We help real estate investors and wholesaling teams turn Follow Up Boss into a fully automated lead management system that captures leads instantly, assigns them correctly, and ensures no opportunity is ever missed.
Follow Up Boss is designed to help real estate teams respond faster, stay organized, and follow up consistently. When configured correctly, it becomes a central system that captures leads from multiple sources, routes them instantly, and supports long-term follow-up without manual effort.
For real estate investors and wholesalers, this structure is critical. Deals are not closed on the first touch. They are closed through consistent, timely follow-up.
Follow Up Boss automatically collects leads from websites, landing pages, lead generation platforms, SMS tools, and manual imports. Every lead enters the CRM with its source, timestamp, and activity history clearly tracked.
This ensures your team knows exactly where each lead came from and how it should be handled.
Once a lead enters Follow Up Boss, rules determine who owns it. Leads can be assigned based on source, location, tags, or team structure. The assigned user is notified instantly so no lead sits untouched.
For wholesalers, this means acquisition teams can respond quickly to motivated sellers while cold leads are queued for follow up.
Follow Up Boss uses action plans and automation rules to guide follow up. Tasks, reminders, emails, and texts are triggered automatically based on lead status or behavior.
Every call, text, email, note, and status change is logged inside Follow Up Boss. Team leaders can see exactly what is happening with each lead and where deals are getting stuck.
This level of visibility helps real estate teams improve response times, identify bottlenecks, and hold everyone accountable to the follow up process.
Follow Up Boss Experts helps real estate investors and wholesalers get more value from their CRM by setting it up the right way from day one. We focus on clean structure, smart automation, and seamless integrations so your team can manage leads efficiently and follow up without friction.
Whether you are setting up Follow Up Boss for the first time or fixing an existing system, our services are designed around real world real estate workflows.
Maximize conversions with strategic follow-ups. We create automated action plans that ensure no lead falls through the cracks. From scheduling calls and tasks to sending timely emails and texts, your Follow Up Boss will work 24/7 to keep leads engaged.
Save time and close more deals with custom automations. We set up workflows that assign leads, trigger follow-ups based on actions, and streamline your sales process. Whether it's lead distribution, status updates, or appointment reminders, everything runs on autopilot.
Organize and track leads with a CRM tailored to your business. We define lead stages that match your process and add custom fields to capture key data. This setup ensures your pipeline stays clean, structured, and optimized for conversions.
Engage leads with high-converting email and SMS templates. We create professional, ready-to-use messages for follow-ups, appointment reminders, and nurturing campaigns. With automated personalization, you’ll send the right message at the right time.
Track every deal from start to close with a custom pipeline. We structure your Follow Up Boss to visualize progress, automate tasks at each stage, and ensure seamless deal flow. Stay organized and move leads through the pipeline effortlessly.
Sync Follow Up Boss with your essential tools for a seamless workflow. We integrate your CRM with lead sources like Zillow, Facebook, and Realtor.com, as well as dialers, email marketing tools, and automation platforms like Zapier. Everything works together to boost efficiency.
We tailor Follow Up Boss CRM to match your business needs, ensuring a streamlined workflow that improves efficiency and lead management.
Our expertise in Follow Up Boss integrations allows us to set up powerful automations that save time, increase productivity, and enhance follow-ups.
We specialize in CRM for real estate, helping wholesalers, investors, and realtors optimize their processes for better lead conversion and deal tracking.
Our solutions grow with your business, ensuring that your Follow Up Boss CRM remains efficient as you scale your operations.
Follow Up Boss is a real estate CRM designed to help wholesalers, investors, and realtors manage leads, automate follow-ups, and streamline their sales process. If you’re struggling with lead organization and follow-ups, Follow Up Boss can help you stay on top of your deals effortlessly.
We specialize in customizing Follow Up Boss CRM to fit your real estate business needs. Our services include action plans, automations, integrations, deal pipeline setup, email & SMS templates, and more to ensure your CRM is fully optimized.
Follow Up Boss helps investors and wholesalers capture leads from multiple sources, assign them instantly, and maintain consistent follow-up. When set up correctly, it ensures no lead is missed, and every opportunity is tracked from first contact to closing.
Yes. Follow Up Boss uses action plans and automation rules to create tasks, reminders, and automated messages based on lead behavior and status. This allows teams to manage both cold and warm leads without relying on manual reminders.
Yes. We safely migrate contacts from your current CRM or spreadsheets into Follow Up Boss. During migration, we clean data, remove duplicates, organize tags, and ensure your CRM is structured for long term usability.
Follow Up Boss integrates with websites, lead generation platforms, SMS tools, and other real estate software. These integrations allow leads to flow into the CRM automatically and trigger follow up actions immediately.
Yes. In addition to setup and automation, we offer ongoing Follow Up Boss management. This includes workflow optimization, automation updates, reporting, and ongoing support as your team and lead volume grow.
We’re happy to answer any questions you may have and
help you determine which of our services best fit your
needs.
Most real estate teams use Follow Up Boss as a contact database. We build it as a complete follow up engine. From lead intake and CRM migration to automation, integrations, and ongoing management, we design Follow Up Boss around how your business actually operates.
