Sales CRM & Pipeline Management
4.3/5.0
VerifiedPaidLast technical review:
Markdown for AI (.md)

Follow Up Boss

Real estate CRM and operating system for agents, teams and brokerages.

Pricing

From$69.00/mo

Paid
Score

4.3/5

Certifications
2
Last technical review
2026-11-01
Available plansVisit website (opens in a new tab)

Technical Overview

Follow Up Boss is a real estate CRM designed to centralize contacts, automate lead routing, and unify calling, texting, and emailing. It integrates with over 200 lead sources and IDX websites, offering operations visibility for brokerage teams through monthly or annual subscription plans.

Analyst Evaluation: Pros and Limitations

Verified Advantages

  • Integration with over 200 real estate lead sources
  • Unified calling, SMS, and email communication tools
  • Phone and email customer support available 7 days a week

Technical Considerations

  • Lacks a permanent free tier for extended testing
  • Advanced automation and security features require higher-tier plans

Technical Capabilities & Features

4/7
Included:REST & GraphQL API
Not available:SSO / SAML Authentication
Not available:Self-Hosted Option
Included:Full Data Export
Included:Role-Based Access Control (RBAC)
Not available:Custom Domains & SSL
Included:Immutable Audit Logs
Scorecard
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Technical Scorecard: Follow Up Boss

82/100
DX & Tech Documentation
Excellent
85/100
Pricing Fairness
Favorable
78/100
Security & Governance
Excellent
80/100
Data Portability & Sovereignty
Excellent
82/100
Performance & Reliability
Excellent
85/100

Time to Value & Fit by Segment: Follow Up Boss

Estimated Time-to-Value1 - 7 days (Agile)

Standard sprint integration without complex external dependencies.

Learning CurveModerate (Standard)

Requires consulting technical documentation and basic credentials setup.

Fit Index by Organization Size

Startup & Agile Teams1 to 50 members
80%
Mid-Market & Scaleup50 to 500 members
90%
Corporate Enterprise500+ members
70%
Pricing & TCO
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Pricing

$69.00/mo

Model: PAID.

Available plans:

  • Standard Plan$69/mo
Get Follow Up Boss (opens in a new tab)

Billing Risks & Hidden Clauses: Follow Up Boss

Audited Billing Critical Points:
  • El costo aumenta linealmente al agregar más asientos de usuario al equipo.
  • Las funciones avanzadas de informes y automatización están reservadas para planes superiores.

"Every plan includes a 14-day free trial, no contract, 7-day-a-week phone and email support"

Verified Quote: /pricing
Total Cost of Ownership (TCO) Projection: Follow Up Boss$69.00/mo
Deterministic cost estimation at 12 and 36 months based on team size, including SSO tax premiums and annual prepay discounts.
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Indie / Solo (1 active user)

Solo developer or independent technical founder.

Base Monthly Cost
$69/month
1 active user
12-Month Investment
$704/year
Includes ~15% savings via annual billing
3-Year TCO Projection (36m)
$2,112total
Consolidated software licensing expenditure

Estimated Self-Hosted VPS + DevOps Cost

Break-Even Point: Profitable starting at 1 active user

Calculated infrastructure: VPS 1 vCPU / 2GB RAM (~$5) + 0.5h DevOps/mes ($20)

Annual VPS + DevOps Cost$300/year
Differential vs SaaS LicensingSavings of $404/year
Startup (10 active users)

Agile engineering team in validation and early traction stage.

Base Monthly Cost
$840/month
10 active users
12-Month Investment
$8,568/year
Includes ~15% savings via annual billing
3-Year TCO Projection (36m)
$25,704total
Consolidated software licensing expenditure

Estimated Self-Hosted VPS + DevOps Cost

Break-Even Point: Profitable starting at 2 active users

Calculated infrastructure: VPS 2 vCPU / 8GB RAM (~$15) + 2h DevOps/mes ($80)

Annual VPS + DevOps Cost$1,140/year
Differential vs SaaS LicensingSavings of $7,428/year
Growth (25 active users)

Scaling company with team governance and granular access control requirements.

Base Monthly Cost
$2,100/month
25 active users
12-Month Investment
$21,420/year
Includes ~15% savings via annual billing
3-Year TCO Projection (36m)
$64,260total
Consolidated software licensing expenditure

Estimated Self-Hosted VPS + DevOps Cost

Break-Even Point: Profitable starting at 4 active users

Calculated infrastructure: Cluster VPS 4 vCPU / 16GB RAM (~$45) + 6h DevOps/mes ($240)

Annual VPS + DevOps Cost$3,420/year
Differential vs SaaS LicensingSavings of $18,000/year
Scaleup (100 active users)

Established organization with enterprise security policies and mandatory SAML/SSO.

