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DealCloud VS FollowUpBoss

Compare DealCloud VS FollowUpBoss and see what are their differences

Freshdesk
Freshdesk is a cloud-based customer support software that lets you support customers through traditional channels like phone and email, social channels like Facebook and Twitter, and your own branded community featured
Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

DealCloud logo DealCloud

The DealCloud platform helps deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies

FollowUpBoss logo FollowUpBoss

Stop leaving money on the table and make sure all your leads are followed up with our Real Estate Lead Management Software.
  • DealCloud Landing page
    Landing page //
    2021-12-31
  • FollowUpBoss Landing page
    Landing page //
    2023-10-07

DealCloud videos

+ Add

Get to Know the DealCloud Product: Spring 2020 Release Overview

More videos:

  • Review - DealCloud for Fund Managers
  • Review - Welcome to DealCloud University

FollowUpBoss videos

No FollowUpBoss videos yet. You could help us improve this page by suggesting one.

+ Add video

Category Popularity

0-100% (relative to DealCloud and FollowUpBoss)

DealCloud

FollowUpBoss

CRM
100 100%
CRM
0% 0
Customer Experience
0 0%
Customer Experience
100% 100
CRM Platforms
100 100%
CRM Platforms
0% 0
Customer Service
0 0%
Customer Service
100% 100

User comments

Share your experience with using DealCloud and FollowUpBoss. For example, how are they different and which one is better?
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Social recommendations and mentions

Based on our record, FollowUpBoss seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

DealCloud mentions (0)

We have not tracked any mentions of DealCloud yet. Tracking of DealCloud recommendations started around Mar 2021.

FollowUpBoss mentions (1)

  • Creative ways to get "free" leads aka. referrals. Any other suggestions?
    Send each new lead and past client a "Happy 4th of July" type text. You can set up an automated drip campaign for simple things like this in your CRM; followupboss.com is probably one of the best ones I've used, but you could use most CRMs that have drip campaigns. Here my biggest thing is "more touch points" since most clients forget about their agents. Source: 7 months ago

What are some alternatives?

When comparing DealCloud and FollowUpBoss, you can also consider the following products

Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.

Market Leader - Market Leader provides innovative online technology and marketing solutions for real estate professionals

Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.

kvCORE - kvCORE is an online platform that helps the real estate businesses to run their entire enterprise through a single platform.

InsightsCRM - Close deals faster with InsightsCRM - A powerful CRM for capital markets. Remove information silos and enhance the speed of customer engagement and success.

OvationCXM - Own the journey. Guide the experience. Unleash the benefits.

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