Documentation in a Central Location
Access Key Files Directly from a Client's Profile
- Never scramble to find an important document, keep everything securely in the contact's profile. (File Attachments)
Easier Transaction Management
- Make collaborating on deals closer easier by tracking all documents centrally. (How to attach files to deals.)
Access Client Information On-the-Go
Everything You Need at In the Field
- Our iPhone and Android apps put client information at your fingertips.
- Fully utilize FUB from your iPad.
Integrate with Other Systems
Zapier Connects FUB with 1,500+ Apps
- Connect FUB with systems like Contact Contact, Google Contacts, Infusionsoft, Google Sheets, and more.
- Setup Instructions
- Follow Up Boss Zapier Page
Create a Custom Integration Using API