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91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Follow Up Boss logo
CRM Software

4.5 32 user ratings

View Details

88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

LionDesk logo
CRM Software

4 134 user ratings

View Details
Featured

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Zoho CRM logo

Zoho CRM

CRM Software

4.3 2,504 user ratings

Visit Website
Featured

85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

EngageBay Sales CRM logo

EngageBay Sales CRM

CRM Software

Visit Website

Overview

Description Follow Up Boss is a smart lead management solution that is developed to enhance the growth of companies by easing up the process of lead management. With Follow Up Boss, users can get all of their leads at one single platform and take full control of their follow up. They assist you in working smarter, delivering a top-class customer experience and sign as many deals as possible. You can instantly assign leads to the agents and get back to respond to new leads. The agents, under your guidance will then proceed on with the calling and setting rendezvous. On their platform, they automatically fetch prospect leads from more than 200 sources and potential lists to guess your next possible call lead. Using pre-developed action plans and drip campaigns and a smart on boarding team, things get started easily. They replace your business phone system and automatically direct leads to your team. With their support and your work, you can easily convert all your customers into highly interested leads. They have three plans for their customers; GROW, PRO, AND PLATFORM costing 69 dollars, 499 dollars and 1000 dollars respectively. You can get a free trial of 14 days to try their services. Read more LionDesk is an integrated CRM platform and marketing automation solution that helps enterprises grow their business. Besides organizing the client contacts, it also features an automatic client communication module of its own. Users can receive reminders for their important tasks and develop multi-channel campaigns with this platform. Organizations can use LionDesk, to streamline their transaction process besides managing an improved communication flow. Contact management module offered by the software helps business houses with lead source monitoring, hot or cold client detection besides sellers and buyers tracking. Users can also import leads from their existing sources like Trulia, Zillow, Realtor.com and more. Business houses can forward automated texts, calls and emails to individual leads and monitor the conversations from time to time. Moreover, detailed results offered by LionDesk help enterprises monitor the open and click rates of generated emails. The platform supports easy integrations with other applications ensuring more flexibility. Read more Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its feature-rich software. The multichannel support feature lets your reach your customers via any medium, be it phone, live chat, email or through social media. With visitor tracking and email analytics, you can see what your customers are seeing and find opportunities for interaction. With pre-built and customizable KPIs, you can see where your team excels and where they need more training. Zoho CRM’s Blueprint ensures that the same level of attention is given to the right customers, even if the sales team grows. It makes sure that everyone in the team follows the right process. Read more EngageBay is an all-in-one marketing and sales CRM solution that helps businesses organize email contacts, monitor deals, grow sales, and build customer relationships. Users can get a complete view of every interaction ever had with their leads and get deep customer insights to the market and sell better. It allows users to design engaging emails and run email marketing campaigns easily with just a simple click of a button. Businesses can measure performance and get better click-through rates, thus helping to grow the business. Through the customizable forms feature, users can create simple and stylish forms on any device and dramatically improve their conversations. Users can choose from a wide range of landing page templates or create their pages in less than two minutes. The powerful email tracker helps to keep track of prospects actions and get notified the moment someone opens an email or clicks a link in the email. Read more
Pricing Options
  • Free Trial Available
  • Starts at $58.0.
  • Free Trial Available
  • Starts at $21.00.
  • Free Trial Available
  • Starts at $14.0.
  • Free Trial Not Available
  • Starts at $10.39. Offers Free-forever plan.
SW Score & Breakdown

91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    94%
  • Reviews
    75%
  • Momentum
    63%
  • Popularity
    85%

88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    93%
  • Reviews
    81%
  • Momentum
    62%
  • Popularity
    79%

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    77%
  • Momentum
    66%
  • Popularity
    82%

85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    97%
  • Reviews
    60%
  • Momentum
    62%
  • Popularity
    64%
SaaSworthy Awards # 20 Fastest Growing # 12 Most Popular
Not Available
# 2 Most Worthy # 7 Fastest Growing
Not Available

