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Home/Follow Up Boss

Follow Up Boss Gets the Lead Worked. It Doesn't Touch the File After the Deal.

Follow Up Boss is built for the first mile: every lead source lands in one inbox, gets routed by rule, and rides an action plan of calls, texts, and emails until an agent actually talks to the person. What it doesn't do on its own is anything past that, there's no native bridge to your transaction management system, your brokerage's commission accounting, or the marketing tools you run once a lead turns into a client. We build that handoff.

Teams pick Follow Up Boss because it's genuinely built for how real estate lead flow actually works: Zillow, realtor.com, your own site, and a referral all land in the same inbox, get assigned by round robin or lead source, and ride a pond of follow-up until someone bites. The call/text tracking and action plans are the product's real strength, and most teams run it exactly that way.

It has an open API and a Zapier integration, but nothing that connects out of the box. So when a lead goes under contract, somebody still copies the file into SkySlope or the brokerage's transaction system by hand, and nothing in Follow Up Boss updates once a deal closes, no automatic move to a client nurture campaign, no commission record created, no signal back to the agent's dashboard.

What We Build on Top of Follow Up Boss

01

Carry the lead into the transaction, automatically

The moment a stage changes to under contract, the file starts itself somewhere else instead of waiting for someone to retype it.

  • A new transaction created in SkySlope or your brokerage's transaction system, pre-filled from the Follow Up Boss contact and property record
  • The agent's commission split and deal value logged to your accounting system the moment the deal closes, not at month-end reconciliation
  • A closed deal auto-enrolls the client in a past-client nurture campaign instead of going quiet
02

Bring data into Follow Up Boss it can't see on its own

So a lead's status reflects more than the last call log.

  • Open-house sign-ins or website visits from your IDX site logged straight onto the matching contact, instead of a separate spreadsheet
  • Deal and commission history from the transaction system visible on the contact, so a repeat client's past deal shows up before the call
03

What happens to a lead in Follow Up Boss once it closes?

If the honest answer is a file gets copied by hand into another system, tell us.

What this looks like in practice

Nine-Agent Residential Team

Leads from three portals and a team site, all routed through Follow Up Boss.

The problemA deal goes under contract and the lead sits in Follow Up Boss unchanged while someone manually opens a file in the transaction system and emails the broker the commission split.

Marking a deal under contract in Follow Up Boss opens the transaction file and logs the expected commission automatically. The agent's dashboard and the broker's numbers update together.
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Running leads through Follow Up Boss but still hand-keying every closed deal?

Tell us what happens the moment a lead goes under contract right now, who opens the transaction file, who tells accounting, who starts the past-client campaign. Most of that can run on its own.

Let's talk →

Questions people ask

What is Follow Up Boss?

A real estate CRM built around working leads fast: every source lands in one inbox, gets routed by rule, and rides a call/text/email action plan until an agent connects. It's the lead-working layer, not a transaction or accounting system.

Does Follow Up Boss connect to SkySlope or other transaction software?

Not natively. It has an open API and a Zapier integration, but nothing built-in bridges a closed deal into transaction management or commission accounting, that's custom work, which is what we build.

Can you automate the handoff when a deal closes in Follow Up Boss?

Yes, that's the most common request we get for this tool. We build the connection from a stage change in Follow Up Boss to a new file in your transaction system and a commission entry in your accounting software.

Is this Follow Up Boss software we sell or install?

No, we don't sell a bolt-on product. We build the automation around the Follow Up Boss account your team already runs, so leads and closed deals move into your other systems without anyone retyping them.

Let's talk

Tell us the one thing your team does manually that eats up time. We read every message and reply within a day.