Follow Up boss Review

Follow Up Boss organizes all of your leads into one easy-to-use system. So you can respond more quickly, do more follow-up, see your most promising leaders, and hold agents accountable. Its features enable users to close more deals and grow their businesses more efficiently. To support the entire customer lifecycle, it aggregates tips from various sources. It automates workflows and communication using rule-based engines and pre-formatted templates. Follow Up Boss collects and organizes contacts such as leads, prospects, and customers in one place. Contact details and communication history are accessible for more organized engagement and follow-up. Over 200 real estate lead providers, including Zillow, Realtor.com, Homes.com, and Ylopo, are integrated into the app.

Users can receive leads directly from the system, eliminating multiple managing platforms and communications later. It categorizes leads as new or hot and creates call lists and referrals so that agents and salespeople can prioritize their tasks. It also allows for better communication through preformatted text messages and emails. Users can inspect and pursue their most engaged leads to close more deals and improve conversion rates using lead scoring, defining hot, cold, and new leads. Advanced lead flow rules allow users to manage and distribute leads in a unified manner. This ensures that agents receive the leads that are most appropriate for them. Users can use dynamic filters to create smart lists to follow up on their leads. Leads with similar interests, zip codes, engagement rates, and budgets are automatically grouped and refreshed based on defined criteria. Rather than wasting time on manual lead sorting, users can focus on the most important activity: following up. Leads are directed to properties best suited to their zip codes and budgets using dynamic filters. Agents can then plan tours and make offers based on this information. With an auto-synced two-way Google Calendar integration, users can set up daily tasks such as meetings, tours, appointments, follow-ups, and more. The Calendar feature allows team members to assign tasks and collaborate easily. Users can save time calling prospects thanks to a built-in one-click dialer and automated call tracking. Users can also use the platform to track their conversion rate and improve their performance records. Follow Up Boss allows users to send preformatted and personalized texts to follow up on their calls and appointments. Messages can be managed from the mobile and desktop app, including response rate reports for further analysis. Thanks to two-way inbox integration, automated workflows, and out-of-the-box email templates, users can manage their email communications with leads. They can also track and examine these leads from a central location, keep notes, and schedule activities for each information. It monitors key performance indicators such as the number of leads allocated, lead quality per lead source, the number of communications and follow-ups, response rates, and close ratios. This information can be used to evaluate efforts and efficiency and improve individual and team performance. With a drag-and-drop deal pipeline, deal values, expected close dates, commission values, and conversion rates that can be used to estimate revenue, Follow Up Boss gives users a visual overview of their business performance. Users can create communication action plans for their new leads, hot prospects, clients, past clients, and referrals based on various criteria. While emails and texts can be system automated to save time on the job, calls and appointments are backed up by timely reminders, and tasks are tracked for better accountability. Follow Up Boss provides detailed reports on all aspects of sales operations, including lead sources, lead quantity and quality, communication history and response rates, agent performance, conversion rates, and more. Users can identify challenges and opportunities for better decision-making using rich data and deeper insights.

A centrally managed database provides users with complete visibility into their operations. These collections are all customer and agent information, communication histories, sales, and after-sales services. Users can stay organized and prioritize their tasks this way. Follow Up Boss keeps a central log of all contacts, leads, prospects, and customers for easy access and management. Agents and salespeople can use Follow Up Boss to increase their response rate and virtually engage with leads without having to leave their desks. Increased conversion rates and more closed deals follow improved response and engagement rates. The software facilitates two-way communication and better combination within teams through a team inbox, shared calendar, collaborator additions, contacts, and customers. For seamless operations, Follow Up Boss has over 30 out-of-the-box integrations. It also has an open API that permits users to create custom integrations to suit their specific business needs. Agents can stay mobile with the mobile app, which supports iOS and Android devices. Small to mid-sized real estate teams are the focus of Follow Up Boss. Thousands of team leaders, brokers, and solo agents have used Follow Up Boss to manage real estate sales since 2011.