Get access to exclusive events, like our intimate Level Up masterminds and the thrilling FUBCON. Follow Up Boss is more than a real estate CRM. It's a flexible, open platform where top performers build thriving businesses. Get your contacts and team organized, engage with the right people at the right time, and have total visibility into your ...Get advanced insights into your real estate business with pre-built and customizable reporting. Measure agent and lead performance with data that's logged automatically by your CRM.15 real estate landing page examples to capture more leads. To create a landing page that gives you the best chances of converting passive traffic into active leads, you’ll want to focus your landing page on where a potential buyer or seller is in their real estate journey. The following examples will help get you started.api.followupboss.com - API hostname, always the same. v1 - API version, currently v1 is the only version. people - resource name in plural, such as people, notes, etc. Open API Documentation . Our open API documentation can be found HERE. Examples. Looking for code examples? Go to Admin > Import and click the Import Your Contacts button. Choose your CSV file and click Open. Confirm Opt-In Consent > Yes, I Confirm. Select fields to map information in Follow Up Boss & click Save & Continue. Select Assigned Agent and Stage for import (if not specified in the file)*. Add Tags to import (optional)**. Go to Admin > Import and click the Import Your Contacts button. Choose your CSV file and click Open. Confirm Opt-In Consent > Yes, I Confirm. Select fields to map information in Follow Up Boss & click Save & Continue. Select Assigned Agent and Stage for import (if not specified in the file)*. Add Tags to import (optional)**. The dashboard provides key performance indicators and recent activity. You can find the dashboard by clicking on the Follow Up Boss icon in the top menu. The first three boxes include: New Leads count and Unactioned Leads count: Unactioned leads are leads without at least one outbound phone call, email, or text message attempt from the assigned ... 9,508 Followers, 2,243 Following, 285 Posts - See Instagram photos and videos from Follow Up Boss (@followupboss) 9,508 Followers, 2,243 Following, 285 Posts - See Instagram photos and videos from Follow Up Boss (@followupboss) Something went wrong. There's an issue and the page could not be loaded. ...Select the contacts you'd like to add collaborators to and select Add Collaborators from the mass actions menu. You can add selected people to multiple collaborators in one go. Each collaborator will be notified via email that they were added to people. You can also mass-remove collaborators from a number of people in the same way.Go to Admin > Import and click the Import Your Contacts button. Choose your CSV file and click Open. Confirm Opt-In Consent > Yes, I Confirm. Select fields to map information in Follow Up Boss & click Save & Continue. Select Assigned Agent and Stage for import (if not specified in the file)*. Add Tags to import (optional)**. Go to Admin > Lead Flow. Click + Add Lead Flow in the upper right-hand corner. Choose the Source you would like to connect. If you choose My Website, Facebook, Zapier, or a Custom API Integration you will be directed to a specific article to complete the integration. If you choose A Real Estate Lead Provider, continue the steps below. Download the Follow Up Boss a pp HERE. Log in to the app. Click your Initials/Image in the upper left-hand corner. Turn On Push Notifications. Enable Caller ID. Enable Calling (if you have the calling add-on) Enable Always Text in App (if you want all texts from the app to be sent from your Follow Up Boss Number) Follow the steps in this Getting Started Guide. You don't need to import all of your contacts, but add some current clients and test out an action plan or two. Test out some organization and automation. Just a little will do. If you want to get all of the power out of Follow Up Boss, try calling. It is a game-changer.We would like to show you a description here but the site won’t allow us.Testing & Setting Up Lead Flow. 1. Click Open in New Tab > Complete the Form > Submit. 2. Navigate to Follow Up Boss, go to Admin > Lead Flow to view the new lead source. 3. Use the dropdown menus to select the desired Distribution, Lender, and/or Action Plan for this source.2. In Follow Up Boss, go to Admin > Import. 3. Click Step 1: Import your Contacts > Select the Contacts File to upload. 