Follow Up Boss vs REI Automated CRM Comparison

91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Follow Up Boss

CRM Software

4.5 32 user ratings

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75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

REI Automated CRM

CRM Software

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Overview

Description	Follow Up Boss is a smart lead management solution that is developed to enhance the growth of companies by easing up the process of lead management. With Follow Up Boss, users can get all of their leads at one single platform and take full control of their follow up. They assist you in working smarter, delivering a top-class customer experience and sign as many deals as possible. You can instantly assign leads to the agents and get back to respond to new leads. The agents, under your guidance will then proceed on with the calling and setting rendezvous. On their platform, they automatically fetch prospect leads from more than 200 sources and potential lists to guess your next possible call lead. Using pre-developed action plans and drip campaigns and a smart on boarding team, things get started easily. They replace your business phone system and automatically direct leads to your team. With their support and your work, you can easily convert all your customers into highly interested leads. They have three plans for their customers; GROW, PRO, AND PLATFORM costing 69 dollars, 499 dollars and 1000 dollars respectively. You can get a free trial of 14 days to try their services. Read more	REI Automated revolutionizes CRM management by removing tedious tasks, allowing users to focus on closing deals more consistently. This flexible, highly customizable platform adapts to every aspect of your CRM deployment, making it the ultimate tool for saving time and money. Designed to streamline lead engagement, acquisition processes, and follow-ups, REI Automated features a built-in phone system with crystal-clear call recording for seamless communication. Drip campaigns are easily managed through automated email, text, and ringless voicemail follow-ups, ensuring prospects and clients stay engaged. Additionally, users benefit from an extensive training library with video tutorials to help teams customize their experience and maximize efficiency. By providing precise KPI tracking, the system enables businesses to measure performance and accelerate growth effectively. REI Automated is the ideal solution for professionals seeking to simplify CRM management while fostering meaningful connections with prospects and clients. Read more
Pricing Options	Free Trial Available Starts at $58.0.	Free Trial Not Available Offers Custom plan.
SW Score & Breakdown	91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 94% Reviews 75% Momentum 64% Popularity 85%	75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 73% Reviews 60% Momentum 63% Popularity 63%
SaaSworthy Awards	# 20 Fastest Growing # 12 Most Popular	Not Available

Features

Total Features	22 Features	8 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 14 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 3 More - Show Less
Unique Features	Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities	Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

Technical Details

Organization Types Supported	Individuals Freelancers Large Enterprises Medium Business Small Business	Individuals Freelancers Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS
Modes of Support	Business Hours Online	Business Hours Online
API Support	Available	NA

Reviews & Ratings

User Rating	4.5/5 32 user ratings	Not Available
Rating Distribution	Excellent 68.8% Very Good 21.9% Average 3.1% Poor 3.1% Terrible 3.1%	Not Available
User Sentiments	User-friendly interface, Comprehensive CRM Features, Excellent Customer Support, Extensive Integrations Mobile App Functionality, Lack of Transaction Management Features, High Pricing, Limited Data Reporting Capabilities	Not Available
Review Summary	Users praise Follow-Up Boss's user-friendly interface, ease of setup, and robust feature set, including lead management, email tracking, scheduling, and reporting. It integrates seamlessly with various CRMs and email providers. Reviewers also commend its customer support, noting its responsiveness and helpfulness. However, some users express concerns about occasional technical glitches and a learning curve for some features. Overall, Follow-Up Boss is a highly rated sales engagement platform valued for its user-friendliness, powerful features, and excellent customer support.	Not Available
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Pricing

Pricing Options	Free Trial Available Starts at $58.0.	Free Trial Not Available Offers Custom plan.
Pricing Plans Monthly Plans Annual Plans	Grow $58.00 $69.00 per user / month Pro $416.00 $499.00 per month Platform $833.00 $1,000.00 per month	Starter Custom Professional Custom Scaling Custom
	View Detailed Pricing	View Detailed Pricing

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