Top Follow Up Boss Alternatives to Boost Lead Management

Follow Up Boss is a widely used CRM for real estate teams. 

It keeps all your leads and contacts in one place. You can send automated, personalized emails, make calls, and text prospects at the right time. Your whole team works from one shared system instead of a mix of tools.

Although the features are premium, the pricing, starting at $69/month/user, is steep for solo agents and small teams on a tight budget. 

That’s why it makes sense to explore Follow Up Boss alternatives—especially if you want similar features at a lower cost or with extra capabilities.

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before. Summarize article

Summarize this article for me please

Want to save even more time? Try ClickUp Brain free

Best Follow Up Boss Alternatives At A Glance

Here’s a quick overview of the top real estate CRMs that work as Follow Up Boss alternatives:

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before. Summarize article

Summarize this article for me please

Want to save even more time? Try ClickUp Brain free

What Should You Look For In A Follow Up Boss Alternative?

Before you make the switch, evaluate the real estate CRM for the following features: 

• Lead capture and routing: Make sure the CRM easily pulls leads from portals, websites, social ads, and third-party tools. Automated routing based on location, price range, or agent availability helps reduce delays and boost response time
• Automation for follow-ups: Look for smart workflows that automatically send texts, emails, and reminders. That way, you don’t lose hot leads just because you forgot to follow up. Choose a Follow Up Boss alternative with drip campaigns to nurture prospects over the long term
• Automation for follow-ups: Look for smart workflows that automatically send texts, emails, and reminders to help you ace real estate project management. You don’t want the hottest leads to go cold just because you forgot to follow up. Choose a Follow Up CRM alternative with drop campaigns to nurture prospects in the long term
• Built-in communication tools: The CRM should support texting, calling, task reminders, and two-way email sync for seamless communication and team collaboration 
• Integrations that save time: Your CRM should connect smoothly with IDX websites, MLS platforms, marketing tools, property valuation apps, and transaction software. You shouldn’t have to pay for lots of extra add-ons just to make tools talk to each other
• Pipeline visibility and analytics: You need dashboards for real-time visibility of key metrics, lead and deal tracking, actionable insights, alerts, and more 
• Mobile app experience: Real estate is an on-the-go business. A mobile app ensures agents can reply to leads instantly, book showings, and update pipelines right from the car
• AI-powered assistance: Built-in AI should summarize lead conversations, suggest next best actions, and draft follow-up messages. This keeps context in one place and reduces the chaos of jumping between tools
• AI-powered assistance: The built-in AI can summarize lead conversations, suggest next best actions, and draft follow-up messages—for connected context and reduce context sprawl
• Scalable pricing: As your team grows, your costs shouldn’t explode. Pick a CRM that gives you more value per seat, without surprise charges for essentials like automation, integrations, and reporting

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before. Summarize article

Summarize this article for me please

Want to save even more time? Try ClickUp Brain free

The Best Follow Up Boss Alternatives 

Finding the right CRM can dramatically improve follow-ups, pipeline visibility, and conversion rates for real estate teams. Here are the best Follow Up Boss alternatives worth exploring: 

1.ClickUp (Best for end-to-end real estate sales workflows)

ClickUp, the everything app for work, brings real estate project management and CRM capabilities under one roof. Sales managers and agents can manage leads, listings, and deals in the same place.

To start, use ClickUp’s Real Estate Project Management Platform to manage all your development projects in one place.

From commercial acquisitions to residential sale listings, every milestone, document, task, and stakeholder update stays organized in one workspace.

Although primarily a project tool, ClickUp offers full CRM-style feature sets: you can maintain databases of contacts, properties, tasks, comments, and related documents.

For property-heavy operations, ClickUp offers map views that let you see listings or sites geographically pinned, color-coded by price, status, or activity.

Tasks in ClickUp represent individual actionable work items that can be customized with statuses, assignees, due dates, custom fields, and subtasks, letting teams clearly track what needs to be done.

With the ClickUp mobile app, real estate professionals can update checklists and tasks on the go during field operations. 

Additionally, using ClickUp for Sales Project Management, your sales representatives can track the pipeline in one place, collaborate on deals, and hand off cleanly to onboarding without losing context.

Use the 15+ Custom Views to visualize your pipeline, track account activity, and collaborate on deals. 

To monitor the pipeline health, you have ClickUp Dashboards. 

Dashboard AI Cards turn workspace data (tasks, time tracked, project progress) into clear visual reports. You can filter and share dashboards, export them to PDF, and auto-refresh them to keep stakeholders aligned and sales activity transparent.

