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. …Explore other competing options and alternatives. Other important factors to consider when researching alternatives to Follow Up Boss include features and integration. We have compiled a list of solutions that reviewers voted as the best overall alternatives and competitors to Follow Up Boss, including kvCORE, BoomTown, IXACT Contact Real ...Follow Up Boss - Help Center. Reporting & Leaderboard. Reporting & Agent Activity. Becca Hancock. 8 months ago. Updated. Follow Up Boss reporting is beneficial for all team sizes to track activity, find areas to improve, and celebrate. Let's get started and dig into reporting metrics!Admin Overview Follow Up Boss Onboarding & Training Getting Started with a Follow Up Boss Free Trial Getting Started: Owners & Admins Getting Started: Solo Agents & Two …For example, Plan 1 = $500 transaction fee, 100% commission to agent / Plan 2 = 70/30 split capped at $19,000 for self-generated business. Escalating model - Splits change based on production with an option for caps. For example, < $3 million gets a 75/25 split, $3-$4 million - 80/20, $4-5 million - 85/15, and so on.iPhone App Instructions. Log in to Follow Up Boss App. In the upper left-hand corner, click the + symbol > New Contact. Add the contact's First Name, Last Name, Phone Number, Email, Stage, and Source ( one field must be completed to save the contact ) Select Save.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. Call Reporting. Connecting an agent to their calling performance will help reinforce positive work, spotlight opportunities, and polish workflows. Another huge benefit of our call reporting is the ability to drill down to individual calls to coach call skills, and now that's even easier. With these reports in your toolbox, you'll be able to ...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. Founder EZHomeSearch.com ACTION PLANS Try Follow Up Boss Free For 14 Days START FREE TRIAL or give us a call: (855) 888-9769 Our CRM platform is perfect for high-volume, high-scale teams with eight-figure goals, 1000+ leads a month and dozens of agents. You can't add more hours to the day. Zapier is the next best thing. OR. *Work Email Required. *First Name Required. *Last Name Required. Get Started Free. Instantly connect Follow Up Boss with the apps you use everyday. Follow Up Boss integrates with 6,000 other apps on Zapier - it's the easiest way to automate your work.Try Follow Up Boss Free For 14 Days. START FREE TRIAL. or give us a call: (855) 888-9769. Connect any real estate IDX website to Follow Up Boss and get instant lead delivery, faster follow up, and insights into what properties your leads are viewing.How to incorporate scripts into your lead conversion strategy. Script #1: Seller valuation. Script #2: Inquiry on property. Script #3: Request for a listing agent. Script #4: Buyer nurture video close. Script #5: The wrap up.Follow Up Boss has a feature stack with tools to automate lead generation and lead management, prospect nurturing, and reporting tools for users to track …START FREE TRIAL. or give us a call: (855) 888-9769. Make your transition to Follow Up Boss as seamless as possible. Learn about our resources, training, and support to help you level up your business and team.Email. When you get a new lead, there’s usually an email alert that the lead source sends to you with the lead’s information. With your email connected to Follow Up Boss and lead processing turned on, our system can see when you get a “new lead” email alert and use the information in that email to create a new contact lead automatically.. If you can’t connect …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 ... 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.Moving Your Database. 1) Export your Contacts from Copper. 2) Export your Notes file from Copper. 3) Import your contacts & notes files by clicking on Admin > Import. 4) Select and upload your contact CSV file. The import tool will process the file and auto-map your columns to save you time. The columns can be edited as well. A soft bounce is when your recipient's email address is valid but the message never reached the recipient's mail server because of a reason such as: The server was down. The message was too large for the recipient’s inbox. The recipient's inbox was full. The recipient's settings do not allow for an email from the sender.1. Click on the lead's phone number. 2. Then you will receive a call from your Follow Up Boss number to your mobile phone (the number listed in your settings ). 3. Answer the call and make sure to say something. If the call is answered in silence, the call will be disconnected. 4. Then the call to the lead will begin.The lead flow delay option can be accessed by navigating to your Lead Flow page in Follow Up Boss > Advanced Settings for a particular lead source > Set Delay. There are a few options you can choose from when …Search for events. Click Try It! to start a request and see the response here!Try It! to start a request and see the response here!This page will help you get started with Follow Up Boss. You'll be up and running in a jiffy! Follow Up Boss provides a simple REST API that allows developers to integrate their applications quickly. API is in active development and will be extended to provide more functionality while keeping it backwards compatible.