Features

Total Features
22 Features
21 Features
27 Features
23 Features
Common Features for All
    Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
    Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
    Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
    Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking
    Document Management Ability to store and manage various information and documents in electronic format.
    Lead Management A systemized and organized way of managing all your leads and their conversation.
    Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
    List Management Enables management of multiple lists and communications with them
    Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
    Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
    Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
    Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
    Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
    Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
    Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
    Referral Tracking Track and manage your referred customers.
    Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
    Sales Force Automation Streamlined management of the sales cycle from lead to close
    Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 14 More - Show Less
    • Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
      Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
      Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
      Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking
      Document Management Ability to store and manage various information and documents in electronic format.
      Lead Management A systemized and organized way of managing all your leads and their conversation.
      Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
      List Management Enables management of multiple lists and communications with them
      Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
      Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
      Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
      Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
      Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
      Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
      Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
      Referral Tracking Track and manage your referred customers.
      Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
      Sales Force Automation Streamlined management of the sales cycle from lead to close
      Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 12 More - Show Less
    • Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
      Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
      Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
      Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking
      Document Management Ability to store and manage various information and documents in electronic format.
      Lead Management A systemized and organized way of managing all your leads and their conversation.
      Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
      List Management Enables management of multiple lists and communications with them
      Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
      Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
      Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
      Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
      Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
      Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
      Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
      Referral Tracking Track and manage your referred customers.
      Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
      Sales Force Automation Streamlined management of the sales cycle from lead to close
      Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 18 More - Show Less
    • Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
      Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
      Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
      Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking
      Document Management Ability to store and manage various information and documents in electronic format.
      Lead Management A systemized and organized way of managing all your leads and their conversation.
      Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
      List Management Enables management of multiple lists and communications with them
      Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
      Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
      Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
      Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
      Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
      Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
      Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
      Referral Tracking Track and manage your referred customers.
      Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
      Sales Force Automation Streamlined management of the sales cycle from lead to close
      Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 15 More - Show Less
  • Unique Features
      AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting outcomes based on performance and historical data.
      AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting outcomes based on performance and historical data.
      AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting outcomes based on performance and historical data.
      AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting outcomes based on performance and historical data.

    Technical Details

    Organization Types Supported
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    Modes of Support
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    API Support
    • Available
    • Available
    • Available
    • Available

    Reviews & Ratings

    User Rating
    4.5/5 32 user ratings
    4/5 134 user ratings
    4.3/5 2,504 user ratings
    Not Available
    Rating Distribution
    • Excellent

      68.8%
    • Very Good

      21.9%
    • Average

      3.1%
    • Poor

      3.1%
    • Terrible

      3.1%
    • Excellent

      50.7%
    • Very Good

      24.6%
    • Average

      10.4%
    • Poor

      4.5%
    • Terrible

      9.7%
    • Excellent

      50.2%
    • Very Good

      34.3%
    • Average

      9.8%
    • Poor

      2.8%
    • Terrible

      2.9%
    Not Available
    User Sentiments

      User-friendly interface, Comprehensive CRM Features, Excellent Customer Support, Extensive Integrations

      Mobile App Functionality, Lack of Transaction Management Features, High Pricing, Limited Data Reporting Capabilities

      Not Available

      Ease of Use, Customizable Interface, Extensive Integrations, Affordable Pricing

      Slow Customer Support, Occasional Software Glitches, Limited Mobile Functionality, Complex Customization

      Not Available
    Review Summary

    Users praise Follow-Up Boss's user-friendly interface, ease of setup, and robust feature set, including lead management, email tracking, scheduling, and reporting. It integrates seamlessly with various CRMs and email providers. Reviewers also commend its customer support, noting its responsiveness and helpfulness. However, some users express concerns about occasional technical glitches and a learning curve for some features. Overall, Follow-Up Boss is a highly rated sales engagement platform valued for its user-friendliness, powerful features, and excellent customer support.

    Not Available

    Zoho CRM receives positive reviews for its user-friendly interface and affordability. Users appreciate its comprehensive features, including lead tracking, contact management, and automation capabilities. However, some users report a steep learning curve and occasional glitches, particularly with advanced features. While customer support receives mixed feedback, Zoho CRM is highly recommended for businesses seeking an all-in-one solution to improve efficiency and customer relationships.

