Follow Up Boss Features

Store and retrieve information associated with customer contacts and properties. Track brokerage communication and information about contacts and properties.

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.

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.

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.

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.

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.

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.

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.

Create, design and manage workflows for repetitive tasks

Create, save, and re-purpose templates for emails, forms, etc.

Manage various aspects of appointments including booking, rescheduling, canceling

Manage contact details and communication with clients

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Tracking, calculating, and paying commissions and earnings to employees

Track and manage schedules and meetings via an integrated calendar

Analyzes stored leads and identifies hot, warm, and cold leads

Streamlines the input and management of contacts into the database

Nurtures and generates leads from a variety of lead capture sources

Facilitates the setting up, dispersal, and automation of email marketing strategies

Stores and organizes contracts and other important documents for easy retrieval

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

View and track pertinent metrics to find patterns and gain insights from data

Track interaction history by documenting conversations for contacts

Define levels of authorization for access to specific files or systems

Receive data and information in real time

Group leads or contacts based on their specific characteristics

Import and export data to and from software applications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Score a lead on their quality or likelihood to buy based on certain behaviors

Access software remotely via mobile devices

A collection of customer information such as contact details, demographics, previous interactions, etc.

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Route and distribute your leads to third party buyers

Automatically identify and save contact information of potential customers

Centralized database to track details of properties (including lease, tenant, and owner information)

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Timed notification for any upcoming task, deadline, appointment, or activity

For realtors, real estate investors, property managers, and other real estate professionals.

Match clients or tenants with suitable properties based on their specific requirements, preferences and budget

Pre-made examples and templates for emails

Assemble applications and processes by dragging over and arranging pre-built components

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Engage with a lead throughout the sales process by actively providing information

Use AI to generate content in the form of text, images, videos, etc.

Application programming interface that allows for integration with other systems/databases

Log and store the source of contacts/leads

Customize data fields to support various needs and use cases

Track delivered, received, and opened emails

Track and document all activities across devices, networks, and other systems

Using different methods or channels to connect with customers