Choose Ocliq if you want a CRM configured around your Quebec practice, with communications, marketing, automation and guided migration. Follow Up Boss is worth considering when your priority is its established real estate follow-up workflow and your team already works well with its connected tools.
The short answer
Switching makes sense when it solves a specific problem: scattered conversations, manual follow-ups, difficult configuration or too many separate tools. Start with the workflow you want to improve rather than a long feature checklist.
Follow Up Boss emphasizes organizing and following up with real estate leads. Ocliq combines the client relationship, marketing and automation in a configurable platform that also serves other service businesses. Follow Up Boss feature overview.
Compare your daily workflow
| Your priority | Ocliq | Follow Up Boss |
|---|---|---|
| Main focus | CRM, communications, marketing and tailored automation for service businesses, with Quebec real estate configuration. | Real estate lead follow-up and team organization. |
| Daily follow-up | Buyer/seller pipelines, tasks, calendars, SMS and email in one workspace. | Smart Lists, Action Plans and lead assignment. |
| Quebec workflow | Configuration around buyers, sellers, property details, conditions, deadlines and Centris-related workflows. | Validate your Quebec tools and exact connection needs in a demo. |
| AI | Direct ChatGPT and Claude connection through MCP, plus configurable AI agents. | AI features are offered; compare the exact assistant and actions you need. |
| Getting started | Guided configuration, migration and training in the setup fee. | Evaluate the onboarding included with your chosen plan. |
Quebec real estate and AI
A Quebec broker needs more than a list of contacts. Ocliq can be configured around buyer and seller stages, property information, conditions and deadlines, newsletters and follow-ups. Bring your actual Centris-related process to the demo so we can confirm the data and connections involved.
You can also connect ChatGPT or Claude directly to Ocliq through MCP. Ask your assistant to review your pipeline, create a task, add a note or update a contact. You choose the access you grant.
Explore the real estate configuration · Connect your AI assistant
Pricing and total cost
CAD 140/month with 2 users included. Additional user: CAD 70/month. One-time setup: CAD 600, with 3 training sessions and assisted migration from your current CRM.
Follow Up Boss publishes Grow at USD 69 per user/month on monthly billing, with calling available for an additional USD 39 per user/month. Other plans and annual billing have different rates. Check current pricing. Currency: US dollars.
Prices checked October 25, 2026. Ocliq prices are in CAD; Follow Up Boss prices are in USD. Compare the same number of users, communication usage, AI options, integrations and onboarding. Exchange rates and applicable taxes affect your final cost; these are not equivalent bundles.
Moving your data to Ocliq
Already using Follow Up Boss or another CRM? Ocliq handles your data migration as part of the setup fee. Our team helps retrieve exports, map fields and import your data into Ocliq.
We review all the data you want to bring over: contacts, lead sources, tags, custom fields, notes, tasks, opportunities and history. Transfer depends on the exports and access your current CRM provides; we confirm what will transfer and any limitations before migration.
Check the source export before switching
Follow Up Boss’s All Columns export includes up to the latest 50 notes, 50 calls and 50 texts per contact. Its guide says emails and call recordings cannot be exported through that process. We review these limits with you before transfer. Official export guide.
- Inventory the records and history you want to keep.
- Review available exports, field mapping and duplicates with our team.
- Check sample imported records before confirming the switch.
What to test in a demo
Use a fictional buyer or seller in both demos. Receive an inquiry, assign it, record the next step, book an appointment and handle a reply. Check whether a reply stops the intended follow-up and whether another team member can understand the file.
Then ask Ocliq to demonstrate your preferred workflow, the assistant actions you need and a sample migration. You should leave knowing what is included, what needs configuration and how your team will start using the CRM.
Frequently asked questions
Is Ocliq an alternative to Follow Up Boss?
Yes. Ocliq is an alternative for brokers who want CRM, communications, marketing and automation configured around their work, with guided setup and migration.
Can Ocliq import my Follow Up Boss data?
Already using Follow Up Boss or another CRM? Ocliq handles your data migration as part of the setup fee. Our team helps retrieve exports, map fields and import your data into Ocliq. We review all the data you want to bring over: contacts, lead sources, tags, custom fields, notes, tasks, opportunities and history. Transfer depends on the exports and access your current CRM provides; we confirm what will transfer and any limitations before migration.
Is migration charged separately?
Assisted CRM migration is included in Ocliq’s CAD 600 one-time setup fee, along with 3 training sessions. The data to transfer is reviewed before migration.
Can I use Ocliq if my agency changes?
Ocliq serves brokers across agencies and independent brokers. Confirm ownership, access and export permissions for the records you plan to bring.
Can ChatGPT or Claude take actions in Ocliq?
Yes. Connect ChatGPT or Claude to Ocliq through MCP to look up contacts, review opportunities, create tasks, add notes and update CRM records with the access you grant.
Written by Ocliq LLC. Follow Up Boss facts come from its official pages, checked October 25, 2026. Recommendations reflect workflow fit, not an independent benchmark or a joint product test.
See your workflow in Ocliq.
Guided setup, migration and 3 training sessions: CAD 600 one time.