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Investors August 2025 ยท 10 min read

Follow Up Boss for Wholesalers & Land Investors: Custom CRM Setup Guide

Follow Up Boss wasn't built specifically for wholesalers or land investors โ€” but with the right setup, it becomes one of the best tools for managing seller leads, tracking offers, and automating your acquisition follow-up.

This guide shows you exactly how to configure FUB for a real estate investing business.

๐ŸŒพ We've set up FUB for land investors and wholesalers across the US. Book a free strategy call โ†’

Setting Up a Wholesaler Pipeline in FUB

Your wholesaler pipeline stages should match your acquisition process: New Lead โ†’ Attempted Contact โ†’ In Conversation โ†’ Offer Sent โ†’ Offer Accepted โ†’ Under Contract โ†’ Closed / Assignment Fee Collected โ†’ Dead Lead. Create these as custom stages in FUB and use them consistently across your whole team.

Custom Fields for Wholesale and Land Deals

Add these custom fields to your FUB contacts: Property Address, Asking Price, ARV (After Repair Value), Offer Amount, Motivation Level (1โ€“10), Tax Delinquent (Yes/No), Vacant (Yes/No), Absentee Owner (Yes/No), Last Contact Attempt, and Next Follow-Up Date. These fields power your smart lists and help you prioritize motivated sellers.

Seller Lead Action Plans for Wholesalers

Wholesaling requires persistent, multi-touch follow-up. Build action plans for: new cold seller lead (aggressive first-week sequence), warm seller lead (slower nurture over 3โ€“6 months), motivated seller (immediate response + offer within 24 hours), and dead lead revival (re-engage every 90 days with market value update).

Importing Lists into Follow Up Boss

FUB's CSV import is powerful for wholesalers who pull lists from data providers. When importing skip tracing lists, tax delinquent lists, or probate leads, make sure to tag the list source, add a custom field for the list type, and assign an appropriate action plan automatically via Zapier based on the tag.

Zapier Automations for Real Estate Investors

The most valuable Zaps for wholesalers: direct mail confirmation โ†’ FUB tag update, ringless voicemail drop โ†’ FUB activity log, inbound call from lead โ†’ FUB task created, offer sent โ†’ calendar reminder in 3 days. These automations ensure nothing slips through your acquisition pipeline.

Need Your Follow Up Boss Set Up the Right Way?

Our team builds complete FUB systems in 5โ€“7 days โ€” action plans, Zapier automations, smart lists and team training included.

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