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 …Follow Up Boss. 9,398 likes · 115 talking about this. Follow Up Boss is the leading CRM for high-growth real estate businesses. Get all your leads in one pTeam Management. The Team screen gives you an overview of all users in your account. From left to right you can see: 1) User Name & Login Email. 2) User Role (E.g. Owner, Admin, Agent, or Lender) 3) Phone Number. 4) Connected Email. Orange indicates their email is not connected, and they need to follow these instructions from their login.Try Follow Up Boss Free For 14 Days. START FREE TRIAL. 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. A soft bounce is when your recipient's email address is valid but the message never reached the recipient's mail server because of a reason such as: The server was down. The message was too large for the recipient’s inbox. The recipient's inbox was full. The recipient's settings do not allow for an email from the sender.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 ...Email. When you get a new lead, there’s usually an email alert that the lead source sends to you with the lead’s information. With your email connected to Follow Up Boss and lead processing turned on, our system can see when you get a “new lead” email alert and use the information in that email to create a new contact lead automatically. Please note: Call Trust is in early release, so it's not yet available for all customers. Join the waitlist here.. Call Trust gives your team a foot in the door by branding your outgoing calls, showing clients your call is safe to answer, and establishing immediate trust.Stop leaving money on the table, stop ignoring your internet leads, stop making excuses about why you can't, start running your real estate business like a B...Welcome to Follow Up Boss! This guide will walk you through setting up your account, teach you how to use Follow Up Boss and elevate your follow-up. Ready to save time and grow …Here’s a sum-up of the awesome benefits of using Twitter: It drives more traffic to your website. Keeps you active and up-to-date on local events and influencers. It has awesome analytics to help you target leads with better content. You can easily find and engage with leads by using advanced search and hashtags.Using Email Templates. To use an email template when you are replying or creating a new email to a contact via 1:1 email, you can simply click the Use a Template button, or at the beginning of a line, type '/template name' and you will be presented with a popover with a list of matching templates. You can also use email templates when sending ...In order to send batch emails, you will first need to connect your email to Follow Up Boss. That way, the responses to your batch email will flow into Follow Up Boss. 1. Go to the People tab. 2. Filter to the desired list of contacts. 3. …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 ... Agent CRM Experience | Follow Up Boss. FUB grows agent commissions. Try it free for 14 days. START FREE TRIAL. or give us a call: (855) 888-9769. FUB gives agents the best real estate CRM on the market, so their daily work is faster and more productive. Train in hours and watch your commissions grow. Stop leaving money on the table, stop ignoring your internet leads, stop making excuses about why you can't, start running your real estate business like a B...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.Follow Up Boss - Help Center. Communication. Texting. Becca Hancock. 3 months ago. Updated. Whether it's from the app or the desktop, texting in Follow Up Boss is simple and quick. When texting through Follow Up Boss, all texts are logged on the corresponding profile, making communication with people seamless as you have all information at your ...1. Go to Admin > Ponds > + Add Pond. 2. Name the Pond. 3. Select the Pond Lead. Note: Action plans and 3rd party systems will use the pond lead's name as the assigned agent. 4. Select the desired Team Members to have access to the pond > Save Changes.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 …With Follow Up Boss, you have lots of training options. From on-demand webinars to videos, to comprehensive guides and videos, no matter who you are, we’ve got you covered. Below is a list of all the various training options we offer. 👉 If you'd like a personalized plan for getting started, take this 2-minute survey.Follow Up Boss - Help Center. Communication. Texting. Meghan Porter. 1 year ago. Updated. Need to reconnect with your past clients? Check out the templates below to edit or copy to your system. Note: When copy/pasting the text below into Follow Up Boss, replace the merge fields by using the Merge Field function.Follow Up Boss Success Community on Facebook. Follow Up Boss Training Resources. Training: The Follow Up Boss 20-minute bootcamp. Conquer the First Call Like a Boss - Winning Inbound Buyer Leads [Webinar Recording] Diamonds in the Database Webinar. Follow Up Boss + Ylopo Best Practice Lists. Setting yourself up for success. Join the club. Today, the cost of a real estate lead can vary greatly, ranging from $11.60 up to a whopping $1,200 per lead. The good news is cold calling and door knocking are no longer the default options for free lead gen. From digital real estate advertising to laser-targeted emails to clients, there are now more ways than ever to generate ... 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. 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.