Follow Up Boss Overview

Follow Up Boss (FUB) is a Customer Relationship Manager (CRM) that  helps store, manage, and communicate with your database!  Realty Group offers every RG agent a FREE user profile under our Brokerage account! 

Some features of FUB include but are not limited to:

✅ Calling and Dialer

✅ Email and Text Templates

✅ Automated Action Plans (Drip Campaigns)

✅ Reporting 

✅ Automations

✅ Smart Lists

✅Lead Routing

✅ and MORE!

Realty Group knows the importance of utilizing a CRM and maintaining consistent and relevant communication with your database! This is why we have purchased a brokerage account and offer you a FREE seat on that account!

An agent owned account allows the agent to have full control of that account. This means the agent can:

• Control and create all content (email and text templates, actions plans, tags, stages, etc)

• Add other agents, teams, and other partners to their account

• Set up their own automations 

Brokerage account requires RG staff to have access to all aspects of the FUB account, including agent profiles, contacts, and content. RG staff having access to this information allows them to better assist you in setting up and maintaining your FUB account. 

RG Staff are the ONLY people that have this kind of access. Agents DO NOT have access to any other agent's database information.

Having a free seat on a brokerage account makes having a CRM cost effective for you, but it does also mean that there are some limitations to your account which include but are not limited to: 

• Only RG Staff can create an Action Plan for you

• Only RG Staff can set up Automations and lead flow rules

• You will be able to see (but not edit or delete) other agent's material, such as Action Plans, email and text templates, tags, etc

• Only RG Staff can give you the ability to Export your own contacts (which we are happy to do!) Just ask Agent Services to enable this permission!

RG understands that it can be scary for agents to let RG Staff have access to their database and to have limitations in their CRM account. Please rest assured that RG has NO interest in "stealing" your leads or database information. RG Staff having access to your database and the account limitations is simply the way FUB is set up, which RG has no control over.

See below some of the benefits of using a brokerage owned account:

Collaboration: We understand that these limitations and shared materials can be a pain point for some agents. However, one of RG's Core Values is Collaboration, so the ability for you to see what other agents are creating and implementing (and vice versa!) is actually really valuable and can impact your business in a very positive way! 

Technical Support: RG Staff having full access to your FUB gives them the ability to see exactly what is going on with your account and provide troubleshooting and technical support right when you need it!

Cost Effective: There are many costs associated with having a real estate license and building a business. Let RG cover some of that expense by utilizing your FREE FUB account!