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BROKERDIY VS FOLLOW UP BOSS

BrokerDIY vs Follow Up Boss: a flat brokerage rate vs a per-user meter — and the migration, documented

Follow Up Boss is an established CRM with real per-user pricing: Grow lists at $69/user/month. BrokerDIY publishes one flat monthly rate for the whole brokerage — no per-user price on the rate card. Here’s the honest comparison, including what FUB’s own docs say you can and cannot take with you.

Follow Up Boss publishes its pricing: Grow is $69/user/month (billed per user), Pro is $499/month including 10 users with additional users at $49, and Platform is $1,000/month including 30 users with additional users at $20.⁷ BrokerDIY’s rate card has no per-user price at all — one flat monthly rate for the brokerage, published on the page.

Switching cost

Switching from Follow Up Boss: what actually moves

From Follow Up Boss’s own help center:⁸

  1. What you can take. FUB has a full built-in export: People → All People → filter → select → Export. Check “Export All Columns” and you get substantially everything per contact: stage, lead source, tags, up to six each of emails/phones/addresses, property fields, and — importantly — the most recent 50 calls, 50 texts, and 50 notes per contact, plus up to four relationships per contact.⁸
  2. What you cannot take. FUB’s docs say it plainly: emails cannot be exported (“Emails are only stored in Follow Up Boss, so they can’t be exported” — though mail sent through a connected inbox still lives in that inbox), and call recordings cannot be exported. History beyond the last 50 calls/texts/notes stays behind.⁸
  3. Who can run it. Exporting is owner-only by default; the account owner grants “Can Export” per user, and the owner is emailed a notification every time anyone exports. Run your export as the owner, with “All Columns” on.⁸
  4. Exporting deletes nothing — FUB’s docs repeat it twice. You can export while fully live and lose nothing.⁸
  5. What we do with it. BrokerDIY’s CSV import runs dry-run first, with a verdict on every row before anything is written, and a full import history you can re-check later.³
  6. In-flight deals.(no published position yet; see the note at the bottom of this page)
  7. Overlap, not cliff. Export, dry-run import, verify, run FUB and BrokerDIY in parallel for a pay period, then cancel. Your FUB export remains on disk as your permanent backup copy.
The pricing wedge

What each side’s pricing model actually is

BrokerDIYFollow Up Boss
Pricing modelOne flat monthly rate for the brokeragePer-user: Grow $69/user/mo; Pro $499/mo incl. 10 users, +$49/user; Platform $1,000/mo incl. 30 users, +$20/user (all + tax)⁷
Published pricing?Yes — full rate card on our pricing pageYes — tiers public⁷
Headcount meterNone — no per-user price on the rate cardYes — per-user on Grow; per-additional-user on Pro/Platform⁷
AIIncluded; or bring your own key at no markup“AI features are included” — but FUB notes many rely on data from paid Calling ($39/user on Grow)⁷
Contract termMonthly or yearly (2 months free) published⁷
Feature by feature

The honest capability comparison

✓ live today · ◐ built, activating — never written to imply “today” · — not offered.

CapabilityFollow Up BossBrokerDIY
Per-user billing✓ (Grow per user; add-on users billed)⁷— (flat brokerage rate; no per-user price published)
Bring-your-own-AI key at no markup
Dedicated follow-up CRM engine with a deep integration ecosystemYounger product; org-scoped unified surface
One surface: leads + deals + tasks + calendar + CMACRM-centric
CSV import with dry-run + per-row verdictsImport documented; dry-run per-row verdicts not documented✓³
Native CMA / valuation✓ (GAMLS RESO)
Governance: human approval on AI actions touching money/clientsNot documented
Full export of emails / call recordings— (not exportable, per FUB docs)⁸Not applicable — your data exports as CSV

Budgeting rather than comparing? Read the dated breakdown of what Follow Up Boss costs in 2026.

Where Follow Up Boss still leads

Follow Up Boss is a focused, mature follow-up CRM with a large integration ecosystem and years of polish. If you want an established dedicated follow-up CRM and are happy paying per user, FUB delivers that today. BrokerDIY is the younger product; our case is the pricing model, the AI economics, the governance model, and not metering your team’s headcount.

Where BrokerDIY wins today
  • No per-user meter. FUB’s own pricing page bills Grow per user and charges per additional user on every team plan.⁷ Our rate card carries one flat monthly rate for the brokerage — not a per-user meter that climbs with every recruit.
  • AI without the calling asterisk. FUB includes AI features but notes many rely on data from its paid Calling add-on.⁷ BrokerDIY includes AI — or takes your own key at no markup, ever.
  • A migration path in writing, including the two things FUB’s own docs say stay behind (emails, call recordings) — so the switch is planned, not discovered.⁸
  • Governed AI — human approval on any AI action that touches money or a client.
  • More than follow-up — tasks, calendar, and native CMA on the same org-scoped surface as leads and deals.
Read the rate card yourself.One flat monthly rate for the whole brokerage — no per-user meter.
Straight answers

Follow Up Boss comparison questions, answered plainly.

How do I migrate from Follow Up Boss to BrokerDIY?

As the account owner, run FUB’s export with “Export All Columns” checked (People → All People → Export) — you get a CSV including the most recent 50 calls, texts, and notes per contact.⁸ A BrokerDIY workspace admin then runs our CSV import dry-run first, so you see every row’s verdict before anything is written.³ Note FUB’s limits: emails and call recordings don’t export, per FUB’s own docs.

Is BrokerDIY cheaper than Follow Up Boss?

Compare the models first: FUB bills per user — Grow at $69/user/mo, Pro at $499/mo for 10 users plus $49 per additional user, Platform at $1,000/mo for 30 users plus $20 each (all plus tax).⁷ BrokerDIY publishes one flat monthly rate for the whole brokerage on its pricing page. Which is cheaper depends on your headcount — the point of comparison is per-user billing versus one flat rate for the whole brokerage.

What does Follow Up Boss do that BrokerDIY doesn’t?

FUB ships a mature dedicated follow-up CRM with a large integration ecosystem and per-user team plans. BrokerDIY doesn’t meter headcount, includes AI (or your own key at no markup), adds tasks/calendar/CMA natively, and puts a human approval in front of AI actions that touch money or clients.

Sources — read 2026-08-29: ⁷ Follow Up Boss tiers & prices (Grow/Pro/Platform, Calling add-on, billing periods), followupboss.com/pricing · ⁸ FUB contact export (what exports, what stays behind, owner permissions), help.followupboss.com — “Export Contacts to a Spreadsheet” · ³ BrokerDIY’s built-in CSV contact import: dry-run first, a verdict on every row, run by a workspace admin.

What we don’t publish yet (—): we don’t yet publish a position on moving transactions that are mid-close at switch time, or a contract-term claim for BrokerDIY. If you have deals in flight, ask us — we’ll answer in writing before you sign anything.