4. Map the Columns accordingly > Save & Continue. 5. Click Upload Events File > Select the Notes File to upload > Start Import. Can I import the BoomTown notes file from a previous contact import?We recommend that calls are forwarded to the FUB app for agents, and the Follow Up Boss Voicemail for ISAs. Click your initials/image in the upper right-hand corner of the desktop. My Settings. Under Calling, adjust Incoming Calls settings. Ring desktop then forward to FUB Voicemail. Ring desktop then forward to FUB app (mobile phone) Phone and email support 8am - 8pm EST 7 days a week (855) 622-5311 [email protected] Follow Up Boss is a real estate sales CRM that helps you automatically distribute and follow up on leads from over 200 different US and Canadian lead sources. The iPhone app gives you quick access to all your contacts, calendar, inboxes, and deals. The app also lets you make and receive calls and t… Connect your real estate CRM to best-in-class IDX website providers, 200+ lead sources and dozens of apps for everything from marketing to transaction management. Follow Up Boss is an open, flexible operating system for real estate businesses with more integrations than any other platform.FollowUpBoss focuses on larger teams of experienced agents and does not offer a plan for a single agent. The smallest FollowUpBoss plan is for 3 agents. RealtyJuggler Real Estate CRM is the perfect real estate CRM for new agents as it is affordably priced, offers a 90-day free trial, and is easy-to-use. Stop leaving money on the table, stop ignoring your internet leads, stop making excuses about why you can't, start running your real estate business like a B... Remember that Follow Up Boss is designed for you to grow your business by sending 1 to 1 text messages between you and clients with whom you have a relationship. It is not for mass texting, drip texting, or spamming. Maintain high response rates and low opt-out rates. Use your Follow Up Boss number for text conversations with your clients to ...Follow Up Boss Success Community on Facebook. Follow Up Boss Training Resources. Training: The Follow Up Boss 20-minute bootcamp. Conquer the First Call Like a Boss - Winning Inbound Buyer Leads [Webinar Recording] Diamonds in the Database Webinar. Follow Up Boss + Ylopo Best Practice Lists. Setting yourself up for success. Select the contacts you'd like to add collaborators to and select Add Collaborators from the mass actions menu. You can add selected people to multiple collaborators in one go. Each collaborator will be notified via email that they were added to people. You can also mass-remove collaborators from a number of people in the same way. Try Full Interactive Demo. Instantly make your Follow Up Boss account 82% more effective with Likely.AI's AI-powered predictions, data enrichment, and 24/7 monitoring. Elevate your lead management and conversion rates with cutting-edge AI technology seamlessly integrated with Follow Up Boss. Learn more today!Go to Admin > Import and click the Import Your Contacts button. Choose your CSV file and click Open. Confirm Opt-In Consent > Yes, I Confirm. Select fields to map information in Follow Up Boss & click Save & Continue. Select Assigned Agent and Stage for import (if not specified in the file)*. Add Tags to import (optional)**.Start Here (Brand New Integration) From registering your system, creating a trial account, authenticating requests to sending in your first contact. Suggest Edits. This guide will walk you through everything to get started up to pushing a contact into Follow Up Boss. Registering your system key for request HTTP headers.Website: followupboss.com. Enhance your experience with the desktop app for Follow Up Boss on WebCatalog Desktop for Mac, Windows, Linux. Run apps in distraction-free windows with many enhancements. Manage and switch between multiple accounts and apps easily without switching browsers. Stop sending your marketing dollars into a black … Video texts on the app have an attachment limit of 500 MB. 1. On the FUB app, open a Contact's Profile > click the purple Text Icon to the right of their number. 2. To the left of the message box, click the Image Icon. 3. Select Video Library to send a rerecorded video or select Record Video. 