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.1. Open the filter window, and then click "Add a filter." Type in "tags" to pull up the tags filter: 2. Choose how you'd like to filter for tags and then enter the tag (s) you'd like to apply to that filter. Note: You can create multiple tag filters, for example, if you want to create a list where you look for leads with tag Sphere but exclude ...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. Don't settle for just a real estate CRM. Follow Up Boss is the operating system for the ...Head to Admin->Imports and click on 'View past imports'. You will be presented with a list of all your past imports. Click on the numbers in each column to view those contacts. Note: If you imported a file and you can't see all the contacts when clicking the number on this page, they might have been assigned to the wrong user. Mar 22, 2023 · Casey Tray and the team at Live Florida Realty offer unparalleled service. And they have the experience to back it up. On their About page, they don’t just say they offer an incredible real estate experience, they help prospects understand how they do that — by creating a team of agents who all work together to bring 50 years of experience to their clients. Filter by when the text occurred, track if no communication happened, or sort Old -> New or New -> Old. Texts Sent: Number of outgoing texts from any member of your team. Sort by the total number of outgoing texts, or track the number of texts your team has made to a certain lead (less than, more than, or a range).Admin Overview Follow Up Boss Onboarding & Training Getting Started with a Follow Up Boss Free Trial Getting Started: Owners & Admins Getting Started: Solo Agents & Two …We would like to show you a description here but the site won’t allow us. Explore other competing options and alternatives. Other important factors to consider when researching alternatives to Follow Up Boss include features and integration. We have compiled a list of solutions that reviewers voted as the best overall alternatives and competitors to Follow Up Boss, including kvCORE, BoomTown, IXACT Contact Real ...Try Follow Up Boss Free For 14 Days. START FREE TRIAL. or give us a call: (855) 888-9769. A short video series showing how the most productive agents in the business use Follow Up Boss daily to reduce data entry and focus on closing more deals.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.Setup. 1. In Follow Up Boss, go to Admin > Integrations > Follow Up Boss Pixel. 2. Click Copy Code or directly Email your web developer instructions. 3. Log in to your Wix website > go to Settings in your site's dashboard. 4. Click …As a solo agent, Geoff Goolsby is clear on his unique selling proposition: Helping clients win. What truly sets him apart is his process: working with clients to create a plan and offer guidance to deliver on the mission to win. Best of all, it’s front and center on his website and carries throughout his marketing. #2.9 months ago Updated Now that you've started a free trial, it's time to make the most of it! Below are some great resources to help get you acclimated with your account, as well as …Follow Up Boss - Help Center. Reporting & Leaderboard. Reporting & Agent Activity. Becca Hancock. 8 months ago. Updated. Follow Up Boss reporting is beneficial for all team sizes to track activity, find areas to improve, and celebrate. Let's get started and dig into reporting metrics!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. START FREE TRIAL. or give us a call: (855) 888-9769. Make your transition to Follow Up Boss as seamless as possible. Learn about our resources, training, and support to help you level up your business and team. Follow Up Boss. 9,398 likes · 115 talking about this. Follow Up Boss is the leading CRM for high-growth real estate businesses. Get all your leads in one pFollow Up Boss is a real estate sales CRM that helps you automatically distribute and follow up on leads from over 200 different US and Canadian lead sources. The iPhone app gives you quick access to all your contacts, calendar, inboxes, and deals. The app also lets you make and receive calls and texts (including group texts), assign agents to ... The lead flow delay option can be accessed by navigating to your Lead Flow page in Follow Up Boss > Advanced Settings for a particular lead source > Set Delay. There are a few options you can choose from when …Mar 22, 2023 · Casey Tray and the team at Live Florida Realty offer unparalleled service. And they have the experience to back it up. On their About page, they don’t just say they offer an incredible real estate experience, they help prospects understand how they do that — by creating a team of agents who all work together to bring 50 years of experience to their clients. Download the Follow Up Boss app from the Google Play Store. Once the app is downloaded, we recommend turning on automatic updates for the app to ensure that you get the latest feature updates and bug fixes. Note: The app needs version 9+ of Android (Pie or newer). For our new Android Caller ID feature, you must have Android 10 or newer.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).Follow Up Boss - Help Center. Reporting & Leaderboard. Reporting & Agent Activity. Becca Hancock. 8 months ago. Updated. Follow Up Boss reporting is beneficial for all team sizes to track activity, find areas to improve, and celebrate. Let's get started and dig into reporting metrics!.