CRM & deal pipeline
Follow Up Boss
Follow Up Boss is a customer relationship manager for real estate agents, teams, and brokerages. It collects online leads into one system, routes them, and drives the follow-up through action plans, calling, and texting so that leads are answered quickly rather than sitting in separate lead-provider inboxes.
Leads come in from more than 200 sources in real time and can be routed by source or type to an individual or a ring group. Inbound calls go to the assigned agent for existing clients, with rules for office and after hours, transfers to mobile, caller ID for CRM contacts, automatic call logging, and optional call recording with AI summaries and transcripts. Smart Lists, calendar and email sync, and a shared inbox for missed calls cover the daily work; reporting covers speed to lead, conversion by agent and lead source, appointments set, and the deal pipeline, with a leaderboard for team goals.
The platform is deliberately open: more than 250 integrations and a public API, rather than a closed all-in-one suite that limits which tools a brokerage can use. Plans are self-serve with a free trial and no contract, and every plan includes phone and email support seven days a week.
Calling is a paid add-on on the entry plan and several AI features draw on calling data, so price the add-on when comparing tiers rather than reading the base plan alone.
Best for
Real estate teams and brokerages buying online leads who need routing, speed-to-lead tracking, and agent accountability in one CRM. Solo agents who do not buy leads will use little of the team and coaching side.
What they do
- Real estate CRM
- Automatic lead distribution and routing
- Inbound call routing and ring groups
- Built-in calling and texting
- Action plans for automated follow-up
- Smart Lists and task management
- Call recording, transcripts, and AI summaries
- Agent and lead source reporting
- Team leaderboard and coaching tools
- Open API and third-party integrations
Details
| Attribute | Value |
|---|---|
| How they charge | Grow is $69 a month with extra users at $49; Pro is $499 a month including 10 users; the top plan is $1,000 a month including 30 users. Calling is a $39 per-user add-on on Grow. |
What stands out
- Imports leads from more than 200 sources in real time.
- Connects to more than 250 integrations and offers an open API.
- Every plan includes phone and email support seven days a week, with a free trial and no contract.
- The Pro plan is $499 a month including 10 users; the largest plan is $1,000 a month including 30 users.
Common questions
- What is Follow Up Boss?
- Follow Up Boss is a real estate CRM that takes online leads from many providers, puts them in one system, and makes sure each one is followed up quickly. It runs around the clock so teams can respond faster, turn more leads into appointments, and track which marketing is producing closed transactions.
- How does Follow Up Boss handle lead entry?
- It is built to avoid manual data entry. Leads from existing marketing and websites are sent into the system automatically, including by email parsing from lead providers, and a lead who calls in can still be added by hand. From there, routing rules and action plans take over the follow-up.