Follow Up Boss is the leading CRM for high-growth real estate businesses. Get all your leads in one place & take control of your follow up so you can work smarter.
Tools
Apply Action Plan To Person
Tool to apply an Action Plan to a person in Follow Up Boss. Use when you need to assign or apply a specific action plan workflow to a contact.
Create Appointment
Tool to create a new appointment in Follow Up Boss. Use when you need to schedule meetings, property showings, or events. Requires title, start time, and end time. Optionally send invitation emails to invitees.
Create Appointment Outcome
Tool to create an appointment outcome in Follow Up Boss. Use when you need to add a new outcome type for appointment tracking.
Create Appointment Type
Tool to create a new appointment type in Follow Up Boss. Use when you need to define a new category for appointments that can be scheduled in the system.
Create Call
Tool to add a call record to Follow Up Boss. Use when you need to log a phone call interaction with a person.
Create Custom Field
Tool to create a custom field in Follow Up Boss. Use when you need to add a new custom data field to person records, such as tracking anniversaries, customer types, or any other custom information.