Account Setup & User Configuration
Complete Followup Boss setup including user roles (admin/agent/lender), permissions, notifications, signatures, and system preferences.
Followup Boss Setup for Real Estate Wholesalers & Investors
The best CRM for real estate wholesalers, set up correctly the first time. We handle the configuration, custom pipelines, integrations, and team training – so your follow – up never falls through the cracks.
Followup Boss Setup
Why Followup Boss is the Best CRM for Real Estate Wholesalers
Real estate wholesaling is a follow-up business. Most deals close on the 5th-12th touchpoint, not the first call. If your CRM can’t reliably track sellers across SMS, calls, voicemails, and emails over 90+ days, you lose deals to better-organized competitors.
But Followup Boss out-of-the-box isn’t built for wholesalers, it’s built for traditional realtors. We customize it specifically for real estate investor workflows: motivated seller pipelines, cash buyer lists, contract stages, dispositions tracking, and KPI dashboards your team will actually use.
Key points
What's Included in Your Followup Boss Setup
Every setup is fully customized to your business, wholesaling, fix-and-flip, land investing, or hybrid investors. Here’s exactly what you get inside your system.
Custom Pipeline Architecture
Investor-focused pipelines (not realtor setup) with stages like New Lead, Pre-qualified, Hot Lead, Appointment Set, Offer Made, Under Contract, Closed/Dead.
30 Days Post-Setup Support
Slack/email support for 30 days after delivery for fixes, tweaks, and additional guidance.
Tool Integrations
Native + Zapier integrations with Smarter Contact, BatchLeads, CallRail, Calendly, Facebook Ads, and 250+ tools.
Email & SMS Templates
30+ tested scripts for outreach, follow-up, appointment setting, contract updates, and disposition communication.
Team Training
Two live Zoom training sessions (recorded) to onboard your team and ensure smooth system adoption.
KPI Dashboard Setup
Performance dashboards for calls, contacts, conversions, appointments, and deal tracking, simple and actionable.
Smart Lists for Wholesaler Workflows
Automated lists for hot leads, cold leads, follow-ups, contract stage deals, cash buyers, and re-engagement opportunities.
Custom Fields for Real Estate Investors
ARV, repair cost, MAO, motivation score, deal status, assignment fee, property details, and investor-specific tracking fields.
Action Plans (Drip Sequences)
Pre-built 30/60/90-day follow-up systems using SMS + email for cold leads, nurturing, and stale lead recovery.
Process
The 7–10 Business Day Setup Process
No confusion, no delays — here’s your exact step-by-step setup timeline.
- 01Day 1–2
Discovery Call & Workflow Mapping
60-minute call where we understand your business, lead sources, pipeline stages, team structure, and current CRM gaps.
- 02Day 3–5
CRM & Pipeline Configuration
We build your Follow Up Boss system, create pipelines, smart lists, action plans, and user roles. You review before moving forward.
- 03Day 6–7
Integrations & Automations
Connect all lead sources like Smarter Contact, BatchLeads, CallRail, Zapier, and Meta Ads. We test full lead flow.
- 04Day 8
Templates & Custom Fields Setup
All SMS/email templates added + REI-specific fields configured for deal tracking and reporting.
- 05Day 9–10
Team Training & Live Testing
Two live training sessions with your team + real-time system testing to ensure everything works smoothly.
- 06Post Launch
30-Day Support Window
Ongoing support via Slack/email for fixes, questions, and system improvements.
Compare
Followup Boss vs. Other Real Estate CRMs - Why We Recommend It
We’ve set up nearly every CRM on the market for real estate clients. Here’s why Followup Boss wins for investors and wholesalers.
| Feature | Followup Boss | HubSpot | KVCore | LionDesk | Lofty |
|---|---|---|---|---|---|
| Built for real estate? | ✅ Yes | ❌ Generic | ✅ Yes | ✅ Yes | ✅ Yes |
| Native SMS | ✅ Yes | ❌ No | ✅ Yes | ✅ Yes | ✅ Yes |
| Smarter Contact integration | ✅ Native | ⚠️ Zapier | ❌ Limited | ⚠️ Zapier | ❌ Limited |
| BatchLeads integration | ✅ Native | ⚠️ Zapier | ❌ No | ❌ No | ❌ No |
| Investor pipeline templates | ✅ Customizable | ❌ DIY | ⚠️ Agent-focused | ⚠️ Agent-focused | ⚠️ Agent-focused |
| Pricing for small teams | $79/user/mo | $50–450/mo | $499/mo | $25–200/mo | $499+/mo |
| Setup difficulty | Medium | Hard | Medium | Easy | Medium |
| Our recommendation | ✅ Best for REI | For enterprise only | If you're an agent | Budget option | Agent brokerages |
Highlights
Built For Real Estate Investors, Wholesalers, and Realtors
Different businesses, same need: never lose a lead to bad follow-up.
