Follow Up Boss vs UplevelRE

Follow Up Boss is a web-based real estate CRM and business hub for managing leads and follow-up. It supports automated follow-up, lead routing, property matching, lead distribution, Smart Lists, Action Plans, automatic imports, and lead-source reporting. Email marketing, marketing automation, email synchronization, and AI features are included. A mobile app is available, and calling works from web and mobile. The product connects with more than 250 lead sources, website providers, and other tools; listed examples include Zapier, Mailchimp, Gmail, Microsoft, Facebook Lead Ads, and BombBomb. Grow includes lead-source and website connections, lead distribution, Smart Lists, Action Plans, calling, texting, email, and calendar and email synchronization. Calling is an added-cost feature on Grow, while Pro and Platform include calling. Pro includes team inboxes; Platform adds teams within teams and priority support. Plans have monthly and yearly billing, and yearly billing includes two months free. The listed starting price is $58 per user per month with annual billing, and a 14-day trial is available. Plans have no contract and can be cancelled at any time. Phone and email support is available seven days a week, 8am to 8pm ET.

UplevelRE combines real-estate CRM, email, phone, marketing, and website tools in a web platform. Its CRM organizes contacts, deals, pipelines, smart lists, and client records containing communications, listing views, and tasks. A unified inbox combines email, texts, and call history in client threads, with two-way Gmail sync. Ask Jan uses workspace context to answer questions and draft messages; messages require user approval before they are sent. Visual workflows can react to new leads, pause, branch according to replies, and continue follow-up. Marketing tools include agent and listing websites, automated listing alerts, bulk SMS, and email campaigns and drips. UplevelRE lists Gmail, Google Calendar, Google Drive files, MLS feeds, and phone numbers among its connected tools. MLS data sync requires membership verification for each market, and MLS & IDX is an optional paid add-on. The platform subscription includes free email support. Extra call minutes, texts, and emails beyond included allowances can incur usage charges, though there is no per-contact or per-lead fee. A 14-day trial is available; the pricing note lists a starting rate of $36.75/mo (annual).