A Follow Up Boss Alternative With E-Signatures Included
Deal Sherpa Agent is a real estate agent CRM that schedules your follow-ups for you and includes DealSign e-signatures, for $49/month. Calling and texting from the lead are an optional pay-as-you-go add-on. 7-day free trial, no card required.
Deal Sherpa Agent vs Follow Up Boss for one agent
| Deal Sherpa Agent | Follow Up Boss | |
|---|---|---|
| Price for one agent | $49/month or $470/year (save 20%) | Grow plan: $69/month per user, or $58/month per user billed yearly |
| Calling from the CRM | Phone, texting and the Power Dialer, pay as you go: $2 a month per number, 5¢ a minute, 2¢ a text. No monthly fee | Grow plan: calling is an add-on at $39/user per month. Pro ($499/month, 10 users) includes it |
| E-signatures | DealSign included: upload your own forms, place fields, send, track | Not listed on their pricing page |
| Follow-ups | Scheduled automatically at every stage; past clients get a check-in every 90 days | See their site |
| Pipelines | A seller board and a buyer board, stages built in | See their site |
| Free trial | 7-day free trial, no card required | 14-day free trial |
Follow Up Boss prices are from followupboss.com/pricing on November 10, 2026, before tax. They can change, so check their site. Follow Up Boss is a trademark of its owner and is not affiliated with DealSherpa.
Add your sellers and buyers
Each lands on its own board in the first stage, with its first follow-up already on the calendar.
Call, text, move the card
Call or text from the lead, then drag the card when the deal moves. Every stage schedules its own next follow-up.
Send the contract
Upload your listing agreement or purchase contract to DealSign and send it for signature from the same login.
The CRM that follows up for you
Sellers and buyers, each on their own board
Sellers move through New lead, Appointment set, Listing signed, Active, Under contract, Closed. Buyers move through New buyer, Showing, Offer out, Under contract, Closed. Drag a card when a deal moves and the board stays current.
Start free 7-day trial →Every follow-up scheduled for you
Move a card and its next to-do is booked. Actions shows what is overdue, due today and scheduled, split into calls, texts and emails, so you know who to reach first.
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Everything about a client on one page
The stage, the next follow-up, phone numbers, notes and the activity history sit together, so you are never digging for the last conversation.
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Email drips that run while you work
Starter plans like Speed to Lead, New Buyer and New Seller are ready to edit. Emails go out in your name, and a plan can start on its own when a lead reaches a stage.
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Bring your contacts with you
Export a CSV from your old CRM and upload it. Columns are matched by their names, tags, notes and to-do dates come along, and anything else is kept in a note.
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Why agents compare real estate CRMs
Follow Up Boss is a well-known CRM for real estate agents and teams. If you are comparing it with other options, the best real estate CRM for you is the one you will open every morning and keep up to date. That usually comes down to three things: how much follow-up it does for you, whether it fits the way you already work, and what it costs once everything you need is added in.
Deal Sherpa Agent is built for one agent or a small operation that wants its pipeline, its phone, its calendar and its contracts in one place.
What Deal Sherpa Agent does
Seller and buyer boards
Sellers move through New lead, Appointment set, Listing signed, Active, Under contract, Closed. Buyers move through New buyer, Showing, Offer out, Under contract, Closed. Drag a card when the deal moves, and the board shows you every client at a glance.
Follow-ups that schedule themselves
Every stage carries its own follow-up. Book a listing appointment and the follow-up lands two days later. Sign the listing and the prep to-do is set. Check a to-do off and the next one is already waiting. When a deal closes, a past-client check-in comes back every 90 days, because your next deal often starts with someone you already helped.
Calling, texting and the Power Dialer
Call or text a lead from their card, or work a list with the Power Dialer. Pay as you go: $2 a month per number, 5¢ a minute, 2¢ a text, from your prepaid balance. No monthly fee.
One calendar for every follow-up
Every follow-up, showing and appointment lands on the CRM calendar the moment you set it, with the lead one click away.
DealSign e-signatures included
Upload your state's listing agreement or purchase contract, drop in signature and date fields, and send it. Save your forms as templates and see who has opened, signed or still owes a signature. How DealSign works.
Your own website, if you want one
Add a website on your own domain, with IDX listings as an add-on to your plan at your market's cost. We set the IDX up for you.
Pricing
One plan: $49/month, or $470/year, which saves 20%. The CRM, the calendar and DealSign are included. Calls and texts are pay as you go: $2 a month per number, 5¢ a minute, 2¢ a text, no monthly fee. 7-day free trial, no card required: add a card before it ends to keep your account.
On Follow Up Boss's pricing page (November 10, 2026), the Grow plan is $69/month per user ($58 billed yearly), and calling on Grow is $39/user per month more. Their Pro plan is $499/month for 10 users. Check their site for current prices. See every DealSherpa plan on the pricing page.
Switching
- Start your trial. No card needed to begin.
- Add your active clients to the seller and buyer boards, in the stage they are in today.
- Book your upcoming showings and appointments from each lead so they are on your calendar.
- Keep your old account until you are happy, and keep a copy of your exports.
Questions
Is Deal Sherpa Agent a Follow Up Boss alternative?
It is a real estate agent CRM you can use instead: seller and buyer boards, automatic follow-ups, calling and texting, a built-in calendar and DealSign e-signatures, from $49/month. Compare it with Follow Up Boss's current features on their site before you decide.
How much does Deal Sherpa Agent cost?
$49/month, or $470/year (save 20%). Calls and texts are pay as you go: $2 a month per number, 5¢ a minute, 2¢ a text, no monthly fee.
How does that compare with Follow Up Boss?
On Follow Up Boss's pricing page (November 10, 2026), one agent on the Grow plan pays $69/month, and calling adds $39/month: $108 in all. Deal Sherpa Agent is $49/month with e-signatures included, and calls are pay as you go ($2 a month per number, 5¢ a minute, 2¢ a text). Prices can change, so check their site.
Is there a free trial?
Yes. 7-day free trial, no card required. Add a card before it ends to keep your account.
Does it follow up with past clients?
Yes. When a deal moves to Closed, a past-client check-in is scheduled every 90 days.
Does it include e-signatures?
Yes. DealSign is included, so you can send your own listing agreements and contracts for signature from the same login.
Is DealSherpa affiliated with Follow Up Boss?
No. Follow Up Boss is a trademark of its owner and is not affiliated with DealSherpa. For its current plans and pricing, check its own website.
Let the CRM do the remembering
Seller and buyer boards, automatic follow-ups and DealSign for $49/month. Calling and texting when you want them, pay as you go.
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