CRM

Follow Up Boss

CRM platform designed for real estate and home services professionals to manage leads, follow-ups, and client relationships.

emergingPlumbingElectricalHVACRoofingTradeAtlas verified· Jul 2026

Product Tour

Use Cases

  • Customer relationship management

Pricing

Transparency
Quote only
Follow Up Boss

CRM for real estate and home services

Follow Up Boss does not publish pricing — request a quote via the vendor website.

Capability Matrix

FeatureStatusDepth
CRM / Customer ManagementYesStandard
Marketing AutomationYesStandard
Reporting DashboardYesStandard
API AccessYesStandard
Zapier IntegrationYesStandard
Proposals & QuotesYesStandard
Contact ManagementYesStandard
Opportunity TrackingYesStandard
Bid ManagementYesStandard
E-SignatureYesStandard
InvoicingPartialBasic
Third-Party IntegrationsYesStandard

Strengths

  • crm
  • marketing automation
  • reporting dashboard

Best Fit

Mid-market home-services/general-contractor contractors

Typical clientssmall crews up to mid-size shops (21–100)
Platform weightLightweight — newer platform, faster to adopt
Cost signalCustom quote — plan for a sales process and negotiated contract
Small teamsMid-size