Follow Up Boss: Product updates, Customer stories, and Insights | 2026 Cuspera

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Customer stories

Follow Up Boss helped Featherstone & Co. organize leads and build strong systems. Will Featherstone struggled to manage a large property portfolio and lost business due to lack of tools. After using Follow Up Boss, he integrated web leads, calling, and marketing into one platform. This allowed him to recruit talent, hire key team members, and double down on community impact. The result was a 12-year community bond, 100% client satisfaction, and the launch of an award-winning nonprofit.
Follow Up Boss helped AV Home Experts at Keller Williams Realty organize their sales process. The team used data, automation, and integrations to track leads and improve agent performance. With just 7 agents, they reached $47M in sales volume in 2022. The platform's reporting and dialer features let the team set clear goals and coach agents to higher earnings. AV Home Experts became a top-ranked real estate team in Florida and the US.
Follow Up Boss helped Engel & Völkers Atlanta manage a global client base. Christian Ross, the managing broker, used Smart Lists to focus on top prospects and Action Plans to keep her team on track. The platform made it easy to follow up with hundreds of clients. This led to repeat business from international buyers. The team managed $800M in contracts and built strong client relationships.
Follow Up Boss helped Live Florida Realty fix their lead tracking. Before, they spent thousands on leads but had no accountability. The team used Follow Up Boss to make lead management automatic. Now, every call, text, and email is logged. In 12 months, they saw 36% growth and reached $1M in GCI. The platform made work easier for agents and improved the real estate experience for everyone.
Follow Up Boss helped The Goolsby Group at Keller Williams stay organized after shifting from a large team to a solo agent model. Geoff Goolsby used the platform to manage a 10,000-person database and prevent leads from slipping through the cracks. The system supported a small team of two support staff, enabling better work-life balance. Geoff reported having his best year ever in real estate after implementing Follow Up Boss.
Follow Up Boss helped Justin Havre & Associates organize over 4,000 monthly leads from 16 sources. Before, the team lost 80% of its agents due to chaos and missed opportunities. With one central CRM, they stopped internal conflict and improved lead management. The team became the #1 eXp team in the world for units closed and handled $4B+ in volume. Agents now track, nurture, and convert leads more easily, leading to a high-performance culture.

Product Business Settings

Follow Up Boss is popular in Real Estate, Non-Profit Organization Management, and Information Technology And Services industries and is widely used by Small Business, Mid Market, and Large Enterprise.

Integrations

Other Demand Generation

Email Marketing

Conversion Rate Optimization

Marketing Automation

Follow Up Boss Product Overview

Follow Up Boss offers a distinctive approach to real estate CRM by acting as an open platform that supports high-performing teams in building successful businesses. It excels in organizing contacts and teams, ensuring engagement with the right individuals at optimal times. This platform provides comprehensive visibility into business operations, a critical advantage for real estate professionals aiming to enhance client relationships and streamline workflows. Notably, 32 of the top 50 real estate teams in North America rely on Follow Up Boss, underscoring its market credibility. The platform's advanced reporting features and seamless integration of tools position it as a strategic asset for real estate businesses seeking to optimize their operations and increase ROI.

How satisfied the customers are with Follow Up Boss use-cases

Reviews

"Every lead that hits our database goes into Follow Up Boss and gets set up on an action plan. It’s almost five years long. Every lead gets grouped by price range, location, area, what they’re looking for, and where they came from." - Graham Seeby

"Real estate isn't really service to transaction, it's service to relationship. Follow Up Boss makes that possible." - Ron Howard

Follow Up Boss Customer Insights, Testimonials and Case Studies

What benefits does Follow Up Boss offer for Engaging And Following Up?

Follow Up Boss facilitates efficient lead follow-up by automating tasks like text messaging, appointment scheduling, and call management. It allows for lead distribution based on specific criteria, such as zip code, and integrates with other systems. While the platform offers comprehensive features, it may have limitations in syncing contact transaction history.

"...We help you follow up faster, more often, and with the leads and clients most likely to convert into sales and revenue...." Peer review

Read Reviews

How can Follow Up Boss optimize your Generation Of New Leads Workflow?

How does Follow Up Boss facilitate Lead Engagement?

How can Follow Up Boss enhance your Communication Management process?

What benefits does Follow Up Boss offer for Collaboration?

What is Follow Up Boss?

Follow Up Boss is a real estate CRM and lead management system that allows automatic distribution and follow up leads from over 200 different lead sources. It helps real estate teams, make the sales process, and follow up as efficient and effective as possible.

Follow Up Boss optimizes core sales activities for real estate agents and teams to help them set more appointments and close more deals with their leads, past clients, and sphere of influence. Laser-focused on lead generation, conversion, and follow-up, the system is designed to push its users to be the fastest and most organized real estate agent around.

The key features of Follow Up Boss are Email Integration, Sales Forecasting, Application Integration, Custom Fields, Lead Scoring, Sales Analytics, Campaign Management, Tracking Pixel, Company Number, Action Plan, and more. It integrates with existing contacts and dozens of email lead sources.

What is Follow Up Boss used for?

Follow Up Boss is a CRM Software mainly used by its customers to Improve ROI and Enhance Customer Relationships by Engaging And Following Up, Generation Of New Leads and Lead Engagement .

What are the top features of Follow Up Boss?

Gamification, Templates and Leaderboards are some of the top features of Follow Up Boss.

Who uses Follow Up Boss?

Follow Up Boss is used by Real Estate, Non-Profit Organization Management and Information Technology And Services among other industries.

What are Follow Up Boss alternatives?

Less Annoying CRM, Tithe.Ly, Floify and OnePageCRM are popular alternatives for Follow Up Boss.

12 buyers and buying teams have used Cuspera to assess how well Follow Up Boss solved their CRM needs. Cuspera uses 1625 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

CUSTOMERS	TESTIMONIALS
Graham Seeby Principal Graham Seeby Group	Every lead that hits our database goes into Follow Up Boss and gets set up on an action plan. It’s almost five years long. Every lead gets grouped by price range, location, area, what they’re looking for, and where they came from. Testimonial By Graham Seeby
Ron Howard Owner Ron Howard and Associates	Real estate isn't really service to transaction, it's service to relationship. Follow Up Boss makes that possible. Testimonial By Ron Howard
Ryan Fitzgerald Realtor/Owner Raleigh Realty	Using calling lists, I can make 40 phone calls in 15 minutes. It's a thing of beauty. Testimonial By Ryan Fitzgerald

CUSTOMERS	TESTIMONIALS
Graham Seeby Principal Graham Seeby Group	Every lead that hits our database goes into Follow Up Boss and gets set up on an action plan. It’s almost five years long. Every lead gets grouped by price range, location, area, what they’re looking for, and where they came from. Testimonial By Graham Seeby
Ron Howard Owner Ron Howard and Associates	Real estate isn't really service to transaction, it's service to relationship. Follow Up Boss makes that possible. Testimonial By Ron Howard
Ryan Fitzgerald Realtor/Owner Raleigh Realty	Using calling lists, I can make 40 phone calls in 15 minutes. It's a thing of beauty. Testimonial By Ryan Fitzgerald