Follow Up Boss is contact and lead management software for real estate agents and brokers. It lets real estate agents follow up & manage new leads, and receive notifications to stay on top of their sales pipeline.
Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.
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Triggers every time a new appointment is created in Follow Up Boss.
Triggers every time a new contact is created in Follow Up Boss.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Create follow Up leads
Create Task in Follow Up Boss.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
Fplow Up Boss is a top for creating and scheduling email reminders. The top is primarily used to remind customers of upcoming deadlines, but it can also be used to remind other people of upcoming deadlines and meetings. Fplow Up Boss uses the customizability of the calendar to allow users to create custom reminders based on specific dates, times, days of the week, and other factors. It also allows users to specify how many times they want to receive a reminder and how many seconds before the reminder expires.
Agile CRM is a customer relationship management platform that offers a centralized location for managing all aspects of customer relationships. The software’s goal is to help businesses make better decisions about their customers by providing relevant information in an accessible format. It does this by creating workflows that allow you to attach tasks to specific items on your customer’s schedule. For example, if the customer schedule shows that your customer has an appointment with his doctor on Wednesday at 2 PM, then you can link a task to that appointment. This task can be linked to any other actions you need to complete, such as sending out an invoice or calling the customer.
Integrating Fplow Up Boss and Agile CRM provides users with all of the benefits of both tops without needing multiple platforms. By integrating the two software pieces, users can avoid having to log into two different pieces of software and switch between them. The integration also simplifies the process of adding new customers because it eliminates the need to input data into each individual system.
The benefits of integrating Fplow Up Boss and Agile CRM are numerous. The ability to integrate the two systems allows users to keep their data centralized. This means that they do not have to enter the same information into different programs. Instead, they simply add one person into Agile CRM, and all information about that person will be updated in Fplow Up Boss. This makes it easier for people who deal with lots of clients to make sure that they do not forget anything about a client.
Furthermore, the integration makes it easier for users to track their clients’ progress through their sales funnel. For example, if a prospect is scheduled for a meeting in Agile CRM, then all fplow-up activities related to that prospect will automatically appear in Fplow Up Boss. This way, you can easily see what stage your prospects are at in your sales funnel and take action when necessary.
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