











Supported Operating System(s):
Windows 10About Follow Up Boss
Follow Up Boss is a Real Estate CRM software that optimizes the workflow in a user's organization. It enables users to instantly allocate leads to agents and follow up leads from more than 200 different sources in the US and Canada. Users can respond quickly and close more deals. Users receive leads automatically from Trulia, Real Estate Webmasters, Curaytor, Zillow and more.
The iPhone app provides you access to all contacts and allows you to reallocate agents anytime and start activity plans, email templates, leave notes and more. It helps bring in sales by concentrating on the important things. It completely removes the need of data entry when connecting to prospects via calls and texts.
The agent and lead reports help analyze the number of leads p...
Supported Operating System(s):
Windows 10Average User Ratings
Overall
Ease-of-use
4.5
Value for money
4.0
Customer support
4.0
Functionality
4.5
Likelihood to Recommend
Not likely
Very likely
September 2018
Sarah from The Scott Futa Home Team - Keller Williams Realty Success, LLC
Company Size: 2-10 employees
Industry: Real Estate
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
5.0
Functionality
5.0
September 2018
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.
Response from Enchant
Replied October 2018
Thanks Sarah! Definitely aware of the need for a solution to link contacts like spouses, etc. The challenge we've had in our research is that each potential solution has major tradeoffs in different areas. Either way, we're definitely aware of the issue and are actively looking for solutions to help! One thing you can try in the meantime is putting the link to the other contact in the custom field - that way it's more than just a text field which makes it easier to view that contact when you need to :)
September 2020
Arielle from RE/MAX Generations
Company Size: 51-200 employees
Industry: Real Estate
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
3.0
Customer support
4.0
Functionality
4.0
September 2020
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.
Reasons for Switching to Follow Up Boss
Wanted a better interface. Switched right back to Top Producer
June 2018
Robert from Real Estate Professionals, Inc.
Company Size: 51-200 employees
Industry: Real Estate
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
2.0
Value for money
3.0
Customer support
1.0
Functionality
3.0
June 2018
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.
November 2016
Lee from Amplified Solutions
Company Size: 2-10 employees
Industry: Real Estate
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
November 2016
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.
January 2019
Lizette from The Oz Group
Company Size: 2-10 employees
Industry: Real Estate
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
4.0
Functionality
4.0
January 2019
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.