Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

Follow Up Boss review: 54 specs compared

Starting price:58 USD/user/moFree plan:noAI assistant:yesBuilt-in quotes and invoicing:noWorkflow automation:yes

Follow Up Boss Review: Compare 54 technical specifications, 6 expert and video reviews and 1 best-of list to see how this product ranks in the CRM Software category and whether it is worth buying.

Follow Up Boss
8.3/10

Overall score

Score
8.3/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
▼
<55-66-77-88-99-10
Score components

40%

8.4

Technical score

30%

8.3

Reviews score

30%

8.1

List score

▲Better than 86% of CRM software
8.4

Technical score

Technical score
8.4/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
Score components

25%

8.3

Product & Pricing

25%

8.4

Core CRM

20%

8.1

Sales & Automation

15%

9.3

Integrations & Access

15%

8.5

Security & Deployment

▲Better than 74%
8.3

Reviews score

Reviews score
8.3/ 10
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
▼
<55-66-77-88-99-10

80%

8.3

Average grade

20%

8.6

Popularity

Grades by review (6)
6 videos, average 8.4/10. Reviews count 30% of the overall score.
User ratings collected online are not part of this score.
▲Better than 73%
8.1

List score

List score
8.1/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (1)
List score: in 1 of 44 lists (2%)
▲Better than 73%
Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.

What reviewers say about Follow Up Boss

Based on 1 · 6

Reviewers like integrations, texting, calling and reporting, but many find it pricey, a poor fit for their needs, and action plans weak.
Praised
Criticised
Pick a topic to see who said what
Loading...
Loading category ranking...

Technical Specifications of CRM platform Follow Up Boss

Technical score
Technical score
8.4/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
Score components:

25%

8.3

Product & Pricing

25%

8.4

Core CRM

20%

8.1

Sales & Automation

15%

9.3

Integrations & Access

15%

8.5

Security & Deployment

8.4
Reviews score
8.3
List score
8.1
Starting price
58 USD/user/mo
This CRM platform has a starting price of 58 USD/user/mo, which is higher than that of 73.3% of CRM platforms.
Billing period
Monthly, Annual
Free plan
no
This CRM platform does not offer a permanent free plan.
Free trial
yes
This CRM platform offers a time-limited free trial.
14 days.
Minimum seats
1 seat
This CRM platform has a minimum purchase requirement of 1 seat, which is lower than that of 1.9% of CRM platforms and equal to that of 98.1% of CRM platforms.
Show more
What reviewers say
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Instant lead intake from over 200 sources including Zillow, Realtor.com, and Facebook.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Visual deal pipelines for buyer and seller transactions.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Show more
What reviewers say
AI assistant
yes
This CRM platform offers an AI assistant. 78.1% of CRM platforms offer this feature.
Call AI provides automated call recordings, summaries, action items, and email drafting.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Action Plans automate drip campaigns, task generation, and stage progression.
Lead scoring
yes
This CRM platform supports lead scoring. 80.4% of CRM platforms offer this feature.
Smart Lists dynamically prioritize leads based on recent property activity.
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Sales forecasting
no
This CRM platform does not support sales forecasting. 15% of CRM platforms offer this feature.
Show more
What reviewers say
Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
Over 250 real estate integrations including Zillow, Ylopo, Curaytor, and Zapier.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Top-rated native iOS and Android mobile apps for on-the-go lead response.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
Show more
What reviewers say
Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
Google Workspace and Microsoft single sign-on supported.
Security certifications
SOC 2 Type II
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Role-based access levels for agents, team leaders, and administrators.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
System activity log tracking lead assignments and contact modifications.
Supported operating systems
Web, iOS, Android
Show more

Follow Up Boss vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (unlimited GB vs 10 GB).
    unlimited GB vs 10 GB
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Google Workspace and Microsoft single sign-on supported.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Call AI provides automated call recordings, summaries, action items, and email drafting.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Integrated two-way SMS, phone calls, and email communications.
  • Supports territory management
    This CRM platform supports territory management, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Lead routing by zip code, price point, MLS area, and round-robin.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Smart Lists dynamically prioritize leads based on recent property activity.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
    Automated Action Plans with multi-step email and SMS follow-up cadences.
  • Calling and dialler tools
    This CRM platform offers calling and dialler tools, while the average CRM platform does not. 31.1% of CRM platforms offer calling and dialler tools.
    Built-in phone dialer with two-way SMS, local numbers, call recording, and power dialer.
  • 5.1% higher review score
    Reviews score
    8.3/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    ▼
    <55-66-77-88-99-10

