Follow Up Boss

Great Modern CRM

Kommentare: The lead capture with follow up boss is an excellent tool that did grab our team a few leads. However, i find that the client management & email campaigns can be a little basic

Vorteile:

Follow up boss is great for tracking down new leads. It will capture the client's information, rate them on a scale of how quickly they will be ready to purchase/sell (all based on their email address and internet use).

Nachteile:

Not as many features as other client management software, but excellent in the features it does provide.

FUB Ease of Use

Kommentare: We are very happy that we made to move to FUB a few years ago and we highly recommend it to other agents and teams!

Vorteile:

FUB was very easy to implement and for our team of agents to transition to. We previously had Chime, but FUB has a much cleaner user interface and is extremely easy to navigate.

Nachteile:

I wish that FUB tracked every action within each client's FUB, including who added or removed tags, who changed lender or contact, and any other action taken other than the communication that shows.

Follow up review

Kommentare: Send and tracking emails along with scheduling tasks.

Vorteile:

TI like the ability to have different ways to send different types of formats to my clients and leads.

Nachteile:

Just getting started so not sure what I don't like.

Used this with my previous broker

Vorteile:

It’s had a dialer that would auto dial clients

Nachteile:

It was hard to navigate and find your own people and clients when implemented with a large team

Follow up like a BOSS!

Kommentare: Overall, I find follow up boss is an integral part of my business. I don’t know if there is anything else out there that has matched up to following up and keeping track of clients. It is one of the best CRM‘s I’ve ever used.

Vorteile:

I love how follow up boss has SmartLess task reminders and gives you a full report of what your day looks like. This really keeps me on top of things as I’m beginning to build my real estate business. It also helps with following up and following through with clients.

Nachteile:

My least favorite part is the way the lists are generated.

Follow Up Boss Rocks!!

Kommentare: We have had a great experience and are able to follow up very easily!!

Vorteile:

We like that it is customizable & that you can integrate easily, I also love the Smart Lists!

Nachteile:

Soo far, I really like everything, I guess, I would love to be able to bulk text but overall, it is wonderful

6 CRM's later, FUB is the one!

Kommentare: Follow Up Boss has been great. [sensitive content hidden] has been our account representative and is proactive in meeting with us to tell us what we can be doing better and utilizing at a higher level. We do pay to integrate SISU with our FUB making the duo unstoppable for our team.

Vorteile:

FUB is simple which makes this the perfect CRM for a team. Most companies now are trying to be the one stop shop for everything real estate. When you focus on everything instead of one thing, you lose the functionality and being a master at one thing. The recorded call feature is also something we were searching for. FUB has definitely mastered the CRM game. After moving through 6 CRM's, we have found our home!

Nachteile:

We were unsure of how we would like this CRM due to moving from a robust CRM that did contract management and lead management at a high level. There are no cons so to speak, just an adjustment.

Bets Real Estate CRM out there. and Damn good for other industries too

Kommentare: Exceptional. Other service-based companies should watch learn and emulate the workings of the systems and the people at Follow Up Boss.

Vorteile:

Our experience with FUB and its partners has been seamless, Their development and support teams are top-tier and extremely well-educated not only in the implementation and use of their own system but that of their tech partners.

Nachteile:

Tough to answer. They haven't called to offer me a free year yet, so I guess there is that.

bad CRM

Kommentare: Horrible, bad service, bad product, 1990 CRM

Vorteile:

this Crm, has not IDX conection at all, customer is horrible as well

Nachteile:

old CRM, doesn't have the latest Tech, tools that are needed as an agent, have to be done manually, not competiteve

Follow up Boos is the Best!

Kommentare: I love follow up boss. It helps me stay productive and efficient and keeps me accountable to my daily tasks.

Vorteile:

I like the ease of usability and the depth in which I can organize.

Nachteile:

Setting up all my smart lists and templates.

FollowupBoss is great

Kommentare: It's been great

Vorteile:

Makes it super easy to manage all my leads and links up with what I need it to

Nachteile:

If only it could send messages with the blue bubble so I don't look like an android user

A good option for Real Estate CRM.

Kommentare: Overall, it’s pretty powerful — but if you don’t have someone in your organization that has somewhat mastered it, you’ll probably never use it to its full capability.

Vorteile:

One of my favorite aspects so far is that I’ve set up my email forwarding to FUB and when new leads come in, they are automatically added to my contacts list.

Nachteile:

The actions are confusing to setup and make sure they’re running correctly.

Reliable

Vorteile:

It's Follow Up emphasis functions the most beneficial:Its ability to have smartlists- custom dynamic filters on leads; its contact functions-call, text, email, including templates and group inboxes; its pipeline of deals; and its ability to make mini programs that can notify employees, update lead data , or send automatic emails.We have now built our business systems around these functions, making FUB a critical part of our business function.

Nachteile:

The Reporting functions it has works well, and is easy to understand and navigate. However it's only good for overseeing our employee's actions, and thereby view lead data. We have had to make our own external reporting system to understand a deeper level of reporting on Lead progression and overall learn from our data.

Great CRM for Real Estate Business

Vorteile:

The way it display's customer's information and their easy integration with everything.

Nachteile:

The app is not that useful when out and about due to their limited features supported.

The Best CRM

Kommentare: Follow Up Boss makes keeping track of my new leads and database very simple. They even help you upload new lists into your database for you.

