I use Follow Up Boss Classic and like it! Why move to FUB 2.0?
Good question! We started building the original Follow Up Boss back in 2011, and a lot's changed technology-wise since then, but more importantly a lot's changed about what we know about building good software. In Follow Up Boss Classic, you needed to use 4 - 5 other programs to follow up (email, text, phone, calendar), which was inefficient for following up and meant a lot of sales activity was not tracked.
In FUB 2.0 we rolled that workflow into one system so you're switching devices and browser tabs less, have more sales activity tracking, and can get more done in the same amount of time.
That sounds good, but what's new?
Most of the Follow Up Boss features you know, such as notes, emails, action plans, lead flow, etc., are still present, but the interface is new, responsive, and real-time. You'll also receive desktop alerts for important events such as when you get a new lead or someone texts you back.
We've summarized some of the new features below and listed new updates here and on our blog.
Communications
- Reply to emails
- Email attachments
- Email open and click tracking
- Inbox (emails, texts + calls from your contacts in one place)
- Texting
- Batch Emailing (send an email to a selected group of people within Follow Up Boss)
- Calling - optional paid add-on (voicemails, call recordings, incoming calls, reporting, etc)
Smart Lists
- Update in real-time
- Filter directly on list
- Customize visible columns
- More sorting options (click a column to sort)
- More precise criteria (last email sent, last visit, last text, etc)
- Here's more on using SmartLists
Lead Management
- Collaborators (being able to add more than one agent to a contact e.g. a buyers and sellers agent.)
- Automatic lender assignment and lender round robin
- Merging contacts
- Improved duplicate prevention
- Custom Stages
Search
- Much faster
- Search by name, number, address, and notes
- Search action plans, templates, and tags faster
- Here's more about Searching in FUB
Calendar
Action Plans
- Duplicate action plans
- Action plan history + next step
- Here's more on using Action Plans
Mobile Apps
Reporting
- Reports on
- Here's more on Reporting
How do I access FUB 2.0?
1. Click your Name in the upper right-hand corner of FUB Classic
2. Select Follow Up Boss 2
3. You are now in FUB 2.0!
Learning to navigate FUB 2.0
Learning how to navigate FUB 2.0 will take no time as the interface is designed to be intuitive and easy to use. Check out these short videos to get you up and running on FUB 2.0!