    80%

    8.3

    Average grade

    20%

    8.6

    Popularity

    Grades by review (6)
    6 videos, average 8.4/10. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    8.3 vs 7.9
  • 5.6% better value for money
    Follow Up Boss offers better value for money than the average CRM platform (8.81 vs 8.3).
    8.81 vs 8.34
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (unlimited GB vs 10 GB).
    unlimited GB vs 10 GB
  • Supports territory management
    This CRM platform supports territory management, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Lead routing by zip code, price point, MLS area, and round-robin.
  • Offers real estate features or templates
    This CRM platform offers real estate features or templates, while the average CRM platform does not. 11.3% of CRM platforms offer this support.
    Built specifically for real estate: deep Zillow/IDX integration, property inquiries, and transaction stages.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Call AI provides automated call recordings, summaries, action items, and email drafting.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Smart Lists dynamically prioritize leads based on recent property activity.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
    Automated Action Plans with multi-step email and SMS follow-up cadences.
  • Calling and dialler tools
    This CRM platform offers calling and dialler tools, while the average CRM platform does not. 31.1% of CRM platforms offer calling and dialler tools.
    Built-in phone dialer with two-way SMS, local numbers, call recording, and power dialer.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Integrated two-way SMS, phone calls, and email communications.
  • Higher mobile app rating category
    This CRM platform ranks higher than the average CRM platform for mobile app store rating (4.5–5 vs 4–4.4).
    4.5–5.0 vs 4.0–4.4
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Google Workspace and Microsoft single sign-on supported.
  • 19 USD/user/mo $/user/mo higher starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Follow Up Boss
    the average CRM platform
    Follow Up Boss has a higher starting price than the average CRM platform (58 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    58 USD/user/mo vs 39 USD/user/mo
  • No built-in quotes or invoicing
    This CRM platform does not include built-in quotes and invoicing, while the average CRM platform does. 91.9% of CRM platforms include built-in quotes and invoicing.
    Real estate sales CRM; lacks native commercial invoice/quote generation.
  • 1.2% lower list score
    List score
    8.1/ 10
    ✕
    What it is
    How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
    How we count it
    Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
    Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
    Lists with this model (1)
    List score: in 1 of 44 lists (2%)
    8.1 vs 8.2
  • 1.2% lower list score
    List score
    8.1/ 10
    ✕
    What it is
    How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
    How we count it
    Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
    Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
    Lists with this model (1)
    List score: in 1 of 44 lists (2%)
    8.1 vs 8.2
  • 19 USD/user/mo $/user/mo higher starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Follow Up Boss
    the average CRM platform
    Follow Up Boss has a higher starting price than the average CRM platform (58 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    58 USD/user/mo vs 39 USD/user/mo
  • No built-in quotes or invoicing
    This CRM platform does not include built-in quotes and invoicing, while the average CRM platform does. 91.9% of CRM platforms include built-in quotes and invoicing.
    Real estate sales CRM; lacks native commercial invoice/quote generation.

Video reviews

Hands-on testing and real-world video evaluations

8.0
James And Jenna's Tutorials
≈ estimated
09/09/2025
Tutorial · setup walkthrough and review
Verdict
Follow Up Boss is one of the best CRMs for struggling agents or teams, though pricing and setup need a close look.
7.0
Savvy Search Solutions
≈ estimated
04/01/2025
Full review · pricing, features, pros and cons
Verdict
Follow Up Boss suits teams and brokerages, but it is pricey and is not an all-in-one with lead generation tools.
9.0
Mike Novak
≈ estimated
18/03/2024
Long-term test · 90 days of team use
Verdict
Follow Up Boss is a good fit for teams, though routing, action plans and texting still need work.
8.0
Solution Seekers Hub
≈ estimated
14/02/2024
Review · features, pricing and drawbacks
Verdict
Follow Up Boss is probably the right choice for teams wanting one system, but less suited to simple lead generation needs.
9.0
The Close
≈ estimated
04/05/2023
Walkthrough · five years of personal use
Verdict
Follow Up Boss is a good choice for most agents, whether they are just starting out or running larger teams.
9.5
InboundREM
≈ estimated
26/08/2025
Short review · comparison with other real estate CRMs
Verdict
Follow Up Boss is a strong pick for most agents: easy to learn and cheaper than the bigger platforms.
Shop video
Hands-on video, no verdict
Overview video

Third-party reviews

What we like about Follow Up Boss

  • Dedicated real estate modules with property inventory tracking, buyer-seller matching, and closing pipelines.
  • Built-in AI assistant for conversation summaries and draft creation, paired with multi-step workflow triggers.
  • Integrated calling dialer with one-click calling, automatic interaction logging, and voicemail drops.
  • Extensive marketplace connectors complemented by full REST API endpoints and webhooks for software stack integration.
  • Enterprise identity security with SAML Single Sign-On and granular role-based permissions regulating workspace visibility.

What we don't like about Follow Up Boss

  • Substantial initial commitment starting around $69/user/month, with advanced reporting reserved for top tiers.
  • Underlying data schema is confined to conventional contact and deal entities without support for custom relational objects.
  • Lacks integrated electronic document signing tools, requiring external third-party subscriptions for digital contract signatures.
  • Multi-tenant public cloud hosting only, without on-premise installation choices or dedicated European data residency.

Verdict

Follow Up Boss is a specialized real estate CRM platform engineered by Follow Up Boss to manage property transactions, client relationships, and agent pipelines. The system centralizes buyer and seller leads, property listing data, automated communication cadences, and transaction milestone tracking. Operational productivity is enhanced by automated SMS and email follow-up triggers, contact relationship histories and built-in calling tools alongside AI-assisted client engagement. Agents benefit from native mobile access for on-site property showings, integrated document handling, and performance tracking across local brokerages. However, drawbacks include the absence of a free plan, with starting subscriptions at $69 per user monthly, alongside premium add-ons for MLS data sync. It serves as an outstanding operational hub for real estate agents, brokerages, and property teams seeking dedicated transaction workflows and lead conversion.

Compare Follow Up Boss with other CRM platforms

1Product to compare no. 1
VS
2Product to compare no. 2
VS
3Product to compare no. 3 (optional)

Graphic comparison of Follow Up Boss and other CRM platforms

No results found