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Redtail CRM VS FollowUpBoss

Compare Redtail CRM VS FollowUpBoss and see what are their differences

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Redtail CRM logo Redtail CRM

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

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.
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • FollowUpBoss Landing page
    Landing page //
    2023-10-07

Redtail CRM videos

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Day-to-Day Habits: Using the Redtail CRM Daily

FollowUpBoss videos

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

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Category Popularity

0-100% (relative to Redtail CRM and FollowUpBoss)

Redtail CRM

FollowUpBoss

Business & Commerce
100 100%
Business & Commerce
0% 0
Customer Service
0 0%
Customer Service
100% 100
CRM
100 100%
CRM
0% 0
Customer Experience
0 0%
Customer Experience
100% 100

User comments

Share your experience with using Redtail CRM 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.

Redtail CRM mentions (0)

We have not tracked any mentions of Redtail CRM yet. Tracking of Redtail CRM 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: 6 months ago

What are some alternatives?

When comparing Redtail CRM 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

Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...

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

SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

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

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