Observe Up Boss Evaluation: CRM Pricing & Integrations (2022)


Observe Up Boss Evaluation (2022 Version)

7azq2Gt0RPub5pWccywA Follow Up Boss Review - SaveSuperdry A correct follow-up course of is a key to achiever in actual property. A well-thought-out serve will increase the chance of closing a hand and motivates prospects to supply referrals . not hanker in the past, follow-up in actual property was mainly a forcible course of. We now have instruments like Observe Up Boss particularly designed to automate the summons. Discover out extra about Observe Up Boss CRM and the way it can remodel your follow-up course of on this Observe-Up Boss Evaluation .

What Is Observe Up Boss?

Observe Up Boss is a buyer kinship administration platform for actual property brokers, brokerages, and groups. It has worth plans for people to groups of as much as 100 folks and is designed to automate the stallion sale course of, from jumper cable era and follow-up to steer administration . Apart from CRM, Observe Up Boss has commercialize and protection instruments and boasts integrations with over 30 platforms, together with contact administration platforms like Zapier, automation platforms corresponding to API Nation, and job administration instruments like Google Calendar . Try this fast video demonstration beneath that talks about how Observe Up Boss works !

Observe Up Boss Software program Options & Advantages 

Observe Up Boss has a have batch with instruments to automate lead era and lead administration, expectation foster, and report instruments for customers to trace market success. right here ’ s a breakdown of its CRM, advertising and marketing, and reporting options :

Observe Up Boss CRM 

Follow Up Boss Review CRM Observe Up Boss boasts fabulously intuitive buyer relationship administration options. It has minimal fields, so it ’ south simply even for non-tech grok customers to navigate the association . Apart from a user-friendly interface, the CRM has a complete set of instruments, making spark advance administration a breeze. These embrace :

Calling & Observe Up Boss Dialer 

Strategic inbound and outbound name administration results in higher buyer experiences, conversely encouraging conversion. And Observe Up Boss packs options that support guarantee every caller ’ s seamless expertise . Customers get a dedicate enterprise phone line to separate their communication from the enterprise. They’ll change the quantity from the veridical property of the realm CRM and arrange inbound calls to ring on each desktop and smartphone, in order that they by no means miss a name from an actual property of the realm lead. alternatively, they will arrange the quantity to ring on the non-public laptop first after which ahead it to the related rely . Traders with groups can route calls instantly to 1 assigned agent or a number of brokers in a crew inbox, so shoppers are all the time assured a response. If there ’ s a miss name, it ’ s routinely added to the Observe Up Boss voice mail function . Customers could make earphone calls instantly from the CRM and even create notes about the actual property of the realm go whereas making the decision. If calling a protracted tilt of leads, the dialer has a calling quantity function that mechanically dials everybody on the listing, so that you don ’ t must do it manually. Apart from calls, the dialer apart from has a textual content perform for customers to ship one or group textual content promptly . Observe Up Boss ’ s dialer apart from options name report, which is useful for future reference. It has a name report perform the place customers can view all inbound and outbound calls made and authoritative calling knowledge corresponding to total discuss time. The very best depart concerning the dialer is that each one name or text-related reasonable data stays centralized for seamless entry on both desktop or the cellular app .

Lead Distribution 

Observe Up Boss customers can import leads from over 200 sources together with democratic MLS choices like Zillow and Trulia. This makes it excellent for established brokers or groups with a number of lead era sources. very property companies with brokers in numerous places can arrange filters to routinely distribute leads by Zipcode, guaranteeing shoppers ‘ glorious expertise in specify areas . Lead routing on Observe Up Boss can apart from be on a first-come, first-serve foundation the place prospects are assigned to accessible brokers or on a round-robin foundation to make sure each agentive position will get equal alternatives. inactive leads aren ’ metric ton unnoticed both, as crew leaders can create jumper cable ponds the place each crew extremity is complimentary to observe up .

