Follow Up Boss
· #78 most-usedEvery real-estate lead followed up, every time
Follow Up Boss is the CRM built for real-estate teams who live and die by their response time — it centralises every lead source into one pipeline and fires action plans the instant a contact arrives. Connect it to Actionist and your agent tracks stages, logs calls, reassigns contacts, creates deals, and reacts to webhook events across your entire database — without a rep touching the CRM manually. The result: leads contacted faster, pipelines always current, and zero follow-ups falling through the cracks.
Eliminates manual work. The agent eliminates the daily manual work of logging calls, updating stages, applying action plans, and routing incoming leads — tasks that typically consume 45–60 minutes per rep per day across a team.
What your Follow Up Boss agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
Follow Up Boss × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
New buyer inquiry to full-service onboarding
When a buyer emails an inquiry through Gmail, your agent looks up their contact in Follow Up Boss, logs a note with the property details they asked about, then fires off a personalised response — and before the rep's coffee gets cold, a showing slot is blocked in Google Calendar and the team channel in Slack gets a heads-up with the buyer's budget and timeline. Fifteen minutes of co-ordination compressed to 60 seconds.
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales18 min / weekLead routing by hand
Reps manually read each new lead, decide who gets it, and update the stage — 18 minutes of triage every morning before the first call.
Sales Agent0 minAgent routes on arrivalThe agent reads the lead source, zip code, and language preference and assigns the right rep in Follow Up Boss before the rep opens their laptop.
- Marketing13 min / weekAction plan enrolment
Marketers manually select and apply nurture sequences after each campaign form converts — slow enough to cost the first-hour response window.
Marketing Agent0 minCampaign to action plan instantlyWhen a HubSpot form fires, the agent applies the matching action plan in Follow Up Boss and tags the contact with the campaign slug — attribution locked in within seconds.
- Customer Support18 min / weekPost-close check-in tasks
Co-ordinators manually create 30-day, 90-day, and anniversary tasks after each closing — 18 minutes per deal across a busy team.
Customer Support Agent0 minAgent builds the task chainWhen a deal stage moves to Closed, the agent creates all three check-in tasks in Follow Up Boss with correct due dates and assigns them to the original rep.
- Human Resources7 min / weekRep departure handover
When an agent leaves, a manager manually reassigns their contacts one by one — a 30-minute exercise prone to gaps.
Human Resources Agent0 minBulk reassignment on triggerThe agent reads the departing rep's roster and reassigns every active contact to the covering agent in Follow Up Boss in a single automated pass.
- Finance13 min / weekCommission record filing
Finance manually logs deal details — address, price, agent, split — from email threads into a tracker after each clear-to-close.
Finance Agent0 minAgent syncs deal on milestoneWhen a deal hits Clear to Close, the agent pulls the record from Follow Up Boss and populates the commission tracker automatically — no email archaeology.
- Operations25 min / weekWeekly lead-source audit
Ops managers manually pull contacts by source, count stage distributions, and paste numbers into a report — a 25-minute ritual every Monday.
Operations Agent0 minReport ready before standupThe agent queries Follow Up Boss by source and date range, tallies the stages, and drops the formatted scorecard into Notion before the Monday meeting starts.
- Legal6 min / weekDNC compliance logging
Compliance staff manually note do-not-call requests, pause sequences, and log the timestamp — a 6-minute per-contact task with real regulatory stakes.
Legal Agent0 minAgent pauses and logs instantlyWhen the DNC tag is applied, the agent immediately pauses all active action plans and writes a timestamped audit note to the contact record in Follow Up Boss.
Calculate what your team saves
Based on Follow Up Boss's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.
How to plug Follow Up Boss into Actionist
Pick the connection method that suits your environment.
The fastest path. Install the Follow Up Boss MCP server in one click; the agent reaches your contacts, deals, and action plans through a permissioned OAuth handshake — no tokens to copy, no keys to rotate.
Find Follow Up Boss in the Apps library and click Connect. MCP is selected by default.
A Follow Up Boss OAuth window opens. Sign in with your admin account, choose your team account, and grant Actionist read/write access to contacts, deals, tasks, and action plans.
Actionist runs a read-only call to verify the handshake. You're ready.
15 actions your agent can call
Read and write operations available to your Actionist agent.
7 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.
Skills that pair with Follow Up Boss
Reusable agent skills that work well alongside this app.
MCP servers that work with Follow Up Boss
Connect Actionist to MCP servers built for or around this app.