Follow Up Boss Features

Store and retrieve information associated with customer contacts and properties. Track brokerage communication and information about contacts and properties. This feature was mentioned in 75 Follow Up Boss reviews.

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. This feature was mentioned in 73 Follow Up Boss reviews.

Based on 75 Follow Up Boss reviews. Streamline real estate tasks and activities. Coordinate important dates and integrate these to calendars to manage daily schedules and priorities.

Edit and update property listings from within the system, and integrate data across MLS and real estate listing services. This feature was mentioned in 62 Follow Up Boss reviews.

As reported in 71 Follow Up Boss reviews. 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.

As reported in 64 Follow Up Boss reviews. 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.

As reported in 75 Follow Up Boss reviews. 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.

Prepare comparative market analysis (CMA) documents within the system to print or share digitally with real estate clients. 59 reviewers of Follow Up Boss have provided feedback on this feature.

Based on 63 Follow Up Boss reviews. 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.

Based on 71 Follow Up Boss reviews. 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.

Analyzes stored leads and identifies hot, warm, and cold leads 40 reviewers of Follow Up Boss have provided feedback on this feature.

Streamlines the input and management of contacts into the database 43 reviewers of Follow Up Boss have provided feedback on this feature.

Nurtures and generates leads from a variety of lead capture sources This feature was mentioned in 42 Follow Up Boss reviews.

Facilitates the setting up, dispersal, and automation of email marketing strategies 42 reviewers of Follow Up Boss have provided feedback on this feature.

As reported in 41 Follow Up Boss reviews. Stores and organizes contracts and other important documents for easy retrieval

As reported in 42 Follow Up Boss reviews. Easily integrates with third-party solutions for more comprehensive functionality

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives