You can even let your team book appointments directly on your calendar and send appointment reminder texts to clients for you. Free trial. Easy migration. Unlimited support. START FREE TRIAL. or give us a call: (855) 888-9769. Sync your email, calendar, appointments, tasks, and pull in leads automatically to automate your follow up.1. In Gmail, click "Manage this domain" in the settings menu, this will take you to the Admin console. 2. In the Admin console, click "Apps". 3. Click "Google Apps". 4. Find Gmail in the list, and make sure that it is set to "ON for everyone", use the three dots on the right to change this setting if needed.For outstanding transparency. SIMPLIFY EMAIL. Automate, track and simplify emails for your agents. And get transparency into what they send and when. When you start your free 14-day trial of Follow Up Boss, you’ll instantly get access to. Everything inside Follow Up Boss. Custom and pre-built Action Plans.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 …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?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 ...Follow Up Boss - Help Center. Getting Started for Admins. Admin Overview. Follow Up Boss Onboarding & Training. Getting Started with a Follow Up Boss Free …Simply email us at [email protected] and we'll help you to get started or answer any question you might have. Updated about 1 month ago. Identification. This page will help you get started with Follow Up Boss. You'll be up and running in a jiffy!STEP 2. The best way to prioritize your leads and follow up in seconds. We like to focus on quality over quantity – calling 10-20 high priority contacts per day will always outperform hundreds of calls to a random list – this video shows you how to figure out who these high priority contacts are. STEP 3. 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. 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 ...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.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 ... 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 ... Follow Up Boss is a CRM that integrates with over 250+ tools and helps you build and scale your real estate business. Try it free for 14 days and see why top … Inbox Overview. The Inbox is an intuitive way to track conversations with your Follow Up Boss contacts. Access your calls, emails, and text messages from one place across the web and mobile devices. Your daily goal should be Inbox Zero, meaning all communications are actioned on each day (Delegate, Defer, Do Now, Delete). side-by-side comparison of Follow Up Boss vs. Lofty. based on preference data from user reviews. Follow Up Boss rates 4.6/5 stars with 98 reviews. By contrast, Lofty rates 4.4/5 stars with 318 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 ...Quickly follow up and convert leads generated from your Homes.com account. Email Parsing Integration 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.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)8. 9. 10. Best follow up boss freelance services online. Outsource your follow up boss project and get it quickly done and delivered remotely online.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)**.2. Play the long game. If your IDX leads are taking their time to convert, take a deep breath — and a step back. You may want to shift your focus from conversion to nurturing. The truth is, IDX leads are just one part of …Follow Up Boss is a software company that provides a flexible, open platform for real estate teams to organize, engage and grow their businesses. See their …Phone and email support 8am - 8pm EST 7 days a week (855) 622-5311 [email protected] Tasks. If your Follow Up Boss account is connected to Google Apps or Gmail account, tasks with a date and time (excluding all-day events) in Follow Up Boss will appear in Google Calendar. Tasks without a time, e.g. action plan tasks, will not appear in Google Calendar. Synced tasks will include the contact's name, email address, and Follow Up ...Go to the My Settings on the computer. Here is also a detailed guide on how to connect your email. 3. Download the app. We know you spend as much or more time in the car as you do in the office, so be sure to get the Follow Up Boss app on your phone! Also, allow notifications so you won’t miss a beat. 4.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.A: Approximately 100,000 users, including agents and teams across the industry, use Follow Up Boss as a CRM because a robust CRM helps them organize and engage customers, close deals and build teams. We believe Follow Up Boss does this incredibly well in support of their clients. Zillow Group’s investment in Follow Up Boss …Try Follow Up Boss Free For 14 Days. Try FUB for free, no credit card needed. Join the OS that real estate teams love, and we’ll make sure it’s the easiest move you’ll ever make. START FREE TRIAL. or give us a call: (855) 888-9769. Get answers to the most common questions about Follow Up Boss, the Real Estate Team Operating system.Go to People and Filter to the desired contacts. 2. Click Save List. Note: If Save List is not available in the upper right-hand corner, click + to create a new list. 3. Name your list & enter a Description. 4. Select a Team (s) or User (s) to share the list with ( optional) > Save. With Follow Up Boss, you can add tons of data to your contacts ...Make it easy for agents to review a lead’s conversation history and pick up right where you left off. Free trial. Easy migration. Unlimited support. START FREE TRIAL. or give us a call: (855) 888-9769. Our Google Workspace integration allows teams and brokerages to connect their work emails and calendar to Follow Up Boss.Try Follow Up Boss Free For 14 Days. START FREE TRIAL. or give us a call: (855) 888-9769. See how Follow Up Boss can help admins manage their critical tasks, collaborate with the rest of the team and hold agents accountable.Try Follow Up Boss Free For 14 Days. Try FUB for free, no credit card needed. Join the OS that real estate teams love, and we’ll make sure it’s the easiest move you’ll ever make. START FREE TRIAL. or give us a call: (855) 888-9769. Get answers to the most common questions about Follow Up Boss, the Real Estate Team Operating system.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)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 agent. Click on the number to view the leads on the people page.Reviews. Comparisons. Follow Up Boss has 49 reviews and a rating of 4.53 / 5 stars vs HubSpot CRM which has 4065 reviews and a rating of 4.52 / 5 stars. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. Follow Up Boss.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)**.Log In. Reset Password. flexmls.com offers an MLS system and MLS software for the multiple listing service and real estate professionals.Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.Do more with Follow Up Boss integrations. Zapier lets you connect Follow Up Boss with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required. Start free with email. Start free with Google. Free forever for core features. 14 day trial for premium features & apps.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.Roles in Follow Up Boss. Account Owner - View all leads, only user who can edit stages, custom fields, appointment types, and billing information. Admin - View all leads, create and edit action plans, automations, and lead routing rules. Team Lead (Platform Accounts) - View assigned or collaborated leads + leads assigned to team members. Try Follow Up Boss Free For 14 Days. START FREE TRIAL. TRY FUB for free. or give us a call: (855) 888-9769. For growing real estate teams looking for a best in class sales CRM. 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.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.Phone and email support 8am - 8pm EST 7 days a week (855) 622-5311 [email protected] Inbox Overview. The Inbox is an intuitive way to track conversations with your Follow Up Boss contacts. Access your calls, emails, and text messages from one place across the web and mobile devices. Your daily goal should be Inbox Zero, meaning all communications are actioned on each day (Delegate, Defer, Do Now, Delete). START FREE TRIAL. or give us a call: (855) 888-9769. Grow your real estate businesses with expert articles, interviews with top performers and insights from the Follow Up Boss team.2. Clear or Add Filters to the desired contacts (if needed) 3. Click on the Name column header > Select Sort A-Z. 3. Scroll down to find duplicate contacts. 4. Check the Boxes next to the desired leads > Mass Actions. 5. 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. 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 on the App Store. This app is available only on the App Store for iPhone. Follow Up Boss 4+. Where real estate teams work. Enchant LLC. 4.4 • 309 Ratings. Free. iPhone Screenshots. …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!Each user has a Lead Email Address ending in @followupboss.me. Additional Information . Account owners can view all team members' lead routing email addresses on this page. When agents direct lead notification emails to their personal lead routing email address, the lead is automatically assigned to them.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 …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 ... Real estate scripts: The ultimate list. Leading with empathy for FSBO leads. Getting more out of circle prospecting. The hot market sales real estate script. Reaching out to recently expired listings. Warming up internet leads. Connecting with new leads from open houses. Leaving a voicemail message. 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 ... 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.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 ...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)**.Click the + Action Plan button in the upper right-hand corner. 3. Add Folder (optional) 4. Name the action plan. 5. Check Automatically pause this action plan when the lead responds (optional) Checking this option is recommended to prevent sending contacts automated emails/follow-ups after they have responded.Facebook real estate ads: Break the ice with your followers. Instagram real estate ads: Make a visual connection with your leads. LinkedIn real estate ads: Use your real estate advertising to inform. Email real estate ads: Nurture lasting relationships. Video real estate advertising: When every frame sells. YouTube real estate ads: The channel ...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 ...My Settings. The foundation of each Follow Up Boss account starts with the settings. Personal information, login email, connected email, signature, hot sheet notifications, calling settings, and more can be managed on the settings page. To access the settings page, go to your initials/image in the upper right-hand corner > My Settings .