Follow Up Boss Mobile App: Features for Agents
The Follow Up Boss mobile app is a tool designed for real estate agents to manage leads, communicate with clients, and organize tasks while on the move. With features like real-time lead management, built-in calling and texting, and task organization, it simplifies daily operations. It integrates with over 200 lead sources and offers tools like Smart Lists and AI automation through Ace AI to save time and boost productivity.
Key Features of the App:
- Lead Management: Automatic lead distribution, activity tracking, and push notifications.
- Contact & Task Management: Update notes, set reminders, and collaborate with team members.
- Communication Tools: Built-in calling, texting, email templates, and group messaging.
- Smart Lists: Automatically prioritize engaged contacts for follow-ups.
- Ace AI Integration: Automates tasks like drafting messages and updating records.
Quick Stats:
- App Store Rating: 4.4/5 (350+ reviews)
- Google Play Rating: 3.8/5 (374 reviews)
- Ace AI Pricing: $25/month (chat-only) or $55/month (voice and chat).
Whether you're managing leads, scheduling follow-ups, or communicating with clients, this app ensures you're always connected and organized, even on the go.
Video Texting in the Follow Up Boss App
Core Features of the Follow Up Boss Mobile App
The Follow Up Boss mobile app brings a powerful suite of tools to your fingertips, designed to help real estate agents manage their business seamlessly from anywhere. Here's a closer look at the standout features that make this app a must-have for agents on the go.
Lead Management
The app offers a comprehensive lead management system, putting control of your contacts, calendar, inbox, and deals right in your pocket. With automatic lead distribution from over 200 sources across the U.S. and Canada, you'll never miss a potential opportunity.
Push notifications alert you the moment new leads come in, allowing you to respond promptly while prospects are still interested. You can assign leads to team members, launch action plans, and even track your contacts' activity on your website - all from your phone. This ensures you're always informed about their level of interest and engagement.
By streamlining lead distribution and follow-ups, the app helps you manage leads efficiently while keeping other tasks organized.
Contact and Task Management
Turn your smartphone into a fully functional CRM. The app lets you view, edit, and complete lead tasks with ease. A smart search feature allows you to quickly find contacts by name or phone number.
After meetings, you can effortlessly record notes, set reminders, and update client details. Collaboration is simple too - team members can share notes and updates, ensuring everyone stays on the same page.
The task management system keeps you organized with a clear view of follow-ups, scheduled calls, and deadlines. This makes planning your day straightforward, even when you're out and about.
Communication Tools
Communication is a breeze with the app, as it allows you to make and receive calls and texts - including group messages - directly within the platform. The built-in dialer lets you call leads instantly while reviewing their history.
You can also send polished, branded emails using pre-built templates and access your contacts, calendars, and inboxes all in one place. Collaboration features like @Mentions and shared contacts promote transparency, ensuring the whole team stays informed about client interactions. As one user put it:
"Best thing is that it is a one-stop/comprehensive site for communication!!" - Bill R Lange
When you need to bring in team members for their expertise, it's easy to loop them into conversations. These communication tools work hand-in-hand with the app's organizational features, like Smart Lists.
Smart Lists
Smart Lists take organization to the next level by dynamically prioritizing your most engaged contacts. These lists automatically update based on client activity, such as website visits or email opens, ensuring you focus on your hottest leads first. For instance, a prospect who visits your site multiple times or engages with several emails will appear on your "hot prospects" list.
This real-time automation eliminates the need for manual sorting and ensures you're always targeting the right opportunities. It's a time-saver that helps you stay on top of your follow-ups and never let a potential deal slip through the cracks.
User Experience and Mobile Access
The Follow Up Boss mobile app brings a fully functional CRM right to your pocket. Designed for both iOS and Android, it allows agents to manage their business from virtually anywhere, ensuring they stay productive no matter where they are.
App Interface
The app boasts a sleek, easy-to-navigate design that prioritizes usability. With quick access to key features like contacts, calendars, inboxes, and deals, the layout is streamlined to reduce clutter and enhance efficiency. One standout feature is the smart contact search, which lets you find any contact by name or phone number in seconds. Whether you’re parked before a showing or grabbing coffee between meetings, you can pull up client details instantly. Users frequently highlight how convenient it is for jotting down quick notes on the go. The intuitive design ensures that managing your CRM while on the move feels natural and hassle-free.
Mobile Functionality
This app doesn’t skimp on features - it delivers a full suite of CRM tools directly to your smartphone. With just a few taps, you can access your database, track new leads, manage tasks, use email templates, and review notes. Communication is seamless, thanks to features like enhanced texting and caller ID. You can make and receive calls or send texts while instantly viewing lead histories and inquiry details, keeping every interaction informed and professional.
