Follow Up Boss is a real estate CRM built for high-performing agents and teams that need to convert leads fast and keep everyone accountable for follow-up. It's built around routing contacts to the right agent the moment they come in, then tracking every call, text, and note until a deal closes. This guide covers what Follow Up Boss is, how it works, what it costs, and how it compares to Wise Agent.
If you're already using Follow Up Boss and want to connect it to the rest of your tools, we'll also show you how IFTTT routes contacts in and out of Follow Up Boss automatically, whether that's pulling leads from a form, logging appointments to your calendar, or keeping your Asana and HubSpot data in sync.
IFTTT is an automation platform that connects over 1000 apps and services. Instead of manually re-entering leads into Follow Up Boss from every form, spreadsheet, or webhook where they show up, you build the connection once and it runs on its own.
What is Follow Up Boss?
Follow Up Boss is a customer relationship management platform built specifically for real estate agents and teams. Rather than trying to be an all-in-one platform with a website and IDX search built in, it focuses on one job: getting new leads to the right person immediately and making sure follow-up actually happens.
Follow Up Boss connects to over 250 lead sources, including Zillow, Realtor.com, Facebook Ads, and Google Ads, and centralizes those leads into one pipeline. Teams use it to route incoming contacts by rules like location or lead source, track every call and text against a contact's record, and get alerted the moment a lead goes cold. It's earned a reputation as the CRM top-producing teams default to, with 41 of the top 50 real estate teams in the US relying on it.
What is Follow Up Boss used for?
Lead routing and speed-to-lead is the core use case. New leads from any connected source get assigned to an agent automatically based on rules the team sets, and the CRM tracks how fast that agent responds, which matters since faster follow-up correlates directly with higher conversion.
Team accountability lets team leads see exactly who is following up on what, how many calls each agent made that day, and where leads are stalling in the pipeline. Leaderboards and activity reports keep the whole team visible without manual check-ins.
Contact and pipeline management gives every lead a profile with notes, call logs, texts, emails, and stage in the pipeline, so any agent picking up a contact has full context on where things stand.
Action Plans are automated follow-up sequences that combine calls, texts, and emails on a set schedule. A new lead can be dropped into an Action Plan and receive a structured cadence of touches without an agent manually queuing each one.
Appointment and deal tracking covers scheduled showings, listing appointments, and deals moving through stages like under contract or closed, giving teams a clear view of what's actually converting into commission.
Reporting on team performance shows call volume, response time, and conversion by agent, which team leads use to coach underperformers and double down on what's working.
How does Follow Up Boss work?
Follow Up Boss is built around contacts, stages, and Action Plans.
Contacts are the leads and clients in your Follow Up Boss account. Each contact has a profile with attributes like source, assigned agent, phone, email, and a full history of notes, calls, and texts logged against them.
Stages define where a contact sits in your pipeline, from new lead through qualified, showing, under contract, and closed. Agents and team leads move contacts through stages manually or via automation rules tied to specific actions.
Lead routing rules determine which agent a new contact gets assigned to. Rules can be based on lead source, location, round robin, or a pond system where leads sit in a shared queue until claimed.
Action Plans are pre-built sequences of calls, texts, and emails that run on a schedule once a contact is enrolled. A new internet lead might get a same-day call reminder, a text an hour later, and a follow-up email the next morning, all without an agent building the sequence from scratch each time.
Deals track the transaction side once a contact moves toward closing, including deal value, expected close date, and commission, giving teams a revenue view alongside the contact view.
Smart Lists are saved, dynamic filters that surface specific groups of contacts, like leads with no activity in five days or all contacts assigned to a specific agent, so team leads can spot where follow-up is slipping without digging through the full database.
Follow Up Boss pricing
Follow Up Boss pricing is based on the number of users on the account, with three published tiers.
| Plan | Price | Key features |
|---|---|---|
| Grow | $69/user/mo | Core CRM, lead routing, Action Plans |
| Pro | $499/mo (10 users) | Team leaderboards, advanced reporting |
| Platform | $1000/mo (30 users) | Expanded team and admin controls |
Pricing is approximate and a call and text dialer is a $39/user add-on on Grow. Check followupboss.com/pricing for current rates.
Follow Up Boss does not have a permanent free plan, but the 14-day trial gives teams a full run of the platform before committing. Because pricing is per user, costs scale directly with team size rather than contact volume.
