Follow Up Boss – Is This Real Estate CRM As Good As They Say?

Follow Up Boss – Is This Real Estate CRM As Good As They Say?

I used Follow Up Boss. Here are the Pros and Cons...

Follow Up Boss is a stand-alone Real Estate CRM with automated follow-up capabilities. Stand-alone means it comes without a website.

It connects with websites, IDX systems, other lead generation platforms like BoomTown, CINC, Bold Leads, Ylopo, InboundREM, and 200+ additional integrations. 

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Follow Up Boss Video Review (In-Depth)

What is the Follow Up Boss CRM supposed to do?

Follow Up Boss manages leads and leads sources. It automates follow-up using emails, texts, and a built-in dialer for phone follow-ups.

It also allows team management by tracking activity, not only for team members but also for lead sources. In addition, it tracks website activity and leads flow activity. Plus it tracks call, email, and text activity from the individual and from the system’s own automation.

Finally, it creates easy-to-read reports for all of these activities. That includes exportable versions of these reports.

 

Follow Up Boss Image Describing how it funnels real estate leads
Image Credit: Follow Up Boss

What does the Follow Up Boss CRM look like after you log in? 

The below screenshots show the dashboard for the CRM. As you can see, it’s clean and simple, yet informative and detailed.

Login Dashboard for Follow Up Boss

This is the Follow Up Boss Lead Flow Dashboard

Company and Leadership Information

Dan Corkill and Tom Markow founded Follow Up Boss in April 2011. Currently, Dan is the CEO, and the team was remotely even before Covid19.

Reviewing Follow Up Boss is almost boring. On Glass Door and rating platforms, including G2 and others, ALL the reviews are between 4.3 stars and 5 stars.

The closest thing I could find to a complaint after 2 hours of searching was (1) an employee who wanted more help and (2) a couple of customers who complained about a price increase when they released FOLLOW UP BOSS V.2. Since then, they lowered the price by $10.00 per user. 

Don’t take my word for it! Here are some links to the review services I looked at.

External Follow Up Boss Reviews

 

Features List (Including Some HUGE CONS)

Follow Up Boss has published their complete features list. This actually leads me to TWO of my heartfelt CONS about Follow Up Boss.

First, they list too many features on the assumption you already understand what they do.

They have demo videos available on their YouTube Channel and website. However, their external marketing/advertising video content is disorganized.

Second, if you are trying to learn about this system, you have to book a demo and cross your fingers you get a SUPER knowledgeable sales rep. By that, I mean someone that can explain (1) the Follow-Up Boss CRM features and (2) how they will benefit you.

However, my advanced walkthrough video above can provide you with a decent understanding of the Follow Up Boss features. 

Follow Up Boss Pricing 

When they updated their core offering, they raised and simplified their prices. 

Originally Follow Up Boss (2011-2013) was $35 dollars a user. They did some upgrades and raised it to $50 per user (2015). Then they eliminated a pricing tier. After updating to Version 2, they raised prices (2017) and lowered them again (2019).

Here is their current pricing as of March 2021:

  • GROW – $69 per user 1-5 users ($69-$345)
  • PRO – $499 from 5-10 users
  • PLATFORM – $1000 for 15-30 users
  • Integrated Calling Add On – $39 per user (Included in some plans)

Pricing Sweet Spots

For 1-3 users, this real estate CRM is the best value for money by a million miles.

At the 3-10 users range, they are competitive on pricing. But they offer much better features than their competitors.

Some CRM website combos are close enough in price that you might feel the need to do a lot of research. (But I’ll save you the time…Follow Up Boss is definitely the better value).

Pricing Sour Spots

At the 15-30 user range, they are competing with Boomtown and CINC and KvCORE. In my opinion, they make a big mistake by pricing their system almost 100% the same. 

They haven’t taken into account that ALL three of these competitors tend to get A LOT less expensive as the teams get larger. Accordingly, negotiated pricing for their competitor’s services can be as low as $15 dollars per user. 

At a minimum, there should be an option for large team sizes to negotiate to somewhere between $15-20 per user. That would lock Follow Up Boss in as the “defacto” CRM for teams of 100-1500 in EVERY market. That’s where these guys should be.

The reality is that KvCORE and CINC currently dominate the large team, landscape due to aggressively negotiated CRM contracts.

Follow Up Boss Features 

Cons

Let me save you some time. The cons of Follow Up Boss are (1) their external marketing/learning and (2) their pricing policies for large teams.

In terms of the product itself, every single feature set EXCEPT ONE is the best I have seen or reviewed. I cover this aspect best in the above video review, which is much more comprehensive than this written review.

Follow-Up Boss has two-way integration that tracks website visits and listing visit details. But some website CRMS combos (BoomTown, Sierra Interactive, Real Estate Webmasters) show how many times a visitor has looked at the SAME property in a slightly cleaner way.