Real-time notifications help you stay on top of tasks and appointments, while email open- and click-tracking lets you know when prospects engage with your messages. Another handy feature is live listing views, which provide instant property details to elevate client conversations.
The app’s performance speaks for itself, earning strong user reviews: 4.4 out of 5 stars on the App Store (based on 350 reviews) and 3.8 stars on Google Play (from 374 reviews). As one satisfied user, Anthony D, shared:
"Follow up Boss has created simplicity in sales and operations. If you are not using a CRM, you are losing money and you need to get FUB today! And the best part is the set up. Its simple and they are very helpful."
These features work together to make the mobile app a powerful tool for real estate professionals on the go.
Third-Party Connections
One of the app’s standout strengths is its ability to integrate with over 250 third-party tools. This connectivity streamlines workflows by syncing data across platforms, ensuring that lead sources, marketing tools, and operational systems are always up to date. For teams juggling multiple systems, this unified approach is a game changer.
As Jerry Macias explains:
"Using follow up has been amazing and with our team expanding it really has made it easy to use and have everyone on the same page. What I enjoy is that it syncs with sisu an operating system that allows us to keep accurate reporting all in one place."
Team Lead Tarasa Hurley also highlights the app’s flexibility:
"For us it's not about any one integration. It's that the extensive open API allows us to integrate whatever we please."
These integrations transform the mobile app into a centralized hub for managing your real estate business, making it an essential tool for professionals looking to streamline their operations.
sbb-itb-b3b90a6
AI Automation with Ace AI
The Follow Up Boss mobile app gets a major boost when paired with Ace AI - a dedicated AI assistant designed specifically for the Follow Up Boss CRM. Ace AI takes care of routine tasks like drafting personalized messages, updating CRM records, and creating tasks, giving agents back precious hours each week.
What sets Ace AI apart from generic AI tools is its focus on real estate workflows. Built to seamlessly integrate with Follow Up Boss, it ensures no lead slips through the cracks while cutting down on time-consuming data entry. Agents can execute these tasks effortlessly using simple voice or text commands.
Early adopters are already seeing impressive outcomes. One team reported doubling their speed-to-lead and achieving a 27% boost in conversions within just one month of using Ace AI. Another group of eight agents saved over 10 hours each week by utilizing the AI's email drafting feature.
Voice and Chat Commands
Ace AI's natural language interface supports both voice and text commands, making it incredibly user-friendly. Agents can log calls, create follow-up tasks, or draft tailored messages without the hassle of manual data entry. The voice functionality is particularly handy for agents who need to update records while on the go.
What’s more, Ace AI uses CRM data to craft follow-ups that speak directly to a prospect’s interests and concerns. Team leaders can customize prompts to reflect their team’s unique communication style, and all interactions are automatically saved as notes within Follow Up Boss for easy access later.
Quick Setup Process
Getting started with Ace AI is quick and straightforward. Thanks to purpose-built API connectors, there’s no need for separate logins. Account administrators can complete the integration in minutes by following prompts to configure team branding, set up assistant preferences, enable users, and customize prompts. Once connected, users can dive in immediately with their existing Follow Up Boss login.
Another standout feature is Ace AI’s ability to learn the CRM’s structure, workflows, and communication patterns from day one. This eliminates the need for lengthy training or onboarding, making it easy for teams to hit the ground running.
Pricing and Value
Ace AI offers two simple pricing options tailored to different team needs. The Ace plan, at $25 per user per month, includes in-CRM AI text chat for quick responses and automated note-taking. The Ace Pro plan, priced at $55 per user per month, adds voice command functionality and access to the Ace Anywhere mobile app for hands-free updates from any location. Both plans offer volume discounts for larger teams and come with a free 7-day trial.
Pros and Cons of the Follow Up Boss Mobile App
The Follow Up Boss mobile app is a handy tool for real estate agents, offering a mix of benefits and challenges to consider. It brings a solid mobile CRM experience, making it easier for agents to manage their business while on the move.
One of the app’s biggest strengths is its real-time functionality, which allows agents to handle leads, contacts, and follow-ups wherever they are. Features like built-in calling and texting are especially valuable for time-sensitive deals. However, the app does require a stable internet connection, which can be a hurdle during property showings in remote areas. Additionally, some advanced functions come with extra costs, potentially increasing the overall expense of using the platform.
