Follow Up Boss

Follow Up Boss has become the CRM of choice for many top-producing real estate teams. Its AI action plans analyze lead source, engagement history, and behavior to automatically generate personalized follow-up sequences — no manual setup required.

Smart lists use dynamic filters (last contact, website activity, property views, timeline) to keep segments current automatically. Team features include lead routing rules, shared templates, activity tracking, and performance dashboards.

The platform integrates with over 250 tools including Zillow, Realtor.com, major lead sources, and AI assistants (Structurely, Sidekick). Mobile apps provide full functionality on the go.

Pricing starts at $69/user/month with volume discounts for teams. No long-term contracts.

Capabilities include: AI-generated action plans based on lead behavior, dynamic smart lists with automatic segmentation, multi-channel communication automation (email, SMS, calls), team lead routing and collaboration tools, 250+ integrations including lead sources and AI assistants, and native mobile apps.

Limitations: per-user pricing scales with team size; advanced automation requires setup time; reporting customization limited compared to enterprise CRMs; no built-in dialer (integrates with third-party).