Follow Up Boss + You Need A Budget (YNAB) Integration
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Follow Up Boss saves agents time by automatically creating appointments, sending emails, and reminding clients. It also allows agents to identify leads based on thier 'hotness', so they can focus on the most urgent tasks at hand.
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You Need A Budget is a powerful, flexible budgeting app that helps you make and track your spending decisions. It is the only tool you'll need to help you manage your cash flow, increase your savings rate and beat debt for good.
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