Follow Up Boss vs. My Morning Five

The short answer

Use Follow Up Boss to manage leads and your pipeline. Use My Morning Five for the daily habit of reaching out to the people who already know you. They solve different problems, so the real question is usually not which one, but whether your CRM is covering your sphere.

What Follow Up Boss does well

• Lead capture and routing: connects to hundreds of lead sources and distributes new leads across a team.
• Speed to lead: calling and two-way texting from inside the CRM, included on its team plans.
• Automated follow-up: Action Plans send scheduled emails and texts and create tasks.
• Organization: Smart Lists and a large integration library keep a busy pipeline in one place.
• Pricing: the Grow plan is $69 per user per month, or $58 billed annually. Team plans start at $499 a month for 10 users.

What My Morning Five does

My Morning Five is a daily relationship app, not a CRM. It does one job: helping you stay in genuine, personal contact with past clients and your sphere.

• Five people from your sphere every morning, each with a reason to reach out.
• The personal details you saved, like their kids' names or the garden they planned, right where you need them.
• Special days such as birthdays and home anniversaries.
• Optional AI writing help, and the option to send a physical handwritten card, purchased separately.
• Web, iPhone and iPad. Free for up to five people, then $34 a month or $340 a year.

How they work together

Follow Up Boss is strongest with new leads and active deals. Past clients and sphere relationships often end up on a long Smart List or an automated drip, which is useful for staying visible but is not the same as a personal call or note. That is the gap My Morning Five fills.

• Keep leads, transactions and your full database in Follow Up Boss.
• Add the past clients and sphere relationships you want to stay personally close to in My Morning Five.
• Each morning, reach out to your five. If you track activity in Follow Up Boss, log it there as you normally would.

Which should you choose?

• Choose Follow Up Boss if you need to manage incoming leads, run a team, or automate follow-up with prospects.
• Choose My Morning Five if your business runs on repeat clients and referrals and you want a simple daily habit for staying in touch, without managing another system.
• Use both if you have a lead pipeline and a sphere.

Frequently asked questions

Is My Morning Five a Follow Up Boss alternative?

Not exactly. My Morning Five does not capture or route leads, run a dialer, or send automated campaigns. It is a companion for the part of your business a lead CRM is not designed around: personal, one-to-one contact with the people who already know you.

Does My Morning Five send messages for me?

No. You review and send every message yourself. Optional AI writing help can suggest wording, and the app asks for permission before sharing any information for it.

How do I get my contacts into My Morning Five?

Add them from your phone's contacts, upload a spreadsheet, or type them in by hand. You can start with five past clients in the free workspace.