A CRM that Helps You Follow Up

[Note from editor: The “Mastermind Showcase” highlights companies and news from members of the GEM. Today’s showcase: Follow Up Boss]

A CRM that centralizes leads and supports follow-up tools for high-growth real estate businesses, Follow Up Boss provides calling and dialer; individual and group texting; and email for engaging with leads. Everything syncs from agents’ desktops to their phones to keep engagement consistent. It supports lead distribution from 200+ sources, including Zillow, RE/MAX, Homes.com, and Facebook. 

Its Pixel tracking tool provides detailed lead information about what campaign they came from, which listings they viewed, and when they’re actively looking at the site. “Action Plans” enable agents to easily follow up with leads multiple times, and make every follow-up more effective by showing agents who to follow up with, when, and with reminders of the next steps from each lead’s customized plan. When it’s time to move past an Action Plan, Follow Up Boss’ automation sequences nurture long-term relationships, reach out to old leads, and share leads with lending partners. 

The CRM also provides businesses with powerful reports that offer visual overviews of their business’s performance and agent metrics. The Leaderboard feature creates sharable dashboards to display each agent’s appointments, conversations, call attempts, text messages, and emails. And with Follow Up Boss’s shared calendar and access to full conversation history, it’s simple to loop in a teammate or lending partner. 

It’s also an open API and integrates with Google Suite, Office 365, Zapier, Mail Chimp, and more.

What we like: 10 years of integrations and learnings provides a strategic advantage hard for new entrants to compete with. 

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