Follow Up Boss

Follow Up Boss

Follow Up Boss is a customer relationship management (CRM) software designed for small businesses. It focuses on managing contacts, tracking interactions through its timeline feature, and automating follow-up tasks to turn leads into customers.
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crm lead-management email-tracking

Follow Up Boss: CRM for Small Businesses

A customer relationship management (CRM) software designed for small businesses, focusing on managing contacts, tracking interactions and automating follow-up tasks.

What is Follow Up Boss?

Follow Up Boss is a customer relationship management (CRM) software application designed specifically for small businesses. It aims to help small teams manage contacts, interactions with leads and customers, and automate follow-up tasks in order to convert more leads into paying customers.

Some key features of Follow Up Boss include:

  • Contact Management - Store all contact details for leads and customers in one place. Organize contacts with tags and lists.
  • Interaction Timeline - Log emails, calls, meetings and other interactions to keep context on relationships over time.
  • Task Automation - Schedule automatic follow-up tasks based on interaction history to turn leads into customers.
  • Email Integration - Sync email conversations to relevant contact profiles automatically.
  • Sales Reports - Gain insights into deal stages, contact history and task productivity to optimize sales process.

Follow Up Boss markets itself as an easy-to-use CRM solution for real estate agents, but its features can work for other types of small businesses as well. It aims to save small teams time on manual tasks so they can focus on nurturing customer relationships. The software is cloud-based with mobile apps for iOS and Android, making it simple for teams to access contacts and task information on the go.

Follow Up Boss Features

Features

  1. Contact management
  2. Timeline tracking of interactions
  3. Automated follow-up tasks
  4. Lead management
  5. Email integration
  6. Task and calendar management
  7. Reporting and analytics

Pricing

  • Subscription-Based

Pros

Streamlines follow-up and lead management processes

Intuitive and user-friendly interface

Robust contact and interaction tracking

Customizable workflows and automation

Integrates with popular email and calendar services

Cons

Limited customization options for advanced users

Can be expensive for smaller businesses

Limited third-party integrations compared to some competitors


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