Follow Up Boss CRM Review 2025
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In this review we evaluated Follow Up Boss’s features, plans, pricing and other important aspects to help our readers make a more educated purchase decision.
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What Is Follow Up Boss?
Follow Up Boss (FUB) is a real estate CRM (customer relationship management) software that helps you manage your leads and streamline business activities.
The CRM allows agents and teams to add leads to the system and follow up with them all within the app.
To make this possible, the platform is equipped with robust CRM features, including powerful lead distribution tools, calling and texting capabilities, personalized onboarding, and numerous integration options.
While there are many CRMs in the market, Follow Up Boss is considered one of the best options by real estate professionals.
It is available as a desktop app (via web browser) or through the dedicated Follow Up Boss mobile app.
What Is Follow Up Boss Used For?
- Lead imports and migration: Follow Up Boss allows agents to import leads from various sources automatically or add them manually. If you are already using a CRM, you can migrate leads to FUB with the help of the in-house technical team.
- Calling and texting leads: By using Follow Up Boss, you can call, text, and email your leads directly from your dashboard. FUB provides you with a company number for calls and texts and lets you route calls to different members of your team.
- Building lists: With Follow Up Boss, you can build various lead lists. You can create lists for the next contacts to call and the last contacts you communicated with, among other lists. FUB also has Lead Stages, where your contacts are automatically categorized based on where they are in the pipeline.
- Workflow automation: Follow Up Boss enables you to automate various aspects of communication and follow-up. Create action plans that will be automatically activated when your set rules and triggers are met. For instance, you can set a rule whereby a lender is automatically assigned to a lead if the lead fails to provide a financing option.
- Team management: As the admin, you can add members to your account and control their access based on their roles. You can also assign tasks, monitor productivity, and access performance reports for individuals and the team as a whole.
Follow Up Boss Users Breakdown by Specialty
Is Follow Up Boss Legit?
Yes, Follow Up Boss is a legitimate real estate specific CRM that has been in the market since 2011.
Since its launch, the platform has become one of the most widely used CRMs, with more than 100,000 agents using it every day.
Additionally, over 25 million leads are managed annually on FUB. Follow Up Boss has also received numerous favorable reviews from its customers.
On credible SaaS review websites like G2 and Capterra, the platform has been rated 4.5/5 from over 200 customer reviews.
The mobile app is also highly rated, having received a rating of 3.9/5 from over 650 reviews.
Another reason we believe Follow Up Boss is not a scam is its stringent security measures.
It uses the most reputable security standards in the market, including SOC 3 and CCPA compliance, to keep your data safe.
Follow Up Boss also has a huge social media presence, with certified accounts on Facebook, Instagram, and X.
The company pages are active, have a massive following, and are used to inform the public of company and software updates.
Follow Up Boss Customer Reviews
Follow Up Boss Pricing
How much Follow Up Boss costs depends on your team’s size. The real estate software company currently has three packages to choose from: Grow, Pro, and Platform.
The Follow Up Boss plans offer different services, but some features are available across all plans:
- Phone and email support seven days a week
- Access to FUB Academy and Facebook community
- Unlimited lead sources and integration options
- Free 14-day trial with no credit card required
Grow
As the name implies, the Grow plan is best suited to less experienced real estate agents looking to grow their businesses.
The plan is excellent for solo agents and small teams and starts at $69 a month (or $58 if you choose annual billing).
By joining the Grow plan, you get access to Follow Up Boss’s most essential services, which include:
- One user included (add more at $69 per user)
- Lead imports from across 200+ listing platforms, including various real estate lead generation software
- Lead and activity notifications
- Lead engagement tools (email templates, automated drip campaigns, batch emailing, etc.)
- Deal tracking
- Database imports from any CRM
- File storage
- Agent activity reports
- Automated task assignment
- Email opens and clicks tracking
- Integrated calling for $39 per user per month
- Automatic call logging
- Call recording
- Call transferring
- 250+ third-party app integrations
Pro
The Pro package costs $499 monthly (or $416 for annual subscribers) and features sales, collaboration, and coaching services.
