Great Real Estate CRM

Overall it does a great job of managing my communication with leads and allowing me to schedule tasks that then sync effectively to my google calendar.

Pros

I really like the dashboard and the deals feature. It makes it easy for me to track my pipeline and sales success. I also like how you can text and email from within the contacts profile and how everything syncs with google.

Cons

I wish there was a better way to connect contacts together that are part of the same transaction within their profile. Right now you can connect them in a deal, but you cannon connect their profiles unless you create a custom field and then it is just a text entry.

Great Modern CRM

The lead capture with follow up boss is an excellent tool that did grab our team a few leads. However, i find that the client management & email campaigns can be a little basic

Pros

Follow up boss is great for tracking down new leads. It will capture the client's information, rate them on a scale of how quickly they will be ready to purchase/sell (all based on their email address and internet use).

Cons

Not as many features as other client management software, but excellent in the features it does provide.

great product but subpar support

Pros

The ability to integrate with my own web forms and launch action plans. Accountability with regard to agents on my team (however accountability only works when calls are logged)

Cons

The lack of support mostly with the app. The basic features of the app like logging calls and looking up people works SOME of the time. I have brought issues to their attention sveeral times and they refuse to fix them. This is not a .99 app. I need to pay per year for our team. Will be looking elsewhere for something with better support.

An amazing real estate CRM

Follow Up Boss is an amazing real estate specific CRM. I've used it for years with multiple clients and it's really one of the best out there. Leads are easily processed automatically for accurate tracking. It's really easy to control lead distribution by a number of criteria and alerts to assigned agents are easy to set up. There's not a lot of provided content for action plans and email templates, but they are very easy to set up. I highly recommend Follow Up Boss to anyone looking for a flexible and easy to use real estate CRM - especially with a team or small brokerage.

Pros

It's really easy for the end user - who are often real estate agents on the go.

Cons

The mobile app hasn't quite caught up to the desktop, but it's headed that way.

Amazing Real Estate CRM Software

The leads are well organized, it's easy to keep track of current and potential clients, and connects to emails and calendar which makes communication and scheduling appointments easy to manage. It increases the team's productivity, and the admin can easily monitor what each team member does, when and how they do it. With Follow Up Boss, leads easily convert into sales.

Pros

The software helped us follow up on leads, manage appointments, do batch emailing, and review active and pending customers. It is simple, easy to learn, and use. It syncs easily with Google and the reminders and automatic text and email features are very helpful. Integration with the existing business processes was smooth.

Cons

Though it's an amazing product, the cost is a bit steep and for this reason, we only used it for part of the sales team. It does not have a free version, does have a free trial though.