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Simplify Lead Management with Follow Up Boss – The Ultimate CRM for Real Estate Teams
Follow Up Boss is a tailored CRM platform designed to optimize sales processes for real estate professionals. This powerful tool centralizes lead management, streamlines...
Simplify Lead Management with Follow Up Boss – The Ultimate CRM for Real Estate Teams
Follow Up Boss is a tailored CRM platform designed to optimize sales processes for real estate professionals. This powerful tool centralizes lead management, streamlines communications, and empowers real estate teams to convert more leads into clients. Whether you’re an individual agent or part of a large team, Follow Up Boss provides the tools and features to manage client relationships at every stage.
Why Use Follow Up Boss?
Follow Up Boss is built to streamline real estate workflows, offering:
- **Centralized Lead Management**: Automatically consolidates leads from various sources into one platform, ensuring prompt response times and efficient follow-ups.
- **Smart Follow-Ups**: Features like Smart Lists and Action Plans provide prioritized lead tracking and automated engagement strategies to keep agents organized and effective.
- **Comprehensive Communication Tools**: Includes two-way texting, email syncing, email tracking, batch emails, and built-in calling to streamline communication with clients and leads.
- **Collaboration and Accountability**: Enables teams to work seamlessly by tracking tasks, monitoring lead activity, and maintaining transparency in performance metrics.
- **Customizable Features**: Offers flexibility for users to tailor settings such as smart lists, contact management, and team workflows to better meet specific needs.
- **Performance Insights**: Analytics and reporting tools provide valuable data to refine strategies and understand team productivity.
Who is Follow Up Boss For?
This CRM is ideal for:
- **Individual Real Estate Agents**: Simplifies client management and assists in converting potential leads into loyal customers.
- **Real Estate Teams and Agencies**: Enhances collaboration, distribution of leads, and accountability within multi-agent setups, including large brokerages and e-leads teams.
- **Sales Managers**: Offers tools for monitoring team productivity and the ability to oversee pipelines for improved decision-making.
- **Growing Real Estate Businesses**: Scalable options cater to businesses of various sizes, providing advanced team features for larger organizations.
Flexible Pricing Plans
Follow Up Boss offers tiered pricing to fit teams of all sizes:
- **Start Plan**: Essentials for lead tracking and organization.
- **Grow Plan**: Adds texting, advanced distribution, and batch emailing.
- **Dominate Plan**: Includes a full phone system, call tracking, and multiple inbox support.
- **Platform Plan**: Designed for large teams, offering priority support and deeper integrations.
Conclusion
Follow Up Boss simplifies and enhances real estate customer relationship management by providing powerful tools in a user-friendly interface. Equipped with lead management, communication, and collaboration features, it’s a go-to CRM for real estate professionals looking to streamline their sales processes and maximize conversions.
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Steps to Cancel Follow Up Boss Subscription
Follow Up Boss Pricing
To cancel a Follow Up Boss product:
- Log in to your Follow Up Boss account.
- Go to the Admin section.
- Navigate to Billing or Subscription settings.
- Find and select the option to Cancel Subscription or Downgrade Plan.
- Follow the prompts to confirm the cancellation.
For detailed steps, refer to the Follow Up Boss Help Center.
Most frequent question about Follow Up Boss
Follow Up Boss is a lead management system designed for real estate firms. Its primary purpose is to help agents and teams manage leads efficiently by automating follow-ups, distributing leads, and integrating various communication tools to enhance customer relationships and close more deals.
Key features include automated follow-ups, email integration, text messaging, call tracking, task management, pipeline management, reporting and analytics, mobile app, lead source tracking, custom fields, team collaboration, smart lists, lead routing, appointment scheduling, and drip campaigns.
Follow Up Boss has an automated lead routing system that distributes leads to agents based on predefined preferences, such as round robin style or by criteria like price, location, or MLS number. It also automates follow-ups through emails, texts, and calls to ensure leads are contacted quickly and consistently.
Yes, Follow Up Boss is highly customizable, allowing users to tailor action plans, integrations, and workflows to their specific needs. It offers over 250 integrations to keep all tools and tech in one place, simplifying the lead generation and management process.
Follow Up Boss is priced per month, with the option to be billed monthly or annually. Annual billing offers two months free. There are multiple plans available, each with increasing features such as personalized onboarding, leaderboards, white-glove onboarding, and a dedicated success manager.
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