead source performance and agent response times
• Use Smart Lists to filter and prioritize leads that need attention

Who Is Follow Up Boss For?

Follow Up Boss features are used by a wide range of real estate professionals, including:

• Solo agents
• Real estate teams
• Brokerages
• Inside sales agents (ISAs)

Follow Up Boss Use Cases

Based on our analysis of Follow Up Boss features, we have identified the following key business scenarios where it is well suited:

Team Leads And Admins Managing Agent Performance

Follow Up Boss is well-suited for team leads who need visibility into how quickly agents respond and convert. Lead routing rules assign new leads by ZIP code or price point, while the Team Leaderboard and Advanced Reporting track call and conversion activity by agent in real time. Reviewers noted that automated lead distribution keeps the pipeline moving without requiring constant manual oversight. This makes it a strong fit for teams that need accountability without micromanaging.

Solo Agents Running Their Business From One Hub

Solo agents use Follow Up Boss to centralize all core workflows, from engagement and lead segmentation to communication. For example, its listing capabilities help sort out leads based on their priority or categorize them with proper labels and notes. Other than that, its Automations 2.0 handles follow-up automatically based on lead activity like a booked showing or a resurfaced cold lead. All of these are on one platform. Reviewers also laud this approach for being free of unnecessary steps and managing tasks while the pipeline keeps moving.

Inside Sales Agents (ISAs) Qualifying And Routing Leads

Follow Up Boss enables ISA teams to reach leads quickly and route them to the right agent. In this regard, its built-in calling and texting let ISAs respond the moment a lead comes in. Besides that, the “Team Inbox” keeps call and text history visible, so agents have full context after the handoff. This way teams can easily separate lead qualifications from closing and required potential and position for each lead prospect. Feedback also highlights users’ appreciation in this regard for helping structure the overall process of tracking and nurturing leads.

Brokerages Connecting Multiple Lead Sources

Brokerages managing leads from IDX sites, portals, and paid ads use Follow Up Boss to centralize intake in one system. Its integration with dozens of platforms pulls in every source, while lead ponds route unclaimed leads to a shared pool agents can prospect from directly. Moreover, its deal tracking and reporting capabilities show brokerage owners which lead sources are converting into closed deals, guiding where marketing dollars go next.

Is Follow Up Boss Right For You?

Follow Up Boss is a practical choice if your real estate business handles a steady flow of leads that need fast, organized follow-up. It tends to work particularly well for teams that want an open system they can connect to their own lead sources and tools, rather than a closed, all-in-one platform. It also benefits growing teams that need visibility into agent activity and lead source performance. Trusted by teams like Jason Mitchell Group and Whissel Realty Group, the platform is SOC 3, SOC 2 Type 2, CCPA, CASA Tier 2, and PCI compliant.

Still doubtful if Follow Up Boss software is the right fit for you? Get in touch at (661) 384-7070, and we will help you make an informed decision.