    Not Available
    Pros & Cons
    • User-friendly interface and intuitive lead management
    • Robust automation features and customizable workflows
    • Comprehensive reporting options for data-driven insights
    • Pricing may be steep for smaller businesses
    • Email marketing features could be improved
    • Generating reports can be time-consuming
    Not Available
    Not Available
    Not Available
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    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Starts at $58.0.
    • Free Trial Available
    • Starts at $21.00.
    • Free Trial Available
    • Starts at $14.0.
    • Free Trial Not Available
    • Starts at $10.39. Offers Free-forever plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Grow $58.00 $69.00 per user / month

    Pro $416.00 $499.00 per month

    Platform $833.00 $1,000.00 per month

    STARTER $21.00 $25.00 per month

    PRO+ $42.00 $49.00 per month

    ELITE $83.00 $99.00 per month

    Standard $14.00 $20.00 per user / month

    Professional $23.00 $35.00 per user / month

    Enterprise $40.00 $50.00 per user / month

    Ultimate $52.00 $65.00 per user / month

    Free Free

    Basic $10.39 $12.99 per user / month

    Growth $19.99 $24.99 per user / month

    Pro $39.99 $49.99 per user / month

     
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    Screenshots & Videos

    Screenshots People
    + 8 More
    Create Task
    + 2 More
    Live Chat System
    + 12 More
    Contact Details
    + 6 More
    Videos Video Thumbnail
    + 2 More
    Video Thumbnail
    + 1 More
    Video Thumbnail
    + 3 More
    Video Thumbnail
    + 1 More

    Vendor information

    Company Details Located in: San Francisco, California Founded in: 2011 Located in: Carlsbad, California Founded in: 2014 Located in: Pleasanton, California - 94588 Founded in: 2005 Located in: Mountain House, California
    Contact Details

    +1 855-888-9769

    https://www.followupboss.com/

    1-760-501-8582

    https://www.liondesk.com/

    +1 877-834-4428

    https://www.zoho.com/crm/

    +1 877-509-3570

    https://www.engagebay.com/products/crm

    Social Media Handles

    Not available

    FAQs

    What are the key features of Follow Up Boss and LionDesk?

    Follow Up Boss offers AI Assistant, Advanced Automation, Call Logging, Collaboration Tools, Contact Management, Customer Segmentation, Customer Support, Customization, Dedicated Phone Line Integration, Document Management, IoT Integration, Lead Management, Lead Scoring, List Management, Marketing Automation, Omnichannel Customer Engagement, Opportunity Management, Order Management, Predictive Analytics, Product Catalog, Project Management, Quotes (Proposals), Real-time Data Sync, Referral Tracking, Reporting (Analytics), Sales Force Automation, Territory Management. LionDesk provides AI Assistant, Advanced Automation, Call Logging, Collaboration Tools, Contact Management, Customer Segmentation, Customer Support, Customization, Dedicated Phone Line Integration, Document Management, IoT Integration, Lead Management, Lead Scoring, List Management, Marketing Automation, Omnichannel Customer Engagement, Opportunity Management, Order Management, Predictive Analytics, Product Catalog, Project Management, Quotes (Proposals), Real-time Data Sync, Referral Tracking, Reporting (Analytics), Sales Force Automation, Territory Management.

    What are the alternatives to Follow Up Boss and LionDesk?

    Alternatives to Follow Up Boss include HubSpot CRM, LeadDesk, LionDesk, Brivity CRM, ConvertLead. Alternatives to LionDesk include GoCRM, webCRM, DigitalCRM.com, SimpleCRM, monday sales CRM by monday.com.

    Which product is better for lead management?

    Both Follow Up Boss and LionDesk offer robust lead management capabilities. Follow Up Boss excels in lead scoring, lead nurturing, and automated follow-up sequences. LionDesk provides lead tracking, lead segmentation, and automated lead distribution.

    How do the marketing automation features of Follow Up Boss and LionDesk compare?

    Follow Up Boss offers marketing automation features such as email marketing, SMS marketing, and social media marketing. LionDesk provides marketing automation features such as email marketing, SMS marketing, and lead nurturing campaigns.

    Which product offers better customer support?

    Both Follow Up Boss and LionDesk offer dedicated customer support. Follow Up Boss provides phone, email, and live chat support. LionDesk offers phone, email, and online documentation support.

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