Follow Up Boss Reviews

I love how follow up boss has SmartLess task reminders and gives you a full report of what your day looks like. This really keeps me on top of things as I’m beginning to build my real estate business. It also helps with following up and following through with clients.

My least favorite part is the way the lists are generated.

FUB was very easy to implement and for our team of agents to transition to. We previously had Chime, but FUB has a much cleaner user interface and is extremely easy to navigate.

I wish that FUB tracked every action within each client's FUB, including who added or removed tags, who changed lender or contact, and any other action taken other than the communication that shows.

One of my favorite aspects so far is that I’ve set up my email forwarding to FUB and when new leads come in, they are automatically added to my contacts list.

The actions are confusing to setup and make sure they’re running correctly.

We like that it is customizable & that you can integrate easily, I also love the Smart Lists!

Soo far, I really like everything, I guess, I would love to be able to bulk text but overall, it is wonderful

Makes it super easy to manage all my leads and links up with what I need it to

If only it could send messages with the blue bubble so I don't look like an android user

I like the ease of usability and the depth in which I can organize.

Setting up all my smart lists and templates.

The way it display's customer's information and their easy integration with everything.

The app is not that useful when out and about due to their limited features supported.

FUB is simple which makes this the perfect CRM for a team. Most companies now are trying to be the one stop shop for everything real estate. When you focus on everything instead of one thing, you lose the functionality and being a master at one thing. The recorded call feature is also something we were searching for. FUB has definitely mastered the CRM game. After moving through 6 CRM's, we have found our home!

We were unsure of how we would like this CRM due to moving from a robust CRM that did contract management and lead management at a high level. There are no cons so to speak, just an adjustment.

Our experience with FUB and its partners has been seamless, Their development and support teams are top-tier and extremely well-educated not only in the implementation and use of their own system but that of their tech partners.

Tough to answer. They haven't called to offer me a free year yet, so I guess there is that.

this Crm, has not IDX conection at all, customer is horrible as well

old CRM, doesn't have the latest Tech, tools that are needed as an agent, have to be done manually, not competiteve

Works as an address book, with tags and integrated email.

FollowUp Boss does not allow for custom salutations on mailing labels, and there are no options for alternate font styles, colours, or label styles. Their software is not sophisticated in this regard. We wish our company had been fully informed before transferring our database.

I love that our whole team can use/edit and update on a single profile and we can all go back and see the notes and listen to the calls for clarification

Sometimes when a related person on a contact calls...it shows up with the contacts name rather than the actual person (relative) who is calling. That can get a bit confusing. Or when I click on a relative's number it says I'm calling the main contact but I'm not.

What I like most about FUB is the easy to navigate tasks and calendar. I appreciate having everything about my clients and their transactions in one spot.

What I like least is that you have to creat your transaction for dotloop in follow up boss. It would be easier if you were able to link contacts to already existing loops.

I have been using Follow Up Boss for over 3 years and I have not found a better or easier to use CRM. I did try another company but it did not make sense to switch as Follow Up Boss has so many features I still have not used.

I have really have no issues with FUB. The system is easy to use once you play around with it. There are plenty of tutorials so you get get going.

Follow Up Boss (FUB) allows us to capture Internet real estate leads in an automated manner from several Internet lead sources that we utilize, including leads from our own home grown Facebook marketing ads, and allows us to competitively respond to new leads that are shot-gunned to several real estate agents, using both text messages and email DRIP campaigns.

Our main email system is a Microsoft Exchange type of email system, and at times some FUB outbound emails that we send to leads captured in FUB appear to bounce back or be rejected by some popular email recipient systems such as Gmail.com or Hotmail.com email users.

FUB is so easy to use, and has so many excellent features to ensure you don't miss a lead or miss a follow up. Love the calling and internet texting features. Smart lists are awesome.

It's so far weak in the mailing label department and weak in the deal tracking department, however everything else is so great I can overlook that.

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.

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.

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).

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

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.

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.

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.

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.

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.

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.

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 :)

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.

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.

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

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

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!

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)

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.

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

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