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 ...You can even let your team book appointments directly on your calendar and send appointment reminder texts to clients for you. Free trial. Easy migration. Unlimited support. START FREE TRIAL. or give us a call: (855) 888-9769. Sync your email, calendar, appointments, tasks, and pull in leads automatically to automate your follow up.Try Follow Up Boss Free For 14 Days. Try FUB for free, no credit card needed. Join the OS that real estate teams love, and we’ll make sure it’s the easiest move you’ll ever make. START FREE TRIAL. TRY FUB for free. or give us a call: (855) 888-9769. Dial faster with outbound calling built right into your real estate CRM.or give us a call: (855) 888-9769. Register for a free training webinar and learn how you can get started with Follow Up Boss. Our experts provide daily training sessions to ensure your experience with Follow Up Boss is stress-free.Try Follow Up Boss Free For 14 Days. START FREE TRIAL. or give us a call: (855) 888-9769. Follow Up Boss is an alternative to Contactually that support a wide range of different lead sources and makes it easy to collaborate with your team. 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 ... Do more with Follow Up Boss integrations. Zapier lets you connect Follow Up Boss with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required. Start free with email. Start free with Google. Free forever for core features. 14 day trial for premium features & apps.or give us a call: (855) 888-9769. Register for a free training webinar and learn how you can get started with Follow Up Boss. Our experts provide daily training sessions to ensure your experience with Follow Up Boss is stress-free.Free trial, easy migration, unlimited support. START FREE TRIAL. See pricing. or give us a call: (855) 888-9769. We can help you double your team's deals without increasing your marketing spend. Let us show you how.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 ...
A: Approximately 100,000 users, including agents and teams across the industry, use Follow Up Boss as a CRM because a robust CRM helps them organize and engage customers, close deals and build teams. We believe Follow Up Boss does this incredibly well in support of their clients. Zillow Group’s investment in Follow Up Boss …. Good catch
Reviews. Comparisons. Follow Up Boss has 49 reviews and a rating of 4.53 / 5 stars vs HubSpot CRM which has 4065 reviews and a rating of 4.52 / 5 stars. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. Follow Up Boss.Phone and email support 8am - 8pm EST 7 days a week (855) 622-5311 [email protected] or give us a call: (855) 888-9769. Register for a free training webinar and learn how you can get started with Follow Up Boss. Our experts provide daily training sessions to ensure your experience with Follow Up Boss is stress-free. For outstanding transparency. SIMPLIFY EMAIL. Automate, track and simplify emails for your agents. And get transparency into what they send and when. When you start your free 14-day trial of Follow Up Boss, you’ll instantly get access to. Everything inside Follow Up Boss. Custom and pre-built Action Plans. 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 ...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 ...Try Follow Up Boss Free For 14 Days. START FREE TRIAL. or give us a call: (855) 888-9769. Follow Up Boss is an alternative to Contactually that support a wide range of different lead sources and makes it easy to collaborate with your team. Follow Up Boss Dialer Overview. With the Follow Up Boss Dialer, you can call any lead with one click from the Follow Up Boss desktop or mobile app, or use a calling list to find your best leads and dial through them in a flash. Every call is automatically logged, you can add notes in seconds, and optional call recording lets you playback calls ... 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. 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 ... Team Leaders | Follow Up Boss. Don’t let tech hold you back. Make it a superpower. START FREE TRIAL. or give us a call: (855) 888-9769. Build your real estate team with tools to help you get organized, engage with your leads and coach your agents. More than a CRM, FUB is an operating system for teams. 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. 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.Calendly. Calendly is a scheduling tool used by teams to provide agent availability on the go. This link can be provided to contacts to schedule a time that works for them while being convenient for agents. Every appointment scheduled through Calendly is added to the Follow Up Boss calendar.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 ...Create Custom Fields for Deals. To set up or view your custom fields, log in as the account owner and go to Deals > Settings (Gear Icon). To create a new custom field, choose Add Custom Field. From there you will choose the name, field type, and whether the field is Hide If Empty or Read-Only.5. Offer a fun incentive to drum up more reviews. If you aren’t getting as many responses as you’d like, consider springing for a small gift or giveaway for your reviewers. For example, you could offer a small gift card or entry into a larger giveaway for any clients who leave a Google review.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.Click the + Action Plan button in the upper right-hand corner. 3. Add Folder (optional) 4. Name the action plan. 5. Check Automatically pause this action plan when the lead responds (optional) Checking this option is recommended to prevent sending contacts automated emails/follow-ups after they have responded..