Follow Up Boss Reviews

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).

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

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.

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.

It’s had a dialer that would auto dial clients

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

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

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

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

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

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.

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.

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

Setting up all my smart lists and templates.

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.

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

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

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

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.

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.

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

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

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.

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.

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

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.

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.

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.

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)

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.

Visually functional, all the features work well together.

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

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

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.

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

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.

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.

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.

I love the fact it will instantly message my clients when leads come in. That is crucial to lead capture.

Since this is a real estate software, I expected to have more integrations available as well as more templates for the campaigns that they claim are the best in the business.