And then we have ClickUp Brain. It is the first converged AI layer that understands your work, updates it, and takes action on your behalf.

For example, ClickUp Brain can write a real estate business plan based on your goals. It can pull data from existing projects for the proposal.

Additionally, you can use Brain to pull meeting transcripts, summarize reports, draft follow-up emails to prospects, update listing status, and notify stakeholders. 

When you use AI in real estate with Brain, ask questions like “Where are we stuck on the marketing launch?” and Brain scans ClickUp and retrieves answers for you. 

And if content creation is taking up too much time, let AI help you write faster—this video shows you how to collaborate with AI to refine, draft, and polish your work efficiently.

Not only this, you can also kickstart faster with ClickUp’s ready-to-use real estate CRM templates. They help your agents manage relationships, facilitate communication, and organize their workflows. 

For starters, use the ClickUp CRM Template to manage the customer lifecycle. You or your agents can track sales, monitor customer satisfaction, and nurture leads. 

Get free template

Here’s why real-estate teams love it:

• Keep all buyer, seller, and property details organized in one place 
• Streamline communication with clients, prospects, and partners
• Automate repetitive tasks such as follow-ups and showing reminders to save valuable time
• Gain actionable insights from your pipeline and client data to accelerate deal closures and boost business growth

For smaller teams or solo agents, there is the ClickUp Real Estate Agent Template. This plug-and-play template tracks clients, properties, commissions, and important dates, all organized in a single source of truth. 

Get free template

📌 Automate Your Real Estate Follow-Ups with ClickUp Autopilot Agents: Keeping track of every buyer question, follow-up task, price discussion, and showing schedule gets overwhelming. ClickUp Agents solve that by automatically handling lead management and pipeline updates for you.

• Auto-create and assign tasks the moment a new lead enters your CRM
• Send timely follow-up reminders after showings or offer submissions
• Automatically move deals through sales pipeline stages based on triggers
• Post updates and comments right inside the task when critical milestones hit
• Generate quick summaries on lead progress and sales performance

So instead of chasing admin work, your team stays focused on conversations that close deals faster.

ClickUp best features

• See what matters instantly: Track leads, deals by stage, revenue forecasts, and agent performance with ClickUp Dashboards so your standups become decision-focused
• Segment and prioritize leads: Use ClickUp Custom Fields, filter contacts by location, budget, loan status, and source to follow up smarter and faster
• Store everything where you work: Create listing presentations, meet prep notes, and contract files within ClickUp Docs right next to related deals
• Organize your brokerage like a pro: Use ClickUp Hierarchy to structure spaces for Buyers, Sellers, and Admin so that every agent knows where work lives
• Review marketing assets faster: Collect and approve notes on property photos or brochures with ClickUp Proofing without messy email threads
• Never miss a deadline again: Visualize offer timelines, inspections, and closing dates using ClickUp Gantt Charts with clear dependencies
• Automate your follow-ups: Trigger reminders, assign owners, move stages, and keep the pipeline accurate automatically with ClickUp Automations

ClickUp limitations 

• Advanced CRM automations (like email sequencing) may be less robust than in purpose-built CRMs

ClickUp pricing 

ClickUp ratings and reviews 

• G2: 4.7/5 (10,000+ reviews)
• Capterra: 4.6/5 (4,000+ reviews)

What are real-life users saying about ClickUp?

This is what a G2 reviewer said about ClickUp:

2. BoldTrail (Best for AI-powered real estate enterprise CRM)

The real estate software platform BoldTrail combines CRM and communication. It supports lead capture, marketing automation, transaction workflows, reporting, and back-office operations in one system.

The front-office platform lets you showcase your expertise with a built-in IDX website. Use this website to capture leads. You can add hyper-local area pages, home valuation pages, and generate behavioral insights. 

On the back-end, the BackOffice module is designed for brokerages and larger teams, offering agent billing tools, onboarding workflows, QuickBooks integration, commission tracking, and reporting/analytics.

For firms focused on growth and talent, the Recruit module adds recruitment dashboards and team reports. It gives you transaction heat maps and smart campaigns to support retention and expansion.

The BoldTrail Marketplace is an optional add-on that works with the main BoldTrail CRM platform. It includes pre-integrated tools such as PropertyBoost (listing-based Facebook ads), Leads360 (auto-delivered qualified leads), Success Assurance (live U.S.–based lead concierges), and Voicemail Drop (automated voicemail to contacts).

