Epic MyChart CRM vs Follow Up Boss
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
Epic MyChart CRM offers fewer features (0 vs 60) and fewer integrations (0 vs 10). Starting price: Epic MyChart CRM at Contact Sales vs Follow Up Boss at $69/mo. Epic MyChart CRM has 0 unique features while Follow Up Boss has 60 unique features, with 0 features in common.
| Epic MyChart CRM | Follow Up Boss | |
|---|---|---|
| Category | CRM | CRM |
| Total Features | 0 | 60 |
| AI-Powered Features | 0 | 5 |
| Starting Price | Contact Sales | $69/mo |
| Pricing Tiers | 0 | 3 |
| Integrations | 0 | 10 |
| Shared Features | 0 | |
| Shared Integrations | 0 | |
| Data Quality | 10% | 95% |
Feature Comparison by Category
AI (0 vs 5)
| Feature | Epic MyChart CRM | Follow Up Boss |
|---|---|---|
| FUB AI | ||
| Predictive Lead Prioritization | ||
| Smart Messages | ||
| Smart Summaries | ||
| Suggested Tasks |
Alerts (0 vs 1)
| Feature | Epic MyChart CRM | Follow Up Boss |
|---|---|---|
| Lead and Activity Notifications |
Analytics (0 vs 1)
| Feature | Epic MyChart CRM | Follow Up Boss |
|---|---|---|
| Email Open & Click Tracking |
Automation (0 vs 7)
| Feature | Epic MyChart CRM | Follow Up Boss |
|---|---|---|
| Action Plan Sharing Library | ||
| Action Plans | ||
| Advanced Lead Distribution | ||
| Automated Task Assignment | ||
| Automatic Call Logging | ||
| First to Claim Lead Distribution | ||
| Lead Distribution |
Collaboration (0 vs 6)
| Feature | Epic MyChart CRM | Follow Up Boss |
|---|---|---|
| Collaborate with Lenders | ||
| Collaborators | ||
| Mentions | ||
| Shared Inboxes/Ring Groups | ||
| Team Collaboration | ||
| Team Inboxes |
Communication (0 vs 11)
| Feature | Epic MyChart CRM | 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 | ||
| Two-Way Texting | ||
| Unlimited Calling & Texting |
Core (0 vs 2)
| Feature | Epic MyChart CRM | Follow Up Boss |
|---|---|---|
| Lead Management | ||
| Mobile App |
Engagement (0 vs 1)
| Feature | Epic MyChart CRM | Follow Up Boss |
|---|---|---|
| Automated Drip Engagement |
Integration (0 vs 6)
| Feature | Epic MyChart CRM | Follow Up Boss |
|---|---|---|
| Automatically Import Leads | ||
| Calendar Sync | ||
| Import Database from Any CRM | ||
| Lead Source Connections | ||
| Open Platform | ||
| Two-Way Email Sync |
Lead Management (0 vs 1)
| Feature | Epic MyChart CRM | Follow Up Boss |
|---|---|---|
| Manually Add Leads |
Organization (0 vs 6)
| Feature | Epic MyChart CRM | Follow Up Boss |
|---|---|---|
| Calendar Appointments | ||
| Daily Hotsheet | ||
| Deal Tracking | ||
| File Storage | ||
| Smart Lists | ||
| Teams Within Teams |
Reporting (0 vs 4)
| Feature | Epic MyChart CRM | Follow Up Boss |
|---|---|---|
| Advanced Reporting | ||
| Agent Activity Reporting | ||
| Call Reporting | ||
| Lead Source Reporting |
Support (0 vs 9)
| Feature | Epic MyChart CRM | 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 Epic MyChart CRM (0)
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
View Epic MyChart CRM details View Follow Up Boss details Epic MyChart CRM alternatives Follow Up Boss alternatives
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