Switch from Follow Up Boss to Base
Import your contacts and transaction history in minutes. No data left behind.
14-day free trial — no credit card required
Why Teams Switch from Follow Up Boss
Per-user pricing adds up fast
Follow Up Boss charges $69–$499 per user per month. For a team of five, you could be paying $2,500/mo or more. Base starts at $99/mo per user with no tiered feature gates — every user gets full access.
No built-in transaction management
Follow Up Boss focuses on lead management but lacks native transaction tracking. You end up paying for a separate tool to manage deals from contract to close. Base includes pipeline and deal tracking out of the box.
Limited call recording and transcription
Call recording in Follow Up Boss requires higher-tier plans. Base includes call recording with automatic transcription on every plan, so you can review conversations and coach your team without paying extra.
Locked into annual contracts for best pricing
Follow Up Boss's best rates require annual commitments. Base has no long-term contracts — pay monthly, cancel anytime.
Follow Up Boss vs Base
| Feature | Follow Up Boss | Base |
|---|---|---|
| Starting price | $69/user/mo | $99/user/mo |
| Call recording | Higher tiers only | All plans |
| Auto call transcription | Not included | Included |
| Deal/transaction tracking | Not included | Included |
| Document management | Not included | Included |
| Contract required | Annual for best rate | No contracts |
| Free trial | 14 days | 14 days |
What Transfers
Transfers automatically
- Contact names, emails, and phone numbers
- Notes (from the Background field)
- Tags
- Lead sources
- Stages/statuses
- Addresses
Must be recreated in Base
- Email and call history
- Action plans and automations
- Tasks
- Appointments and calendar events
- Smart lists (recreate using filters in Base)
How to Export from Follow Up Boss
- 1
Go to the People page
Open Follow Up Boss and navigate to the People page.
- 2
Select your contacts
Use the checkboxes to select the contacts you want to export, or click "Select All" to export everything.
- 3
Click Export and check "Export All Columns"
Click the Export button. Make sure to check "Export All Columns" — otherwise you'll only get the columns currently visible in your view.
- 4
Download the CSV file
Your browser will download a CSV file with all your contact data.
- 5
Import into Base
In Base, go to Contacts and click Import > Import Contacts. Upload the CSV file you just downloaded.
Column Mapping Cheat Sheet
Base auto-maps most Follow Up Boss columns. Here's what maps where:
| Follow Up Boss Column | Base Field | |
|---|---|---|
First Name | First Name | |
Last Name | Last Name | |
Email 1 | ||
Phone 1 | Phone | |
Stage | Status | |
Source | Source | |
Tags | Tags | |
Background | Notes | |
Address 1 Street | Address | |
Address 1 City | City | |
Address 1 State | State | |
Address 1 Zip | Zip | |
Assigned To | Skipped |
Column names may vary slightly depending on your Follow Up Boss version. Any unrecognized columns can be mapped manually during import.
Tips for Follow Up Boss Users
- Check "Export All Columns" or you'll only get the columns visible in your current view.
- Email 2 through Email 6 and Phone 2 through Phone 6 are skipped — Base stores one primary of each.
- The "Background" field contains your notes. It auto-maps to Notes in Base.
- The Assigned To column is skipped. Reassign contacts to team members after import.
Import Into Base
Quick Import Steps
- 1.Go to Contacts and click Import > Import Contacts
- 2.Upload your CSV file — Base auto-maps most columns from Follow Up Boss
- 3.Review the column mapping and fix any mismatches
- 4.Preview your data and click Import
After Import: Next Steps
Set up your pipeline
Customize pipeline stages to match your workflow.
Import transaction history
Import past deals to see your complete track record.
Invite your team
Add team members and assign contacts.
Follow the setup checklist
The dashboard checklist guides you through remaining setup.
Ready to switch from Follow Up Boss?
Start your free trial and import your contacts in minutes. No credit card required.