Getting Started with Follow Up Boss

The guide shares the reasons why agents should consider using Follow Up Boss as their CRM in the Redwood Tech Stack.

Why Use Follow Up Boss in the Redwood Tech Stack?

Follow Up Boss is a best-in-class customer relationship management (CRM) platform built specifically for real estate professionals. It helps agents and teams manage leads, track communication, and streamline the sales process. As part of the Redwood Tech Stack, it’s available as an optional tool for just $20/month—fully reimbursed annually for producing agents.

Core Features of Follow Up Boss

• Lead Capture – Organize incoming leads automatically
• Lead Distribution – Share leads seamlessly with team members
• Automated Follow-ups – Stay in touch consistently with smart automations
• Robust Integrations – Connect with countless tools and communication channels

Who Should Consider Follow Up Boss?

Follow Up Boss is ideal for:

• Agents working with cold lead sources (e.g., online leads)
• Team leaders who need smart lead distribution and detailed reporting
• Tech-savvy agents who want broad integrations with other platforms

Unlike Moxi or Rechat, which focus on marketing, Follow Up Boss is laser-focused on being a powerful, flexible CRM. That’s why 9 of the top 50 real estate teams in the U.S. rely on it.

Step 1: Start with the Agent Kickstart Webinar

We highly recommend beginning with the Agent Kickstart on-demand training. This session provides a solid foundation in:

• Lead management
• Communication strategies
• Key platform features

👉 Click here to register for the Agent Kickstart Webinar

Step 2: Watch the past Redwood Training with a Follow Up Boss Trainer

Here is a recording for a deeper dive into platform tools, ask questions, and refine your workflow.

Step 3: Sign up with a Follow Up Boss Account

Follow Up Boss is offered as an optional component in the Redwood Tech Stack. You can learn more about the Redwood Tech Stack here. Follow Up Boss is $20/month; that fee is FULLY reimbursed annually for producing agents. If you already made the decision to use Follow Up Boss as your CRM, simply follow this guide: Redwood TECH Product Selection Process