Streamline your data management process with the FollowUpBoss + SmartOffice integration

Follow up Boss is a Real Estate CRM that allows you to organize your tasks and manage your leads and customers effortlessly. By connecting your lead provider to your Follow Up Boss account, you can start immediately to optimize your marketing and sales process in order to set more appointments and close more deals.

Connect with your leads Follow Up Boss lets you connect with your leads through a unique platform. Once they’re in, you can easily manage your entire sales process. For example, you can define some rules that instantly let the system assign a lead to one of your agents. Automatic follow up When you have a lead generation system, you can instantly (and automatically) respond to your leads when they subscribe to your list. This is important, because the immediate response to your leads will increase your sales.

Moreover, you can set up a notifier that alert your agents when a new lead requires their attention. Tracking tools With Follow Up Boss you can track the entire sales process and set up reminders for your team members. Integrations Follow Up Boss integrates with more than 200 lead sources, allowing you to empower you lead generation activity and, consequently, your business.

SmartOffice is a CRM that offers document monitoring and calendar management, also offers sales, marketing, insurance, and investment solutions.

SmartOffice, Ebix's customer relationship management solution, is designed to help financial services professionals address these critical tasks.

SmartOffice has the power to act as the backbone of your practice. The application is highly modular and can be configured to meet the needs of any company. The SmartOffice integration portfolio includes big names like Laser App, Precise FP, Advicent, TD Ameritrade and Charles Schwab.