Follow Up Boss vs a custom CRM
A CRM for real estate agents and teams. It pulls in leads from many lead sources and website providers, routes them to agents by round robin, first to claim, or price and ZIP code, and runs follow-up with Action Plans. Calling is an add-on on the entry plan. It starts at $58 per user a month, billed annually, on its pricing page.
What we build with Follow Up Boss
- 01Website and ad leads sent into Follow Up Boss through its API, with the source and the property kept
- 02Webhook flows that update other tools when a lead or deal changes stage
- 03A report that joins lead cost by source with closed deals
- 04A custom CRM for past clients and referrals across the team, connected to Follow Up Boss
Whether Follow Up Boss is the right answer for you
A good fit when
An agent or team with leads from several sources that wants each lead routed to the right agent and worked on a set plan.
Look elsewhere when
Brokerage back office. Follow Up Boss tracks deals but leaves IDX websites and transaction management to integrations such as dotloop and Brokermint. A brokerage that wants recruiting, commissions and agent billing in one place needs other tools.
We only recommend software when it clearly pays for itself. If your situation is in the right-hand column, we will say so on the first call rather than after the invoice.
Follow Up Boss questions
- Should we replace Follow Up Boss with a custom CRM?
- Usually not. Follow Up Boss handles lead routing and follow-up for agents, and it has a public API. A custom CRM makes more sense for what sits around it: past client and referral tracking for the whole team, recruiting, or a report that joins lead cost with closed deals. We build that and connect it to Follow Up Boss.
- Can you send our website leads into Follow Up Boss?
- Yes. Follow Up Boss publishes API documentation for lead providers, and it has webhooks. We send each form or ad lead in with its source, so routing and Action Plans start right away. Zapier also works at low volume.
Other tools we connect
Real estate systems
BoldTrail
Websites, leads, CRM and back office for brokerages, from one vendor.
CRM
Go High Level
One tool for the pipeline, the texting and the review requests.
CRM
HubSpot
Strong reporting and a free tier that actually works.
CRM
Salesforce
Configurable to almost anything, if you have the process to justify it.
Tell us what Follow Up Boss has to talk to
Every engagement starts with your actual workflow, not a templated package. CRM and integration work is scoped and quoted before anything begins. A brokerage site from us includes one CRM for the office, with lead routing to each agent.