Follow Up Boss — the CRM built for portal-lead teams
Follow Up Boss at a glance
- Best for
- Teams buying portal leads (Zillow, Realtor.com) that need speed-to-lead and automated follow-up sequences ("action plans")
- Price
- From $69/login/mo on monthly billing ($58/login/mo on annual billing)
- Year one, solo
- $696/yr on annual billing ($828/yr month-to-month; excl. optional dialer)
- Contract
- No contract on monthly · 12-month term on annual
- Watch out
- No native IDX website — and per-login + dialer pricing scales steeply as the team grows.
From our product data, checked against Follow Up Boss official pages. Full pricing ↓
We compare 6 core real estate CRMs side by side and review 12 more platforms agents ask about (18 in total) — every published price is checked against the vendor's official page and re-verified regularly.
Our one-line verdict — Follow Up Boss is the best CRM for teams that buy portal leads and live or die on speed-to-lead (how fast a new lead gets contacted). It is not the cheapest option and not an all-in-one — it has the best lead routing in real estate.
Who it's for
Solo agents and teams buying leads from Zillow, Realtor.com, or other portals — who need action plans (FUB's name for drip campaigns — automated follow-up sequences of texts, emails, and task reminders, per FUB's own help center) that actually run, and no-contract monthly billing with a cheaper annual-billing option (amounts already paid aren't refunded if you cancel early, per FUB's Terms of Service section 7). Round-robin routing (new leads dealt out to agents in rotation) comes with every plan — it's not gated behind Pro or Platform (though the shared Team Inbox itself is Pro-and-up, as the caveat under "What the product looks like" flags) — but a solo agent has nobody to route leads to, so solo buyers should decide on the action plans and the price, not the routing.
What this review is based on
Verified October 4, 2026 against followupboss.com — the Follow Up Boss official pricing page and feature pages. Product images below are vendor-official public product images from followupboss.com, not screenshots from a logged-in account. Logged-in backend testing (real inbox, real lead routing, real bill) is pending and this page will be updated when it lands.
Some links on this page could earn us a commission if we add affiliate programs later — none do today. It never changes our verdicts. Disclosure →
What the product looks like
All images are vendor-official public product images. They show the product interface with vendor sample data.
The Team Inbox: conversations, tasks, and call buttons in one view. So what: a new portal lead lands here — the agent sees the thread, the history, and the next action without switching tools. This is the speed-to-lead workflow. (Caveat: the shared Team Inbox is a Pro-and-up feature — on Grow, there is no shared inbox to route into.)
Lead routing rules: ZIP-code conditions (e.g. 90210), assignment to an agent plus a lender partner, an action plan per rule, and a default fallback rule for everything that doesn't match — with round-robin (new leads dealt out to agents in rotation) vs. first-to-claim (whoever grabs the lead first gets it) pools. So what: who gets the 11pm lead (and which lender sees it) is decided on this screen — not in a spreadsheet, not by whoever shouts loudest.
The call list with click-to-call. So what: on the Grow plan this is a paid add-on ($39/login/mo) — this is what the extra money buys. On Pro and Platform it's included with unlimited calling.
The People database with lead details — plus built-in lists (New Leads from the last 7 days, Hot, Call List, Past Clients), so your hot leads aren't buried in the full contact pile. So what: FUB advertises unlimited contacts on every plan — your contact database isn't the constraint; the number of users and the calling add-on are.
Calling, texting, and the dialer question
Two-way texting from the mobile app — an agent booking a showing by text. So what: texting carries no add-on fee on any plan, so the follow-up that actually gets replies is included.
The Grow texting ceiling is still unverified. FUB's pricing page lists unlimited texting on Pro and Platform, but publishes no per-login text volume limit for Grow — so a team that texts at portal-lead volume can't confirm from public sources whether a monthly ceiling or per-text overage exists. If your team's speed-to-lead lives on text, pin this down on the trial (question 4 below) before you size the plan.
Texting is included on every plan — and per FUB's own pricing page, each agent gets an individual number for texts, so replies come back to the agent, not a shared company line (a separate company number exists for team-level texting and receiving calls, per the pricing-page feature list). Where calling is available — Pro, Platform, or Grow with the $39/login/mo Calling add-on — that same individual number also handles calls. Calling is the line item to watch: on Grow it's a $39/login/mo add-on ($33/login/mo on annual billing). You don't have to buy it for the whole team — per FUB's own help center, the account owner picks which users get calling (Admin → Billing → Manage Calling Add-On), so a five-agent team with two heavy callers pays for two, not five. On Pro and Platform, unlimited calling and texting for all users are included. If your team lives on the phone, price the Grow plan with the dialer (the in-CRM calling tool — FUB brands the feature "Calling") — the headline $69/login/mo is not the real number for call-heavy teams. Trial caveat, per FUB's own help center: a paid account can trial the Calling add-on free for 14 days (up to 20 users, once every 6 months), but billing starts automatically when the trial ends — remove users from the trial before it lapses if you don't want the charge.
