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Follow Up Boss vs. LionDesk
Follow Up Boss is a simple, easy-to-use alternative to LionDesk with a sleek interface, and native mobile apps for Android and iOS that agents love
or call sales at (855) 888-9769
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Simple to use
You Don’t Need to be a Rocket Scientist to use Follow Up Boss
Follow Up Boss has powerful features without the complicated interface or complex layout, so you never miss another opportunity
- Integrated 2-way texting
- Sync all client emails automatically
- Automated follow ups and reminders
Happy Agents
Set Your Team Up for Success
Because agents love Follow Up Boss, they are far more likely to use it consistently, which allows you to hold them accountable and more easily measure results
- More complete activity reporting
- Conversation history for coaching
- Track appointments and conversion rate
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Integrated communications
Call, Text and Email Your Contacts from Your CRM
All your client-related calls, texts and emails are managed within your CRM for easy tracking and minimal data entry
- Full phone system so all calls are in the CRM
- 2-way email sync eliminated data entry
- Integrated texting helps increase response
Collaboration Tools
Deliver a cohesive client experience
Your brand and long term results rely on how your team delivers for your clients - our collaboration tools help your team manage and deliver that 5-star experience
- Set appointments for agents
- Use @mentions to communicate internally
- Add collaborators to serve clients together
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Innovation
Non-stop improvements
Most people talk about customer centricity, but we live it every single day
- Platform to participate in product decisions
- Weekly additions and improvements
- Deep focus on improving sales results
Mobile Apps
Stay productive on-the-go
With apps built specifically for iOS and Android, you’re able to stay productive no matter where your clients take you!
- Jump on opportunities away from the office
- Instant notifications about leads and texts
- Access communications and search history
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Helpful support
On-call experts available when you need them
With in-depth live and recorded training, and response times averaging 2 hours or less, we take pride in offering amazing support to our customers
Onboarding specialists to make the transition from your current CRM including imports, connecting lead sources and training your team a breeze
Ongoing success management to help with onboarding new agents, and helping your management team drive sales and growth
Over 99.5% uptime historically, 24/7/365 system monitoring, with a team of on-call engineers ready to address any issues.
Phone, text and email support available 7 days a week from our US-based support team
Your entire team has full access to our support team directly so they never have to come to you with tech questions
