CRM
Follow Up Boss
CRM platform designed for real estate and home services professionals to manage leads, follow-ups, and client relationships.
emerging🏗️General Contracting
Use Cases
- Customer relationship management
Capability Matrix
| Feature | Status | Depth |
|---|---|---|
| CRM / Customer Management | Yes | Standard |
| Marketing Automation | Yes | Standard |
| Reporting Dashboard | Yes | Standard |
| API Access | Yes | Standard |
| Zapier Integration | Yes | Standard |
| Proposals & Quotes | Yes | Standard |
| Contact Management | Yes | Standard |
| Opportunity Tracking | Yes | Standard |
| Bid Management | Yes | Standard |
| E-Signature | Yes | Standard |
| Invoicing | Partial | Basic |
| Third-Party Integrations | Yes | Standard |