It is best for growing teams and includes all the features in Grow, plus the following standout offerings:
- Ten users included (additional user at $49 per user)
- Free integrated calling
- Call reporting
- Shared inboxes for team collaboration
- Dedicated onboarding and team training
Platform
The Platform package is for large teams and brokerages and features advanced team collaboration tools and priority support.
Follow Up Boss’s service fees start at $1,000 a month ($833 for annual subscribers) and give you access to the following unique services:
- 30 users included (additional users: $20 per user)
- Priority support
- Dedicated success manager
- Enhanced onboarding
Follow Up Boss Coupon & Promo Codes
Follow Up Boss Features
Lead Management
As a real estate CRM, Follow Up Boss’s main function is to help agents nurture their leads, from lead acquisition to closing.
To achieve this, FUB supports a range of functionalities for your real estate lead management activities, including:
- Automatic lead imports from over 200 sources, such as real estate agent lead generation software, and manual imports
- Lead and activity notifications
- Round Robin and First To Claim lead distribution to team members
- Automated lead distribution based on ZIP codes
- Follow Up Boss Pixel for lead source tracking and reporting. The Pixel automatically collects lead source data and gives you built-in marketing reporting. It also integrates with major IDX website platforms.
Lead Engagement Tools
Follow Up Boss aims to reduce lead wastage by allowing you to effectively follow up with all your leads through automation and several engagement functions.
Some of the marketing and lead engagement tools include:
- Real estate email marketing software
- Customizable email and text message templates
- Automated follow-ups and action plans. The platform automatically creates an action plan for every lead that hits your FUB database. You can customize the action plan and assign team members to the activities.
- Lead stage tracking allows you to categorize leads based on the stage they are in the pipeline.
- Batch emailing
- Drip campaigns and mass texting integrations. FUB lets you integrate dedicated marketing and campaign third-party software for automated drip campaigns and bulk SMSes.
- Smart lists to help you contact the right people at the right time.
Integrated Calling
The Follow Up Boss dialer is a robust phone system that allows you to make and receive calls and texts directly from the platform. Some of the features of the FUB dialer are:
- Ability to build call lists
- Smart call routing to an assigned agent or ring groups
- Missed calls tracking and grouping for follow-up
- Call recording to capture conversations and use them for team training and coaching
- A company number for calls and texts
- Automatic call logging for every inbound and outbound call, plus the ability to add notes
- Live transfer calls to agents or ring groups
- Call reports for an individual agent and the entire team
- Text history for every lead
- Ability to integrate third-party calling apps such as Mojo, CallAction, and Callingly
Team Collaboration
Small teams and large brokerages can utilize Follow Up Boss’s range of collaboration and team engagement services. By using FUB, you can streamline all team activities, including:
- Ability to add collaborators such as agents and lenders and control their access to the platform based on their seniority and roles
- Mentions (@) to communicate with team members
- Task management to see upcoming activities and who’s following up or working on various tasks
- A shared calendar that displays the team’s tasks and appointments to eliminate back-and-forth between members
- Ability to view conversation histories for all team members and access shared files and attachments
- A shared team inbox where you can capture your leads and assign specific agents to them
- A team leaderboard where you can track the productivity and performance of team members over a specified period of time
Onboarding and Training
Follow Up Boss provides concierge onboarding services for new customers through its team of technical experts.
Whether you’re using the CRM for the first time or migrating your data from an old CRM for realtors, the in-house team will guide you through the entire process.
In addition to onboarding, FUB also provides training on lead source integration, distribution, and automation.
Customers on higher-tier plans also get training for new members, a personal success manager, and training for third-party software integrations.
Third-Party Integrations
Follow Up Boss features hundreds of integrations, thanks to its open API.
The Follow Up Boss real estate CRM also integrates with Zapier, allowing you to connect over 3,000 major apps used by businesses.
