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.

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.

We used, but moved on

Pros

I liked having all of leads in one place and able to follow up with quickly. It was nice to have different rotations.

Cons

The integration never worked right for us into top producer. It was very difficult to get everything cancelled.

Follow Up Boss has helped dramatically improve our lead distribution and conversion

Improved lead conversion.

Pros

I love the lead distribution and immediate automatic text and email sending. The distribution can be done by lead source, zip code & price. Each lead is sent a text and email specific to the agent and property. Each lead can me on their own email action plan.

Cons

The support is so good, anything I didn't like has been improved because of customer input. You can submit an issue or improvement request right from the web site.

Great software for real estate agents!

This software integrates with your emails and calendar and records everything from text messaging to phone calls. Great tool!

Pros

Everything is made simple and easy to understand. Customer service is quick and efficient. Using multiple systems prior to perform, now everything is one place. Leads are organized, tracks everything with tags and connects to your calendar and emails.

Cons

The personal aspect and reminders. In the real estate industry, it’s important to remember birthdays, 1 year home anniversaries, etc. to send out cards. We get really personal and still need to use another system to make this happen.

Super CRM to Put All of Your Daily Tasks at Your Fingertips!

This CRM has been amazing at getting our entire CRM team on the same page with home sales and helping us to not let anyone slip through the cracks.

Pros

I love the overall intuitive nature of the CRM. The training videos make it easy to learn and to use. I love the task features and now that the calendar and task functions are different they are even better. I like the way to use the admin account to monitor other employees.

Cons

I wish you could mass assign tasks to people like you can with some of the other functions. Also, it is quite overwhelming to teach all of the features to new employees.

More follow ups - more commissions

It makes lead aggregation and routing so easy. We are also able to link to other programs that make using them both seamless.

Pros

It is so easy to set up and use. There is not a lot of fluff. It nails down the everyday needs and does them very well.

Cons

It is cost prohibitive for our entire company to use. We have over 50 agents and would love to track the entire company with it, but that many users is a bit too high for us, considering some may not use it.

I used follow up boss daily in real estate.

Pros

Follow Up Boss made tracking current and potential clients a breeze. I was able to track where each client was in there process and also add notes related to each specific sale.

Cons

I don't really have any complaints. The software does what it says it's capable of doing and the customer service it always quick.

This Program Is A Boss!

I use Follow Up Boss as a Virtual Assistant, to make calls for the clients. It is SO easy to use! And I like the options of using either Create Note or Log Call, the latter of which also adds a timestamp and includes on which phone number contact was made or attempted. The filters make it easy to narrow down who I'll reach out to, and the templates make it easy to send an email and/or text as well. Additionally, scheduling call backs via the Tasks button is a breeze. Creating information - such as a new Tag - is also supported and a very welcome feature.

Pros

What I like most about Follow Up Boss (FUB, for short) is the ease of use; it's very simple to use and easy to maneuver in.

Cons

I don't really dislike anything bout the software, but if I HAD to pick something, I'd say that it is its propensity to want me to edit when I'm just trying to copy information, from the Name or Phone Number fields.

Love for Admins, Just Okay for Agents

I was sad to leave! Our team decided to go with another system, and I was sad. I loved every second of Follow Up Boss!

Pros

Having every piece of a client's info on one screen is the best!

Cons

For real estate agents it doesn't seem to filter leads & store info (like the source of the lead) correctly.

Excellent CRM Automation

Pros

We are able to set up client information automatically from facebook. We are also able to automate follow ups via email and text. All is recorded in the system so you never lose track of what stage your client is in

Cons

Setting up the automation can be difficult if you do not use the already set up plans.