Follow Up Boss vs ProMax

Side-by-side comparison of features, pricing, and integrations.

Quick Verdict

Follow Up Boss offers more features (60 vs 32) and more integrations (10 vs 2). Starting price: Follow Up Boss at $69/mo vs ProMax at Contact Sales. Follow Up Boss has 59 unique features while ProMax has 31 unique features, with 1 features in common.

Follow Up BossProMax
CategoryCRMCRM
Total Features6032
AI-Powered Features50
Starting Price$69/moContact Sales
Pricing Tiers30
Integrations102
Shared Features1
Shared Integrations0
Data Quality95%50%

Feature Comparison by Category

AI (5 vs 0)

FeatureFollow Up BossProMax
FUB AI
Predictive Lead Prioritization
Smart Messages
Smart Summaries
Suggested Tasks

Alerts (1 vs 0)

FeatureFollow Up BossProMax
Lead and Activity Notifications

Analytics (1 vs 0)

FeatureFollow Up BossProMax
Email Open & Click Tracking

Analytics & Intelligence (0 vs 1)

FeatureFollow Up BossProMax
Data Mining

Appraisal (0 vs 1)

FeatureFollow Up BossProMax
Appraisal Express

Automation (7 vs 0)

FeatureFollow Up BossProMax
Action Plan Sharing Library
Action Plans
Advanced Lead Distribution
Automated Task Assignment
Automatic Call Logging
First to Claim Lead Distribution
Lead Distribution

CRM (0 vs 3)

FeatureFollow Up BossProMax
Appointment Scheduling
Complete CRM
Customer Follow-up

Collaboration (6 vs 0)

FeatureFollow Up BossProMax
Collaborate with Lenders
Collaborators
Mentions
Shared Inboxes/Ring Groups
Team Collaboration
Team Inboxes

Communication (11 vs 0)

FeatureFollow Up BossProMax
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 1)

FeatureFollow Up BossProMax
Call Tracking

Compliance (0 vs 2)

FeatureFollow Up BossProMax
Compliance Workflow
OFAC, Disclosure Notices, MLA Screening

Core (2 vs 0)

FeatureFollow Up BossProMax
Lead Management
Mobile App

Credit & Compliance (0 vs 5)

FeatureFollow Up BossProMax
Complete Credit
Credit Reports and Scores
Employment & Income Verification
Online Credit Application
Soft Pull Pre-Qualification

Deal Management (0 vs 1)

FeatureFollow Up BossProMax
Desking

Document Management (0 vs 3)

FeatureFollow Up BossProMax
Compliance Storage
Consumer Document Exchange
Forms Management and eSign

Engagement (1 vs 0)

FeatureFollow Up BossProMax
Automated Drip Engagement

Fraud & Compliance (0 vs 4)

FeatureFollow Up BossProMax
Driver's License & ID Verification
Identity Verification
Red Flags
Synthetic Fraud Detection

Integration (6 vs 0)

FeatureFollow Up BossProMax
Automatically Import Leads
Calendar Sync
Import Database from Any CRM
Lead Source Connections
Open Platform
Two-Way Email Sync

Inventory Management (0 vs 3)

FeatureFollow Up BossProMax
Inventory Data Exchange
Recall Tab
Vehicle Information Management

Lead Management (1 vs 2)

FeatureFollow Up BossProMax
Lead Generation
Lead Management
Manually Add Leads

Lending Integration (0 vs 1)

FeatureFollow Up BossProMax
Lender Select

Marketing & Websites (0 vs 2)

FeatureFollow Up BossProMax
Marketing Websites
Special Finance Websites

Organization (6 vs 0)

FeatureFollow Up BossProMax
Calendar Appointments
Daily Hotsheet
Deal Tracking
File Storage
Smart Lists
Teams Within Teams

Reporting (4 vs 0)

FeatureFollow Up BossProMax
Advanced Reporting
Agent Activity Reporting
Call Reporting
Lead Source Reporting

Security (0 vs 2)

FeatureFollow Up BossProMax
3rd-party Testing and Disaster Recovery
Security & Encryption

Support (9 vs 0)

FeatureFollow Up BossProMax
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

Training & Support (0 vs 1)

FeatureFollow Up BossProMax
Training Modules

Unique Features

Only in Follow Up Boss (59)

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

+ 39 more unique features

Only in ProMax (31)

Data Mining
Appraisal Express
Call Tracking
Compliance Workflow
OFAC, Disclosure Notices, MLA Screening
Complete Credit
Credit Reports and Scores
Employment & Income Verification
Online Credit Application
Soft Pull Pre-Qualification
Appointment Scheduling
Complete CRM
Customer Follow-up
Desking
Compliance Storage
Consumer Document Exchange
Forms Management and eSign
Driver's License & ID Verification
Identity Verification
Red Flags

+ 11 more unique features

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