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Your No-code and AI Automation PartnerAutomate Follow Up Boss Tasks Effortlessly
Unleash the full potential of Follow Up Boss by automating routine tasks such as lead tracking, email follow-ups, and deal updates to empower your sales team and minimize manual workload.
When a New Lead Arrives
1. Automate Lead Management
Automatically add leads to a nurturing sequence.
Perform an Action
2. Backup Contacts to Sheets
Store Follow Up Boss contacts in Google Sheets.
Perform an Action
3. Notify Team on Lead Update
Send Slack alerts for any lead status change.
Perform an Action
4. Sync Leads with Mailchimp
Add Follow Up Boss leads to email campaigns.
When a Deal Closes
5. Celebrate Closed Deals
Notify teams and trigger a celebration workflow.
- Repeat -
Automation Benefits
Why Automate Follow Up Boss?
Explore the multitude of business benefits when automating Follow Up Boss, overcoming traditional CRM limitations to boost your sales efficiency and outcomes.
Enhanced Lead Tracking
Easily track all touchpoints and engagement automatically, ensuring no lead is overlooked.
Streamlined Communication
Sync emails and calls, automating routine follow-ups to maintain customer engagement.
Simplified Reporting
Generate detailed reports automatically, aiding informed decision-making without manual compilation.
Custom Workflows
Build customized workflows to automate repetitive tasks, freeing up team bandwidth.
Boosted Productivity
Utilize automated systems for a more efficient sales process, enhancing team output.
Improved Client Relationships
Nurture leads effectively with timely, automated touchpoints leading to better client satisfaction.
Features
Enhance Follow Up Boss Capabilities
Unlock the true potential of Follow Up Boss with these tailored automation features that go beyond conventional CRM capabilities.
- 1Automated Lead Assignment
Assign incoming leads to the right team member based on set criteria without manual intervention.
- 2Activity Tracking and Logging
Automatically log all interactions and communications, ensuring complete lead interaction history.
- 3Dynamic Task Creation
Create tasks dynamically based on lead behavior and sales stages, reducing time spent on organizing tasks.
Outcomes
Achieve Better Sales Outcomes
Improve your sales metrics with smart automations tailored to enhance Follow Up Boss operations.
35%
Increase in Lead Conversion
50%
Reduction in Manual Work
2x
Faster Response Times
FAQ
Follow Up Boss Automation FAQs
Explore common questions about Follow Up Boss automation, resolving challenges and emphasizing beneficial outcomes for your CRM needs.
Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.