Different Observe Up Boss CRM Features:

  • Video texting
  • Enhanced electronic mail features for actual property corresponding to electronic mail templates, and batch electronic mail help 
  • Cellular app for Android and iPhone customers

Advertising and marketing 

listed below are a few of the actual property advertising and marketing options Observe Up Boss customers get from the platform :

Motion Plans 

systematically following up on leads places you on high of their beware lengthy earlier than they determine to promote or purchase. In consequence, your enterprise turns into their telephone primary selection after they ’ re finally fast to offer it a go. However following up on a number of leads isn ’ triiodothyronine good time-consuming ; it ’ sulfur apart from unmanageable to trace who and when a prospect was contacted when you could have an integral listing of leads . Observe Up Boss motion plans simplify and automate follow-up by telling brokers who to observe up on, when to do it, and most significantly, the fitting motion to take primarily based on the contribute ’ randomness scenario within the gross sales pipeline. Customers can arrange autoresponders for brand spanking new leads, journey drip e-mail campaigns, and arrange necessity follow-up steps for contemporary leads primarily based on elements like zip code code and financial worth . Observe Up Boss motion plans have an “ always-on ” have, that means customers can create follow-up plans to run infinitely, so the lead is all the time reminded of your being. even higher, these carry by way of plans function energetic and engaged columns for customers to determine contacts in an motion plan and monitor date to find out the achiever of their follow-up technique. Customers can pause an navy motion plan, add or take away contact collaborators, and even change the contact ’ s navy place within the gross sales pipeline . With Observe Up Boss carry by way of plans, crew leaders can assign follow-up duties to finical brokers and monitor their advance. This promotes crew accountability and permits admins to construct stronger groups since they will determine and assist brokers struggling to attain their targets .

Good Lists 

The important thing to closing extra offers in actual property is connecting with the fitting leads on the proper time. has brilliant lists for that goal. stylish lists are fast reference lists or filters that permit customers routinely arrange leads for seamless retrieval . Customers can part leads into good lists primarily based on particulars corresponding to starting diagnose, deal with, piece of email, telephone, stage, and even head sources corresponding to IDX web sites. They’ll apart from arrange good lists primarily based on the impute agent, star, or collaborator, the ultimate piece of email despatched, and even the start name obtained from a lead . The platform provides prebuilt stylish lists, however customers can consistently create customs choices. As a depart, they will contact the nice leads on the proper clock time since they will create {custom} lists to disjoined people who want quick follow-up from those that want nurturing . Clicking on a contact profile on a ache listing reveals substantive data corresponding to their telephone quantity and piece of email, earlier conversations, stage, supply, and even what they had been on the lookout for in your website online. The very best half ? Customers can create as many brilliant lists as they should part and prioritize their go database .


Observe Up Boss navy motion plans usually run for 21 days. As soon as the preliminary motion design runs its course, the actual property of the realm CRM provides automation that allows customers to create a brand new design primarily based on key lead occasions or elements. For instance, if a leash is able to shut however lacks finance, a Observe Up Boss person can create an motion plan connecting them to their favored lender to hurry up the transaction . If, after 21 days of follow-up, the lead worldwide relations and safety community ’ t repair to shut, Observe Up Boss customers can create a contribute elevating marketing campaign to maintain them engaged till they ’ re prepared to purchase or promote their property. With Observe Up Boss automations, customers can create as many motion plans as wanted to attain the objective. further advertising and marketing options accessible on the platform admit :

  • Calendar
  • Firm quantity 
  • Monitoring pixel for previous and new leads


Follow Up Boss Review Reporting As proven beneath, Observe Up Boss has instruments to trace not simply advertising and marketing campaign achiever however apart from particular person agent advance :

Deal Report Pipeline 

Observe Up Boss has a user-friendly embroil and shed deal report pipeline that lets customers percolate offers by both purchaser or vendor, the depart supply, or the assign agent/ crew. As an answer, it ’ s straightforward to judge the respect of every deal at each section careless of 1 ’ second report expertise . The function apart from gives essential insights corresponding to offers closed class to this point, commissions and splits, the typical worth of offers at every stage, and even a forecast of pending offers .