One compliance caveat before your first text goes out: texting through FUB runs on 10DLC business texting — the business-texting registration US carriers require before your texts go out — and per FUB's own help center you must register your business (EIN — your federal business tax ID — website opt-in language, privacy policy) to keep texts delivering, and only text leads who gave prior express written consent — texting without that is a TCPA (federal telemarketing/texting law) lawsuit waiting to happen. Unregistered numbers get blocked by the carriers.
IDX and website
Follow Up Boss has no native IDX website. IDX comes via integrations, not from FUB itself. If "one vendor for my website and my CRM" is a requirement, FUB is the wrong pick — that's Lofty's territory. FUB's strength is what happens after the lead arrives, from 200+ lead sources (per FUB's own pricing page), not where the lead is captured. Related caveat a buyer's agent would ask about: listing alerts — FUB's native saved-search property alerts are still rolling out, currently only for Zillow Pro FUB users (per FUB's Help Center), so most agents send listing alerts from their connected IDX website instead.
Pricing and add-ons
| Plan | Monthly billing | Annual billing | Included logins |
|---|---|---|---|
| Grow | $69/login/mo | $58/login/mo | None included — you pay for every login |
| Pro | $499/mo | $416/mo | 10 logins included; extra logins $49/mo each ($41/mo each on annual billing) |
| Platform | $1,000/mo | $833/mo | 30 logins included; extra logins $20/mo each ($17/mo each on annual billing) |
Calling add-on (Grow only): $39/login/mo monthly, $33/login/mo on annual billing. No setup fee is published — that's not the same as a verified $0 onboarding, so confirm any implementation or white-glove onboarding cost during your trial. Day one still costs you: on annual billing the first charge may be the full year upfront. Prices are "+ tax, where applicable" per FUB's pricing page. Full first-year math for 1, 5, and 10 logins →
Setup: how fast can you use it?
FUB advertises a 14-day free trial and "easy migration." One caveat from FUB's own feature table that few notice: on the Grow plan, help importing contacts from your old CRM and help connecting your lead sources are not included — the hands-on help with both starts on Pro. On Grow the self-serve import tools are there, but the help isn't. One verified counterweight for self-serve onboarding: every plan includes phone and email support 7 days a week (8am–8pm ET — 5am–5pm PT, so a West Coast agent working an evening open house is past support hours), per the official pricing page. We have not run a real onboarding yet, so treat the "easy" claim as the vendor's — our timed setup test is pending. What is verified: there's no contract on monthly billing, so a bad onboarding costs you a month, not a year.
Team management, mobile, and integrations
- Team management: on Pro and up, the Team Inbox and routing pools are where the team actually works — new leads land with a named agent, not in a shared pile nobody watches.
- Mobile: iOS/Android app with your call list and text threads (shown in vendor materials); a lead that lands between showings gets called back from the parking lot instead of waiting for an evening desk session.
- Integrations: 200+ lead sources per FUB's pricing page — the practical meaning is that Zillow, Realtor.com, and most portals push leads straight into the CRM.
Migration, contract, and cancellation risk
This is FUB's quiet superpower: no contract on monthly billing, cancel anytime, verified on the pricing page. Leaving costs you nothing contractually. One fine-print caveat: FUB's Terms of Service (section 7, "Payments; Refunds") state that canceling before your current term ends does not entitle you to a refund of amounts already paid — so canceling stops the next renewal but doesn't return the term already paid — on monthly or annual billing. Data export is documented in FUB's own help center (verified September 30, 2026): it's self-serve from People > All People, downloads as a CSV instantly, and never removes contacts from FUB — but emails and call recordings can't be exported, so export with "All Columns" and sanity-check the file before you cancel. The exact cancellation-click flow is still on our verification list — we'll document it from a real account.
Before you buy: the seven questions to ask during the trial
FUB's pricing is public, so you don't need a demo call to price-shop it — the 14-day free trial is where you verify what the pricing page doesn't spell out. Answer these before it ends:
- What's the exact cancellation-click flow, and does the account stay live until the end of the paid term after I cancel? And when an individual agent leaves the team, who owns their contacts — the agent or the brokerage — and can they be reassigned to another agent?
- On Pro, when I add the 11th user, does the extra-user charge kick in automatically, or is there a confirmation prompt first?
