EVERY TOOL TO BUILD YOUR AUTOMATED BUSINESS IN ONE PLATFORM
Your End-To-End CRM and Marketing Solution
Spend more time building relationships and less time and money with your software.
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Integrate and Consolidate to save time and money -Eliminate subscribing to different marketing and sales software that don't work together. Manage all of your sales and marketing engagement tools in one place for a fraction of the costs in a fraction of the time.
Automate everything. Automate everything from lead generation, your sales process, customer engagement, and communication for speed and consistency
Use Data and Analytics to make informed decisions on the fly- Track and gain insights into omni channel marketing campaigns and both customer and sales teams behaviors within seconds
Artificial Intelligence - Use our integrated AI to instantly create marketing campaigns, blogs, and other content to attract investors.
Backed by Advanced Analytics Dashboard
Track key performance indicators that matter and make informed decisions with our Advanced Analytics Dashboard
Pipeline Quality -Understand the stages and durations of investor closings
Sales Teams - -Understand your teams your Productivity and if they engaged in the right behaviors.
Marketing Campaigns - -Are you campaigns behind delivered and opened?
Backed by Advanced Analytics Dashboard
Track key performance indicators that matter and make informed decisions with our Advanced Analytics Dashboard
Pipeline Quality -Understand the stages and durations of investor closings
Sales Teams - -Understand your teams your Productivity and if they engaged in the right behaviors.
Marketing Campaigns - -Are you campaigns behind delivered and opened?
Attract More Investors
Upgrade your Online Presence to Gain Credibility
Build, Host and Launch websites, blogs, landing pages, funnels, educational content, and more so investors can find and learn about you.
Customizable Landing Pages, Funnels, and Websites -TAs automated lead magnets with rich content to grow your business on autopilot
Blogs and Educational Content - Create, brand, organize, and index high quality blogs, webinars, or educational courses to show off your knowledge.
Optimize Search Engines - Increase your online visibility by optimizing keywords and phrases used by investors who are searching for opportunities.
Combine Forms & Landing Pages To Capture Leads
Use our drag-and-drop form and funnel builders to create funnels that attract traffic and then convert them to new qualified leads stored in FUB AI contacts and pipelines.
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Lead Magnets - From webinars to e-books, use funnels and forms as lead magnets to attract then qualify the investors you want 24/7!
Fill your Sales Pipeline Rapidly - Combine with automation to rapidly fill your sales pipeline, move investors through stages, and increase conversion rates automatically.
Easy Editor - Our drag and drop editor allows you to build your own forms and funnels or customize our many templates. No CSS required
Get More Qualified Appointments!
Use lead magnets to attract more leads directly to your online Booking Page where you can qualify contacts, book appointments, and automatically add contacts into FUB AI.
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Contact Segmentation -Use unlimited Calendars on your booking page to segment investors from other contacts such as industry professionals or vendors.
Automation -Automatically place leads into your Contacts or Pipelines. Send custom reminders and surveys. No more importing contacts, coordinating appointments, or forgetting to send thank you notes!
Integration -Integrate your business Calendars (Google or Outlook) with your video meeting platforms (Zoom or Google Meet) place meeting invites in you and your investors calendars.
Nurture Leads to Opportunities
Stay Top of Mind with Robust Automations
Build automated nurture campaigns in seconds to stay top of mind. Use phone calls, texts, emails, voicemails, and even Facebook messages to engage consistently and maintain credibility.
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2 Way - SMS Messaging
Phone & Ringless Voicemail - Voicemail drops
Emails - For Drip Campaigns
Messenger -For social media platforms
Converse With Leads In One Place with Conversations
Keep track of conversations whether they happen via text message, email, phone calls, or social media in one place without Zapier or other tools.
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All-in-1 Conversation Flow
Centralized View - Email, SMS, Messenger, Calls
1-Click - To add Appointments, Campaigns, Opportunities, Tasks, and Reminders
Build & Manage Your Reputation
Send review requests via SMS and email with the push of a button. Monitor and reply to new reviews right within the dashboard.
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Get More Reviews - Email/SMS Request
Monitor Your Reviews on Google and Facebook
extras
1. Capital Raising Quick Start Package
Don't want to spend time building out everything yourself? Good news, we will do all the heavy lifting for you leveraging our experience with operators that raised $50M in 2023 alone. We will have you looking like a pro in 5 days for a low one-time fee.
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Proven Lead Funnels- for Calendars, Meetups, Webinars, Social Media lead magnets, and more backed by proven follow up automation!
Proven Sales Pipelines and Stages - Don't think about what the next stage in the pipeline should be, know what it is and have have it supported by automation to achieve higher conversion rates and maintain consistency.
Nurturing Campaigns - Not sure what to say or how often to say it. Stay atop of mind with proven nurturing campaigns that work
New Investment Opportunity Campaigns. -Launch your marketing efforts for new investment opportunities with proven social media, webinar, email, and text campaigns!
2. Pro Syndication Website Package
Your website is your calling card that investors will constantly go back to understand your business and get more comfortable with you. Use our proven design, content, and branding team!
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Website Design -Multiple provide website designs that engages the investor and validates you as an operator.
Educational Content -Host prebuilt blogs, webinars, and training videos on site
Search Engine Optimization -We provide and insert all the keywords and phrases for your website and education content so investors can find you.
CRM Integration -Capture traffic and leads and integrate them directly to your CRM.
TESTIMONIALS
Yohannes Cramlet
MFI Partners
Follow Up Boss AI's Quick Start Package allowed us to raise $2M in less than 25 days on our first raise. We've been hooked ever since. We don't need a full time marketing agency and our investor relations team has appointments in their calendars everyday.
Peter Siegel
Siegel Capital
In order to scale our investor relations activities we needed a platform that allowed us to see everything in one place. We were moving too slow. We leveraged the Quick Start Package and were up and running immediately. Our biggest problem is we didn't have enough people to handle all the leads.
Rebecca Windsor
URS Capital Group
Staying atop of mind of investors is critical in this competitive landscape. Follow Up Boss AI does exactly that with little effort after we set it up the way we wanted. The training tools are so valuable. We still use them to this day!
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