User reviews highlight areas for improvement. For instance, JMooradianRealtor noted that the app doesn’t allow users to send pictures or files and flagged issues with adding addresses when creating new contacts. Other users have mentioned that the keyboard can be less responsive than expected, which can slow down workflow.
Another common concern is device optimization. Some agents have pointed out that the app doesn’t fully utilize the larger screens of iPads, functioning more like a stretched-out phone app rather than a tablet-optimized solution. While the app covers essential features, it doesn’t match the full functionality of the desktop version, often requiring users to switch devices, which can interrupt their workflow.
Here’s a quick summary of the app’s strengths and limitations:
Comparison Table
| Advantages | Limitations |
|---|---|
| Access to contacts, calendar, and deals on the go | Requires stable internet connection |
| Built-in calling and texting for timely communication | Advanced features may add to costs |
| Real-time lead management and follow-ups | Lacks full feature parity with desktop version |
| 4.4/5 rating from 350+ App Store users | Cannot send pictures or files through the app |
| Compatible with Android 9+ (Caller ID needs Android 10+) | Keyboard responsiveness issues |
| Syncs seamlessly with desktop CRM data | Address entry issues during contact creation |
| Not fully optimized for iPad screens |
The Follow Up Boss mobile app is ideal for agents who need essential CRM tools on the go and have consistent internet access. However, teams requiring more advanced features, like file sharing or detailed data management, might find themselves relying on the desktop version more often.
Summary
The Follow Up Boss mobile app brings all the essential CRM tools right to your smartphone or tablet, making it a trusted choice for real estate professionals. It offers quick access to contacts, calendars, deals, and communication tools, helping agents stay efficient while on the move.
Some standout features include real-time lead management, built-in calling and texting, and seamless syncing with the desktop version. Agents can easily jot down notes, track lead sources, and collaborate with their team from virtually anywhere. However, the app does require a stable internet connection and could benefit from enhancements in advanced features like file sharing.
Adding even more value, the integration with Ace AI introduces advanced automation. With voice and chat commands, agents can handle routine tasks hands-free, whether they're updating the CRM, drafting emails, or scheduling follow-ups. This integration boosts productivity, helping teams respond faster and achieve higher conversion rates. Tasks like note-taking and follow-up scheduling become effortless, making it a game-changer for those constantly on the go.
Ace AI is available at $25 per user per month for the chat-only option or $55 per user per month for full voice and chat capabilities. This affordable addition enhances the app’s functionality while reducing administrative workload. For real estate agents looking for reliable mobile CRM access paired with smart automation, the combination of Follow Up Boss and Ace AI is a must-have in today’s competitive market.
FAQs
How does the Follow Up Boss mobile app work with other tools to improve real estate agents' workflows?
The Follow Up Boss mobile app works effortlessly with a wide range of third-party tools, making life easier for real estate agents by streamlining their workflows. With connections to over 200 lead sources, IDX website providers, and marketing platforms, the app automatically captures and organizes leads, freeing up agents' time for more important tasks.
By integrating with these tools, agents can automate repetitive tasks like follow-ups and data entry while keeping all communication and client details in one place. Since everything is accessible right from their phones, agents can stay on top of their game and focus on providing top-notch service to their clients, no matter where their day takes them.
How does Ace AI enhance the Follow Up Boss mobile app for real estate agents?
Ace AI takes the Follow Up Boss mobile app to the next level, turning it into a productivity powerhouse for real estate agents. It handles tasks like follow-ups, scheduling, and action plans automatically, freeing up time and ensuring no lead slips through the cracks. Plus, with voice and chat commands, managing leads and communication becomes effortless, even when you’re on the move.
This gives agents the freedom to focus on what truly matters - nurturing relationships and closing deals - while leaving the repetitive tasks to the system. The result? Better organization, stronger client connections, and a smoother path to achieving more successful outcomes.
What are some common challenges real estate agents face with the Follow Up Boss mobile app, and how can they resolve them?
Real estate agents might run into a few hiccups when using the Follow Up Boss mobile app. For instance, the app's layout may not be ideal for larger screens like iPads, which can make navigation a bit clunky. Another issue some team users face is occasional trouble managing phone numbers, which can interrupt communication workflows.
To tackle these problems, make sure your app is always updated to the latest version. Updates often come with performance tweaks and bug fixes that can improve your experience. If issues keep cropping up, don’t hesitate to share your feedback with the app's developers. Your input can help shape future updates and make the app work better for everyone. Staying on top of updates and offering constructive suggestions can help you get the most out of the app while contributing to its ongoing improvement.