- How long does 10DLC business-texting registration take — days or weeks — before my first text actually goes out? And who handles opt-in/opt-out consent when an action plan texts contacts who never opted in — your past clients and referrals?
- On Grow, is texting unlimited per user, or is there a monthly volume ceiling a heavy texter would hit?
- On Grow, is the $39/login/mo Calling add-on unlimited minutes, or metered per minute? Pro and Platform list unlimited calling — confirm whether Grow's paid add-on matches.
- Can I port my existing business number into Follow Up Boss — and does 10DLC registration follow the ported number or restart from scratch? (Your number is your identity; being forced to change it is a cost the pricing page doesn't show.)
- For the individual texting number FUB assigns each agent, can I choose the area code — or am I stuck with whatever it hands me? (Leads answer texts from a local-looking number; a random area code is a small but real reply-rate tax.)
Alternatives
- Lofty (formerly Chime) if you want the IDX website, CRM, and ads from one vendor (quote-only pricing; AI follow-up is Lofty's $60/mo AI Sales Agent add-on, not bundled).
- BoldTrail (kvCORE's successor) if you're a brokerage that also needs back-office tools from the same vendor (BoldTrail BackOffice is a separate product line, not part of the core Platform; quote-only pricing).
- Wise Agent if you're a solo agent on a tight budget — $49/mo flat (or $499/yr) for up to 5 members on one shared login, no per-login billing for the base five (individual logins beyond the shared one run $20/mo each — Wise Agent review →).
The verdict
Follow Up Boss: best for teams buying portal leads (Zillow, Realtor.com) that need speed-to-lead and automated follow-up sequences ("action plans").
Pick this if your team buys portal leads (Zillow, Realtor.com) and lives or dies on speed-to-lead — routing plus action-plan follow-up is the core.
Skip it if you want the cheapest CRM or an all-in-one with a website — no native IDX site, and per-login + dialer pricing scales steeply.
Four decision numbers — verified from official vendor sources, with the evidence on this page:
- Starting price
- $69/login/mo Grow, monthly billing ($58/login/mo on annual)
- Free trial
- 14 days — card-upfront status unpublished, ask first
- Contract
- None on monthly billing (12-month term on annual)
- Dialer
- $39/login/mo add-on on Grow; included on Pro and Platform
Verdict evidence
Buy Follow Up Boss if portal leads are your pipeline and speed-to-lead decides your ROI — start on Grow, skip the dialer until an agent is calling 20+ leads a day (at that volume it's a speed-to-lead tool, not a luxury), and move to Pro the moment your Grow math crosses Pro's flat rate — $499/mo on monthly billing, $416/mo on annual: with every agent calling that's around 5 agents on either billing cycle — but the dialer is bought per user, so if only some agents call, that crossover slides later (run your team's partial-caller math →). One team-size caveat the price math misses: the shared Team Inbox — the shared inbox your leads route into, per FUB's own feature table — is Pro-and-up, so on Grow there is no shared inbox to route into. If a shared team inbox is the reason you're buying, your real entry price is Pro's $499/mo on monthly billing, not Grow's $69/login/mo. Don't buy it for the website — it doesn't have one.
Pros
- Lead routing agents actually trust — round-robin (new leads dealt out to agents in rotation), first-to-claim (whoever grabs the lead first gets it), ZIP/price rules: the reason portal-lead teams buy it.
- Transparent public pricing and no contract on monthly billing — no setup fee is published (not the same as a verified $0 onboarding), and annual billing may charge the whole year upfront, so budget the full first-year number.
- Texting included on the entry plan — genuinely usable at $69/login/mo for non-call-heavy users (texting volume limits are still on our verification list) — and unlimited contacts on every plan.
- 200+ lead source integrations; portal leads push straight in.
Cons
- No native IDX website — website + CRM in one vendor isn't on offer.
- Calling costs extra on Grow ($39/login/mo); the headline price understates the real cost for phone-heavy teams.
- Per-login pricing scales brutally: 10 agents on Grow + dialer runs $12,960/yr vs. $5,988/yr on Pro (monthly billing; annual runs $10,920 vs. $4,992) — you must step up to Pro. User caveat: 10 agents use up all 10 of Pro's included logins, so an ISA (inside sales agent), admin, or transaction coordinator costs extra ($49/mo each on monthly billing, $41/mo on annual).
- AI features (smart summaries, smart messages, suggested tasks, predictive lead prioritization) carry no extra charge on any plan — but per FUB's pricing page, many of them rely on data from the FUB Calling feature, which is a paid add-on on Grow. So the dialer decision also shapes how much AI value you get — we still need a real account to test that.