FUB Mobile App
The Follow Up Boss app is available for iOS and Android mobile devices and features all the functionalities on the main desktop software.
As a result, you can communicate with leads, create automation workflows, add team members, assign tasks, and manage the entire business within the FUB mobile app.
Follow Up Boss Pros and Cons
Pros
- Follow Up Boss regularly updates the CRM with new features and service upgrades.
- You get personalized onboarding and team training on higher-tier plans.
- There are endless integration options.
- New customers get a 14-day trial to try out the software.
- Unlimited calls, texts, and emails.
- FUB has powerful automation tools.
Cons
- It’s expensive.
- No option of buying real estate leads, unlike with its competitors like Chime.
- Steep learning curve, according to customer reviews.
Follow Up Boss Integrations
- Zapier
- Mailchimp
- Microsoft 365
- Google Calendar
- Google Contacts and iPhone Contacts
- Smart Alto
- Callingly
- Google Workspace
- Conversion Monster
- Mojo
- Driftrock TikTok Lead Generation
- JustCall
- AgentFire
- Market Leader
- Real Geeks
- myRealPage
- PropertyMinder
- LeadSync
- Open To Close
Follow Up Boss Alternatives
- Market Leader
- RealtyJuggler
- Constant Contact
- Chime
- Wise Agent
- Real Geeks
- Propertybase
- Top Producer
- IXACT Contact
- LionDesk
- kvCORE
- iHomefinder
- BoomTown
- Brivity
- RealSavvy
Follow Up Boss Achievements
Awards & Recognition
Best Real Estate CRM (Awarded by Real Estate Bees)
Press & Media
Follow Up Boss FAQs
Does Follow Up Boss integrate with Zapier?
Yes. Follow Up Boss lets users integrate hundreds of third-party software tools used in business operations through Zapier.
No technical or coding knowledge is required to sync to other apps when using Zapier.
Does Follow Up Boss have Mailchimp integration?
Yes. Follow Up Boss has native built-in Mailchimp integration, as well as Zapier-powered integration for a more customized connection.
Who owns Follow Up Boss?
Zillow Group, one of the largest real estate brands in the world, acquired Follow Up Boss in December 2023.
The Group also owns other renowned platforms, including all Zillow products, Trulia, HotPads, Aryeo, and Dotloop.
Although Follow Up Boss is a Zillow Group company, it continues to operate as an independent, standalone product.
Does Follow Up Boss have a mobile app?
Yes. The Follow Up Boss mobile app is available on the iOS App Store and Google Play.
Simply download the app, log in to your account, and begin managing your business on your smartphone.
What are Follow Up Boss stages for?
Follow Up Boss stages help you track where a contact is in the pipeline. The platform has nine stages in which you can categorize a prospective client:
- Lead: These are new contacts you haven’t talked to yet. Once you speak with them, update their stage based on their situation. Note: new contacts are automatically placed in the Lead stage.
- Hot Prospect: Contacts that plan on moving in the next three months.
- Nurture: Those moving more than three months from the current date.
- Active Client: Contacts you’re currently working with.
- Closed: Someone you closed recently. Place closed leads in this stage as you finalize paperwork and ask for testimonials on realtor review sites and referrals
- Past Client: These are leads you worked with and are currently not back in the market.
- Sphere: Here, you can place contacts who you worked with and want to stay in touch with.
- Unresponsive: Leads that stopped responding but are still of interest to you.
- Trash: Leads you’re no longer working with. You can always recover contacts in the Trash stage.
Stages are also customizable, allowing various members of your team to rename and create new stages.
Did Zillow buy Follow Up Boss?
Yes. Follow Up Boss was acquired by Zillow Group in December 2023 for up to $500 million. However, Follow Up Boss continues to operate as a standalone, independent entity.
What automations does Follow Up Boss have?
Being a CRM platform, Follow Up Boss has numerous automation options to support your business operations throughout the funnel.