4. Go to Admin > Integrations and click on Follow Up Boss Pixel Settings. Install Pixel Tracking Code On Your Website ( click the link for full instructions) To get more leads to call and text you, Enable The Pixel Call to Action (CTA) Popup from the pixel settings page in Follow Up Boss. Calls and texts will go straight to your Team Inbox or to ... When a lead inquires, we'll automatically check to see whether you already have this lead in your database. We look for another lead with the same email address, OR the same first name + last name + phone number. If we find a matching … Try Follow Up Boss Free For 14 Days. START FREE TRIAL. or give us a call: (855) 888-9769. We guarantee Follow Up Boss will help you double your deals without doubling your marketing spend. Let us show you how. For Account Owners: Wh en you sign up for Follow Up Boss, we perform an auto-import to pull in leads from the past 90 days from your email address. Once we've automatically imported those leads from the last 90 days, we'll then go out and import any conversations from the last 90 days related to those leads (To, From, CC, or BCC) from your email …Task Types. Use task types to identify which type of action your task requires. For example, use the "Call" task type to represent a task that requires a call to the contact. You can set the task type in the "Create task" or "Edit task" window. The default task type is "Follow Up," but clicking the task type drop-down menu will reveal the ...Go to Admin > Team to add a user. Once you have a lender added, you can assign a lender to a lead under the lender field. You can also automatically assign lenders to incoming leads from any source. Go to Admin > Lead Flow and select a lender or lender group for each lead source. Assigning a lender to a lead. Assigning a lender to a lead flow.This Webinar Covers. Basics of staying organized in Follow Up Boss. Best practices for tracking lead follow-ups. Best daily workflow. Tons of tips and tricks for getting off to a great start! 👉 If you'd like a personalized plan for getting started, take this 2-minute survey. When you do, we'll send you the best next steps based on your ...Alternative Setup. Have the provider send lead notification emails to your @followupboss.me Lead Email Address . Note: Auto Forwarding Rules can be created in Gmail to automatically forward new lead notifications to your Follow Up Boss lead routing email address if the lead source doesn't have an option to add an additional email for lead ...Join the club. Today, the cost of a real estate lead can vary greatly, ranging from $11.60 up to a whopping $1,200 per lead. The good news is cold calling and door knocking are no longer the default options for free lead gen. From digital real estate advertising to laser-targeted emails to clients, there are now more ways than ever to generate ...START FREE TRIAL. or give us a call: (855) 888-9769. Make your transition to Follow Up Boss as seamless as possible. Learn about our resources, training, and support to help you level up your business and team.Alternative Setup. Have the provider send lead notification emails to your @followupboss.me Lead Email Address . Note: Auto Forwarding Rules can be created in Gmail to automatically forward new lead notifications to your Follow Up Boss lead routing email address if the lead source doesn't have an option to add an additional email for lead ... Follow Up Boss is a real estate sales CRM that helps you automatically distribute and follow up on leads from over 200 different US and Canadian lead sources. The iPhone app gives you quick access to all your contacts, calendar, inboxes, and deals. The app also lets you make and receive calls and t… Select the contacts you'd like to add collaborators to and select Add Collaborators from the mass actions menu. You can add selected people to multiple collaborators in one go. Each collaborator will be notified via email that they were added to people. You can also mass-remove collaborators from a number of people in the same way.side-by-side comparison of Lofty vs. Follow Up Boss. based on preference data from user reviews. Lofty rates 4.4/5 stars with 318 reviews. By contrast, Follow Up Boss rates 4.6/5 stars with 98 reviews. Each product's score is calculated with real-time data from verified user reviews, to help you make the best choice between these two options ...FollowUpBoss is a sales CRM that helps real estate teams and single agents grow their sales that started about 10 years ago. Dan was born in Sydney Australia and is now based in Austin, Texas. He shares with us that it’s been a journey of how he got into the real estate tech, learned about the industry, and moved to the US.Try Follow Up Boss Free For 14 Days. START FREE TRIAL. or give us a call: (855) 888-9769. Follow Up Boss turns agents into top producers and