Uplevel vs Follow Up Boss
The whole business. Not just the follow-up.
Follow Up Boss is a respected CRM — and deliberately only a CRM. Uplevel covers the same core, then keeps going: websites, MLS listings, marketing, transactions, and AI in one plan, on one bill.
$138/mo less, $1,656 a year, for the same team and calling, before counting the marketing and websites included.
Follow Up Boss totals use their published rates (July 2026): Grow per user with calling as a $39/user add-on, or the Pro ($499 for 10 users) and Platform ($1,000 for 30) bundles that include calling — whichever is cheapest for your team size, at annual rates when yearly billing is on. Both totals are subscriptions only. Uplevel usage bills monthly as you go: texts at 2¢ each, call minutes past the included 500, bulk emails past 1,000 a month, and $35 a month for each MLS market we manage.
The short version, honestly.
Follow Up Boss is real software that plenty of good agents run their business on. The choice comes down to what you want one subscription to cover.
Pick Uplevel if…
You want one subscription to be the whole stack — and the bill to act like it.
- You pay for a website, marketing tool, or transaction tracker on top of your CRM
- You want live MLS data and listing-connected websites in the same login as your pipeline
- You want every user at $49, with marketing, websites, and MLS search in that price
- You would rather your book of business live with an independent company than a portal owner
Stay on Follow Up Boss if…
It is a mature CRM with a deep ecosystem, and some businesses are built around exactly that.
- Your lead flow depends on its 250+ ready-made lead-source integrations
- You already pay separate vendors for websites, IDX, and transactions — and like them
- A decade-plus track record matters more to you than consolidating tools
- Zillow Group ownership does not factor into where your data lives
Everything they route to integrations, built in.
Follow Up Boss handles contacts, follow-up, and calling, then stops on purpose — websites, IDX search, transactions, and bulk marketing are someone else’s product and someone else’s invoice. Uplevel builds them on the same database, so the website visitor, the MLS listing, and the closing all land on one contact record.
- Agent and listing websites with IDX search, on your own domain
- Live MLS listing data, verified per market
- Closings tracked with commission math built in
- Bulk email and SMS campaigns on your own smart lists
Your MLS feed has a home here.
There is no MLS listing data inside Follow Up Boss — property context lives in whatever website or IDX product you bolt on. Uplevel syncs your markets continuously, so saved searches, listing alerts, and price changes work inside the CRM your team already lives in.
- Status, price, and photo changes flow in as they happen
- Buyer saved searches match against live inventory
- Listing alerts send automatically, included in the plan
Independent — and built to stay that way.
Follow Up Boss has been part of Zillow Group since 2023. For plenty of agents that is a non-issue; for others, keeping a book of business on portal-owned software feels like handing the scorecard to the other team. Uplevel is independent, hosted on American infrastructure, and your workspace data is never shared model training — the full posture is on our Data Sovereignty page.
- No portal or lead-marketplace parent company
- No third-party marketing or behavioral analytics in your dashboard
- Full export any time — your data leaves with you
AI that knows more than the inbox.
Follow Up Boss ships useful AI — smart summaries, suggested tasks, message drafts — scoped to the CRM lane it lives in. Jan reads your whole workspace: contacts, conversations, listings, marketing, and transactions. Ask for a briefing before a call, get drafts in your voice, and approve before anything sends.
- Briefings that pull listings and search activity, not just notes
- Drafted follow-ups waiting on your approval — nothing auto-sends
- One AI across pipeline, marketing, and closings
Side by side, in the open.
The shared ground first, then the parts only one product ships. Where Follow Up Boss is ahead, the table says so.
| Feature | Uplevel | Follow Up Boss |
|---|---|---|
| Core CRM | ||
| Contacts, deals & pipelines | ||
| Smart lists & segmentation | ||
| Calendar, tasks & reminders | ||
| Shared team inbox | Pro and Platform plans | |
| Lead-source integrations | Open REST API, webhooks & Zapier | 250+ built-in integrations |
| Calling & texting | ||
| Business number, dialer & 1:1 texting | $39/mo add-on for the whole team · 500 minutes included | $39/user add-on on Grow · included on Pro & Platform |
| Keep your number — free porting | ||
| Call routing, voicemail & transcripts | ||
| Beyond the CRM | ||
| Agent & listing websites with IDX | Included | |
| Live MLS listing sync | Verified per market | |
| Bulk email & SMS campaigns | Included · 1,000 emails/mo, then $0.002 · 2¢ per text | Drip emails via action plans only |
| Automated listing alerts | Included | |
| Transaction & commission tracking | ||
| AI assistant | Ask Jan — included | Smart summaries & suggested tasks |
| Pricing & ownership | ||
| Per user | Every user $49/mo | $69/user · bundles at $499/10 and $1,000/30 |
| Yearly billing discount | 2 months free | 2 months free |
| Free trial | 14 days | 14 days |
| Ownership | Independent | Zillow Group company |
Follow Up Boss capabilities and rates from followupboss.com (July 2026). Calling is a per-user add-on on Grow and included on Pro and Platform; websites, IDX, and transaction management are handled through third-party integrations rather than built into the product. Uplevel prices are from our pricing page. Websites, listing alerts, and bulk campaigns are included in the $49 per-user plan, and calling is the $39/mo Calls add-on for the whole team. Texts, extra minutes, extra bulk emails, and managed MLS markets bill as usage. Both companies publish every rate quoted here.
Already on Follow Up Boss? Everything comes with you.
No CSV wrangling required — connect Follow Up Boss and a direct import pulls your contacts and tags over their API. Port your number for free and re-home your website; most of it fits inside an afternoon.
Ready to uplevel?
Bring your contacts, your number, and your market. Leave the duct tape behind.