Follow Up Boss vs Pipeliner CRM
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
Follow Up Boss offers fewer features (60 vs 82) and fewer integrations (10 vs 12). Starting price: Follow Up Boss at $69/mo vs Pipeliner CRM at $75/mo. Follow Up Boss has 57 unique features while Pipeliner CRM has 79 unique features, with 3 features in common.
| Follow Up Boss | Pipeliner CRM | |
|---|---|---|
| Category | CRM | CRM |
| Total Features | 60 | 82 |
| AI-Powered Features | 5 | 4 |
| Starting Price | $69/mo | $75/mo |
| Pricing Tiers | 3 | 4 |
| Integrations | 10 | 12 |
| Shared Features | 3 | |
| Shared Integrations | 1 | |
| Data Quality | 95% | 95% |
Feature Comparison by Category
AI (5 vs 4)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| AI Email Assistant | ||
| FUB AI | ||
| Insights | ||
| Pipeliner Voyager AI | ||
| Predictive Lead Prioritization | ||
| Smart Messages | ||
| Smart Summaries | ||
| Suggested Tasks | ||
| Voice-to-Text Transcription |
Account Management (0 vs 2)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Account Health | ||
| Account Plans |
Activity Management (0 vs 5)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Activity Management | ||
| Appointment Scheduler | ||
| Notes Management | ||
| Reminders | ||
| Task Management |
Administration (0 vs 5)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Advanced Permissions | ||
| Audit Log | ||
| Custom User Roles and Permissions | ||
| Field Permissions | ||
| Sandbox Environment |
Alerts (1 vs 0)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Lead and Activity Notifications |
Analytics (1 vs 0)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Email Open & Click Tracking |
Automation (7 vs 4)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Action Plan Sharing Library | ||
| Action Plans | ||
| Advanced Lead Distribution | ||
| Approval Processes | ||
| Automated Task Assignment | ||
| Automatic Call Logging | ||
| Automatizer Workflow Engine | ||
| Email Automation | ||
| First to Claim Lead Distribution | ||
| Lead Distribution | ||
| Sales Automation |
Collaboration (6 vs 1)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Collaborate with Lenders | ||
| Collaborators | ||
| Feeds (Built-in Internal Messaging) | ||
| Mentions | ||
| Shared Inboxes/Ring Groups | ||
| Team Collaboration | ||
| Team Inboxes |
Communication (11 vs 0)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| 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 |
Communications (0 vs 2)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Calling Integration | ||
| Email Integration |
Compliance (0 vs 1)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| GDPR Compliance |
Content Management (0 vs 3)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Attachment Management | ||
| Document Management | ||
| Online Forms |
Core (2 vs 0)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Lead Management | ||
| Mobile App |
Core CRM (0 vs 5)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Account Management | ||
| Contact Management | ||
| Lead Management | ||
| Opportunity Management | ||
| Pipeline Management |
Customization (0 vs 5)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Custom Entities | ||
| Custom Fields | ||
| Lookup Fields | ||
| Multiple Form Views | ||
| Rollup Fields |
Data Management (0 vs 6)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Advanced Filtering | ||
| Bulk Ownership Updates | ||
| Bulk Updates | ||
| Import/Export Capabilities | ||
| Merge Contacts & Accounts | ||
| Opportunity and Lead Archive View |
Data Protection (0 vs 1)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Daily Database Backups |
Data Quality (0 vs 1)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Duplicate Checker |
Email Marketing (0 vs 3)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Email Personalization | ||
| Email Sequencing | ||
| Mass Email Tracking |
Engagement (1 vs 0)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Automated Drip Engagement |
Integration (6 vs 0)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Automatically Import Leads | ||
| Calendar Sync | ||
| Import Database from Any CRM | ||
| Lead Source Connections | ||
| Open Platform | ||
| Two-Way Email Sync |
Lead Management (1 vs 0)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Manually Add Leads |
Localization (0 vs 1)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Multiple Currencies |
Mobile (0 vs 1)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Mobile App |
Organization (6 vs 1)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Calendar Appointments | ||
| Custom Business Units | ||
| Daily Hotsheet | ||
| Deal Tracking | ||
| File Storage | ||
| Smart Lists | ||
| Teams Within Teams |
Project Management (0 vs 4)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Gantt View | ||
| Multiple Custom Projects | ||
| Objective View | ||
| Project Engine |
Reporting (4 vs 4)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Advanced Reporting | ||
| Agent Activity Reporting | ||
| Call Reporting | ||
| Custom Dashboards | ||
| Lead Source Reporting | ||
| Navigator Dashboard | ||
| Scheduled Reports |
Sales Analytics (0 vs 1)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Whitespace Account Matrix |
Sales Management (0 vs 6)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Custom Pipeline Stages | ||
| Custom Products and Services Catalog | ||
| Forecasting & Quotas | ||
| Multiple Custom Pipelines | ||
| Quote Management | ||
| Target Multiple KPIs |
Security (0 vs 5)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| 2-Factor Authentication | ||
| Email Domain Restrictions | ||
| Encryption at Rest | ||
| SSL Encryption | ||
| Single Sign-On (SAML 2.0) |
Support (9 vs 0)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| 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 |
User Interface (0 vs 5)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Compact View | ||
| In-App Notifications | ||
| Personalized User Interfaces | ||
| Power Panel | ||
| Record Preview |
Visualization (0 vs 6)
| Feature | Follow Up Boss | Pipeliner CRM |
|---|---|---|
| Account Matrix View | ||
| Dynamic Target Views | ||
| Dynamic Velocity View | ||
| Map View | ||
| Visual Account and Contact Org Chart | ||
| Visual Opportunity and Lead Buying Center |
Unique Features
Only in Follow Up Boss (57)
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
+ 37 more unique features
Only in Pipeliner CRM (79)
Account Health
Account Plans
Activity Management
Appointment Scheduler
Notes Management
Reminders
Task Management
Advanced Permissions
Audit Log
Custom User Roles and Permissions
Field Permissions
Sandbox Environment
AI Email Assistant
Insights
Pipeliner Voyager AI
Voice-to-Text Transcription
Approval Processes
Automatizer Workflow Engine
Email Automation
Sales Automation
+ 59 more unique features
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