Agent Accountability 

Observe Up Boss has a leaderboard the place brokers can log their pure course of to advertise crew accountability and productiveness . The knowledge is then displayed in shareable dashboards, making it straightforward for crew leaders to judge how ceaselessly brokers attain out to prospects, reply charge, and total crew efficiency .

Lead Suppliers 

Follow Up Boss Review Lead Providers Observe Up Boss has over 200 sources to import leads from, together with respected actual property platforms like :


Observe Up Boss integrates with greater than 30 platforms permitting customers a holistic horizon of their lead database and total organizational well being. It integrates with contact administration instruments like Google Calendar, automation software program like API Nation, and lots of others like :

  • G-Suite
  • Workplace 365
  • Zapier 
  • LeadSync 
  • Name Motion 
  • Good Alto 
  • Callingly 
  • Mailchimp 

Observe Up Boss App 

The Observe Up Boss Cellular App permits actual property brokers and buyers to generate and handle leads on the fly. Customers could make, obtain and monitor expectation calls and textual content from the app, entree essential lead knowledge whereas on the go, and even remotely collaborate with their groups . They’ll apart from set campaign notifications for newly leads, route results in accessible brokers and usually observe up on leads no matter location . Learn Additionally: 17 Greatest Apps For Actual Property Wholesalers (2022 Version)

How Does It Evaluate In opposition to Opponents?

Follow Up Boss Review Competitors For those who ‘re on the lookout for a CRM much like Observe Up Boss, here is how Observe Up Boss performs towards the rival :

Observe Up Boss vs LionDesk 

Observe Up Boss and Lion Desk provide comparatively alike options. They each have a dialer with full-bodied instruments corresponding to name recording, name lists, and voice mail. They apart from help e-mail advertising and marketing, and Fb integration, making them ultimate for brokers and actual property companies that use the platform for head era . Each Observe Up Boss and LionDesk boast strong follow-up automation options and a formidable report and analytics function stack. Each are equally highly effective platforms with variations in worth and whether or not to go for both is dependent upon a exploiter ’ sulfur precise wants .

Observe Up Boss vs Contactually 

Contactually was an actual property CRM with an awesome set of options. Customers may entry and agenda emails, arrange disturbance lists, and group contacts primarily based on elements like newfangled leads and celestial sphere of affect . This software program was designed to work effectively for precise property of the realm brokers, brokers, and anybody who manages a database of contacts. The chopine was, nevertheless, shut down in early 2022 .

Observe Up Boss vs Sensible Agent 

Sensible Agent options fourth dimension, transaction, and liaison administration instruments, lead automation, and advertising and marketing options corresponding to e-mail automation and lead rear drip campaigns . It broadly provides large drug person worth and stands out from Observe Up Boss by permitting customers to create limitless land pages. nevertheless, when you ’ re seeking to automate and enhance your follow-up summons, Observe Up Boss is the route to go .

Observe Up Boss vs High Producer

High Producer is an actual property CRM with spectacular options such because the built-in commercialize snapshot. It permits brokers and buyers entry to real-time grocery retailer updates. It apart from has a social perception have customers can maximize to supply lead data from social media . However whereas nice, the CRM is geared towards REI professionals seeking to entree selection grocery retailer data, whereas Observe Up Boss is good for brokers seeking to enhance their follow-up processes .

Observe Up Boss vs kvCORE

kvCORE is famend for its all-in-one cloud-based CRM and could be very widespread amongst brokerages, actual quantity property of the realm brokers, and buyers. It’s a aggressive firm that gives superior technical college veridical property options with a versatile infrastructure that matches the veridical property enterprise . Though with the bang-up variety of options it has accessible not like Observe Up Boss, kvCORE doesn’t give you leads straight however alternatively provides you completely different choices to generate them from advertising and marketing to creating touchdown pages aimed toward particular audiences that is perhaps concern . kvCORE apart from places their subscription plans at a minimal of $299 a month for a single drug person as much as $1800 a month for 51 -100 customers. thus in case you are seeking to begin with one thing less expensive with the power to generate and import leads Observe Up Boss is perhaps the street to take with subscription plans beginning at $69 per person a calendar month as much as $1000 for 30 customers per calendar month . Learn Additionally: 8 Greatest Actual Property Wholesaling Instruments (2022 Version)

Observe Up Boss Software program FAQ 

How A lot Does Observe Up Boss Price?

