Follow Up Boss

Also known as: FUB; Follow Up Boss AI; Smart Messages; Smart Summary

Real estate CRM with built-in AI that suggests texts and emails based on a lead's activity, suggests follow-up tasks and flags high-intent leads. Paid plans from $69 per user per month; AI features at no extra charge (checked November 2026).

How to do it?

  1. 01

    Start the 14-day free trial

    Sign up on the pricing page; AI features are included, though some rely on call data from the paid Calling add-on.

  2. 02

    Open a lead's profile or your inbox

    Smart Messages work on desktop, in the text or email composer on a lead's profile and in your inbox.

  3. 03

    Click the sparkle icon for a draft

    In the composer, click the sparkle icon to get a suggested reply based on the lead's recent activity and past conversations.

  4. 04

    Describe your own message if needed

    Use the custom option to say what you want to say or why you are reaching out, and let the AI draft it.

  5. 05

    Edit and review before sending

    Follow Up Boss says to review each message before sending; check names, dates, prices and property details against the lead record.

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