FB| Starting price | $69/user/month billed monthly, or $58/user/month billed annually (Grow plan) |
|---|---|
| Free plan | No — 14-day free trial on every plan |
| Upper tiers | Pro: $499/month flat for 10 users ($416/month billed annually) · Platform: $1,000/month flat for 30 users |
| Best for | Teams of 3–30 agents with paid lead sources, and brokerages that need routing rules |
| Not ideal for | Solo agents working referrals, or anyone who wants a free plan before paying |
| Standout feature | Portal and website lead routing paired with months-long automated text-and-email action plans |
| Biggest drawback | $58–$69 a seat is 4–6x a general CRM, and the dialer costs $33/user/month extra |
We assess Follow Up Boss from its published pricing and public documentation, not hands-on testing. Confirm current terms on followupboss.com before signing.
The short verdict
Follow Up Boss does one job better than any general CRM on this site: it turns a stream of portal leads into a routed, followed-up pipeline without a team lead having to babysit it. New leads from Zillow, Realtor.com or your own website land in one inbox, get assigned by round-robin or claim rules, and flow straight into "action plans" that send text and email touches automatically for months. For a team of 3 or more agents buying leads, that alone can be worth the price.
The price is the trade-off. At $58 to $69 per user per month, it costs 4 to 6 times what a general CRM like HubSpot or Pipedrive charges, and calling costs another $33 per user per month if you want the built-in dialer. There's no free plan, only a 14-day trial. For a team that's already paying for leads and needs them answered fast, that's a fair exchange. For a solo agent working past clients and referrals, it's more system — and more cost — than the job needs.
Bottom line: if you run a team that buys leads and needs routing rules plus automated follow-up, Follow Up Boss is the most dedicated tool built for that job. If you're solo or on a tight budget, start with Wise Agent instead.
What is Follow Up Boss
Follow Up Boss is a CRM built only for real estate teams and brokerages, with no website builder and no unrelated modules bolted on. It centers on 3 things: a shared inbox that pulls in leads from portals and your own site, rule-based routing that assigns each lead to an agent the moment it arrives, and automated action plans that keep texting and emailing a lead long after a human would normally give up.
It ships 3 tiers — Grow, Pro and Platform — priced per user at the entry level and flat once you cross into team territory. There's no free tier and no bundled website, which keeps the product narrow: it assumes you already have a lead source and a place leads come from, and its job starts the moment a lead exists.
Who Follow Up Boss is (and isn't) for
A strong fit if you…
- Run a team of 3 to 30 agents and buy leads from Zillow, Realtor.com or paid ads
- Need lead routing rules — round-robin, claim, or by source — so no lead sits unassigned
- Want automated text-and-email follow-up that runs for months without an agent remembering to send it
- Already have a website or lead source and just need a CRM layer on top of it
- Manage a brokerage that needs visibility into which agents are converting and which aren't
Look elsewhere if you…
- Are a solo agent working mostly referrals — $58–$69 a seat is a lot to pay for routing rules you don't need yet (see Wise Agent, flat at $49/month for up to 5 people)
- Want a website bundled with the CRM instead of buying leads elsewhere (see Lofty or Real Geeks)
- Want to start on a free plan before paying anything (see HubSpot, free for 2 seats)
- Don't want calling to cost extra on top of the per-seat price
Pricing: what Follow Up Boss actually costs
Follow Up Boss publishes its pricing directly on followupboss.com. Figures below are USD, current as of September 2026.
| Plan | Price | Users | Notes |
|---|---|---|---|
| Grow | $69/user/month monthly · $58/user/month annual | Per user, no minimum | Core routing, action plans, calling and texting from the record |
| Pro | $499/month flat · $416/month annual | 10 users included | Cheaper per seat than Grow once a team passes about 7–8 agents |
| Platform | $1,000/month flat | 30 users included | Built for brokerages needing team-wide reporting and admin controls |
| Dialer add-on | +$33/user/month | Per user | Optional; adds outbound and inbound calling on top of any plan |
There is no free plan. Every tier includes a 14-day free trial. Pricing verified on followupboss.com; confirm current terms before you sign.
What this means for your budget
- A 5-agent team on Grow annual pays $290 a month, or $455 a month with the dialer added for everyone.
- A 10-agent team is the break-even point: Pro's flat $416 a month (annual) works out to roughly $42 per seat, cheaper than paying for 10 Grow seats individually.
- A 30-agent brokerage on Platform pays $1,000 a month flat — about $33 per seat, the best per-seat rate on the price list, plus the team accountability tools a brokerage actually needs.
The math favors bigger teams. If you're under 7 agents, do the arithmetic on Grow versus Pro before committing to either — the crossover point moves depending on how many seats you actually fill.
Watch out for: the dialer add-on. At $33 per user per month, adding calling to a 5-agent Grow team adds $165 a month on top of the base price — budget for both before you compare Follow Up Boss against a flat-fee tool like Wise Agent. For a wider view of what CRMs really cost, see our CRM cost breakdown.
Features walkthrough
Lead routing
New leads from Zillow, Realtor.com, your website or other portals land in one shared inbox and get assigned automatically by round-robin, first-to-claim, or custom rules based on source or agent skill. That single rule set is the difference between a lead sitting untouched for an hour and a lead getting a text within a minute.
Action plans
Action plans are pre-built sequences of texts and emails that run automatically for weeks or months after a lead comes in, adjusting based on whether the lead responds. This is the feature that keeps a long-cycle buyer lead warm without an agent having to remember to follow up every week.
Team splits and lead pools
Shared lead pools, claim rules and per-agent conversion reporting are built for a team, not a solo account split five ways. A team lead can see who's converting and who's letting leads go cold.
