Can I switch from Follow Up Boss to Referral Buddy?

Yes. Export your contacts from Follow Up Boss, then import your referral partners into Referral Buddy directly from your phone contacts. Most agents track 10–50 true referral partners, so the switch takes an afternoon at most.

How much would I save switching from Follow Up Boss?

Follow Up Boss starts at $69/user/month ($828/year). Referral Buddy Premium is $99.99/year — a saving of roughly $728 per year for a solo agent.

Follow Up Boss Alternative for Solo Agents Who Run on Referrals

Side by side

The honest comparison.

These are different tools for different agents. Here's exactly where each one wins.

	Follow Up Boss	Referral Buddy
Price	$69per user / month · $828/yr	$9.99per month · or $99.99/yr
Built for	Teams running paid lead volume (Zillow, Realtor.com, portals)	Solo agents who run on referrals & repeat clients
Referral partner tracking	Possible via Action Plans — requires manual configuration most agents skip	Out of the box. Partners, referral log, and reminders are the whole product
Setup time	Days to configure properly; training recommended	One coffee break — import contacts from your phone
Check-in reminders	Via configured workflows	Native. Set a cadence per partner; get told who's going cold
Who sent you business	Source reporting oriented to lead vendors	Referral log per partner — see your true top producers
Team features	Best in class — routing, dashboards, accountability	None. Deliberately single-user
Free tier	14-day trial	Free forever for 2 partners, no credit card

Straight answer

Should you switch? It depends on where your deals come from.

Stay on Follow Up Boss if…

You run lead volume.

You buy 20+ leads/month from Zillow, Realtor.com, or ads
You run a team of 5+ agents who need routing and accountability
Speed-to-lead is your competitive edge

Switch to Referral Buddy if…

You run on relationships.

60%+ of your deals come from referrals, repeat clients, and your sphere
You're solo (or a 2-person team) and never open the team features
Your real problem is partners going quiet — not lead response time

Not sure it fits how you work? See exactly how Referral Buddy works for realtors.

The savings

What switching puts back in your pocket.

$828

Follow Up Boss / year

−

$99.99

Referral Buddy annual

$728

Saved every year

That's a closing gift budget, a client appreciation event, or 73 coffees with the partners who actually send you business — which, unlike software, compounds.

Making the move

Switch in an afternoon.

You don't migrate a database. You bring your real referral partners — for most agents that's 10–50 people, not 5,000 cold contacts.

STEP 1 · 10 MIN

Export from Follow Up Boss

Settings → Import/Export → export your people. Keep the CSV as your archive — your data stays yours.

STEP 2 · 15 MIN

Import your true partners

Add your actual referral partners to Referral Buddy straight from your phone contacts. Skip the dead weight.

STEP 3 · 5 MIN

Set cadences & go

Choose a check-in rhythm per partner. From today, the app tells you who's due — before they go cold.

Pricing

Try it free before you cancel anything.

Free

forever · no credit card

Up to 2 partner contacts
Referral logging & reminders
Run it alongside Follow Up Boss to compare

Download free

$728/yr cheaper than FUB Premium

$9.99

per month · cancel anytime

Unlimited partner contacts
Full referral tracking & history
Relationship health view

Go Premium

Or $99.99/year — save 17% (2 months free)

Questions

Switching FAQ

Is there a cheaper Follow Up Boss alternative for solo agents?

Yes. If your business runs primarily on referrals and repeat clients rather than purchased leads, Referral Buddy replaces the part of Follow Up Boss you actually use — relationship tracking and follow-up reminders — for $9.99/month or $99.99/year, versus $69/user/month.

When should I stay on Follow Up Boss?

Stay if you buy 20+ leads per month from portals or run a team of 5+ agents. It's excellent at high-velocity lead routing and team accountability. Referral Buddy is built for the opposite agent: solo, referral-driven, and paying for team features they never open.

Can I bring my Follow Up Boss data?

Export your contacts from Follow Up Boss as a CSV for your records, then add your genuine referral partners to Referral Buddy from your phone contacts. Most agents have 10–50 true partners, so the switch takes an afternoon at most.

Is Referral Buddy a full CRM?

No — deliberately. A CRM manages leads through a pipeline. Referral Buddy manages the partners who send you those leads. If you need portal lead capture and team routing, keep a CRM. If your business is your network, this is the tool.

You're paying $69/mo for a CRM built for someone else's business.