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Real Estate · Configuration

Real Estate on FollowUpBoss

For the agent or team whose CRM is full and nobody owns anything. FollowUpBoss with assignment rules and action plans that actually fire.

The Stack

What Runs Where

8 layers, with FollowUpBoss holding the record. Everything else is either switched on inside it or connected to it.

Reasoned from the pattern; no real-estate engagement has been delivered yet.

System of record
FollowUpBoss
Every lead, its source, its owner, the next action, and every call and text.
Intake
IDX, portals and forms into FollowUpBoss
A lead arrives as a record with the source attached, never as an email.
Routing
FollowUpBoss assignment rules
Round-robin, by area or by price band, so a lead has an owner within the minute.
Follow-up
FollowUpBoss action plans
Texts and calls that fire on a schedule until someone answers.
Phone
FollowUpBoss calling and texting
Every conversation on the record.
Lead sources
IDX, Zillow and portal leads
Every lead arrives as a record with the source, not as an email.
Reviews
Review automation after closing
Fires after every closing, routed to one platform.
Visibility
Google Business Profile
The profile most agents claimed once and never revisited.

What We Switch On

Inside FollowUpBoss

  • Lead sources for every portal, site and referral channel
  • Assignment rules with a response-time expectation
  • Action plans by lead type: buyer, seller, past client, sphere
  • Stages that mean something, with a next action on every record
  • The review request after every closing
  • Source reporting so marketing spend has a number against it

What it does not do. FollowUpBoss is the CRM for an agent or a team; transaction management and marketing pages live elsewhere.

The Path

One Job, Start to Finish

The lead

Arrives from a portal, the site or a referral as a record with its source.

The first text

Within the minute, from the owner assigned by the rule.

The plan

An action plan by lead type runs until someone answers.

The appointment

On the calendar and on the record.

The closing

The review request, and the past-client plan that keeps the sphere warm.

Connections

What We Wire In

Lead sources

IDX and portal leads as records with the source

Phone line

Calls and texts on the record

Google Business Profile

Reviews answered, the profile kept current

What It Costs

The Starter Build

Your platform holds the customer and just needs configuring properly, so this is the Starter Build.

Every line is priced on its own: the website, the Build and each connection. What each contains is on the Set Up and Connect pages.

The Build, Starter$3,000

Two weeks. CRM only, never discounted.

The Website$3,500

$2,500 on the Growth or Operate Plan. From the template, live in two weeks.

Typical first engagement$8,750

$7,750 on a plan. The website, this Build and the connections above.

Platform licenses are billed by the vendor, not by us. We configure what you already pay for before recommending anything new, and we hold no partnership or reseller relationship with FollowUpBoss or any platform named here.

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Eight categories, scored against your three closest competitors. We need nothing from you but your business name — every signal we check is already public.

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