Follow Up Boss

A real estate CRM for agents and teams. Calling, texting, and email live inside Follow Up Boss, and the AI features (call and lead summaries, suggested replies, suggested tasks, lead prioritization) are included in the subscription at no extra charge.

Last reviewed Oct 21, 2026 · Pricing checked Oct 21, 2026

Does Follow Up Boss have AI?

Yes. Per the vendor, Follow Up Boss includes Smart Summaries (call recaps and a lead's full history at a glance; labeled beta), Smart Messages (suggested texts and emails based on lead activity), suggested tasks you activate with one click, and predictive lead prioritization that tags high-intent Zillow buyers and qualified sellers. The AI features are included in the subscription at no extra charge, but many rely on data from FUB Calling. You click buttons on the contact record; you don't write prompts. [followupboss.com]

What it does

Collects leads from your website and lead sources, routes leads to agents, and runs follow-up plans ("Action Plans") and saved lead lists ("Smart Lists").
Lets you call, text, and email from inside the CRM, so every conversation stays on the contact record.
AI features, per the vendor: Smart Summaries (call recaps and a lead's full history at a glance; labeled beta), Smart Messages (suggested texts and emails based on lead activity), suggested tasks (activated with one click), and predictive lead prioritization (AI tags that surface high-intent Zillow buyers and qualified sellers). You click buttons on the contact record; you don't write prompts.
Has a REST API. Each user creates an API key under Admin > API, and the key sees only what that user can see (an agent's key reaches only that agent's contacts; a broker's key reaches the whole account). Outside AI tools such as Claude Code connect through the API.

Who it's for

solo, team, brokerage. Built for agents and teams that work inbound leads at volume. For a luxury agent who runs mostly on sphere and referrals, the value is in keeping every call, text, and note on one record, not in lead routing.

Follow Up Boss message composer addressed to Beth from Jane, with AI draft buttons labeled Introduction, Follow-Up, Still Buying, Nurture Lead, and Custom. — Smart Messages: AI draft options in the message composer. Image: Follow Up Boss, followupboss.com/features/ai

Illustrated Follow Up Boss contact card for Beth Buyer showing a stacked list of call and text activity entries, with placeholder bars in place of text. — A contact's activity timeline, from the Smart Tasks demo (text shown as placeholders). Image: Follow Up Boss, followupboss.com/features/ai

Pricing

Grow: $69 per user per month, or $58 billed annually. FUB Calling is an add-on on Grow: $39 per user per month billed monthly, or $33 billed annually. Pro: $499 per month for 10 users ($416 billed annually), plus $49 per extra user ($41 annually), with unlimited calling and texting. Platform: $1,000 per month for 30 users ($833 billed annually), plus $20 per extra user ($17 annually). Tax extra. 14-day free trial with no credit card, no contract, cancel any time. The AI features cost nothing extra, but many AI features rely on data from FUB Calling.

Public pricing · checked Oct 21, 2026 · followupboss.com. Prices change. Confirm with the vendor.

Real use cases

In this directory

Create Follow Up Boss leads from text-thread screenshots and log listing appointment notes by voice from the Claude phone app · William Zhang, Real Estate AI Society
Answer agent policy questions with an AI policy assistant inside the brokerage onboarding platform · Scofield Group
Run a one-command morning briefing that pulls CRM, tasks, and content stats · William Zhang (Real Estate AI Society)
Run a daily Follow Up Boss sweep that scores leads and drafts follow-ups with Claude · William Zhang (Real Estate AI Society)

Usage sources

Agent / broker Claude Code for Real Estate Agents: How I Run My Entire Practice On It · William Zhang (Real Estate AI Society), Austin agent
Connects Claude Code to Follow Up Boss through the Follow Up Boss API for a morning briefing and CRM follow-up drafts. Says there is no native connector and the API key comes from Admin > API on a paid plan.
Agent / broker AI Executive Assistant for Real Estate: How I Automate My Morning With Claude Code · William Zhang (Real Estate AI Society), Austin agent
A one-command "Good Morning" skill pulls his Follow Up Boss dashboard, flags hot leads and overdue follow-ups, and builds a daily task list.
Agent / broker Las Vegas Brokerage Scofield Group Launches SG Basecamp Real Estate Agent LMS · The Scofield Group (Las Vegas brokerage)
The brokerage's own press release. Follow Up Boss CRM configuration and Smart Lists training are part of new-agent onboarding, and new agents log 500 outbound dials in Follow Up Boss during orientation.
Vendor customer story Customer quotes on the FUB AI page · Tiffany Gelzinis (The Gelzinis Group) and Keith Anderson (SPACE Real Estate Team) · via Follow Up Boss
Short quotes about AI-drafted replies, published by the vendor.

No independent hands-on test found yet.

Pros

Pricing is public and month to month, with a 14-day free trial (no credit card) and no contract. [followupboss.com]
The AI features are included in every plan at no extra charge, not sold as a separate add-on. [followupboss.com]
The AI works on the contact record you already use: one-click summaries, suggested tasks, and draft replies, with no prompt-writing. [followupboss.com]
The REST API is documented, and API keys inherit the user's permissions, so an agent's key can't read the rest of the team's database. [docs.followupboss.com]
A working Austin agent documents connecting Claude Code to Follow Up Boss for a one-command morning briefing and CRM follow-up drafts. [realestateaisociety.com]
The vendor says your account data isn't shared with other customers or used to train global AI models. [followupboss.com]

Cons

On Grow, the AI is only as good as the data the AI sees. Many AI features rely on FUB Calling, which costs $39 per user per month billed monthly, or $33 billed annually, on top of Grow. Pro includes unlimited calling and texting, but Pro starts at $499 per month. [followupboss.com]
Zillow Group owns Follow Up Boss (acquisition closed Dec. 8, 2023). Zillow says Follow Up Boss stays an independent brand and that Zillow Group can't use your customer data without your permission. Predictive lead prioritization specifically surfaces "high intent Zillow buyers," so agents who don't buy Zillow leads may get less from that feature. [zillow.com]
Follow Up Boss has no official Claude or ChatGPT connector. You either set up the API yourself or use a third-party connector such as Follow Up Ace, which says it isn't built or endorsed by Follow Up Boss and requires its own Ace Pro seat. [followupace.com]
An API key gives access to all the data its user can see in Follow Up Boss. Treat the key like a password; account owners need the API Key Restriction Power-Up to control who can create keys. [help.followupboss.com]
Smart Summaries are still labeled beta. [followupboss.com]
Follow Up Boss is built around lead volume, routing, and team accountability. A solo luxury agent working a referral sphere may pay for routing features the agent won't use. (Editorial judgment, not a test.)
The AI drafts texts and emails, but you're still responsible for consent and texting rules (TCPA, 10DLC) and for reviewing every message before the message goes out.

What we couldn't verify

We found no independent hands-on test of the Follow Up Boss AI features.
Exactly which AI features need FUB Calling on the Grow plan. The vendor says "many," not which ones.
Whether every plan includes API access. The Follow Up Boss pricing page and help center don't list a plan restriction; one agent says the API key comes from a paid plan and that accounts without an Admin > API page don't have API access.

Alternatives

Lofty, Sierra Interactive, BoldTrail, Rechat, Real Geeks

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