It is essential to ensure that your system is fully configured and operational. By establishing a robust and reliable foundation, you can guarantee that every lead is managed and followed up on in a timely and effective manner. This not only enhances your overall productivity but also maximizes the potential for converting leads into valuable customers. A well-organized system will streamline your processes, allowing you to focus on nurturing relationships and driving growth for your business.
1. Direct all leads to FUB
We integrate with 200+ lead sources and have an open API.
2. Instantaneously route leads to the right agent
We'll send leads to agents using the rules of your choosing.
3. Get notified!
Ensure every agent has their settings adjusted to their preferences, the FUB app downloaded and notifications enabled.
- Notification Settings
- iPhone App Overview + Android App Overview
- Follow Up Boss App: Push Notifications
4. Automatically follow up using Action Plans
Leads will receive an immediate response via text and/or email - even if your agents are busy.
5. Call your leads immediately
Our integrated calling feature gives you the ability to quickly dial from the desktop or mobile app.
- Follow Up Boss Dialer Overview
- Making & Answering Calls on the Desktop
- iPhone: Calling + Android: Calling