Follow Up Boss vs. Wise Agent
Wise Agent is one of the most commonly compared alternatives to Follow Up Boss, particularly among solo agents and small teams. Both handle contact management and follow-up automation, but they're built for different budgets and team sizes.
| Feature | Follow Up Boss | Wise Agent |
|---|---|---|
| Starting price | ⚠️ $69/user/mo | ✅ ~$49/mo flat |
| Free plan | ❌ 14-day trial | ❌ Lower entry cost |
| Best fit | ✅ Teams of 5+ | ✅ Solo agents, small teams |
| Lead routing | ✅ Strong, rule-based | ⚠️ Basic |
| Transaction mgmt | ❌ Not included | ✅ Included |
| Team leaderboards | ✅ Pro and Platform | ⚠️ Limited |
| Action Plans / drips | ✅ Yes | ✅ Yes |
| Lead integrations | ✅ 250+ | ⚠️ Fewer |
| IFTTT integration | ✅ Yes | ❌ No |
Follow Up Boss is the stronger choice for teams that live and die by speed-to-lead and need to hold multiple agents accountable for follow-up. Wise Agent is built for solo agents and small teams who want contact management and transaction checklists bundled at a lower monthly cost. For connecting your CRM to the rest of your stack through automation, only Follow Up Boss has IFTTT support.
What are Follow Up Boss's limitations?
Follow Up Boss does not include a website, IDX search, or lead generation tools. It's built to organize and route leads you bring from elsewhere, so teams without an existing lead source will need to pair it with a portal like Zillow or a separate marketing platform.
Pricing is per user rather than flat, which makes it one of the pricier options for larger teams. A 10-agent team on the Pro plan runs $499 a month before add-ons like the dialer, and costs climb further at the Platform tier.
Transaction management is not built in. Agents who want checklists, document tracking, or e-signature tied directly to their CRM will need a separate transaction coordination tool alongside Follow Up Boss.
Reporting and analytics, while functional, are less comprehensive than some competitors. Teams that want deep marketing ROI attribution or highly customized dashboards may find the built-in reporting interface limited.
The learning curve for lead routing rules and Action Plans takes some setup time. Teams migrating from a simpler tool or a spreadsheet will need to invest time upfront configuring rules before the automation pays off.
Follow Up Boss is purpose-built for real estate. Teams outside that industry looking for a general CRM will find its pipeline stages, deal tracking, and terminology all assume a real estate workflow.
How IFTTT works with Follow Up Boss
Follow Up Boss tracks every lead your team brings in and how quickly agents follow up. IFTTT connects that activity to the rest of your stack, pulling in contacts from forms and spreadsheets, logging appointments to your calendar, and keeping your project management and CRM tools in sync without manual data entry.
IFTTT's Follow Up Boss integration includes 11 triggers, queries, and actions, including a trigger like new contact and actions like create contact.
Capture new leads automatically
When a lead fills out a form, IFTTT can create the matching Follow Up Boss contact the moment they submit, whether that form lives on Google Forms or Typeform. Useful for agents running open house sign-ins or landing page forms who don't want to manually enter every lead.
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Create Follow Up Boss contacts from Google Forms responses
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Create Follow Up Boss contact from Typeform response
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Keep appointments and your calendar in sync
Follow Up Boss and Google Calendar can stay aligned in both directions. A new calendar event can create a Follow Up Boss contact, and a new Follow Up Boss appointment can add a matching event to your calendar. Useful for agents who book showings in their calendar and want those contacts reflected in their CRM automatically.
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Create Follow Up Boss contact from Google Calendar event
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Create Google Calendar event for new Follow Up Boss appointment
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Route leads from SMS and Webhooks
For leads that come in by text or through a system that only supports webhooks, IFTTT can still get them into Follow Up Boss. A tagged SMS can create a contact, and any webhooks event can do the same. Useful for agents fielding leads from a personal phone number or a tool without a native Follow Up Boss connection.
Keep contact stages in sync with your other tools
When work happens outside Follow Up Boss, IFTTT can update the contact's stage automatically. A completed Asana task can move a contact forward, and a HubSpot deal stage change can do the same. Useful for teams that manage parts of their workflow in a project tool or a second CRM and want Follow Up Boss to reflect the latest status without a manual update.
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Update Follow Up Boss stage when Asana task completes
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Update Follow Up Boss contact when HubSpot deal stage changes
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Popular Follow Up Boss service pairs
Follow Up Boss works alongside a wide range of tools that real estate agents and teams already use. Here are some of the most popular service combinations on IFTTT:
Google Forms to Follow Up Boss
Turn form submissions into Follow Up Boss contacts the moment someone fills one out. Useful for agents collecting leads through open house sign-in sheets or a landing page form who want those names in their CRM without a manual export.
- - Create a Follow Up Boss contact from every new Google Forms response
- - Route open house sign-ins straight into your pipeline
- - Skip the manual copy-paste from form results to CRM
Set up Google Forms → Follow Up Boss
Google Calendar to Follow Up Boss
Keep appointments and contacts aligned between your calendar and your CRM. Useful for agents who book showings and listing appointments in Google Calendar and want those reflected as Follow Up Boss contacts automatically.
