Follow Up Boss

This feature helps sort leads by filtering contacts using tags, lead source, activity, or saved searches. Lists update automatically as lead data changes, which keeps prioritization current without manual sorting. Agents can build lists like "leads searching over $1M" or "not emailed in 60 days," then work through them one by one instead of guessing who to call next.

Follow Up Boss includes automation tools to facilitate appropriate management for all leads, whether the new or old ones. Users can set up optional conditions or specific trigger events, alongside pre-defined responses. The responses might include sending an email, notifying a certain team member, creating a task, or updating certain fields. Once those conditions or triggers are met, it automatically starts an action plan with a relevant response type.

The platform centralizes each inbound call, text, and email by landing them in one shared view with Team Inbox. This way the whole team can see and respond to conversations instead of hoping one agent picks up. They can assign conversations to a specific teammate, tagged with notes, or triggered into an automation. This also results in a thorough visibility into all leads, so users can easily track their status, such as done, deleted, deferred, or delegated.

Its drag-and-drop pipeline gives agents a visual read on active listings and buyers, showing exactly which deals are in play and what stage each one has reached. Team leads can catch deals stuck at a certain stage and step in before revenue opportunities stall out. Moreover, its deal reporting breaks down conversion rate and commission value by agent and lead source. This combination assists in marketing and staffing decisions.

The software comes with a live, shareable dashboard that ranks agents on calls, texts, and closed deals. It enables leadership to pull directly from Follow Up Boss activity in real time, with no manual update required. It also includes various gamification aspects for a friendly competition, providing automated tracking at the same time. These metrics evaluate agents' performance as well as overall lead volumes and closings.

Its reporting tool unifies performance details for agents, teams, and lead sources to come together in one dashboard. Team leads can use it to track response times, conversion rates, and which marketing channels are actually producing results. Furthermore, its in-depth filtering for each metric gives leadership a clear read on different key areas. These include return on investment (ROI), current challenges, and performance evaluations.