Use the same requirements and sample workflow when evaluating NBS and Follow Up Boss. This checklist does not assert that either provider includes or lacks a feature, costs less overall, or produces better business results. Ask for a demonstration and written plan details before choosing.
Questions for NBS and Follow Up Boss
Use the same requirements when speaking with both providers
🎯
Test your workflow
Ask both providers to demonstrate inquiry capture, scheduling, follow-up, and the exceptions your team handles.
💰
Compare total costs
Include subscriptions, users, messaging, setup, integrations, and ongoing maintenance in the proposed configuration.
💬
Confirm ownership
Agree who configures automations, trains the team, reviews AI responses, and handles support or data export.
Workflow Checklist
Ask both providers to demonstrate the workflows you need
Feature
Question for both providers
CRM
Contact Management
Which plan includes contact management, and what setup, limits, or usage costs apply?
Lead Routing
Which plan includes lead routing, and what setup, limits, or usage costs apply?
Pipeline Tracking
Which plan includes pipeline tracking, and what setup, limits, or usage costs apply?
AI
AI Chatbot
Which plan includes ai chatbot, and what setup, limits, or usage costs apply?
AI Appointment Booking
Which plan includes ai appointment booking, and what setup, limits, or usage costs apply?
Automation
Action Plans
Which plan includes action plans, and what setup, limits, or usage costs apply?
Drip Campaigns
Which plan includes drip campaigns, and what setup, limits, or usage costs apply?
SMS Sequences
Which plan includes sms sequences, and what setup, limits, or usage costs apply?
Marketing
Landing Pages
Which plan includes landing pages, and what setup, limits, or usage costs apply?
Funnel Builder
Which plan includes funnel builder, and what setup, limits, or usage costs apply?
Communication
Unified Inbox
Which plan includes unified inbox, and what setup, limits, or usage costs apply?
Team Collaboration
Which plan includes team collaboration, and what setup, limits, or usage costs apply?
Integrations
Zillow/Realtor.com
Which plan includes zillow/realtor.com, and what setup, limits, or usage costs apply?
MLS Integration
Which plan includes mls integration, and what setup, limits, or usage costs apply?
Plan Your Budget
Published NBS subscription prices; confirm the complete configuration
with each provider
Tier
NBS
Follow Up Boss
Monthly subscription
Standard: $59/mo
Confirm current plan
Annual subscription
Standard: $590/year
Confirm current plan
Custom requirements
Premium: custom
Discuss requirements
Confirm users, usage charges, integrations, setup, and support before
purchasing.
View Follow Up Boss's current plans. Provider link checked October 7, 2026.
Bring These Details to the Demo
Your expected contact volume, team size, and access requirements
Required channels, consent handling, and human handoffs
Your booking process, reporting needs, and integrations
Migration scope, implementation budget, and support expectations
Compare NBS to Other CRMs
Explore questions to ask when evaluating other options