BoldTrail best features

• Generate a consistent stream of leads using PPC integrations, landing pages, and automated routing for fast follow-ups
• Automate multi-channel drip campaigns with behavior-based emails, SMS, and AI property recommendations to keep clients engaged
• Manage listings and transactions in one hub with inventory tools, social publishing, bulk messaging, and QuickBooks integration

BoldTrail limitations 

• The platform can feel feature-heavy for small teams that don’t require advanced workflow automation

BoldTrail pricing 

• Custom pricing

BoldTrail ratings and reviews 

• G2: 4.5/5 (1000+ reviews)
• Capterra: 4.4/5 (500+ reviews)

What are real-life users saying about BoldTrail?

This is what a G2 reviewer said about BoldTrail:

👀 Did You Know? 9 out of 10 buyers and sellers claim they’d recommend their agent, but very few actually do. The reason is that they forget who helped them. Staying connected after closing changes that. A quick follow-up down the road can turn a past deal into a reliable, long-term referral engine.

Ask ClickUp Brain to set reminders for you as and when you complete a project.

3. BoomTown (Best for integrated lead gen and CRM for growing real estate teams)

BoomTown is a real estate software platform built to handle lead generation, CRM, websites, and team management all in one system. It supports IDX-enabled websites for capturing leads, tracks those leads through a centralized CRM, enables automated follow-up workflows, and offers analytics and reporting for teams and brokers.

The system is sold in four tiered packages: Launch, Core, Grow, and Advance. If you want to start small, opt for the Launch package and then scale with the other packages. A service called Success Assurance provides a lead-concierge team that helps monitor and engage leads on the platform. 

As a Follow Up Boss alternative, it integrates with a wide range of third-party tools (70+ integrations) for users to plug in their existing systems and expand functionality. 

BoomTown best features

• Automate lead routing, segment contacts intelligently, and surface high-priority opportunities with predictive real estate CRM 
• Build and launch a custom IDX-enabled website that captures leads, displays listings, and converts visitors into contacts
• Respond to new inquiries instantly using the BoomTown NOW mobile app with real-time alerts and task tracking

BoomTown limitations 

• Although BoomTown includes a “Predictive CRM” feature that surfaces leads most likely to convert using behavior tracking, the system lacks a generative or autonomous AI system 

BoomTown pricing 

• Custom pricing 

BoomTown ratings and reviews 

• G2: 4.7/5 (500+ reviews)
• Capterra: 4.5/5 (100+ reviews)

What are real-life users saying about BoomTown?

This is what a G2 reviewer said about BoomTown:

4. IXACT Contact (Best for real estate marketing and relationship building)

Follow Up Boss alternative IXACT is a contact management system that lets you build rich contact profiles. You can track phone numbers, home and work addresses, family members, referral history, property/mortgage details, and communication logs.

With the automated keep in touch coaching feature, you get prompts to make calls, send emails or texts, mark move-in anniversaries or birthdays, and follow up leads via the real estate CRM. 

For website and lead capture, IXACT Contact lets you launch a mobile-friendly, SEO-optimized site with smart forms, blog content, and optional IDX integration for property listings. Built-in dashboards show pipeline health, individual and team activities, task management, assignments, and goal tracking.

IXACT Contact also automates lead capture and nurturing. New leads can be collected from any website or lead provider, including Zillow. Leads can be automatically assigned to a drip campaign for automated follow-ups.  

IXACT Contact best features

• Automate your monthly branding with a done-for-you e-newsletter with the direct mail marketing service 
• Auto-post fresh real estate content to social channels to stay visible without constant manual posting
• Send personalized mass texts to a group of contacts and get replies on your phone. You can also respond to new leads with an auto-text responder 

IXACT Contact limitations 

• IXACT Contact doesn’t offer strong built-in support for document storage, e-signing, and does not cater to complex sales funnel stages 

IXACT Contact pricing 

1. Free trial available
2. IXACT Contact’s Integrated CRM and Email Marketing Solution: $55/month

IXACT Contact ratings and reviews 

• G2: 4.5/5 (200+ reviews)
• Capterra: 4.4/5 (100+ reviews)

What are real-life users saying about IXACT Contact?

This is what a G2 reviewer said about IXACT Contact:

5. CINC (Best for high volume lead conversion)

CINC is for real estate teams managing large numbers of online leads from sources like SEO, PPC, and paid social ads. Every inquiry flows directly into the CRM with full source tracking, behavioral insights, and predictive analytics. 

Agents can prioritize the right sales funnel stages and focus on the prospects most likely to convert. Smart routing rules ensure new leads are routed to the right agent or ISA instantly, preventing slow response times that cost deals.

After leads enter the system, agents can handle every touchpoint from one place using built-in dialers, email, and mass texting. Every call, click, and conversation is logged on the lead’s timeline, keeping follow-up organized and accountable. 

