Realtor · Harford County, MD · Member since 2020 · 118 posts · 33 votes
I don’t usually rave about software, but after two years with FollowUpBoss, I feel like I need to share my experience, the good, the bad, and the unexpected.
When I first started using it, it was just me juggling leads, follow-ups, and trying to keep track of conversations without dropping the ball. It felt like I was always a step behind, forgetting to follow up, losing track of who I spoke to, and scrambling to stay organized.
Then I found FollowUpBoss. At first, it took me a while to really use it the right way (because let’s be real, CRMs can be overwhelming), but once I got the hang of it, everything clicked. Fast forward two years, and now my whole team is using it, and I honestly don’t know how we managed before.
What’s still frustrating: There’s a learning curve. If you don’t set it up right from the start, it can feel like just another tool you’re paying for. Once it’s dialed in, though, it’s a game-changer.
I didn’t expect to rely on it this much, but now I can’t imagine running my business without it. If you’ve used it, I’d love to hear your take—do you feel the same, or am I just drinking the Kool-Aid?
Investor · Honolulu HI & Los Angeles, CA · Member since 2018 · 369 posts · 176 votes
1y
@Alyson Anderson - Its a simple API connection. I use Zapier to pipe leads into FUB. In Deal Machine, I created a lead type "In Marketing with FUB" which triggers Zapier to ZAP the Lead into a Deal Machine Pond. To ensure no one takes your Deal Machine Lead, we add a Tag with your name on it. Thus, when you are in FUB, you can create a Smartlist based on a Tag with your name on it - Tag = "Deal Machine Lead for John Doe". You can also skip trace the lead in DM and have emails and phone numbers populated in FUB. We use other lead sources (Probate, Vacants, NODs, etc,) and ZAP them into FUB. One stop shopping at its best! @Gregory Schwartz - being an IT guy, I have experience with HubSpot GHL, Podio, Salesforce, Zendesk, ServiceNow, Sugar, and Zendesk, you can't beat the simplicity of FUB! If you are a solopreneur its a good tool to have. If you have a team, its a must have! - fewer collisions/conflicts in lead generation.
Investor · Honolulu HI & Los Angeles, CA · Member since 2018 · 369 posts · 176 votes
1y
@Alyson Anderson - I agree! It has been a game changer. My cohorts largely leverage the pond by state. We have a large group and we don't want to be chasing after the same leads and calling/texting/emailing spamming the homeowner. Thus, we keep the leads in the pond so that our team can see all the leads and who is working on it. The ponds are constantly being filled with new leads on a first come, first served perspective and you can run filters based on your search type. We've also integrated it with Deal Machine for D4D purposes. I do agree that it is designed for Real Estate Brokerages, however, it works for REI teams as well. No, you are not drinking the Kool-Aid. You can't beat the simplicity of it in comparison with other CRMs. I'd love to see your configuration - I can show you my config as well! Mahalo, Joel
@Alyson Anderson - I agree! It has been a game changer. My cohorts largely leverage the pond by state. We have a large group and we don't want to be chasing after the same leads and calling/texting/emailing spamming the homeowner. Thus, we keep the leads in the pond so that our team can see all the leads and who is working on it. The ponds are constantly being filled with new leads on a first come, first served perspective and you can run filters based on your search type. We've also integrated it with Deal Machine for D4D purposes. I do agree that it is designed for Real Estate Brokerages, however, it works for REI teams as well. No, you are not drinking the Kool-Aid. You can't beat the simplicity of it in comparison with other CRMs. I'd love to see your configuration - I can show you my config as well! Mahalo, Joel
The pond system sounds like a solid way to keep things organized and avoid stepping on each other's toes. I haven't used Deal Machine alongside FollowUpBoss, but now you’ve got me curious—how has that integration worked for you?
I don’t usually rave about software, but after two years with FollowUpBoss, I feel like I need to share my experience, the good, the bad, and the unexpected.
When I first started using it, it was just me juggling leads, follow-ups, and trying to keep track of conversations without dropping the ball. It felt like I was always a step behind, forgetting to follow up, losing track of who I spoke to, and scrambling to stay organized.
Then I found FollowUpBoss. At first, it took me a while to really use it the right way (because let’s be real, CRMs can be overwhelming), but once I got the hang of it, everything clicked. Fast forward two years, and now my whole team is using it, and I honestly don’t know how we managed before.
What’s still frustrating: There’s a learning curve. If you don’t set it up right from the start, it can feel like just another tool you’re paying for. Once it’s dialed in, though, it’s a game-changer.
I didn’t expect to rely on it this much, but now I can’t imagine running my business without it. If you’ve used it, I’d love to hear your take—do you feel the same, or am I just drinking the Kool-Aid?