Vorteile:

I have been using Follow Up Boss for over 3 years and I have not found a better or easier to use CRM. I did try another company but it did not make sense to switch as Follow Up Boss has so many features I still have not used.

Nachteile:

I have really have no issues with FUB. The system is easy to use once you play around with it. There are plenty of tutorials so you get get going.

Best CRM out there for Real Estate Teams

Kommentare: The whole team and especially [SENSITIVE CONTENT] have been fabulous to work with. Really appreciate their ongoing training and tutorials, and love having a success manager to help us.

Vorteile:

FUB is so easy to use, and has so many excellent features to ensure you don't miss a lead or miss a follow up. Love the calling and internet texting features. Smart lists are awesome.

Nachteile:

It's so far weak in the mailing label department and weak in the deal tracking department, however everything else is so great I can overlook that.

Good for CRM still a little buggy/bulky

Vorteile:

We can easily customize things to fit us/how we work, but we would rather integrate something into our wheelhouse that will improve our existing successful process rather than to throw a wrench in the system and start from scratch

Nachteile:

They are slowly but surely getting this ap/software updated with the things that marketers and normal businesses versus 100 + people sales teams use in their marketing tool belt. I like the ability to customize it but its still a bit buggy and bulky and still very much geared towards large teams v. the small business managing their contact database.

Great Real Estate CRM

Kommentare: Overall it does a great job of managing my communication with leads and allowing me to schedule tasks that then sync effectively to my google calendar.

Vorteile:

I really like the dashboard and the deals feature. It makes it easy for me to track my pipeline and sales success. I also like how you can text and email from within the contacts profile and how everything syncs with google.

Nachteile:

I wish there was a better way to connect contacts together that are part of the same transaction within their profile. Right now you can connect them in a deal, but you cannon connect their profiles unless you create a custom field and then it is just a text entry.

Amazing Real Estate CRM Software

Kommentare: The leads are well organized, it's easy to keep track of current and potential clients, and connects to emails and calendar which makes communication and scheduling appointments easy to manage. It increases the team's productivity, and the admin can easily monitor what each team member does, when and how they do it. With Follow Up Boss, leads easily convert into sales.

Vorteile:

The software helped us follow up on leads, manage appointments, do batch emailing, and review active and pending customers. It is simple, easy to learn, and use. It syncs easily with Google and the reminders and automatic text and email features are very helpful. Integration with the existing business processes was smooth.

Nachteile:

Though it's an amazing product, the cost is a bit steep and for this reason, we only used it for part of the sales team. It does not have a free version, does have a free trial though.

great product but subpar support

Vorteile:

The ability to integrate with my own web forms and launch action plans. Accountability with regard to agents on my team (however accountability only works when calls are logged)

Nachteile:

The lack of support mostly with the app. The basic features of the app like logging calls and looking up people works SOME of the time. I have brought issues to their attention sveeral times and they refuse to fix them. This is not a .99 app. I need to pay per year for our team. Will be looking elsewhere for something with better support.

Follow Up Boss for managing internet Buyer and Seller leads

Kommentare: Several times per year our FUB follow-up email campaigns, known as 'Action Plans' by FUB, retain and save an Internet lead for us that results in a closing for a Buyer and/or Seller. In the world of Internet leads, we find that only a small percentage of such leads respond at all to our follow-up inquiries; yet the FUB sample Action Plan emails are crafted by FUB using specific language that appeals to hard-to-reach Internet lead demographics, such as millennials.

Vorteile:

Follow Up Boss (FUB) allows us to capture Internet real estate leads in an automated manner from several Internet lead sources that we utilize, including leads from our own home grown Facebook marketing ads, and allows us to competitively respond to new leads that are shot-gunned to several real estate agents, using both text messages and email DRIP campaigns.

Nachteile:

Our main email system is a Microsoft Exchange type of email system, and at times some FUB outbound emails that we send to leads captured in FUB appear to bounce back or be rejected by some popular email recipient systems such as Gmail.com or Hotmail.com email users.

Best Real Estate CRM I've used in 30 years!

Vorteile:

Visually functional, all the features work well together.

Nachteile:

The one flaw I'm working with now is how relationships are entered and maintained when doing exports.

Mailing labels lacking

Kommentare: Support team is friendly to deal with, and were very helpful during setup / deployment. Less helpful when it comes to troubleshooting questions or problems.

Vorteile:

Works as an address book, with tags and integrated email.

Nachteile:

FollowUp Boss does not allow for custom salutations on mailing labels, and there are no options for alternate font styles, colours, or label styles. Their software is not sophisticated in this regard. We wish our company had been fully informed before transferring our database.

Keeps our team organized

Vorteile:

I love that our whole team can use/edit and update on a single profile and we can all go back and see the notes and listen to the calls for clarification

Nachteile:

Sometimes when a related person on a contact calls...it shows up with the contacts name rather than the actual person (relative) who is calling. That can get a bit confusing. Or when I click on a relative's number it says I'm calling the main contact but I'm not.

FUB- Easy!

Kommentare: Overall, follow up boss is easy to use and does what I need it to.

Vorteile:

What I like most about FUB is the easy to navigate tasks and calendar. I appreciate having everything about my clients and their transactions in one spot.

Nachteile:

What I like least is that you have to creat your transaction for dotloop in follow up boss. It would be easier if you were able to link contacts to already existing loops.