The automations are based on trigger-based action plans that aim to keep all your leads engaged. You can create automations for:
- New inquiries
- Following up on open houses
- Sending birthday wishes
- Assigning prospects to lenders
- Post-closing follow up
- Updates in stages
Does Follow Up Boss have an affiliate program?
Follow Up Boss doesn’t have an affiliate program; however, the company is considering creating one.
Does Follow Up Boss have transaction management tools?
Follow Up Boss has some aspects of transaction management software, including lead communication, reminders and notifications, and customizable workflows.
However, it is not a dedicated transaction management tool and, therefore, lacks a few key features.
That said, Follow Up Boss integrates with Open To Close, a dedicated real estate transaction management platform.
Who are the main Follow Up Boss’s competitors?
In addition to Follow Up Boss, there are numerous CRMs for agents and teams, including LionDesk, Real Geeks, Market Leader, Chime, kvCORE, Propertybase, and Top Producer.
Is Follow Up Boss a CRM?
Yes. It is a CRM that allows users to automatically allocate leads, follow up on them, and take them through every stage of the marketing funnel.
This real estate broker software focuses on providing a seamless CRM experience, unlike similar platforms that have a range of additional features but don’t particularly excel in any service.
Does Follow Up Boss have a free trial?
Yes. New customers get the first 14 days to try out the service for free (no credit card required) and decide whether it’s suitable for their business.
How many clients does Follow Up Boss serve?
According to the company website, over 100,000 agents use Follow Up Boss in their business.
Additionally, more than 25 million leads are managed by using the platform every year. As a result, Follow Up Boss is one of the most widely used CRMs by real estate professionals in the U.S.
Who founded Follow Up Boss?
Dan Corkill and Tom Markov launched Follow Up Boss CRM in 2011 to help real estate professionals manage their leads.
Since then, Dan Corkill has served as the company’s CEO, while Tom Markov is the CTO.
What is Follow Up Boss customer service number?
Customers seeking service support can reach out to Follow Up Boss by calling (855) 622-5311 or sending an email to [email protected].
Prospective clients looking to learn more about the product should contact the sales department at (855) 888-9769.
What is the Follow Up Boss cancellation and refund policy?
Follow Up Boss lets you cancel your subscription at any time in your Account Settings.
If you cancel before your current subscription expires, you will not be entitled to a partial or full refund of the amount you have already paid.
Follow Up Boss Tutorials & Training
Is Follow Up Boss Worth It?
Yes, and there are a number of reasons why it helps you reach your real estate goals effectively and become a successful realtor.
First, Follow Up Boss is a robust real estate broker CRM with powerful customization and automation options that allow you to manage all lead activities.
The company also offers concierge services, including personalized onboarding and service training for new members.
Follow Up Boss users can also integrate thousands of third-party apps commonly used by businesses. It offers a 14-day free trial during which you can access and try out premium services.
Furthermore, the platform has received mostly positive reviews from its users for its ease of use, excellent customer support, seamless IDX website integration, and numerous learning and support resources.
Follow Up Boss Contacts
- Website: Official website
- Phone: (855) 888-9769
- Email: [email protected]
- Address: 1603 Capitol Ave Ste 310 A176 Cheyenne, Wyoming 82001, United States
- Socials: Facebook, Instagram, X (Twitter), YouTube, LinkedIn
Kristina Morales is both a licensed mortgage loan originator and real estate agent in the State of Ohio. Inspired by her years of working with buyers and sellers and seeing a need for more consumer education, Kristina created loanfully.com, an online educational resource for borrowers and industry professionals. In addition to real estate sales and mortgage lending, Kristina had an extensive corporate career in banking, treasury, and corporate finance. She ended her corporate career as an Assistant Treasurer at a publicly traded oil & gas company in Houston, TX. Kristina obtained her MBA from the Weatherhead School of Management at Case Western Reserve University and her B.A in Business Management from Ursuline College.
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