This means a proactive agent could look through the system and discover a potential lead has clicked on the SAME property many times. Then the agent could manually send out a market report with a click of a button.

That’s exactly how the three companies I mentioned build their websites. However, I’ve made 4500+ calls to agents and brokers over 13 years, and I can think of two that MIGHT use that feature. So it’s not a huge deal.

Pros

Every other feature listed is a pro. Honestly, every other CRM focused on real estate LEAD GENERATION will be catching up to Follow Up Boss for the next few years.

For the details, watch my video, which walks you through every feature.

  • Lead Import – Worth mentioning because Follow Up Boss has the most robust importing I have had the chance to review. This allows you to create custom fields during the import process. And that creates the best opportunity to keep all of your lead information intact.
  • Learning Follow Up Boss – They shine ever so much here. It took me 30-40 minutes to feel like I understood how to use the system. They have 1-3 minute learning videos INSIDE the system. That makes it much easier to use than my previous top-rated CRM Bold Leads (who has been getting some disturbing reviews since the sale of the company in 2018). For comparison, I spent 8-10 hours learning the same for Sierra Interactive, KvCORE, and even longer for CINC.  
  • CRM – Track your leads activity on websites and lead generation portals. Track sales team contact efforts. Track your own sales efforts. A combined inbox so inbound communication does not get missed. Many more features. (See Video Review)
  • Team Management – Assign leads by source, track by source, round-robin, lead pools, and custom combos are all available for lead distribution. You can also include lenders as part of your “team”. Then you can easily filter, assign, and track sources for those that have “lender partners”. 
  • Agent and Team Calling – You can make and record outbound calls from Follow Up Boss for an additional charge.
  • Email – Robust email templates. Mass emails. Integration with Bomb Bomb. Like ALL real estate CRMs, emailing works better with stand-alone providers (as opposed to Website + CRM combos). You can always ask me about this in the comments section of this blog post.  
  • Text – You cannot currently mass text with Follow Up Boss. You can text as part of funnels and in the customer record.
  • Funnels – Best in class. Follow Up Boss has a library of ready-made funnels complete with tasks reminding salespeople when to call. Some lead providers like Ylopo and InboundREM have custom funnels that plug right into Follow Up Voss because leads are NOT all created equally and should not be treated so. 
  • Tracking – Everything is tracked. Emails, Lead Sources, Contact attempts, and much much more. Watch my video! 
  • Training – Unlike CINC, KvCORE, Sierra Interactive, and almost every other robust system,  service training is included for the Pro and Platform levels. 
  • Integrations – 200+. Every major and most minor reputable lead generators integrate with Follow Up Boss, including InboundREM. 

CRMs that ACTUALLY compare to Follow Up Boss

I was shocked when I checked out Capterra and other review platforms. They were comparing companies like ZOHO, SalesForce, and Five Street to Follow Up Boss.

Simply put, that’s laughable. They probably hired a content writer who’s not really involved in real estate marketing and has zero boots-on-the-ground experience.

That’s one of the reasons I do these reviews. You could blow 10 hours of your time before realizing these SAAS services collectively suck for the average real estate brokerage.

Sometimes, they aren’t even CRMs but actual services that do the follow-up for you.

Below are the companies that almost hold a candle to Follow Up Boss. I’ve done reviews on 5 of the 6. You can click on the names to see my end-user reviews for all of these Website/CRM combos.

Choosing The Best CRM For You

The Follow Up Boss CRM is for agents and brokers who already own their own websites to access the same “ALL INCLUSIVE” features that those companies above offer as part of an all-in-one package.

In terms of CRMs alone, Follow Up Boss does a much better job than any of the companies on this list for so many reasons. But that DOES NOT mean it is the hands-down choice for you.

All agents and teams have unique circumstances in terms of working leads. For teams of all sizes, CRMs are increasingly important. Larger brokerages that have in-house technology resources will spend months or even years selecting CRMs.

I’ve never before reviewed a standalone CRM like Follow Up Boss. Despite the endless options, Follow Up Boss is the clear king of the castle.

If you think I can help more with your CRM questions, leave a comment or use the contact form below.

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Follow Up Boss is a stand-alone Real Estate CRM with automated follow-up capabilities. Stand-alone means it comes without a website.

It connects with websites, IDX systems, other lead generation platforms like BoomTown, CINC, Bold Leads, Ylopo, InboundREM, and 200+ additional integrations. 

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2 Comments

  1. Ross

    What did you mean by this “Like ALL real estate CRMs, emailing works better with stand-alone providers (as opposed to Website + CRM combos). You can always ask me about this in the comments section of this blog post. “?

    1. Robert Newman

      What I mean/meant is there is NO CRM that I have EVER looked at including Salesforce/Hubspot or any real estate-specific solution that works as well as email marketing solutions that FOCUS on email alone. Such as Robly or Bomb Bomb.

      Your response here in the comments section was exactly what I was referring to when I said I would add in some comments that provided more detail to that section of the blog post.

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