CINC AI steps in immediately to warm up inquiries via text, keeping prospects engaged until a human agent is ready to take over.

CINC best features

• Drive on-the-go conversion using powerful mobile apps with click-to-call and instant notifications
• Attract sellers with dedicated home valuation landing pages and automated CMA follow-ups
• Analyze your pipeline with ROI dashboards showing lead sources, costs, and agent conversion metrics

CINC limitations 

• Some users feel the system depends too heavily on add-ons, with limited customization 

CINC pricing 

• Custom pricing 

CINC ratings and reviews 

• G2: 4.3/5 (100+ reviews)
• Capterra: 4.1/5 (200+ reviews)

What are real-life users saying about CINC?

This is what a G2 reviewer said about CINC:

6. Top Producer (Best for CRM veterans and MLS integration)

Follow Up Boss alternative Top Producer is a business management platform for real estate. 

It centralizes email, texts, task reminders, listing data, and MLS activity in one platform. Market Snapshot pulls live MLS data to generate listing activity reports that agents can send to prospects or current clients. 

Top Producer also syncs with major lead sources—including Zillow, Trulia, Realtor.com, and Facebook lead ads—so new inquiries flow directly into the CRM.

Categorize contacts into active buyers, sellers, prospects, and past clients, and assign automated follow-up plans. The CRM maintains a history of emails, calls, notes, and deal progress. 

It also integrates with transaction management tools and offers two-way email sync with Gmail and Outlook.

Top Producer best features

• Organize closings with a light Transaction Manager that tracks deal dates and contingencies
• Automate your workflow using Smart Plans that trigger task checklists for listings and client types
• Send branded market snapshot emails with live MLS data to position yourself as the go-to neighborhood expert and re-engage past leads

Top Producer limitations 

• There is no dedicated mobile app for agents to use on the go  

Top Producer pricing 

• Pro: $179/user/month
• Pro+ Leads: $479/user/month
• Pro+ Farming: $599/user/month
• Pro Teams 5: $399/5 users/month
• Pro Teams 10: $699/10 users/month
• Pro Teams 25: $1199/25 users/month

Top Producer ratings and reviews 

• G2: 3.1/5 (100+ reviews) 
• Capterra: 4.0/5 (300+ reviews) 

What are real-life users saying about Top Producer?

This is what a G2 reviewer said about Top Producer:

7. Sell.Do (Best for real-estate developers and end-to-end sales)

Sell.Do is built for developers, brokers, and channel partners rather than general-purpose sales teams. 

It covers end-to-end workflows for closing deals. This includes lead management, inventory and site-visit tracking, marketing automation (emails, SMS, WhatsApp), sales pipeline management, post-sales servicing, and performance dashboards for valuable insights. 

This integrated real estate CRM supports process automation, including lead capture and routing, task assignment, approval flows, document generation, and digital payments. 

Its mobile app allows agents to work from the field, with offline access, push notifications, and call tracking even when away from the office. 

A major differentiation between Sell.Do and other Follow Up Boss alternatives is that it offers property management. You can manage unit availability, pricing, holds, and bookings. 

Sell.Do best features

• Manage channel partners with a dedicated portal to assign leads, track deal progress, and handle commissions seamlessly
• Automate bookings and manage payment schedules and documents to streamline post-sales transactions
• Analyze campaign performance with full-funnel tracking from lead source to final sales

Sell.Do limitations 

• The mobile app lacks certain features present in the desktop version, making it challenging to manage tasks and access critical project information while on the go

Sell.Do pricing 

• Custom pricing 

Sell.Do ratings and reviews 

• G2: 4.8/5 (100+ reviews)
• Capterra: 4.7/5 (100+ reviews)

What are real-life users saying about Sell.Do?

This is what a G2 reviewer said about Sell.Do:

8. Pipedrive (Best for visual sales pipeline management)

Pipedrive simplifies deal management with its visual Kanban pipeline. While not real estate-specific, small brokerage firms and real estate professionals use Pipedrive to manage leads and deals because of its intuitive drag-and-drop user-friendly interface. 

Every deal sits as a card you can drag from New Lead to Showing to Under Contract, making it super easy to see progress and prevent stagnation. 

Pipedrive also includes a growing AI CRM suite that generates follow-up emails, summarizes long email threads, scores deals to flag high-intent prospects, and highlights at-risk opportunities. AI assists with forecasting and suggests automation rules based on workflow patterns. 

