OUR SERVICES

Follow Up Boss Services for Real Estate Investors & Wholesalers

From initial setup to full automation and ongoing management — we build Follow Up Boss systems that transform how your team manages and converts leads.

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Core Setup & Automation

The foundation of every great Follow Up Boss system.

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Follow Up Boss CRM Setup

Complete CRM configuration from scratch — pipelines, stages, custom fields, tags, and team structure built around your specific real estate workflow.

  • Pipeline & deal stage design
  • Custom fields for REI workflows
  • Lead source tracking setup
  • Team roles & permissions
  • Smart list creation
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Automation & Action Plans

Smart automations that work 24/7 — responding to leads instantly, sending follow-up sequences, creating tasks, and keeping every deal moving forward.

  • Instant lead response automations
  • Long-term nurture sequences
  • Task & reminder automation
  • Status-triggered workflows
  • Cold lead revival campaigns
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Integration & Migration

Connect your entire lead ecosystem and bring existing data in — clean and organized.

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Lead Source Integrations

Connect Follow Up Boss to every place leads come from — websites, SMS tools, paid ads, lead gen platforms — so everything flows in automatically.

  • Zillow & Realtor.com
  • Facebook Lead Ads
  • SMS platform integration
  • Website & landing page forms
  • Zapier workflow setup
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CRM Migration Service

Moving from another CRM? We handle the entire migration — extracting, cleaning, and importing your contacts with proper organization and zero data loss.

  • Podio & REsimpli migration
  • Salesforce & HubSpot import
  • Data cleaning & deduplication
  • Tag & status mapping
  • Historical activity preservation
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Not Sure Which Service You Need?

Book a free 30-minute strategy call. We'll review your current setup and recommend exactly what to build — with no obligation.

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All Services Include:

Free discovery & strategy call
Custom build — no templates
Loom video walkthrough on delivery
30-day post-launch support
Full documentation of what was built
You own everything — no lock-in