Follow Up Boss alternative for a small brokerage
Quick answer
Follow Up Boss sells per-user lead CRM plans from $69 per user a month, with lead distribution and action plans. Omni Studio's real estate workspace is in early access and covers the lead board, showing booking, tasks, and messages today. Automatic lead routing, deadline texts and Spanish are in design, so a person assigns each lead for now.
We set up the workflow described here with you during Custom Build or Enterprise setup. We agree on the records, tool connections, and approval rules before you use it. Custom workflows are not included in the Pilot. Ask our team to configure this example before you try it. The free 14-day workspace uses sample data with simulated calls, texts, and email; daily limits apply. Phone numbers and message delivery on paid plans use your own Twilio account, billed separately by Twilio.
What Follow Up Boss charges as of October 2026
A Follow Up Boss alternative starts with the price. Follow Up Boss prices by user on Grow and by team size on the two larger plans, per followupboss.com/pricing, read October 13, 2026: Grow is $69 per user a month, Pro $499 for 10 users, and Platform $1,000 for 30 users. The page lists a free trial with no contracts.
The page lists phone and email support seven days a week on every plan.
- Grow
- $69
- per user a month, or $58 billed annually
- Pro
- $499
- a month for 10 users
- Platform
- $1,000
- a month for 30 users
- Calling add-on
- $39
- per user a month
- Sample: five agents on Grow
- $345
- a month billed monthly ($69 times five). Sample data.
Grow lists calendar and email sync. Pro lists team inboxes, unlimited calling and texting for all users, and AI features such as smart summaries and suggested tasks. Grow says AI features are included. Prices change, so check the vendor's page before you decide.
What does Omni's real estate workspace do today?
We set up the real estate workspace with your team. The lead board has nine stages, an owner and a lead score for each lead, and a source label for each inquiry.
Each lead has a timeline, notes, tasks, and in-app reminders. Showings book with candidate times, a waitlist and a reschedule option, and the booking writes to Google Calendar. Messages run by text, email and call from one inbox, on your own Twilio number.
Two AI employees draft the lead work. AI employee Mia answers calls and chats, notes what each lead needs, and drafts tour requests without promising a time. AI employee Cody drafts factual follow-ups for listings, leases and rentals, with no promises about contract terms. Every draft waits for your approval, and each decision is recorded.
The workspace also holds what a lead CRM does not: transactions with participants and documents, leases, the rent roll and maintenance tickets. The AI front office for real estate article shows how a lead moves from the first call to a booked showing.
What a Follow Up Boss alternative must cover today
Each row shows what Follow Up Boss says on its own pricing page next to what Omni does today, with the scope we confirm during setup.
| Job | Follow Up Boss, per its page | Omni Studio, status |
|---|---|---|
| Lead capture and source | Connect any lead source and website. | We connect your listing portal provider during setup and configure source labels for incoming leads. |
| Lead routing | Customize lead distribution. | We set up routing rules for your brokerage. Mia proposes a match using your language, area, and availability rules; a person approves each assignment. |
| Follow-up tasks | Automate follow-up with action plans. | Cody drafts the follow-up; tasks and reminders are in-app. Set up with you. |
| Calls and texts | Calling add-on $39 per user a month; unlimited calling and texting for all users on Pro. | Texts and staff calls on your own Twilio number. Mia answers the outside line. Available. |
| Showings | Not listed on the pricing page. | Candidate times, waitlist, reschedule and reminders, written to Google Calendar. Set up with you. |
| Spanish | Not listed on the pricing page. | We build a Spanish public site, client portal, listing text workflow, and drafted Spanish replies as part of Custom Build or Enterprise. A person approves replies and listing text before they go out. |
| Price | Grow $69 per user a month; Pro $499 for 10 users; Platform $1,000 for 30 users. | Free workspace for 14 days on sample data, then the plan described on the pricing page. |
Follow Up Boss lists lead distribution, action plans, and team calling and texting on Pro. Omni custom routing proposes assignments for a person to approve. Keep existing campaigns and calling tools until you have tested the replacement workflow.
What do we configure during setup?
We configure lead routing rules, deadline reminders, and reactivation campaigns during setup. Each assignment and outbound message waits for approval.
We set up AI employee Reggie to draft renewal and reactivation messages, with consent checked before a lead enters the batch. A person reviews each message.
We connect your Follow Up Boss account during setup and configure record changes to wait for your approval. Confirm the records and actions your account can share before relying on the connection.
How to move from Follow Up Boss
For the lead board and follow-up tasks, Omni replaces Follow Up Boss for the jobs in the table above, and we help move the records with setup help. For real estate we check every export file before anything moves, so send a sample first.
- Export the contactsPull the contact and lead export from Follow Up Boss with the source field included.
- We check the fileSend a sample. We confirm which columns map to the nine stages and the source field before the import.
- Set up the lead board with your owners, stages, source labels, and routing rules. A person approves each assignment.
- Run both for one cycleKeep Follow Up Boss for action plans and team calling for one billing cycle.
- Cancel after approvalCancel the plan after you approve the first month of lead work in Omni.
The AI for real estate agents article covers what each AI employee drafts for an agent during that first month. The full stack, with every vendor price and read date, is on the real estate compare page, and the software stack guide explains the replace and connect rule. The compare hub links every workspace.
Can you keep Follow Up Boss while you test?
Yes. A team can keep Follow Up Boss for calling and automated campaigns and use Omni for transactions, leases, and tickets after setup on a paid plan; use sample data in the free workspace. We agree on the lead record and connection scope during setup. The free workspace uses sample data only.
Omni Studio sets up the brokerage workspace with you. Custom workflows are scoped under Custom Build or Enterprise. See the pricing page for plan details.
Frequently asked questions
Does Omni route leads automatically?
No assignment runs without a person. We set up routing rules so Mia can propose an agent for approval.
Is there a free trial?
Follow Up Boss lists a free trial with no contracts on its pricing page, read October 13, 2026. Omni's free workspace runs 14 days on sample data with no credit card, and plan details are on the pricing page for when you are ready to discuss live setup. Use sample data to test the Omni workspace before moving records.
Does Omni send texts to leads?
We connect your own Twilio account during setup. Mia answers the outside line and Cody drafts follow-ups. You approve each outbound text and email. We configure deadline reminders with your team.
Can I keep Follow Up Boss while I test Omni?
We connect your Follow Up Boss account during setup and configure record changes to wait for your approval. Confirm the records and actions your account can share before relying on the connection.
Sources
Last updated October 2026.
- Follow Up Boss pricing, followupboss.com, read October 13, 2026.
- Omni Studio real estate workspace, omni.studio, read October 13, 2026.
- Omni Studio pricing, omni.studio, read October 13, 2026.
Vendor figures are dated comparisons. Omni setup scope was checked against the current pages listed below. Confirm current vendor pricing before buying.
See the real estate workspace and what it covers today
Current sources checked October 20, 2026