teams into powerhouses. See how everyone from solo agents to the #1 team in the US gets results from the best real estate CRM on the market. Select the contacts you'd like to add collaborators to and select Add Collaborators from the mass actions menu. You can add selected people to multiple collaborators in one go. Each collaborator will be notified via email that they were added to people. You can also mass-remove collaborators from a number of people in the same way. Do you work at Follow Up Boss? Upgrade your plan to update branding and connect with profile visitors! Product Information. Reviews. Pricing. Features. Top Rated Follow Up … Connecting the Zillow One Way Sync API Integration. Log in to Zillow Premier Agent. Click on your Image in the upper right-hand corner > Settings. Under General, click App Integrations. Click Link App under One Way Integrations (See this article for the Zillow Two Way Sync) Under Choose a Partner, select Follow Up Boss > Next. Ideal for large teams of 20+ users. Dedicated onboarding. Getting started resources. A dedicated success manager. Quarterly Growth and Tactics sessions. Teams features and segmentation. Follow Up Boss phone numbers & dialers. With Follow Up Boss, you get access to tons of tools and resources no matter what plan you are on. Here's a basic ...Follow Up Boss Pro is a CRM platform that helps real estate teams grow their sales and manage their leads, calls, texts and appointments. Schedule a demo to see …Navigate to Admin > Automations > + Add Automation > Select Calendar Date. Select the Custom Field which you created earlier (in this case "anniversary date") and choose the date you wish for the email to be sent (use is in 0 days to have the email sent on the day of the anniversary). Select the Action Plan created that includes the anniversary ... Get advanced insights into your real estate business with pre-built and customizable reporting. Measure agent and lead performance with data that's logged automatically by your CRM. Free trial, easy migration, unlimited support. START FREE TRIAL. or give us a call: (855) 888-9769. Texting real estate clients has been proven to get stronger engagement from leads and clients, so we built it right into your core follow-up …Get access to exclusive events, like our intimate Level Up masterminds and the thrilling FUBCON. Follow Up Boss is more than a real estate CRM. It's a flexible, open platform where top performers build thriving businesses. Get your contacts and team organized, engage with the right people at the right time, and have total visibility into your ... Magically sort 100,000+ leads in a click. And find the buyers and sellers you need now. Customize Smart Lists in Follow Up Boss to clean up your contacts. Set up a “New Leads” Smart List, into which any lead created less than 7 days ago is filtered. Set up a “High Value” Smart List for leads searching over $1M. Phone and email support 8am - 8pm EST 7 days a week (855) 622-5311 [email protected] What AI means at FUB. Generative AI has the power to transform how your real estate business works. It’s new, exciting and rapidly evolving. Follow Up Boss will approach AI with the same focus on constant improvement that made us the leading CRM for serious real estate businesses. We’ll listen to our customers, find the things that make the ...MLS Property Update Emails. Some MLS systems allow you to have their property alert emails sent to both the contact and the agent, if these are on the same email they will sync to Follow Up Boss, like other email communication with the contact. If these are separate emails they will not sync to Follow Up Boss. Note: Most MLS systems do not send ...Ideal for large teams of 20+ users. Dedicated onboarding. Getting started resources. A dedicated success manager. Quarterly Growth and Tactics sessions. Teams features and segmentation. Follow Up Boss phone numbers & dialers. With Follow Up Boss, you get access to tons of tools and resources no matter what plan you are on. Here's a basic ...15 real estate landing page examples to capture more leads. To create a landing page that gives you the best chances of converting passive traffic into active leads, you’ll want to focus your landing page on where a potential buyer or seller is in their real estate journey. The following examples will help get you started.Mar 22, 2024 · Follow Up Boss is a real estate lead management system that lets you automatically distribute and follow up with leads from over 200 different lead sources. Automatically process