Maximize your lead conversion with expert Follow Up Boss CRM setup, configuration, and ongoing management.
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.
Some of the tools above are ones I partner with. If you sign up through these links I may earn a commission at no extra cost to you — and in some cases you get pricing better than the public rate. I only recommend tools I use on client campaigns every day. See all of them on my tools page.
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.
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
FAQ
CRM Management FAQ
Why do you recommend Follow Up Boss for real estate CRM?
Follow Up Boss is purpose-built for real estate with features like smart lead routing, automated follow-up sequences, pipeline management, and seamless integrations with SMS platforms and dialers. It's the CRM that most serious REI operations use.
Can you integrate Follow Up Boss with my SMS marketing?
Yes, I create seamless integrations between Follow Up Boss and Smarter Contact (or Launch Control) using Zapier. New leads automatically flow into your CRM, follow-ups are triggered, and your team gets instant notifications.
How long does CRM setup take?
A complete Follow Up Boss setup typically takes 3-5 business days. This includes pipeline stages, lead routing rules, automation sequences, custom fields, team permissions, and integrations with your existing tools.
Do you provide ongoing CRM management or just setup?
I offer both. Initial setup ensures your CRM is properly configured, and ongoing management keeps it optimized as your business grows — including data cleanup, workflow adjustments, and new integration setups.
Optimize Your CRM for More Conversions
A well-configured CRM is the difference between leads and closed deals.