Number of Seats/Users: Follow Up Boss offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.

Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows Follow Up Boss that the company is serious and willing to invest in the platform long-term.

No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from Follow Up Boss. Follow Up Boss reserves discounts for new customers or those not currently under promotional pricing.

Volume or Usage Commitment: Follow Up Boss offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.

Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from Follow Up Boss. Such companies are often in a position to negotiate for better pricing.

Early Renewal or Prepayment: Follow Up Boss often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.

Here at Spendbase, our internal data shows that Follow Up Boss stands out as a solid and widely appreciated CRM tool for real estate teams and agents. We’ve gathered client insights to help you decide whether this solution is right for your organization—and to spotlight the areas where you might want to leverage discounts or negotiate features.

What Spendbase clients love most:

– User-friendly interface: Many clients comment on how easy it is to transition to Follow Up Boss from other platforms, with special praise for its clean, intuitive dashboard. This helps teams avoid long onboarding processes and increases adoption rates.
– Lead and contact management: Clients appreciate automated lead capture from sources like Zillow, Realtor.com, and Facebook, as well as automatic lead assignment and categorization. The ability to send batch emails and utilize smart lists makes follow-ups efficient.
– Communication tools: Integrated texting, email, call recording, and two-way communication tools ensure seamless client outreach. The features sync well with major apps like Google Calendar.
– Customization and automation: Smart task reminders, automated drip campaigns, and easily customizable templates are major pluses for clients scaling their follow-up efforts.
– Collaboration: Teams benefit from shared profiles, note history, and call logs, enhancing teamwork and ensuring information doesn’t get lost in the shuffle.

Where clients see room for improvement:

– Reporting & data exports: Some clients mention that reporting features could be more robust, particularly for deeper analytics and mailing label customizations.
– Mobile app limitations: The app is handy for quick use, but desktop provides more functionality, especially when managing large batches or detailed reports.
– Feature set for small teams: Some clients feel that pricing is better suited for larger teams, with smaller firms sometimes finding costs a bit steep for their needs.
– Integration gaps: Full transaction management and advanced marketing tools sometimes require third-party add-ons or workflows.
– Technical support: Quick onboarding and setup are praised, but support can lag when resolving ongoing issues, especially for the mobile app.

Why Spendbase clients stick with FUB:

– Consistency in lead conversion and nurturing
– Seamless communication—text, email, and call tracking—all in one place
– High-level integration with business tools already in use
– Time-saving automations for staying on top of daily tasks

If you’re looking to negotiate on price or get the most out of a Follow Up Boss subscription, Spendbase recommends highlighting your team’s size and feature needs. Our clients have also found that leveraging annual plans or requesting onboarding credits can help drive down costs. We’re here to help you identify where the best value is for your real estate workflows!