leads from Zillow, Realtor.com, Facebook and many more. The mobile app allows you quick access to your entire database, new leads, tasks, email templates, notes and ... Get access to exclusive events, like our intimate Level Up masterminds and the thrilling FUBCON. Follow Up Boss is more than a real estate CRM. It's a flexible, open platform where top performers build thriving businesses. Get your contacts and team organized, engage with the right people at the right time, and have total visibility into your ...Welcome to Follow Up Boss! This guide will walk you through setting up your account, teach you how to use Follow Up Boss and elevate your follow-up. Ready …Compare LionDesk to Follow Up Boss. We help real estate agents be more productive and close more deals. You can spend much less with LionDesk and get all the CRM features you need plus a suite of sales productivity and transaction management tools. Try LionDesk for Free.Alternative Setup. Copy your Follow Up Boss Lead Email Address by going to Admin > API. Log in to Listings To Leads by clicking Login in the top right corner. Once logged in, click Profile. On the Profile page, scroll down to the Contact Details section and input your Follow Up Boss lead routing email address in the Alternate Email field.Increase conversions and deliver a world-class client experience with Follow Up Boss calling. START FREE TRIAL. Next: Texting. or give us a call: (855) 888-9769. Get inbound calls to the right agents, and track every call automatically—the best real estate CRM with a full real estate phone system built-in.Get advanced insights into your real estate business with pre-built and customizable reporting. Measure agent and lead performance with data that's logged automatically by your CRM.Follow Up Boss is a robust customer relationship management (CRM) tool designed specifically for real estate professionals. There are tons of CRMs out in the wild, with …MOBILE APPS FOR REAL ESTATE. Follow up fast, no matter where you are. Start free trial. Smart iOS and Android Apps put your entire CRM in your pocket. Make, receive and track calls and texts. Inboxes for different teams or locations. Access detailed lead data. Capture notes & collaborate with your team. Track lead sources and marketing.1. Navigate to the Lead Profile, Inbox, or Quick Text to initiate a Text on the Desktop. 2. Within the text editor, click Attach vCard. 3. Select the desired Team Member (s) 4. The vCard will appear in the lower left-hand corner of the drafted text. 5.Follow Up Boss is more than a real estate CRM. It's a flexible, open platform where top performers build thriving businesses. Get your contacts and team organized, engage with the right people at the right time, and have total visibility into your entire business. Go to Admin > Lead Flow. Click + Add Lead Flow in the upper right-hand corner. Choose the Source you would like to connect. If you choose My Website, Facebook, Zapier, or a Custom API Integration you will be directed to a specific article to complete the integration. If you choose A Real Estate Lead Provider, continue the steps below. With Follow Up Boss, you have lots of training options. From on-demand webinars to videos, to comprehensive guides and videos, no matter who you are, we’ve got you covered. Below is a list of all the various training options we offer. 👉 If you'd like a personalized plan for getting started, take this 2-minute survey. Increase conversions and deliver a world-class client experience with Follow Up Boss calling. START FREE TRIAL. Next: Texting. or give us a call: (855) 888-9769. Get inbound calls to the right agents, and track every call automatically—the best real estate CRM with a full real estate phone system built-in.How to Connect Your Microsoft 365 Email. 1. Click your initials or photo icon at the top-right of FUB, and choose My Settings. 2. Click on Sign in with Microsoft. 3. Pick an account to sign in with, or click Other Account to sign in: 4. Accept the permissions that appear after choosing the account/logging in.1. Go to Admin > Ponds > + Add Pond. 2. Name the Pond. 3. Select the Pond Lead. Note: Action plans and 3rd party systems will use the pond lead's name as the assigned agent. 