Follow Up Boss
The real estate operating system for lead follow-up and team accountability
About Follow Up Boss
Follow Up Boss is a purpose-built real estate CRM used by agents, teams, and brokerages to capture leads from every source, route them instantly, and keep follow-up running on autopilot. It combines a native dialer, texting, email sync, Smart Lists, and Action Plan drip sequences with a Deals pipeline that separates buyer-side and seller-side transactions. Unlike general-purpose sales CRMs, Follow Up Boss ships with real estate's data model already assembled: lead sources like Zillow, Realtor.com, and IDX websites connect natively, deal stages map to listing appointments and buyer contracts, and reporting is built around agent accountability and speed to lead rather than B2B forecasting. The platform reports 250+ integrations and says 36 of the 50 highest-volume teams in the US run on it.
Pros & Cons
Pros
- Buyer and seller pipelines work out of the box — no custom object modelling required
- Native integrations with Zillow, Realtor.com and IDX providers mean leads land in seconds without Zapier glue
- Action Plans plus Smart Lists give solo agents a follow-up system that runs without daily maintenance
- Lead routing and agent accountability reporting are genuinely built for team leads and ISAs
- Very high adoption among high-volume US teams, so hiring agents who already know it is easy
Cons
- Expensive relative to general CRMs — Grow is $58-69/user/month before the calling add-on
- Pro and Platform are sold in user blocks (10 and 30), so mid-sized teams pay for seats they may not fill
- No true property or listing object — transactions live on deals, not on a first-class listing record
- Focused on lead conversion rather than transaction and compliance management, so brokerages often bolt on a separate transaction platform
- US real-estate centric; weaker fit for international agents or non-residential niches
Key Features
Buyer and Seller Deal Pipelines
Separate Deals pipelines for buyer-side and seller-side transactions, each with its own stages, filterable by pipeline, lead source, or assigned agent
Smart Lists
Dynamic saved lists that auto-update as leads change stage, source, or behaviour, so agents always have a prioritised call list
Action Plans
Automated follow-up sequences of calls, texts, and emails that fire when a lead enters a stage or matches trigger criteria
Instant Lead Routing
Configurable lead distribution rules that assign incoming leads to agents by source, area, or round-robin within seconds of arrival
Native Calling and Texting
Built-in dialer and SMS with call recording and reporting; included on Pro and Platform, a paid add-on on Grow
Lead Source Integrations
250+ native connections including Zillow, Realtor.com, IDX website providers, and MLS-linked sources
Team Inboxes and Collaboration
Shared inboxes, agent handoff, and coaching views so team leads and ISAs can work the same database without collisions
Agent and Source Reporting
Performance dashboards covering speed to lead, agent activity, conversion by lead source, and deal volume
AI Assistance
Smart summaries, smart messages, suggested tasks, and predictive lead prioritisation, included across plans with best results when calling is enabled
Mobile App
iOS and Android apps for calling, texting, and working Smart Lists between showings
Pricing
- Connect any lead source and website
- Customizable lead distribution
- Smart Lists
- Automated follow-up with Action Plans
- Call, text and email from FUB
- Calendar and email sync
- Agent and lead source reporting
- Mobile app
- Calling is a paid add-on ($33/user annual, $39/user monthly)
- Everything in Grow
- Unlimited calling and texting for all users
- Team inboxes
- Call reporting
- Enhanced support and training
- Personalized onboarding
- AI smart summaries, smart messages and predictive lead prioritisation
- Additional users $41/mo annual ($49/mo monthly)
- Everything in Pro
- Teams within teams
- Enhanced onboarding
- Dedicated Success Manager
- Priority support
- Additional users $17/mo annual ($20/mo monthly)
Best For
Solo Agents Managing Both Sides
Individual agents running a buyer pipeline and a listing pipeline at once who need automated follow-up without building the system themselves
Real Estate Teams with ISAs
Teams where inside sales agents qualify leads and hand off to buyer's agents or listing specialists, with routing and accountability reporting built in
High-Volume Lead Conversion
Agents buying leads from Zillow or Realtor.com who need sub-minute speed to lead and disciplined long-term nurture
Brokerage Rollouts
Brokerages standardising a single CRM across many agents with teams-within-teams structure and a dedicated success manager
Database Farming and Sphere Nurture
Agents nurturing past clients and sphere-of-influence contacts with long-running Action Plans to generate repeat listings
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