OPERATING SYSTEM FOR LARGE TEAMS

The only choice for teams with big goals

or call our pro team now at (650) 727-9882

You need a system that takes the growing pains out of growth. One that can lift your team from overwhelm to cruise control.  
Follow Up Boss Platform is that system. Think white-glove support. A CRM built for teams within teams. And anticipative management of your growing body of agents and endless sources of leads.
This is your invitation to Platform.
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USED BY THE BEST

Trusted by large real estate teams.

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"It’s been a game-changer for us in terms of accountability and having everything synced in through the phone."

Debra Beagle

RE/MAX Advantage
RE/MAX Broker of the Year
#1 RE/MAX Team in the World
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“We added an additional $30 Million in Sales because of the systems and processes we were able to put in place with Follow Up Boss.”

Justin Seeby

Graham Seeby Group
#1 KW Team in the South East
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“Follow Up Boss is a big reason why we have been able to double our sales numbers every year since 2015.”

Preston Guyton

Founder
EZHomeSearch.com
PERSONAL ONBOARDING

Switch easily with our white-glove migration services and support.

End To End CRM Migration
Our team will move everything from your current CRM to Follow Up Boss Platform. We’ll import your leads, connect your lead sources and schedule your first team demo. Which means your team could be actively using Platform this time next week.
Customer Success Manager
Lean on your dedicated Customer Success Manager to monitor your account and optimize your workflow. Get one-on-one help onboarding new agents. Get ongoing training and demonstrations of new features. And get ad-hoc help as you need it.
No More Waiting On Hold
Enjoy front-of-the-line priority support. For your entire team. Seven days a week. Phone, text or call us for fast answers to urgent tech issues.
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“I was absolutely wowed by the skill set of the implementation team at Follow Up Boss. Out of the 10+ people I’ve dealt with in redoing our website and switching our CRM, the team at Follow Up Boss made everything VERY easy for me learn. They helped me navigate through some more advanced functionality - we moved at a good speed and I felt like I was their only client.”

Matt Talbot

Owner, The Talbot Team
INTEGRATIONS

Integrates seamlessly into your existing tech stack.

Connect to all your systems using our built-in integrations and Zapier. Or build your own custom integrations with our Open API.
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ACTION PLANS

Trust enterprise-grade security.

SSL security. Outstanding uptime. Platform runs on the same security tools as the world’s most reputablefinance companies, protecting client and business data around the clock.
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Scale

Scale effortlessly with Platform.

Schedule your demo to discover:
  • Everything inside Follow Up Boss
  • White-glove CRM migration
  • Dedicated onboarding specialist
  • Dedicated customer success manager
  • Front-of-the-line priority support
  • Team creation and management
  • Agent organization by team or office
  • Integrated one-click calling
  • Advanced lead routing
  • Advanced call routing
  • Live-transferring calls from ISAs to agents
  • Full communication and notes history for all handoffs
  • Direct-to-calendar appointment scheduling
  • Enterprise-grade security
  • Reporting: team and office segmentation
  • Reporting: lead & inbound inquiry volume
  • Reporting: call, text and email volume
  • Reporting: conversion rate by lead source or agent