AI-Powered Real Estate CRM

Follow Up Boss for Real Estate: Review & Guide

RW
Ryan Wanner

AI Systems Instructor • Real Estate Technologist

Quick Answer: Follow Up Boss is the most integration-friendly CRM in real estate with industry-leading lead routing for teams. Its open API connects 250+ tools including Ylopo, Zillow, and Realtor.com. Best for teams that want flexible, best-of-breed tech stacks. Rated 8.5/10.

Quick Facts

Rating
8/5
Pricing Grow $69/mo; Pro $499/mo; Platform $1,000/mo
Best For Teams and high-volume agents who need clean lead management, smart routing, and AI-enhanced follow-up workflows that integrate with 250+ lead sources
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What Follow Up Boss Does for Real Estate

Follow Up Boss has earned its reputation as the CRM that agents actually use—and its AI features build on that strength. Where other CRMs feel bloated, Follow Up Boss stays focused: lead management, speed-to-lead, smart action plans, and seamless integrations with 250+ lead sources (Zillow, Realtor.com, your website, social ads). The AI features automate lead distribution, suggest follow-up timing, and help draft responses. It doesn't try to be everything (no IDX website, no virtual tours). Instead, it does lead management and follow-up better than anything else in the market, then connects to specialized tools for everything else.

AI-powered lead distribution for teams. Route leads based on availability, geography, performance history, lead source, and price range. Ensure the right agent gets the right lead within seconds.

Pre-built follow-up sequences (email, text, call reminders) that trigger automatically when a lead enters the system. AI suggests optimal timing and messaging based on lead source and behavior.

Generate follow-up messages with AI assistance based on lead context. The AI sees the lead's source, inquiry details, and previous interactions to draft relevant, personalized responses.

Automated instant response when new leads come in. AI sends an initial message within seconds of a lead inquiry, then queues the assigned agent for personal follow-up.

Connects to Zillow, Realtor.com, Facebook Ads, Google Ads, your website, open house apps, and hundreds more. Every lead from every source flows into one place with full context.

AI-informed contact lists that surface leads needing attention. 'Leads who haven't been contacted in 7 days,' 'Hot leads from Zillow this week,' and custom smart lists based on your criteria.

Context Cards + HOME Framework

How AI Acceleration Teaches Follow Up Boss

AI Acceleration teaches agents to use Follow Up Boss as the lead management engine paired with ChatGPT or Claude for communication quality. FUB tells you who to contact and when; your writing tools help you say it in your voice.

1

Connect All Lead Sources

Integrate every lead source—Zillow, Realtor.com, website forms, social ads, open house sign-ins. The value of FUB's AI increases with more data flowing through the system.

2

Build Action Plans

Create follow-up sequences for each lead type: new inquiry, open house visitor, past client, sphere of influence. Set the cadence (Day 1: text, Day 2: email, Day 5: call) and let AI optimize timing.

3

Use AI for Speed-to-Lead

Enable automatic initial responses so no lead waits. The AI sends an immediate, contextual message based on the lead source and inquiry details. You follow up personally within hours.

4

Draft Personal Follow-Ups with AI Tools

When FUB surfaces a lead needing personal attention, use the lead's context (source, searches, previous conversations) as Materials in a HOME Framework prompt. Draft in ChatGPT or Claude, send through FUB.

Pros & Cons

Pros

  • Cleanest, most intuitive CRM interface in real estate—agents actually use it
  • 250+ lead source integrations mean every lead lands in one place
  • Speed-to-lead automation ensures instant initial response
  • Smart lead routing is best-in-class for teams
  • Action Plans automate multi-touch follow-up sequences
  • Open API allows deep integration with other tools and workflows

Cons

  • Grow plan ($69/mo) has limited AI and automation features
  • Pro plan at $499/month is a significant investment for solo agents
  • No built-in IDX website—requires separate website solution
  • AI email drafting is functional but doesn't match ChatGPT or Claude writing quality
  • Reporting and analytics are adequate but less robust than kvCORE for data-driven agents
Real-World Example