- - Create a Follow Up Boss contact from a new Google Calendar event
- - Add a calendar event when a new Follow Up Boss appointment is scheduled
- - Keep your schedule and your pipeline aligned without double entry
Set up Google Calendar → Follow Up Boss
Asana to Follow Up Boss
Bridge project tasks and pipeline stages for teams that manage parts of their workflow in Asana. Useful for team leads who assign follow-up tasks in Asana and want the corresponding Follow Up Boss contact stage to update automatically once that task is done.
- - Update a Follow Up Boss contact stage when an Asana task completes
- - Keep your CRM current without a manual status check
- - Coordinate handoffs between project work and pipeline stage
HubSpot to Follow Up Boss
For teams running Follow Up Boss alongside HubSpot, keep contact stages consistent across both. Useful for brokerages that use HubSpot for marketing and Follow Up Boss for agent-level lead management, avoiding two disconnected records for the same lead.
- - Update a Follow Up Boss contact when a HubSpot deal stage changes
- - Keep marketing and sales pipeline data aligned across tools
- - Avoid duplicate manual updates across your CRM stack
Set up HubSpot → Follow Up Boss
How to automate Follow Up Boss with IFTTT
Getting started with Follow Up Boss automation on IFTTT takes a few minutes. Here's how it works:
Connect your Follow Up Boss account: Go to the Follow Up Boss integration page and click "Get started today." You'll need your Follow Up Boss API key, which you can find in your Follow Up Boss account settings.
Choose a trigger or action: Decide what should start the automation and what should happen as a result. With Follow Up Boss on IFTTT, triggers like new contact, new appointment, and new deal fire whenever that event happens in your account. Actions let you create a contact, update a contact's stage, or add a note.
Set up your Applet: Browse the existing Follow Up Boss Applets on IFTTT or build your own from scratch. Select your trigger, connect any additional services like Google Forms, Google Calendar, Asana, or HubSpot, customize the details, and turn it on.
8 more ways to automate your calendar workflow
If you're already connecting Follow Up Boss with IFTTT, these Applets extend automation across the rest of your scheduling and calendar stack. Google Calendar is one of the most commonly used tools alongside Follow Up Boss for tracking appointments and deadlines.
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Quickly create events in a Google Calendar
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Get IFTTT notification for calendar birthday events
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Add new iOS Calendar events to Google Calendar
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Log Google Calendar events to Google Sheets
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Whenever you add a new iOS contact mark it in your Google Calendar
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Add Weather Underground daily forecast to Google Calendar
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Add daily meditation event to Google Calendar
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Automatically log the calls you receive on your Android phone to Google Calendar
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Services similar to Follow Up Boss
Follow Up Boss isn't the only CRM you can connect with IFTTT. If your team tracks leads through a different platform, these alternatives work too.
Follow Up Boss and IFTTT: better together
Follow Up Boss keeps your team's leads organized and moving toward close. IFTTT makes sure the data behind that pipeline, contacts, appointments, and stage updates, flows in and out of Follow Up Boss automatically, connecting it to the forms, calendars, and project tools your team already depends on.
Ready to connect Follow Up Boss to your workflow? Get started on IFTTT today, no code required.
Frequently asked questions about Follow Up Boss
Does Follow Up Boss include a website?
No. Follow Up Boss is a CRM only, with no built-in website or IDX search. Teams that want an all-in-one platform with a website bundled in typically look at alternatives instead, and pair Follow Up Boss with a separate site if they want to keep the CRM.
Is Follow Up Boss good for solo agents?
Yes, though its pricing and lead routing features are built with teams in mind. Solo agents get full use of contact management and Action Plans, but the per-user pricing and team leaderboard features are most valuable once you have more than one agent to coordinate.
How does Follow Up Boss handle multiple lead sources?
Follow Up Boss connects to over 250 lead sources, including major portals like Zillow and Realtor.com, plus ad platforms like Facebook and Google Ads. Leads from any connected source funnel into one pipeline, where routing rules assign them to the right agent automatically.
Does Follow Up Boss integrate with other real estate tools?
Yes. Beyond its 250+ lead source integrations, Follow Up Boss connects to transaction management, marketing, and calendar tools, and its IFTTT integration extends that further to forms, project management tools, and any service that supports Webhooks.
Explore more IFTTT blogs
Follow Up Boss is one of over 1000 services you can connect with IFTTT. Whether you're automating your lead pipeline, keeping your calendar in sync, or looking for ways to cut down on manual data entry between tools, IFTTT works across the apps you already use. Here are a few more blogs to help you get started.