FollowUpBoss

The Real Enterprise-grade, Home-grown Retail Crm

Setup

Process

Waterfall
4 weeks sprints
Daily standups
Weekly status updates

Team

Designer
FE & BE developers
BI Analyst
Android developer
QA
DevOps
Product Owner

Technologies

Html 5
PHP
Java
Microsoft Dot Net
Microsoft Power BI

About

Follow Up Boss is a real estate sales CRM that helps you automatically distribute and follow up on leads from over 200 different US and Canadian lead sources.


Features

User profile management
Contacts and Calendar Integration
Call and Text Capability
Case Assignment
Email Support
Action planning and Email Templates
Push Notification
200+ API based integrations

Launch & Maintenance

Created marketing materials
SEO for AppStore
Analytics and link attributions
Conducted advertising campaign on the AppStore

Services

UI/UX
iOS development
Android development
iPad development
Backend development for supplier and restaurant integration
Multi-device manual testing

Features showcase

inventory

Easy access to lead pond

Team based activities are highly encouraged through this app. The lead ponds are separately managed under profile management rules, accessible in total to the super- admin only, and separately available under relevant profiles.

supplier

Contact options

Leads are automatically captured through 200+ major real estate lead providers. Admin can assign the leads to sales rep that can contact through email, text and phone from the mobile app. The app offers a host of email templates to expedite the contact process. Contacts can be synced with the app and the reps can enjoy one-window operation.

customer

Action plans and notes

Leaders can set action plans for their sales reps and execution of these plans is ensured through rigorous calendar notifications and mandatory notes and event logging at the CRM level. High visibility reporting ensures that every sales rep stays their course.

Key Take Away

1

Follow Up Boss automatically receives leads from most major lead providers (Zillow, Realtor.com, Facebook, Ylopo and many more), and tracks your contacts’ activity on your website.

2

Follow up boss allows the sales leaders and sales reps to keep track of their leads and stay on top of their lead pool.

3

Seamless contact workflows and over 200 API integrations with lead providers in the US allow the users to keep track of their engagements, from their office and on the go.


Next

3HT

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Services