Assembly vs Follow Up Boss
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
Assembly offers fewer features (29 vs 60) and fewer integrations (5 vs 10). Starting price: Assembly at $39/mo vs Follow Up Boss at $69/mo. Assembly has 29 unique features while Follow Up Boss has 60 unique features, with 0 features in common.
| Assembly | Follow Up Boss | |
|---|---|---|
| Category | CRM | CRM |
| Total Features | 29 | 60 |
| AI-Powered Features | 2 | 5 |
| Starting Price | $39/mo | $69/mo |
| Pricing Tiers | 4 | 3 |
| Integrations | 5 | 10 |
| Shared Features | 0 | |
| Shared Integrations | 1 | |
| Data Quality | 70% | 95% |
Feature Comparison by Category
AI (1 vs 5)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| AI Assistant | ||
| FUB AI | ||
| Predictive Lead Prioritization | ||
| Smart Messages | ||
| Smart Summaries | ||
| Suggested Tasks |
Access Control (2 vs 0)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| App Visibility Settings | ||
| Client Access Permissions |
Alerts (0 vs 1)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| Lead and Activity Notifications |
Analytics (0 vs 1)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| Email Open & Click Tracking |
Automation (1 vs 7)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| Action Plan Sharing Library | ||
| Action Plans | ||
| Advanced Lead Distribution | ||
| Automated Task Assignment | ||
| Automatic Call Logging | ||
| Client Onboarding Automation | ||
| First to Claim Lead Distribution | ||
| Lead Distribution |
Billing (1 vs 0)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| Invoicing & Billing |
CRM (1 vs 0)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| Client Management CRM |
Client Management (1 vs 0)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| Multi-Company Clients |
Collaboration (0 vs 6)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| Collaborate with Lenders | ||
| Collaborators | ||
| Mentions | ||
| Shared Inboxes/Ring Groups | ||
| Team Collaboration | ||
| Team Inboxes |
Commerce (1 vs 0)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| Storefronts |
Communication (1 vs 11)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| Batch Emailing | ||
| Call Recordings | ||
| Call Transferring | ||
| Calling Feature | ||
| Company Number for Texting | ||
| Email & Text Templates | ||
| Individual Agent Numbers | ||
| Instant Text | ||
| Integrated Dialer | ||
| Messaging and Team Inbox | ||
| Two-Way Texting | ||
| Unlimited Calling & Texting |
Compliance (1 vs 0)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| HIPAA Compliance with BAA |
Core (0 vs 2)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| Lead Management | ||
| Mobile App |
Core Platform (1 vs 0)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| Client Portal |
Customization (3 vs 0)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| Custom Domain for Portal | ||
| Custom Email Domain | ||
| Full White-Labeling |
Developer (2 vs 0)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| API & Webhooks | ||
| Custom Apps |
Development (1 vs 0)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| Sandbox Workspace |
Document Management (1 vs 0)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| Contracts & eSignatures |
Engagement (0 vs 1)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| Automated Drip Engagement |
Extensions (1 vs 0)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| App Store |
File Management (1 vs 0)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| File Sharing |
Forms (1 vs 0)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| Forms & Intake |
Integration (0 vs 6)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| Automatically Import Leads | ||
| Calendar Sync | ||
| Import Database from Any CRM | ||
| Lead Source Connections | ||
| Open Platform | ||
| Two-Way Email Sync |
Integrations (1 vs 0)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| Embeds and Links |
Lead Management (0 vs 1)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| Manually Add Leads |
Organization (0 vs 6)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| Calendar Appointments | ||
| Daily Hotsheet | ||
| Deal Tracking | ||
| File Storage | ||
| Smart Lists | ||
| Teams Within Teams |
Project Management (1 vs 0)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| Tasks & Project Management |
Reporting (0 vs 4)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| Advanced Reporting | ||
| Agent Activity Reporting | ||
| Call Reporting | ||
| Lead Source Reporting |
Sales (1 vs 0)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| Proposals |
Security (5 vs 0)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| Advanced Security Controls | ||
| Audit Log | ||
| Custom SSO | ||
| Enterprise-Grade Security | ||
| MFA Enforcement |
Support (0 vs 9)
| Feature | Assembly | Follow Up Boss |
|---|---|---|
| 24/7 Phone & Email Support | ||
| Dedicated Success Manager | ||
| Enhanced Onboarding | ||
| Enhanced Support & Training | ||
| Help Connecting Lead Sources | ||
| Help Importing Contacts | ||
| Personalized Onboarding | ||
| Priority Support | ||
| Setup & Training |
Unique Features
Only in Assembly (29)
App Visibility Settings
Client Access Permissions
AI Assistant
Client Onboarding Automation
Invoicing & Billing
Multi-Company Clients
Storefronts
Messaging and Team Inbox
HIPAA Compliance with BAA
Client Portal
Client Management CRM
Custom Domain for Portal
Custom Email Domain
Full White-Labeling
API & Webhooks
Custom Apps
Sandbox Workspace
Contracts & eSignatures
App Store
File Sharing
+ 9 more unique features
Only in Follow Up Boss (60)
FUB AI
Predictive Lead Prioritization
Smart Messages
Smart Summaries
Suggested Tasks
Lead and Activity Notifications
Email Open & Click Tracking
Action Plan Sharing Library
Action Plans
Advanced Lead Distribution
Automated Task Assignment
Automatic Call Logging
First to Claim Lead Distribution
Lead Distribution
Collaborate with Lenders
Collaborators
Mentions
Shared Inboxes/Ring Groups
Team Collaboration
Team Inboxes
+ 40 more unique features
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