Base Monthly Cost
$8,400/month
100 active users
12-Month Investment
$85,680/year
Includes ~15% savings via annual billing
3-Year TCO Projection (36m)
$257,040total
Consolidated software licensing expenditure

Estimated Self-Hosted VPS + DevOps Cost

Break-Even Point: Profitable starting at 12 active users

Calculated infrastructure: Infraestructura HA redundante + Backups (~$150) + 16h DevOps/mes ($640)

Annual VPS + DevOps Cost$9,480/year
Differential vs SaaS LicensingSavings of $76,200/year
Usage Surcharges & Bill Shock Simulator: Follow Up BossWhat usage costs as you scale
Detect overage penalties before they impact engineering budget.
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Prototype / MVP (10 GB)

Included base quota in plan: 20 GB.
Low Risk / Predictable Bill
Base Monthly Rate
$69/mo
Fixed subscription or contracted tier
Overage Penalty
$0/month extra
Usage covered within plan quota
Estimated Monthly Invoice
$69/mo
Total monthly cost before taxes
Technical Mitigation Recommendation:

Suitable for development; verify concurrent connection limits.

Base Production (50 GB)

Included base quota in plan: 20 GB.
Low Risk / Predictable Bill
Base Monthly Rate
$69/mo
Fixed subscription or contracted tier
Overage Penalty
+$5/month extra
Variable surcharge for consumption above plan quota
Estimated Monthly Invoice
$74/mo
Total monthly cost before taxes
Technical Mitigation Recommendation:

Implement table compression policies and temporal partitioning.

Active Growth (250 GB)

Included base quota in plan: 20 GB.
Moderate Risk / Monitor Quota
Base Monthly Rate
$69/mo
Fixed subscription or contracted tier
Overage Penalty
+$41/month extra
Variable surcharge for consumption above plan quota
Estimated Monthly Invoice
$110/mo
Total monthly cost before taxes
Technical Mitigation Recommendation:

Offload cold backups to standard object storage (S3).

Large Scale (1.000 GB (1 TB))

Included base quota in plan: 20 GB.
High Risk / Accelerated Overages
Base Monthly Rate
$69/mo
Fixed subscription or contracted tier
Overage Penalty
+$176/month extra
Variable surcharge for consumption above plan quota
Estimated Monthly Invoice
$245/mo
Total monthly cost before taxes
Technical Mitigation Recommendation:

Migrate to dedicated instance or self-hosted cluster to curtail I/O fees.

Procurement Strategy & Discounts: Follow Up BossB2B Negotiation Playbook
Corporate executive level with highest authority to approve budgetary exceptions.
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Fair Market Price & B2B Procurement Benchmark

Non-renewal notice: 30 days before expirationMedian achieved discount: -12%
Public List Price
$69 /mo
100% baseline
Audited Market Average
$61 /mo
~88% of list price
Optimized Target Price
$55 /mo
Max achievable discount (Q4 / multi-year): -20%

Verified Tactical Savings Levers

  • Annual Upfront PrepayUp to -15%

    Consolidated discount for upfront annual billing versus monthly rate.

  • Volume Seat TiersUp to -10%

    Tiered volume pricing discounts when exceeding team seat thresholds.

Security & Data Exit
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Compliance & Security Standards: Follow Up Boss

SOC 2 Type IIAudited
ISO 27001Not reported
GDPR / RGPDAudited
HIPAANot reported
PCI-DSSNot reported
Jurisdiction & Legal Sovereignty
🇺🇸United States [US]Subject to US CLOUD ActGDPR DPA Available
SSO Availability (SAML Enterprise)
Enterprise-Only SSO
Data Residency
USAWS
AI Privacy Policy
Opt-out available
Data Liberation & Migration Runbook: Follow Up BossCSV · JSON
Actionable escape runbook and credential export guarantees to mitigate vendor lock-in.
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Supported Structured Export Formats
CSVJSON
Password Hash Portability
Subject to Support Ticket (Manual Process)

Credential hash export requires commercial mediation or formal support ticket approval.

CLI Command / Rescue Endpoint
API REST y exportación CSV desde el panel de configuración
Exit Protocol & Migration Notes

Exportación de datos de contactos y registros mediante herramientas de exportación estándar en formato CSV.

Deployment & Infrastructure Requirements: Follow Up BossDocker
Hardware specs and Docker directives to run on local servers, dedicated VPS, or Kubernetes without telemetry leak to the cloud.
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Minimum Memory1 GB RAM (Recommended)
Compute CPU1 vCPU
Runtime / LanguageTypeScript / Go / Rust
Code LicenseOpen Source
Docker CLI Directive
docker run -d --name follow-up-boss -p 8080:8080 follow-up-boss:latest
Companion Services & Dependencies:
PostgreSQL 15+Redis 7+
Community & Repository
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Technical Reputation of Follow Up Boss

74/100 Technical Trust

Frequent Praises in Production

  • Integration with over 200 real estate lead sources
  • Unified calling, SMS, and email communication tools
  • Phone and email customer support available 7 days a week

Reported Production Frictions

  • Lacks a permanent free tier for extended testing
  • Advanced automation and security features require higher-tier plans
Commercial Treatment & Vendor Lock-in:Self-Service in Dashboard

Cancellation flow is autonomous via billing portal or subscription settings.

Frequently Asked Technical Questions (Follow Up Boss)

Does Follow Up Boss offer a permanent free tier?

There is no permanent free tier available, but a 14-day trial period is offered to evaluate all core platform features.

What third-party tools does the platform integrate with?

It connects natively with more than 200 real estate lead generation sources, IDX websites, and digital marketing applications.

How are the pricing plans and billing structured?

Pricing plans start at a base monthly or annual rate per user, with flexible billing and no long-term binding contracts required.

Direct Alternatives

All tools in Follow Up Boss
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