FUB Win the Day (WTD)

Follow Up Boss is a customer relationship management (CRM) and operations platform built specifically for real estate agents, teams, and brokerages. It’s designed to help you manage leads, stay organized, automate follow-ups, and ultimately convert more prospects into clients and close more deals.


One of the main reasons EXIT Unlimited uses it?  We create opportunities— a lot of them.  FUB has been a great growth partner to help us: creating routing rules to send leads to the right agents, create automations,  send leads to agents i

Rule #1:  Work your lists.  

Think of it this way- your lists are what your 'previous' self told you to do in order to move the lead/ your business forward.   The 'lists' code your CRM as you work on a day-to-day basis so that you remember when and why to call a lead in one week, two weeks, one month, quarterly, etc.    Work the CRM rules, let the CRM work your business for you!


What Follow Up Boss Does Do

Centralized Lead Management

Follow Up Boss pulls all your leads (from websites, portals like Zillow or Realtor.com, marketing campaigns, and other sources) into one system so you never lose track of a potential client.


Automated Follow-Up

The platform automates follow-up tasks like emails, texts, and call reminders — so leads are contacted quickly and consistently, 24/7. This helps increase conversion rates because faster follow-up leads to more appointments and deals.


Lead Distribution & Assignment

For teams and brokerages, Follow Up Boss lets you route and assign leads automatically (e.g., round-robin distribution), making sure the right agent gets the right lead at the right time.


Communication Tools

You can email, call, and text contacts directly from the platform, and track all conversations in one place. Some plans include built-in phone systems with call tracking and summaries.


Automation & Smart Lists

Set up action plans and automations to stay engaged with leads without manually handling every follow-up. Smart Lists dynamically show you which contacts need attention next.


Reporting & Coaching

Follow Up Boss includes dashboards and reporting tools so team leaders can track performance, agent activity, and conversion metrics. This helps improve accountability and coaching.

Why Real Estate Pros Use It

  • Faster response times — leads get contacted more quickly and reliably.
  • Better organization — all contacts and communication history live in one place.
  • Stronger follow-up — automation helps you stay in touch without manual tracking.
  • Team collaboration — leaders can assign leads, monitor activity, and coach agents.

What It’s Not

Follow Up Boss isn’t a lead generator, website builder, or transaction/closing system — it works with whatever lead tools and systems you already use to organize and follow up effectively.