Calling and texting from the record
Calls and texts can be placed directly from a lead's record and are logged automatically, so a manager can audit follow-up activity without asking an agent for a status update. Full calling requires the $33/user/month dialer add-on.
Reporting
Dashboards show response time, lead source performance and per-agent conversion, which matters most at the Pro and Platform tiers where a team lead is managing multiple agents at once rather than a single pipeline.
Ease of use and setup
Follow Up Boss scores 4.4 here. The core workflow — inbox, routing rules, action plans — is straightforward to configure once you know your lead sources, and most teams can get routing live within a day. The interface is built around real estate workflows specifically, so agents coming from a general CRM adjust quickly. The main setup work is mapping your existing lead sources and writing routing rules that match how your team actually splits leads, which takes some planning up front.
Integrations and API
Follow Up Boss connects natively to major real estate lead sources including Zillow, Realtor.com and other IDX portals, plus transaction tools like DocuSign and dotloop. It offers a documented API and a Zapier integration for broader connections. The integration set is built specifically around real estate workflows rather than the broad general-business marketplace HubSpot or Salesforce offer, which is the right trade-off if real estate lead sources are all you need to connect.
Support
Support is available by phone, email and chat during business hours. Teams evaluating Follow Up Boss should ask specifically about onboarding support for setting up routing rules and action plans, since getting those configured correctly on day one has the biggest impact on whether the tool pays for itself.
Pros and cons
Pros
- Purpose-built lead routing from portals and your website, out of the box
- Action plans automate text-and-email follow-up for months without manual work
- Team splits, lead pools and per-agent reporting built for teams, not solo accounts
- Pro plan gets cheaper per seat as a team scales past about 7–8 agents
- Calling and texting directly from the lead record
- Native integrations with major real estate portals and transaction tools
Cons
- $58–$69 a seat is 4–6 times the price of a general CRM
- Dialer/calling costs $33/user/month on top of the base plan
- No free plan, only a 14-day trial
- Overkill and overpriced for a solo agent working referrals
- Narrower general-business integration marketplace than HubSpot or Salesforce
- Not assessed hands-on by this site — reviewed from vendor documentation and published pricing
Follow Up Boss vs the alternatives
| Tool | Starting price | Free plan/trial | Choose it over Follow Up Boss when… |
|---|---|---|---|
| Wise Agent | $49/mo flat | 14-day trial, no long contract | You're a solo agent or team of up to 5 on a tight budget |
| Lofty | ~$449/mo (est., request quote) | No free trial | You want a website, CRM and AI assistant bundled together |
| Real Geeks | $399/mo flat + $500 setup | No free trial | You don't have a lead-gen website yet and want one included |
| HubSpot CRM | Free; $9/seat | Yes (2 seats) | You work referrals, not purchased leads, and want to start free |
Follow Up Boss vs Wise Agent is the comparison most small teams should run first. Follow Up Boss costs more but adds routing rules and action plans built for a team splitting leads across multiple agents; Wise Agent is a flat $49 a month that covers up to 5 people and skips the per-seat math entirely. If you're under 5 people and don't need routing rules yet, start with Wise Agent and upgrade once volume demands it. See our full Follow Up Boss vs Wise Agent comparison for the complete breakdown.
For the full shortlist, see our best CRM for real estate guide.
Frequently asked questions
How much does Follow Up Boss cost
The Grow plan is $69 per user per month billed monthly, or $58 per user per month billed annually, as of September 2026. Pro is a flat $499 a month for 10 users ($416 a month billed annually), and Platform is a flat $1,000 a month for 30 users. There is no free plan, but there is a 14-day free trial. A dialer/calling add-on costs $33 per user per month extra.
Is Follow Up Boss worth it for a solo agent
Usually not. At $58–$69 a seat, it costs 4 to 6 times more than a general CRM like HubSpot, and its routing and team-split features solve problems a solo agent doesn't have yet. A solo agent working referrals is typically better served by Wise Agent's $49 flat fee or HubSpot's free plan.
Does Follow Up Boss have a free trial
Yes, a 14-day free trial on every plan, but there is no permanent free tier. You need a paid subscription to keep using it after the trial ends.
What does Follow Up Boss do with leads from Zillow and Realtor.com
It pulls leads from portal sources like Zillow and Realtor.com, along with your own website, into one shared inbox, then assigns each lead to an agent automatically using rules such as round-robin or first-to-claim. From there, automated action plans send text and email follow-up for months without an agent having to remember to do it manually.
Follow Up Boss vs Wise Agent: which is better
Follow Up Boss is built for teams that buy leads and need routing rules, action plans and team accountability; Wise Agent is built for a solo agent or a team of up to 5 that wants one flat, predictable bill. A growing team with paid lead sources should pick Follow Up Boss; a solo agent or small team on a budget should pick Wise Agent.
Follow Up Boss vs Lofty: which is better
Follow Up Boss is the leaner, cheaper, dedicated CRM for a team that already has a website and lead sources and just needs routing and follow-up. Lofty bundles an IDX website, CRM and an AI assistant into one system at a higher, request-only price. Pick Follow Up Boss if you already have a website; pick Lofty if you want a website included and can pay a premium for it.
Final verdict
Follow Up Boss earns its 4.5 by staying narrow and doing that narrow job thoroughly: routing rules that make sure a lead never sits unassigned, action plans that keep months of follow-up running automatically, and team tools built for a manager overseeing multiple agents rather than one pipeline. The price is real — $58 to $69 a seat is several times a general CRM, and calling costs extra — but for a team that's already paying for leads, the automation typically pays for itself in leads that don't slip through the cracks. If you're solo or working referrals, start with Wise Agent or HubSpot's free plan instead, and see our Follow Up Boss vs Wise Agent comparison for a full side-by-side.
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