Follow Up Boss in Action

Prompt

[Follow Up Boss Action Plan trigger + AI-assisted drafting]

New lead: Maria Gonzalez
Source: Zillow inquiry on 2847 Forest Hills Dr, Nashville ($485,000)
Lead entered: Tuesday 8:47pm
Action Plan: 'Zillow Buyer Inquiry' (auto-assigned)

Step 1 (Immediate - AI auto-response):
Step 2 (Day 1 morning - AI-drafted email for agent review):
Step 3 (Day 2 - Call reminder to agent):

Output

**Step 1 — Immediate Auto-Response (8:47pm, sent by AI):** Text message: "Hi Maria, thanks for your interest in the Forest Hills Dr property! I'm Amanda with [Team Name]. I'd love to share more details about the home and the neighborhood. Are you available for a quick call tomorrow morning? In the meantime, here's the full listing: [link]" **Step 2 — Day 1 Email (Wednesday 9:00am, drafted by AI for agent review):** Subject: More on 2847 Forest Hills Dr Hi Maria, Thanks again for reaching out about the Forest Hills Drive listing. It's a great property in a neighborhood that's been popular with buyers this year. A few things worth knowing that aren't in the Zillow listing: - The sellers replaced the roof in 2024 - The backyard is larger than the photos suggest—it extends past the tree line - Forest Hills is zoned for McGavock High School I have availability Thursday afternoon and Friday morning if you'd like to see it in person. Would either of those work? Looking forward to connecting. Amanda [Agent reviews, edits if needed, clicks send from FUB] **Step 3 — Day 2 Call Reminder (Thursday 10:00am):** FUB notification: "Call Maria Gonzalez — Zillow inquiry, Forest Hills Dr. No response to email yet. Lead has viewed 4 other properties in the $450-500K range since inquiry."

The three-step sequence handled the critical speed-to-lead moment (immediate text at 8:47pm), provided a substantive follow-up email (morning email with details not on Zillow), and ensured a personal touchpoint (Day 2 call reminder with behavioral context). The AI-drafted email is good—but an AI Acceleration-trained agent might take the lead context and re-draft in Claude with their Context Card for a more personalized voice. FUB provides the system; your writing tool provides the personality.

Follow Up Boss Pricing

Current pricing as of

Grow

$69/month

Pro

$499/month

Platform

$1,000/month

Alternatives to Follow Up Boss

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Frequently Asked Questions

Follow Up Boss or kvCORE — which is better?
Different strengths. Follow Up Boss is cleaner, easier to learn, and better at lead management and integrations (250+ sources). kvCORE is more feature-rich with a built-in IDX website, deeper analytics, and more built-in lead generation tools. If your brokerage provides kvCORE for free, use it. If you're choosing and paying yourself, FUB's Grow plan ($69/month) is a more affordable entry point with a better user experience. Teams benefit most from FUB's smart lead routing.
Is the $69/month Grow plan enough for solo agents?
For many solo agents, yes. The Grow plan gives you CRM, action plans, texting, calling, and the core integrations. You miss out on smart lead routing (which solo agents don't need) and advanced AI features. If you're managing fewer than 100 active leads and supplement with ChatGPT or Claude for writing quality, the Grow plan covers your needs.
How does Follow Up Boss AI compare to using ChatGPT for lead follow-up?
They solve different problems. FUB's AI knows your leads—their source, behavior, history, and where they are in your pipeline. It automates when and how you follow up. ChatGPT knows how to write—it produces more natural, personalized messages when given the right context. The optimal workflow: let FUB automate the system (speed-to-lead, action plans, routing) and use ChatGPT or Claude for the personal touchpoints where voice and quality matter most.
Can I use Follow Up Boss with my existing tools?
Yes, and that's one of FUB's biggest strengths. It integrates with 250+ tools: lead sources (Zillow, Realtor.com, Facebook), email (Gmail, Outlook), calling systems, and transaction management platforms. The open API lets you build custom integrations. Unlike all-in-one platforms that want to replace everything, FUB is designed to be the hub that connects your existing tools.

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