Enchant

Follow Up Boss


4.5 / 5
18 reviews

Who Uses This Software?

Our primary focus is on serving small real estate teams.


Average Ratings

18 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $79.00/month/user
  • Pricing Details
    Starting at $79 for a solo agent with 20% off for annual payments
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Enchant
  • www.followupboss.com
  • Founded 2011
  • United States

About Follow Up Boss

Simple sales software for real estate teams. We help you follow up faster, more often, with the leads most likely to convert into deals.


Follow Up Boss Features

  • Calendar Management
  • Client / Property Matching
  • Client Database
  • Commission Management
  • Contact Management
  • Contract Management
  • Email Marketing
  • Flyer / Catalog Printing
  • Lead Management
  • Listing Management
  • Property Database
  • Website Management

Follow Up Boss Reviews Recently Reviewed!


Capterra loader

Great Real Estate CRM

Sep 25, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Overall: 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.

Vendor Response

by Enchant on October 03, 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 :)

An amazing real estate CRM

Nov 11, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

We used, but moved on

Jun 27, 2018
5/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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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.

Vendor Response

by Enchant on June 29, 2018

Hi Tori,

Thanks for taking the time to share your feedback!

Regarding integrating with Top Producer, Follow Up Boss isn't actually integrated with them at all, so curious to learn more about what you were trying to accomplish there so we can learn how to improve.

Regarding your difficulty cancelling, we definitely try to make that as smooth as possible as well - if you can elaborate on where you ran into issues, or if there's anything else remaining we can do to help, let me know!

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

Jul 05, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: Improved lead conversion.

Great software for real estate agents!

Jan 24, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

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

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

Oct 20, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Overall: 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.

More follow ups - more commissions

Feb 17, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

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

I used follow up boss daily in real estate.

Apr 27, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

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!

Feb 25, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Love for Admins, Just Okay for Agents

Dec 20, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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!

Capterra loader

Excellent CRM Automation

Dec 06, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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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.

Capterra loader

I really enjoy using this software.

Mar 07, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I really like the Smart Lists and how using tags I can sort my contacts by when I want to make contact with them, i.e. daily, weekly, 30, 60, or 90 days.

Cons: The most liked feature of using tags for Smart Lists does NOT exist on the mobile application making it useless for me.

Overall: A systemized lead follow up system.

Capterra loader

great product but subpar support

Jun 25, 2018
2/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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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.

Game changer

May 16, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: Keeps leads from falling off my radar, allowing me to stay in touch over the long term.

Cons: Automatic importing of contacts without needing to use a go between would be nice.

Capterra loader

Robust Service but not exactly perfect

Dec 05, 2018
3/5
Overall

4 / 5
Ease of Use

2 / 5
Features & Functionality
Likelihood to Recommend: 6.0/10 Not
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Pros: I love the fact it will instantly message my clients when leads come in. That is crucial to lead capture.

Cons: Since this is a real estate software, I expected to have more integrations available as well as more templates for the campaigns that they claim are the best in the business.

Great for real estate agents

Jan 15, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: This is great software for real estate agents and the alike to keep their business on track and encourage referrals

Cons: It can be difficult to learn and use on a regular basis.

Overall: I ultimately went with a more comprehensive program than this one

I am not sure about this company. Been trying to reach their sales department since 8am this morning

Jul 24, 2018
1/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Pros: Nothing unable to even reach their sales department. Been trying to reach this dept all day. If I ran any of my companies this way I would be out of business.

Cons: I am not sure about this company. Been trying to reach their sales department since 8am this morning. Calls go to voicemail. If sales dept doesnt even answer their phones how can you expect other departments to when there are issues. Red flags going up all over the place.

CRM

May 30, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: It helps keep me on track with my various leads so I don't forget! It works well with my other systems.

Cons: I haven't used it long enough to see any cons yet.

Overall: It helps to keep all of my leads in one place.