Follow Up Boss Review Cost Observe Up Boss pricing plans embrace Develop, Professional and Platform. Develop is designed for solo brokers and small actual property groups. It prices $69 and contains core CRM options, drip & batch e-mail, computerized pistol lead observe up, inexhaustible leads & contacts, daily name and piece of email again, an organization subject with 2-way texting, and an non-compulsory dialer at $39 . For Professional customers, Observe Up Boss worth begins at $499 for ten customers and an additional $ 49 for each further drug person. The design is designed for formidable actual property groups seeking to obtain huge development. It contains every thing within the Develop subscription design plus a name complete and dialer for each person at no further value, name report & recording, enhanced help and person coach, customized onboarding, and a crew leaderboard . platform prices $1000 for 30 customers and an additional $20 for each further exploiter. It ’ s an enterprise-class CRM for bombastic veridical property groups and brokerages. It contains every thing within the former plans plus white-glove onboarding & CRM migration, precedence corroborate, groups inside groups, and a consecrated success director. All follow-up pricing plans include a 2-month launch take a look at for annual subscriptions .

Does Observe Up Boss Combine With Zillow?

Observe Up Boss does combine with Zillow however not instantly. One has to make use of a proprietorship API connection often known as Zillow Tech Join. as soon as combine, customers can shortly import results in and from Zillow and automatize head distribution by way of custom-made filters corresponding to zip up code, round-robin, and even worth distributor level .

Does Observe Up Boss Combine With MLS?

Sure, however once more circuitously however by way of RealtyNA, a platform provide WordPress-based website online merchandise geared for the precise property diligence. Realtyna has an natural MLS integration function that lets customers seamlessly combine listings from a number of itemizing service platforms .

How To Get A Observe-Up Boss Low cost Code?

Observe Up provides a free trial for all its worth plans and sufficient of rebate coupons you could find on-line. Discover a reliable promo code website online, decide and duplicate the coupon code you favor, after which paste it underneath the promo code field on the checkout web page on Observe Up Boss to get a reduction . We got here throughout sufficient of internet sites providing coupons throughout our Observe up Boss assessment, however this one right here appeared essentially the most genuine from .

How Do I Cancel My Observe Up Boss?

Canceling a Observe Up Boss subscription is fairly aboveboard. Go to Admin after which Billing Web page, and click on the delete subscription plan on the backside of the web page. Enter your motive to depart the platform on the web page that pops up, and click on depart observe up social gathering boss . Your subscription will probably be mechanically canceled, and your card now not charged, however you ’ ra free to proceed utilizing the platform till the top of your invoice cycle. Earlier than you opt-out, make sure you export your contacts first and archive and ignore reasonable sources to stop future notifications . Hyperlinks to Directions on how to do that is accessible of their Observe Up Boss assist heart. Customers can apart from delete their accounts wholly, as illustrated on this Observe Up Boss help web page .

Is Observe Up Boss Price It? 

Follow Up Boss Review Is It Worth It Though it ’ s designed to enhance follow-up, boasts a complete examination arrange of automation instruments that streamline not merely follow-up however each step of leash administration, from lead era to closing . It apart from has a set of market instruments corresponding to navy motion plans and makes monitoring the achiever of selling campaigns and agent efficiency a cinch due to options like a leaderboard, offers, and collaboration. Customers apart from get integrations with widespread apps like G-Suite, and so they can import leads from over 200 sources, together with Zillow and Ylopo.

Whereas it appears like an awesome follow-up and CRM device it decidedly doesn’t work as a magic trick capsule to shut all of your offers for you. One should have the correct steerage and prepare to get these offers throughout in any actual property market . We apart from do advocate that one of the best joyride to have the place you possibly can decidedly get your cash ‘s deserving is using the precise a number of listing service ( MLS ). decidedly take a look at our model new free self-discipline on wholesale, flip, and purchase offers from the MLS with out spending a greenback in advertising and marketing. See you there !

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