- Grow
- $69/login/mo monthly, $58/login/mo annual — no logins included; every login is billed
- Pro
- $499/mo monthly, $416/mo annual — 10 logins included; extra logins $49/mo each ($41/mo each on annual)
- Platform
- $1,000/mo monthly, $833/mo annual — 30 logins included; extra logins $20/mo each ($17/mo each on annual)
- Calling add-on (Grow)
- $39/login/mo ($33/login/mo on annual) — bought per user, not for the whole team
- Setup fee
- None published — confirm any implementation or onboarding cost during your trial
- Annual billing
- First charge may be the full year upfront; prices are "+ tax, where applicable"
Opens our cost page — per-login math, the $39/login/mo dialer add-on, and first-year totals for 1, 5, and 10 logins.
Side-by-side numbers
The six core CRMs on the same four numbers — each row jumps to that product's verdict:
| CRM | Starting price | Free trial | Best for | Verdict |
|---|---|---|---|---|
| Follow Up Boss | $69/login/mo on monthly billing ($58/login/mo on annual) | 14-day trial — card-upfront status unpublished, ask first | Portal-lead teams, speed-to-lead | This verdict ↓ |
| Lofty | Quote-only | Demo only | AI first-touch follow-up | See verdict: Lofty → |
| BoldTrail | Quote-only | Demo only | Brokerages, multi-office teams | See verdict: BoldTrail → |
| Real Geeks | $399/mo + $10/mo IDX feed per MLS board (+ $500 one-time setup) | No free trial published | Solo/small teams, site + CRM bundle | See verdict: Real Geeks → |
| Sierra Interactive | $299.95/mo on annual billing (+ $500 setup on monthly billing) | No free trial published — billing starts 14 days after signup (deferred billing) | Website-first teams, brokerages | See verdict: Sierra Interactive → |
| Wise Agent | $49/mo flat | 14-day trial | Budget solo agents | See verdict: Wise Agent → |
The blue-highlighted row is the product on this page.
Ways to save
- Pay annually: $58/login/mo vs $69 month-to-month — saves $132/yr per login ($696 vs $828 solo).
- Calling add-on: $33/login/mo on annual billing vs $39 monthly — and if ~5 people dial, flat-rate Pro ($499/mo) beats Grow + per-login dialers.
- No setup fee to waive (none published) — negotiate onboarding help instead; Pro includes hands-on migration assistance.
Verified Oct 2026 · See every verified way to pay less →
External sources & what others say
What the trade press and independent reviewers say, paraphrased and linked with dates. We don’t republish star ratings or scores, and we have no scoring system of our own. Where an outside source’s prices differ from the vendor’s own pricing page, our numbers follow the vendor page. How we choose sources.
Zillow acquires CRM platform Follow Up Boss (opens in a new tab)
HousingWire · Brooklee Han · Nov 1, 2023Trade press
Zillow Group agreed to buy Follow Up Boss for $400 million in cash plus up to $100 million in earnouts. Zillow said FUB would stay an independent brand, keep being sold on its own, and keep supporting third-party integrations, so agents would not have to use other Zillow products.
Accessed Oct 9, 2026.
Zillow’s Follow Up Boss privacy policy changes spark industry debate (opens in a new tab)
HousingWire · Brooklee Han · Oct 31, 2025Trade press
Covers a new FUB privacy policy (effective November 15, 2025) that adds a ‘mutual customer data’ category for contacts who also have their own Zillow account. Some coaches quoted in the piece told agents to keep their sphere in a different CRM. Zillow says it will not hand an agent’s contacts to other Premier or Flex agents and ties the change to its Zillow Pro suite.
“The only time shared data comes into play is when that contact independently has their own relationship with Zillow” — Zillow’s FAQ, as quoted by HousingWire
Accessed Oct 9, 2026.
Related
- New agent CRM guide →
- Propertybase vs Follow Up Boss →
- CINC vs Follow Up Boss →
- Follow Up Boss vs Top Producer →
- Compare the six core CRMs side by side →
- All 18 CRM reviews →
- Lofty (formerly Chime) review — the IDX website + CRM bundle →
- Follow Up Boss vs Lofty (formerly Chime) head-to-head: routing, IDX, and first-year cost →
- Follow Up Boss vs BoldTrail (kvCORE) →
- BoldTrail review — the quote-only brokerage platform →
- Follow Up Boss first-year cost math for 1, 5, and 10 logins →
- Our methodology: how we verify prices →
Prices verified at followupboss.com on October 4, 2026; data-export flow verified in FUB's help center on September 30, 2026. How we verify →