For Wholesalers
Track motivated sellers from cold contact to assignment. Custom pipeline stages for offer-made, under contract, and assigned. Integrate with Smarter Contact + BatchLeads. Manage cash buyer lists separately.
For Land Investors
Long sales cycles (often 60-180 days) need rigorous follow-up. We build custom action plans for raw land prospects, integrate PRYCD and Land Insights, and create separate pipelines for sub-divided vs. raw parcels.
For Realtors
Buyer/seller lead routing, listing alerts, transaction milestones, anniversary touchpoints. Connect to your MLS via Realscout. Drip campaigns for both buyer journey and seller nurture.
Followup Boss Setup
Pricing & Investment
Followup Boss Setup is a one-time investment of $1,500 for standard setup (1-3 users, single pipeline) or $2,500-$4,500 for complex setups (multi-pipeline, multi-team, advanced automations).
Your monthly Followup Boss subscription ($79/user/month) is paid directly to Followup Boss — not to us. You own the account.
Many clients add our Followup Boss Management service ($800-$1,500/month) for ongoing optimization, new automation builds, team training, and reporting.
FAQ
Frequently Asked Questions
How long does Followup Boss setup take?
Standard setup is 7-10 business days from kickoff call to team training. Complex setups (multi-pipeline, multi-team, custom integrations) can take 14-21 days. We give you a precise timeline on the discovery call before any payment.
Do I need to buy Followup Boss before hiring you?
No. We work with you on the discovery call to recommend the right plan (Grow / Pro / Platform). You purchase the subscription directly from Followup Boss, they own that relationship and your data. We never markup tool subscriptions.
What's the difference between FUB Setup and FUB Management?
Setup is a one-time project ($1,500-$4,500) to configure your account, build pipelines, integrate tools, and train your team. Management is ongoing monthly support ($800-$1,500/month) to optimize, add new automations, troubleshoot, and report on KPIs. Most wholesalers do Setup first, then add Management after 30 days when they see how much there is to maintain.
Can you migrate data from my current CRM?
Yes. We migrate contacts, properties, deal history, notes, and tasks from HubSpot, Podio, Salesforce, LionDesk, KVCore, REISift, and most others. Data migration is included in standard setup if you have under 5,000 contacts. Over 5,000 contacts may require a small data migration add-on ($500-$1,500).
Will I lose data if I switch agencies later?
No. You own your Followup Boss account, all contacts, pipelines, and automations. If you leave us, everything stays exactly as it is. We hand over admin credentials at the end of setup, we’re never the only admin.
Do you also set up Followup Boss for realtors?
Yes. Realtor setup uses different pipelines (buyer journey, seller listing, transaction milestones) and different action plans. Pricing is the same as investor setup. Mention realtor focus on the discovery call.
What integrations do you build by default?
Standard package includes 5 integrations: your SMS tool (Smarter Contact / Launch Control), your dialer (ReadyMode / BatchDialer), Calendly, CallRail, and Zapier (for any custom workflows). Additional integrations are $100-$300 each depending on complexity.
What happens after the 30-day support window ends?
You’re welcome to add our Followup Boss Management service ($800-$1,500/month) for ongoing support. Or if you’ve trained your in-house team, you can handle it yourself, we leave behind documentation and recorded training videos. Many clients DIY after 6-12 months once their team is comfortable.
Tools & integrations
Tools We Integrate with Followup Boss
These are the tools we connect to FUB by default. Click any tool to learn more or sign up using our affiliate link.
Smarter Contact
Top SMS platform for high-volume wholesalers. Native FUB integration.
Launch Control
Powerful SMS tool with deep automation. Connects to FUB via Zapier.
CallRail
Call tracking and recording. Native FUB integration shows attribution.
Calendly
Booking scheduling. We connect Calendly events to FUB pipeline stages.
BatchLeads
Pull motivated seller lists. Auto-create contacts in FUB.
Get BatchLeads 
Zapier
Connects 6,000+ apps to FUB for custom workflows.
Free strategy call
Tools We Integrate with Followup Boss
Book a free 30-minute discovery call. We’ll review your current sales process, identify the right Followup Boss plan, and give you a custom setup quote. No pressure, no commitment.
Prefer email? Reach us at info@reimarketingpro.com or call +1-951-374-0106.
Related services
Pairs Well With
These services work best when combined for maximum lead flow and conversion.
SMS Marketing
Reach motivated sellers through compliant SMS campaigns and generate more conversations.
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Cold Calling
Combine SMS and cold calling to maximize seller contact rates and appointment opportunities.
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CRM System Management
Keep your CRM clean, optimized, and fully managed with ongoing support, reporting, and lead management.
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