Leads arrive from everywhere
Website forms, Google Ads, open houses, RealScout, Zillow/Realtor.com, referrals, and old contacts.
For real estate agents using Follow Up Boss
Turn your website and CRM into a follow-up machine.
Most agents do not need another generic website. They need a clean way to capture leads, route them into Follow Up Boss, start the right drip campaign, and know which people need attention today.
The problem is not lead generation. It is lead leakage.
Paid traffic, open houses, RealScout activity, and old CRM contacts go cold when the follow-up system is vague, manual, or inconsistent.
FUB needs structure
Sources, tags, stages, action plans, and Automation 2.0 rules need to match how the agent actually works.
Follow-up must be visible
The system should make the next action obvious, not bury warm buyers inside a long CRM list.
Follow Up Boss Automation Setup
A focused add-on for agents who already have FUB, but do not have their automations, drips, and lead routing dialed in.
What gets configured
- +Lead source and tag cleanup.
- +Automation 2.0 flows for new web, ad, open house, or RealScout leads.
- +1-2 starter drip campaigns with practical email/text copy.
- +Action Plan assignment, testing, and handoff notes.
Why it matters
When the lead lands in FUB, the system should know what happened, where the lead came from, what message should go out, and when the agent should personally step in.
This is the difference between having a CRM and having a sales process.
Packages
Built to undercut bloated agency pricing while still doing the work carefully enough to be useful.
Launch Site + CRM Capture
$599
setup + $99/mo
- Landing page or compact website
- Lead form
- Mobile design
- Basic FUB lead routing
- Hosting and small updates
FUB Automation Setup
+$995
one-time setup
- FUB source/tag cleanup
- Automation 2.0 setup
- 1-2 action plans or drips
- Test leads and handoff
- Good fit after the $599 launch package
Lead Engine
$1,995
setup + $199/mo
- Website or ad landing page
- FUB routing and campaign tracking
- Automation 2.0 drips
- RealScout/IDX path
- Monthly conversion review
AI CRM Hot Sheet
$4,995
setup + $499/mo
- Daily AI Hot Sheet
- Weekly pipeline audit
- Draft text openers
- Private login portal
- 30 days of tuning
Synthetic example system
A private daily Hot Sheet can turn a busy CRM into a ranked action list.
In a typical real estate workflow, the system pulls Follow Up Boss contacts, enriches them with notes, tasks, and recent activity, then publishes a private list of synthetic example leads that need attention today. Extra unresolved leads can be preserved as carryover so they do not disappear.
Synthetic CRM assistant mockup. No client lead data is shown here.
Where this fits
This is not a replacement for Follow Up Boss. It is an operating layer on top of it: better source tracking, better automations, better visibility, and fewer missed follow-ups.
- +Best for agents already paying for leads or running open houses.
- +Best when the CRM has real activity but weak follow-through.
- +Not a fit for agents who do not want to work their database.
How this compares to the market
Realtors already pay monthly for CRM and lead tools. The opportunity is to install the missing system around tools already in use.
Built around existing tools
This can support Follow Up Boss workflows, website lead capture, RealScout or IDX paths, and other real estate lead sources depending on the current setup.
Audit first
The first step is a practical look at the website, lead sources, CRM stages, tags, tasks, and follow-up process. No API key or password is needed for the initial review.
Market context checked against public pricing from Follow Up Boss, FUB setup consultants, real estate website/CRM packages, and real estate text automation tools.
Want this for your real estate business?
Send your website, Follow Up Boss status, lead sources, and the follow-up problem you want fixed first.