Follow Up Boss Features
Platform Features (17)
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Contact & Account Management
Store and retrieve information associated with customer contacts and properties. Track brokerage communication and information about contacts and properties.
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Opportunity & Pipeline Management
Manage real estate sales opportunities through their lifecycle from lead to closing. Track stages, values, and probabilities of close. Manage pipelines by individual broker, team, region, and company-wide.
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Task / Activity Management
Streamline real estate tasks and activities. Coordinate important dates and integrate these to calendars to manage daily schedules and priorities.
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Listing Management
Edit and update property listings from within the system, and integrate data across MLS and real estate listing services.
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Email Marketing
Send email to contacts in bulk. Common features include: pre-built email templates, social media integration, Subscriber list management, sign up forms, success rate reports, A/B testing and auto-responders.
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Transaction Management
Management of real estate transactions made for customers. Transaction management includes negotiating the terms and conditions of contracts between buyers and sellers, as well as documenting and agreeing on any changes or amendments that may arise during the sale.
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Lead Management
Allows users to manage and track leads through a process. The lead process typically involves steps such as lead generation, customer inquiry, inquiry capture, lead filtering, lead grading, lead distribution, and lead qualification.
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CMA Management
Prepare comparative market analysis (CMA) documents within the system to print or share digitally with real estate clients.
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Forecasting & Reporting
Project sales revenue based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Report on data contained within the system through standard and ad-hoc reports.
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Dashboards
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance.
Workflow Management
Create, design and manage workflows for repetitive tasks
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Client Management
Manage contact details and communication with clients
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Commission Management
Tracking, calculating, and paying commissions and earnings to employees
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Client Management (3)
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Lead Scoring
Analyzes stored leads and identifies hot, warm, and cold leads
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Contact Management
Streamlines the input and management of contacts into the database
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Lead Generation
Nurtures and generates leads from a variety of lead capture sources
Task Management (3)
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Marketing Automation
Facilitates the setting up, dispersal, and automation of email marketing strategies
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Document Management
Stores and organizes contracts and other important documents for easy retrieval
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Third-Party Integration
Easily integrates with third-party solutions for more comprehensive functionality
Agentic AI - Real Estate CRM (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Additional Functionality (29)
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Interaction Tracking
Track interaction history by documenting conversations for contacts
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Real-Time Data
Receive data and information in real time
Segmentation
Group leads or contacts based on their specific characteristics
Data Import/Export
Import and export data to and from software applications
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Mobile Access
Access software remotely via mobile devices
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Lead Distribution
Route and distribute your leads to third party buyers
Lead Capture
Automatically identify and save contact information of potential customers
Property Database
Centralized database to track details of properties (including lease, tenant, and owner information)
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
For Real Estate
For realtors, real estate investors, property managers, and other real estate professionals.
Client/Property Matching
Match clients or tenants with suitable properties based on their specific requirements, preferences and budget
Email Templates
Pre-made examples and templates for emails
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Lead Nurturing
Engage with a lead throughout the sales process by actively providing information
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
API
Application programming interface that allows for integration with other systems/databases
Referral Tracking
Log and store the source of contacts/leads
Customizable Fields
Customize data fields to support various needs and use cases
Email Tracking
Track delivered, received, and opened emails
Activity Tracking
Track and document all activities across devices, networks, and other systems
Omnichannel Outreach
Using different methods or channels to connect with customers


