Turn More Leads Into Closed Deals
Your CRM is the command center of your real estate business. A properly configured Follow Up Boss system ensures no lead falls through the cracks and your team operates at maximum efficiency. I handle complete CRM setup and ongoing management.
Who This Is For
Real estate investors, wholesalers, and teams who use Follow Up Boss and want to optimize their lead management, follow-up sequences, and pipeline tracking for better conversion rates.
Tools I Use
What's Included
- Complete Follow Up Boss setup and configuration
- Lead routing rules and automation workflows
- Pipeline stage creation and optimization
- Follow-up sequence design and automation
- Data organization and custom field setup
- Integration with SMS, calling, and data tools
- Team permission and access management
- Ongoing CRM maintenance and optimization
- Performance reporting and analytics
Pricing
Choose a one-time setup, add fixed monthly management, or take management on its own. Your Follow Up Boss subscription is billed separately by Follow Up Boss.
Pro Setup
Complete solo-agent build
$500 one-time
- Up to 2 users set up
- Full custom pipeline and stages
- Up to 15 smart lists
- Up to 6 workflows incl. nurture
- Up to 7 integrations set up
- Full database cleanup
- 14-day post-launch support
Get Started
Team Setup
Everything in Pro, built for a team
$900 one-time
- Up to 10 users set up
- Custom pipeline plus team stages
- 15 smart lists plus per-agent lists
- Up to 10 workflows
- Round-robin routing and ponds
- Cleanup plus CRM migration
- Team training, 30-day support
Get Started
Ongoing Management
Billed monthly · fixed price
$200/month
- Duplicate merges and contact cleanup
- Tag, stage and smart list upkeep
- Up to 4 new or edited workflows
- Broken integrations fixed in 1 business day
- Monthly pipeline report and strategy call
- No per-lead or hourly charges
Get Started
Optional add-ons: extra workflow $75 · extra user beyond your setup $40 each · CRM migration on Pro from $150. Already using Follow Up Boss and in good shape? Go straight to management at $200/month.
Benefits
- Never miss a follow-up with automated sequences
- Clear visibility into your deal pipeline
- Faster response times with smart lead routing
- Better team coordination and accountability
- Data-driven decisions from CRM analytics
- Seamless integration with your entire marketing stack
What an Investor CRM Needs That an Agent CRM Does Not
Most real estate CRM software is built for agents working buyers and listings. An investor is doing something structurally different, and the mismatch is why so many investors install a CRM, use it as a contact list for a month, and quietly go back to a spreadsheet.
- Leads arrive cold, not warm. An agent's CRM assumes someone enquired. An investor's assumes you interrupted a stranger by text or call, so the early stages are about qualification, not nurture
- The long tail is where the deals are. A seller who says “not right now” is a twelve-month asset, not a dead lead. An investor CRM has to make month-nine follow-up automatic or it will not happen
- One property, several contacts. Heirs, co-owners, a spouse, an attorney. Agent CRMs model a person; investors need the property to hold the thread
- Marketing source has to survive to contract. If you cannot answer which channel produced your last three deals, you cannot decide where next month's budget goes
- Speed to lead decides the outcome. Sellers contact several buyers. First credible response usually wins, so routing is a revenue setting rather than an admin one
Choosing a Real Estate Investor CRM
I set up and manage Follow Up Boss because it is what most of my clients run and what I know deepest, but it is not automatically the right answer. An honest read of the realistic options:
From accounts I have worked in or migrated clients off
| CRM | Suits | The catch |
|---|
| Follow Up Boss | Teams with an acquisitions desk; anyone whose leads arrive from several channels at once | Priced per user, and built for agents originally — the investor workflow is configuration, not a preset |
| REsimpli | Investors wanting dispositions, driving-for-dollars and accounting in one place | Opinionated. You adapt to it rather than the reverse |
| Podio + automation | Operators who want to build exactly their own process | You are now maintaining software. Fine until the person who built it leaves |
| GoHighLevel | Running marketing and CRM from one system, especially with a VA team | Does many things adequately; the CRM is not the deepest part of it |
| A spreadsheet | Genuinely fine under about 20 leads a month | Fails silently at exactly the point volume starts working |
The honest summary: for a solo investor doing a handful of deals a year, the best CRM for real estate investors is the one you will actually open daily. The platform matters far less than whether anyone works the lists in it.
What a Wholesaling CRM Has to Handle
Wholesaling adds a second pipeline most setups forget. You are not only tracking sellers — you are tracking buyers, and a contract with no buyer is a liability with a deadline.
- A separate buyers pipeline, tagged by asset type, area and price band, so a new contract finds its buyer in minutes rather than days
- Assignment tracking against the property record, not in someone's inbox
- Inspection-period deadlines as CRM tasks, because a missed date is the expensive kind of mistake
- Disposition activity visible to whoever is negotiating the next contract
Set up this way the CRM answers “who buys this?” immediately. Without it, every contract restarts the search. More on the marketing side of this on my wholesaler marketing page.
The Faults I Find in Almost Every Account I Inherit
I have rebuilt a lot of CRMs that the owner described as “set up already”. The same five problems come up, in roughly this order:
- Sequences with no stop rules. The seller replies and the automation keeps texting. Worse than having no automation, and the most common fault by a distance
- Every lead in one stage. A pipeline with stages nobody moves leads through is a list with extra steps
- Duplicates from the integrations. The same seller arrives from SMS and from the website as two records, and half the history lives on each
- Source data lost in transit. Leads land tagged “API” or blank, so no channel can ever be credited with a deal
- Nobody owns the daily list. The system is configured correctly and nobody opens it, which no amount of further configuring fixes
Only the first four are software problems. The fifth is the one that actually decides whether a CRM earns its cost, and it is worth being honest with yourself about it before paying anyone — me included — to build you a system.
Migrating Without Losing Your History
Moving CRM is where years of notes get quietly destroyed. The order that works:
- Export everything first, including notes, call logs and custom fields, and keep that file regardless of what the new platform imports
- De-duplicate before import, not after — merging inside a live CRM is far slower
- Map original lead source explicitly; it is the field most often dropped and the one you will miss most
- Import in stages: active pipeline first, then the long-term nurture database, then the dead file
- Run both systems for two weeks. Cutting over on a single evening is how a week of leads goes missing