Pipedrive best features

• Connect 300+ tools, including Zillow, Facebook Lead Ads, and phone dialers to streamline lead flow with Pipedrive integrations
• Update your CRM instantly from the field using the mobile app with call logging, geolocation, and business card scanning
• Complete tasks, schedule meetings, and reply to emails on the go with the Android and iOS mobile app 

Pipedrive limitations 

• Since Pipedrive isn’t a real estate–native platform, it doesn’t include built-in IDX websites, listing management, or commission tracking; those require additional apps

Pipedrive pricing 

• 14-day free trial
• Lite: $19/seat/month
• Growth: $34/seat/month
• Premium: $64/seat/month
• Ultimate: $89/seat/month

Pipedrive ratings and reviews 

• G2: 4.3/5 (2000+ reviews)
• Capterra: 4.5/5 (3000+ reviews)

What are real-life users saying about Pipedrive?

This is what a G2 reviewer said about Pipedrive:

9. HubSpot CRM (Best for integrated marketing and free CRM)

HubSpot CRM is built for real estate teams who need more than a simple contact database. As a full-fledged CRM, it helps across the customer lifecycle, from lead capture to tracking interactions, and post-sale engagement. 

Leads from open houses, website forms, social ads, referrals, or portals flow directly into the CRM. HubSpot enriches its profile and places them into property-specific nurture sequences. 

The platform adapts to your workflow. Agents can build custom pipelines that reflect each stage of a real estate transaction, from initial inquiry through inspection, negotiation, and closing. 

Every email, text, call, document, and deadline is logged automatically, so nothing slips through the cracks during a long sales cycle.

Its Breeze suite offers AI agents such as Prospecting Agent (to find leads and craft outreach), Customer Agent (chatbot/assistant), and Content Agent (to generate email and text content). Together, they automate tasks and help you scale outreach.

HubSpot CRM best features

• Set drip-like one-to-one follow-ups so new leads receive timely touchpoints without manual effort, reducing missed opportunities
• Keep real estate deals organized across stages (like Buyer Lead to Closed) and power daily outreach with synced tasks and calendar reminders
• Monitor lead sources, email engagement, deal progress, and team productivity to double down on what’s working and improve conversion rates

HubSpot CRM limitations 

• While the platform offers a wide range of features, it can be challenging to set up and customize without adequate training or support

HubSpot CRM pricing 

• Smart CRM Professional: $49/seat/month
• Smart CRM Enterprise: $75/user/month

HubSpot CRM ratings and reviews 

• G2: 4.4/5 (13000+ reviews)
• Capterra: 4.5/5 (4000+ reviews)

What are real-life users saying about HubSpot CRM?

This is what a Capterra reviewer said about HubSpot CRM:

10. Freshsales (Freshworks CRM) (Best for AI-driven sales with multichannel reach)

Freshsales, part of the Freshworks suite, is for real estate teams that want an AI-powered CRM and built-in communication channels all in one place. It helps agents connect via phone, SMS, email, WhatsApp, and chat without switching between multiple tools. 

The AI assistant Freddy analyzes buyer behavior and engagement patterns. It assigns lead scores, surfaces insights, and suggests next best actions.

This Follow Up Boss alternative allows agents to prioritize the most promising opportunities, strengthen their sales strategy with data-backed decisions.

Freshsales best features

• Manage deals, calls, and client updates on the go using the fully featured Freshsales mobile app with geolocation
• Unify sales, support, and marketing data by connecting with the broader Freshworks ecosystem for a 360-degree client view
• Analyze pipeline health and performance with AI-powered insights and visual sales forecasts to hit your closing goals

Freshsales limitations 

• Generating reports can be frustrating, and it lacks the flexibility and ease of use that some other CRMs provide

Freshsales pricing 

• 21-day free trial 
• Growth: $11/user/month
• Pro: $47/user/month
• Enterprise: $71/user/month

Freshsales ratings and reviews 

• G2: 4.5/5 (1200+ reviews)
• Capterra: 4.5/5 (600+ reviews)

What are real-life users saying about Freshsales?

This is what a Capterra reviewer said about Freshsales:

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before. Summarize article

Summarize this article for me please

Want to save even more time? Try ClickUp Brain free

TL;DR The Best Follow Up Boss Alternative Is….

ClickUp is a real estate project management and CRM hub for teams of all sizes.

If you’re a solo agent, ClickUp helps you manage your pipeline, listings, tasks, and follow-ups in one place.

If you’re a growing team or brokerage, ClickUp adds shared dashboards, automations, document storage, AI summaries of conversations, and visibility across every listing, deal stage, and project.

Sign up on ClickUp for free to get started. 

Everything you need to stay organized and get work done.

Sign Up Contact Sales