ONBOARDING
FOLLOW UP BOSS SETUP
Follow Up Boss is the CRM we use to organize & follow up with leads
It is by far the best real estate CRM and is extremely powerful when paired with Real Geeks
After you create your account & send us the login, we build everything out
COMPLETE ALL 3 PARTS BELOW
Part 1 – Signing Up
Click HERE to go to Follow Up Boss
Start the 14 Day Free Trial
Don’t use one of your personal passwords, as we will be logging in
You are all set after creating the account, no need to do anything else
Part 2 – Sending Us Your Login
Submit the email and password for your Follow Up Boss account below
We need the login to build out your CRM’s layout, functions, & integrations so that you don’t have to
Once we’re live & leads are coming in, we use this account to contact and follow up with everyone
Part 3 – Additional Info
Don't worry about this part right now - just a heads up (Go to Next Step)
After the 14 day free trial ends the CRM costs $69/month and the dialer costs $39/month)
You will also need to submit an EIN to register the CRM phone number to your business
(The purpose of doing this is to let major cell carriers know that you are a trusted business so that they deliver your CRM’s text messages)
Find info on how to get an EIN and register your business phone # HERE
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