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Superpowers for ISAs
Dial faster, set more appointments and work seamlessly with your agents.
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lead management
Send every lead to the right person
Sync leads from every lead source, then customize your distribution rules to maximize productivity.
- Collect leads from 200+ sources
- Automate lead distribution with custom routing rules
- Activate drip campaigns automatically
CALLING AND TEXTING
Make more dials
Make all your calls and send all your texts right inside your CRM. No need for 3rd party dialers or switching systems to do your follow up.
- Live transfer hot leads to an agent’s cell phone
- Quickly find your best leads
- Increase response rates with texts after calls
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“Our ISA team uses the Follow Up Boss Dialer to make 200-300 calls per day. Calls, appointments, etc… all managed within Follow Up Boss”
Preston Guyton
Founder, EZHomeSearch.com
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CAPTURE INBOUND CALLS
Never miss another inbound call
Inbound calls to your business are the hottest leads you can get. Make sure every single one has the best chance of becoming a client.
- Route all inbound calls straight into CRM
- Missed calls and voicemails logged
- Live transfer hot leads to available agent
EMAIL INTEGRATION
Sync your email automatically
We automatically sync every single email you exchange with your leads and clients, even if you send from the Mail App on your phone or Outlook on your computer.
- No need to remember to use a bcc email
- Emails sent from your normal email
- Templates make emailing lightning fast
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CALENDAR INTEGRATION
Schedule directly on agents' calendars
Connect your Google and Office 365 integration and see when the agents on your team are available, so you can set appointments without going back and forth.
- See availabilities before scheduling
- Events added to agent's Google or Microsoft calendar
- Set reminders so nothing gets lost
COLLABORATION TOOLS
Keep everyone on track
With features like mentions, collaborators, automated lead assignment and more, it’s a whole lot easier to keep your team organized and on the same page.
- Internal conversations on a contact's profile
- Add lenders to contacts to stay in sync
- Multiple agents can work on a single contact
REPORTING
Results-Focused Reporting
Track everything from response rates to conversion rates with our customizable reporting
- Broken down by agents or lead source
- Speed, response rate and appointments set
- See which agents are converting deals