What it does
Three things Ody can do in Follow Up Boss.
Contact import/sync
Pulls the workspace's existing contacts into Ody automatically, and keeps importing on a schedule.
Create person
Push an Ody contact or caller to Follow Up Boss (source: Ody).
Log call
Record a completed call on a person's Follow Up Boss timeline.
Up and running in under two minutes.
Connect in one click
Approve Ody in Follow Up Boss. Nothing to copy, nothing to configure on the first screen.
Pick your options if needed
Most connections need nothing else. When they do (a channel, an audience, a board) the options appear right after you connect.
It runs on its own
Imports stay on a schedule. Tickets, tasks, logs, and alerts fire when the call ends. Astra can use Follow Up Boss on a live call, too.
Why it matters
The phone stops being someone's job.
Callers show up by name
Import Follow Up Boss people as Ody contacts so the inbox and Astra already know who's on the line.
Every call leaves a trace
Completed calls and notes write back to Follow Up Boss, on the right person, so the CRM is the system of record for the phone too.
Astra can create the record
A first-time caller doesn't wait on a human to open Follow Up Boss. Astra can add the person while she's still on the call.
Questions about Follow Up Boss.
Still stuck? Talk to us. A human answers.
Ody never sees your Follow Up Boss password. You approve Ody on their site. Credentials live in an encrypted connection store; Astra and the rest of the product never read them. Disconnect anytime and access is revoked immediately.
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Tenants and owners, recognized on call.
Import Close contacts, create leads from new callers, and log calls natively in Close.
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Import Copper people as contacts and create new people from calls Astra takes.
Copper people in, new callers out.