4. Select the desired Team Members to have access to the pond > Save Changes.Juggling tasks and appointments across multiple different systems is a recipe for important things falling through the cracks. With our integrated calendar feature you can easily set and manage everything in one central spot. Try Follow Up Boss Free For 14 Days. START FREE TRIAL. or give us a call: (855) 888-9769.FollowUpBoss is a sales CRM that helps real estate teams and single agents grow their sales that started about 10 years ago. Dan was born in Sydney Australia and is now based in Austin, Texas. He shares with us that it’s been a journey of how he got into the real estate tech, learned about the industry, and moved to the US.Try Follow Up Boss Free For 14 Days. START FREE TRIAL. or give us a call: (855) 888-9769. Follow Up Boss turns agents into top producers and teams into powerhouses. See how everyone from solo agents to the #1 team in the US gets results from the best real estate CRM on the market. The dashboard provides key performance indicators and recent activity. You can find the dashboard by clicking on the Follow Up Boss icon in the top menu. The first three boxes include: New Leads count and Unactioned Leads count: Unactioned leads are leads without at least one outbound phone call, email, or text message attempt from the assigned ... Follow Up Boss is a smart lead management solution that is developed to enhance the growth of companies by easing up the process of lead management. With Follow Up Boss, users can get all of their leads …
FollowUpBoss focuses on larger teams of experienced agents and does not offer a plan for a single agent. The smallest FollowUpBoss plan is for 3 agents. RealtyJuggler Real Estate CRM is the perfect real estate CRM for new agents as it is affordably priced, offers a 90-day free trial, and is easy-to-use.. 12thtribe
Drip & Mass Texting Integrations. Follow Up Boss calling and texting are designed to be used as your direct business line. Call and text your leads exactly like you always do, you can even group text! It works just like when you text or call on your cell phone, except that you do it through the Follow Up Boss app and it's all logged and ...Option Three: Paid Onboarding & Training - Work 1-1 with a Success Coach. If you’d rather get started with a Follow Up Boss expert at your side, we’ve got you covered. For a one-time fee, you will be paired with someone on our experienced success team and this is what you’ll get: A launch session to talk through your goals and craft a ...Phone and email support 8am - 8pm EST 7 days a week (855) 622-5311 [email protected] Phone and email support 8am - 8pm EST 7 days a week (855) 622-5311 [email protected] Stop leaving money on the table, stop ignoring your internet leads, stop making excuses about why you can't, start running your real estate business like a B... Microsoft 365, GSuite, and Gmail Users. Leads will flow into Follow Up Boss automatically via your Connected Email. Ensure Lead Processing is enabled for FUB to monitor your email inbox for new lead notifications and add them to Follow Up Boss automatically. Note: Auto Forwarding Rules can be created in Gmail to automatically forward new lead ... In case you haven’t noticed, real estate newsletters are big these days. In fact, the volume of newsletters has tripled since the beginning of the pandemic, making newsletters the most frequently utilized of all marketing tactics with 81% of marketers using them, according to Litmus’s 2021 State of Email Report.. That staggering statistic should give every real …Go to Admin > Team to add a user. Once you have a lender added, you can assign a lender to a lead under the lender field. You can also automatically assign lenders to incoming leads from any source. Go to Admin > Lead Flow and select a lender or lender group for each lead source. Assigning a lender to a lead. Assigning a lender to a lead flow. Plug a USB-based headset into the computer or laptop. USB hubs may not be configured properly for calling. Ensure the microphone isn’t blocked or muted. Turn up the input volume on the microphone ( Mac / PC) Run a test call to make sure the audio plays back properly: Test Call. Note: 3.5 mm and bluetooth headsets are not recommended for calling. Go to Admin > Import and click the Import Your Contacts button. Choose your CSV file and click Open. Confirm Opt-In Consent > Yes, I Confirm. Select fields to map information in Follow Up Boss & click Save & Continue. Select Assigned Agent and Stage for import (if not specified in the file)*. Add Tags to import (optional)**.FollowUpBoss. Product Actions. Automate any workflow Packages. Host and manage packages Security. Find and fix vulnerabilities Codespaces. Instant dev environments Copilot. Write better code with AI Code review. Manage code changes Issues. Plan and track work ....