WOW, so many FUB users booking meetings! (Exciting!)
What I didn’t realize though is just how many current REW users also use Follow Up Boss (hundreds).
I’ve been taking calls all week and will continue to personally do so (if you are a power FUB user and a REW user, let’s get on a call).
What Real Estate Webmasters is doing for FUB users:
For net new users (not with REW) - we have offered up to $5,000 in budget to have REW migrate your FUB system to REW. You can use this for programming (related to migration), data ingestion, training, or even have the CSMs log in and recreate your action plans, emails, etc. (We make it easy)
Existing customers already have access to free renewal credits (when they renew their sites) so you can use those credits for this as well. And don’t forget, we are offering a 50% referral fee of the $500 base platform for any user you refer to us (so refer us to 2 FUB users not on REW and your site becomes free!)
Taking calls (myself personally) - to review various customer workflows and document the most critical features they use and rely on daily to run their business.
Creating a FUB transition team and funding - I’ve initially allocated a $2M R & D budget (next 6 months) to focus solely on CRM enhancements needed to make REW CRM not just competitive to FUB (we already are competitive) but to build out those key features that are beloved by FUB users that REW currently doesn’t have (or needs to improve upon).
Organizing a town hall (Roadmap review) - I’m going to do a webinar on REW’s current roadmap with respect to CRM features and get feedback from our customers and potential customers (FUB users) on what features they would love to see developed and also give a preview of what is coming as well.
Creating a list of REW champions (current or past FUB users) - Just spoke to @andreREW today and he’s volunteered to be the first! The commitment? I’ll personally spend time with you over the next coming months making sure your transition is as smooth as possible, and you will have an even stronger voice/influence on our roadmap. In return, you help us convince as many FUB users as possible to migrate to REW CRM. Sound fair?
On that note, let’s start a list: What are the MOST important features you use daily in FUB (and how / why are they important?)
Some notes I’ve gathered already:
Smart lists: We understand how critical these are. The ability to create a custom set of queries and then save them so they are at the click of a button and update as leads meet the criteria. Both REW and FUB have these so this one is already available on day 1. There are small nuances between the two though so we want to make sure anything we don’t have, we can have.
Automation: Automatically assigning leads to action plans based on certain success criteria (like Pardot). We have some automations (like automatically assigning action plans based on the form filled out or automatically pausing action plans once an email replies to either a text or email) but we know this is something our customers want us to expand on.
Reporting (Graphs): Recently we launched “REW Insights” which is a new graphic feature in your dashboard. We know there are several other places in FUB where graphs exist, and we’re already adding more graphing to our system. We’d love to know which graphs you use and how / why
Zapier / lead sources: Automatically have leads brought in from various sources including Zapier, Zillow, Realtor.com etc. We already 100% support Zapier, and have outbound and inbound API’s, but what integraitons (lead sources) are most critical to have direct connections to?
Ponds: I know many folks love this feature. @Pozek has done some cool stuff with it and @staciestaub has been asking for this for a while as well. Let’s make sure we understand exactly how this works so we can make an even better feature.
Let’s keep it going! What else is critical for you in order to make the move?
Post your favourite 3+ features from FUB below!