Do you have any experience with other software? Going from no system to any system is a game changer. I'm using my broker's software and its has been great for my business, and it's free to use! However, I've been wondering if a more robust CRM is worth it.
I don’t usually rave about software, but after two years with FollowUpBoss, I feel like I need to share my experience, the good, the bad, and the unexpected.
When I first started using it, it was just me juggling leads, follow-ups, and trying to keep track of conversations without dropping the ball. It felt like I was always a step behind, forgetting to follow up, losing track of who I spoke to, and scrambling to stay organized.
Then I found FollowUpBoss. At first, it took me a while to really use it the right way (because let’s be real, CRMs can be overwhelming), but once I got the hang of it, everything clicked. Fast forward two years, and now my whole team is using it, and I honestly don’t know how we managed before.
What’s still frustrating: There’s a learning curve. If you don’t set it up right from the start, it can feel like just another tool you’re paying for. Once it’s dialed in, though, it’s a game-changer.
I didn’t expect to rely on it this much, but now I can’t imagine running my business without it. If you’ve used it, I’d love to hear your take—do you feel the same, or am I just drinking the Kool-Aid?
Do you have any experience with other software? Going from no system to any system is a game changer. I'm using my broker's software and its has been great for my business, and it's free to use! However, I've been wondering if a more robust CRM is worth it.
I hear you on that—any system is better than no system, but the level of automation and visibility FUB gives me has been a game-changer. I’ve used a few other CRMs before, but most felt either too clunky or not tailored enough for real estate. If your broker’s system is working well for you, that’s huge. But if you ever feel like you're outgrowing it, FUB is worth a look. Do you feel like there’s anything missing from your current setup?
Investor · Honolulu HI & Los Angeles, CA · Member since 2018 · 369 posts · 176 votes
1y
@Alyson Anderson - Its a simple API connection. I use Zapier to pipe leads into FUB. In Deal Machine, I created a lead type "In Marketing with FUB" which triggers Zapier to ZAP the Lead into a Deal Machine Pond. To ensure no one takes your Deal Machine Lead, we add a Tag with your name on it. Thus, when you are in FUB, you can create a Smartlist based on a Tag with your name on it - Tag = "Deal Machine Lead for John Doe". You can also skip trace the lead in DM and have emails and phone numbers populated in FUB. We use other lead sources (Probate, Vacants, NODs, etc,) and ZAP them into FUB. One stop shopping at its best! @Gregory Schwartz - being an IT guy, I have experience with HubSpot GHL, Podio, Salesforce, Zendesk, ServiceNow, Sugar, and Zendesk, you can't beat the simplicity of FUB! If you are a solopreneur its a good tool to have. If you have a team, its a must have! - fewer collisions/conflicts in lead generation.
@Alyson Anderson - Its a simple API connection. I use Zapier to pipe leads into FUB. In Deal Machine, I created a lead type "In Marketing with FUB" which triggers Zapier to ZAP the Lead into a Deal Machine Pond. To ensure no one takes your Deal Machine Lead, we add a Tag with your name on it. Thus, when you are in FUB, you can create a Smartlist based on a Tag with your name on it - Tag = "Deal Machine Lead for John Doe". You can also skip trace the lead in DM and have emails and phone numbers populated in FUB. We use other lead sources (Probate, Vacants, NODs, etc,) and ZAP them into FUB. One stop shopping at its best! @Gregory Schwartz - being an IT guy, I have experience with HubSpot GHL, Podio, Salesforce, Zendesk, ServiceNow, Sugar, and Zendesk, you can't beat the simplicity of FUB! If you are a solopreneur its a good tool to have. If you have a team, its a must have! - fewer collisions/conflicts in lead generation.
Love how streamlined your setup is! The API connection with Zapier sounds like a solid workflow, and I can definitely see how that keeps things running smoothly without stepping on each other's toes. The tagging system is a smart touch too! I might take you up on that config-sharing offer—always open to seeing how others are optimizing their setups. Appreciate you breaking it down!
Rental Property Investor · College Station, TX · Member since 2016 · 1k+ posts · 1k+ votes
1y
@Joel Bongco thanks for that. I had CINC and it was useful however as a solo agent I didnt find that I was getting my moneys worth. Im likely going to be stepping up to FUB or REsimpli
@Joel Bongco thanks for that. I had CINC and it was useful however as a solo agent I didnt find that I was getting my moneys worth. Im likely going to be stepping up to FUB or REsimpli
Totally get that. If you're solo, some of those bigger CRMs can feel like overkill. FUB really shines when it comes to keeping things simple but powerful, especially as you scale. If you do make the switch, I’d love to hear how it compares to what you’ve used before!