Follow Up Boss vs Workbooks
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
Follow Up Boss offers more features (60 vs 23) and more integrations (10 vs 6). Starting price: Follow Up Boss at $69/mo vs Workbooks at $30/mo. Follow Up Boss has 60 unique features while Workbooks has 23 unique features, with 0 features in common.
| Follow Up Boss | Workbooks | |
|---|---|---|
| Category | CRM | CRM |
| Total Features | 60 | 23 |
| AI-Powered Features | 5 | 1 |
| Starting Price | $69/mo | $30/mo |
| Pricing Tiers | 3 | 2 |
| Integrations | 10 | 6 |
| Shared Features | 0 | |
| Shared Integrations | 0 | |
| Data Quality | 95% | 70% |
Feature Comparison by Category
AI (5 vs 1)
| Feature | Follow Up Boss | Workbooks |
|---|---|---|
| AI CRM | ||
| FUB AI | ||
| Predictive Lead Prioritization | ||
| Smart Messages | ||
| Smart Summaries | ||
| Suggested Tasks |
Administration (0 vs 3)
| Feature | Follow Up Boss | Workbooks |
|---|---|---|
| Audit Trail | ||
| Data Storage | ||
| Multi-Company Support |
Alerts (1 vs 0)
| Feature | Follow Up Boss | Workbooks |
|---|---|---|
| Lead and Activity Notifications |
Analytics (1 vs 1)
| Feature | Follow Up Boss | Workbooks |
|---|---|---|
| Email Open & Click Tracking | ||
| Mapping Module |
Automation (7 vs 0)
| Feature | Follow Up Boss | Workbooks |
|---|---|---|
| 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 1)
| Feature | Follow Up Boss | Workbooks |
|---|---|---|
| 360° Customer View |
Collaboration (6 vs 0)
| Feature | Follow Up Boss | Workbooks |
|---|---|---|
| Collaborate with Lenders | ||
| Collaborators | ||
| Mentions | ||
| Shared Inboxes/Ring Groups | ||
| Team Collaboration | ||
| Team Inboxes |
Communication (11 vs 0)
| Feature | Follow Up Boss | Workbooks |
|---|---|---|
| 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 (2 vs 0)
| Feature | Follow Up Boss | Workbooks |
|---|---|---|
| Lead Management | ||
| Mobile App |
Customer Service (0 vs 1)
| Feature | Follow Up Boss | Workbooks |
|---|---|---|
| Ticketing and Case Management |
Customization (0 vs 1)
| Feature | Follow Up Boss | Workbooks |
|---|---|---|
| Custom Records |
Engagement (1 vs 0)
| Feature | Follow Up Boss | Workbooks |
|---|---|---|
| Automated Drip Engagement |
Finance (0 vs 2)
| Feature | Follow Up Boss | Workbooks |
|---|---|---|
| Invoice Management | ||
| Multi-Currency Documents |
Integration (6 vs 3)
| Feature | Follow Up Boss | Workbooks |
|---|---|---|
| Accounting and ERP Integration | ||
| Automatically Import Leads | ||
| Calendar Sync | ||
| Import Database from Any CRM | ||
| Lead Source Connections | ||
| Microsoft Exchange / Outlook Integration | ||
| Office 365 Integration | ||
| Open Platform | ||
| Two-Way Email Sync |
Lead Management (1 vs 0)
| Feature | Follow Up Boss | Workbooks |
|---|---|---|
| Manually Add Leads |
Marketing (0 vs 2)
| Feature | Follow Up Boss | Workbooks |
|---|---|---|
| Events Management | ||
| Marketing Automation |
Organization (6 vs 0)
| Feature | Follow Up Boss | Workbooks |
|---|---|---|
| Calendar Appointments | ||
| Daily Hotsheet | ||
| Deal Tracking | ||
| File Storage | ||
| Smart Lists | ||
| Teams Within Teams |
Project Management (0 vs 1)
| Feature | Follow Up Boss | Workbooks |
|---|---|---|
| Project Management |
Reporting (4 vs 1)
| Feature | Follow Up Boss | Workbooks |
|---|---|---|
| Advanced Reporting | ||
| Agent Activity Reporting | ||
| Call Reporting | ||
| Lead Source Reporting | ||
| Reports & Dashboards |
Sales (0 vs 5)
| Feature | Follow Up Boss | Workbooks |
|---|---|---|
| Opportunity Management | ||
| Order Management | ||
| Quotation Management | ||
| Sales Forecasting | ||
| Sales Order Processing |
Security (0 vs 1)
| Feature | Follow Up Boss | Workbooks |
|---|---|---|
| Advanced Security |
Support (9 vs 0)
| Feature | Follow Up Boss | Workbooks |
|---|---|---|
| 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 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
Only in Workbooks (23)
Audit Trail
Data Storage
Multi-Company Support
AI CRM
Mapping Module
360° Customer View
Ticketing and Case Management
Custom Records
Invoice Management
Multi-Currency Documents
Accounting and ERP Integration
Microsoft Exchange / Outlook Integration
Office 365 Integration
Events Management
Marketing Automation
Project Management
Reports & Dashboards
Opportunity Management
Order Management
Quotation Management
+ 3 more unique features
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