Your CRM doesn’t manage itself. We optimize your Followup Boss daily – new automations, broken integrations, team coaching, and KPI reports – so your team stays accountable and your leads don’t fall through the cracks.
Here’s what happens with 90% of real estate teams after Followup Boss setup:
We’ve seen this cycle 50+ times. The fix isn’t a better CRM – it’s ongoing management. Someone whose only job is keeping FUB optimized for YOUR business: building new automations as you grow, fixing integrations when tools change, coaching your team weekly, and reporting on what’s working.
Three tiers based on team size and complexity. All include a dedicated account manager.
$ 800/month
Best for: New FUB users,
simple workflows
$ 1200/month
Best for: Active wholesalers
with 50+ leads/month
$ 1500/month
No “set it and forget it.” Active CRM management requires consistent attention.
Here’s what your account manager does each week.
Review pipeline movement from last week. Flag stale leads (90+ days no activity). Check stage conversion rates. Identify drop-off points.
01Check that all action plans triggered correctly last week. Spot any broken integrations. Verify Zapier zaps are running.
0230-minute call with your manager and key team members. Review rep KPIs, troubleshoot blockers, share best practices, and gather feedback.
03New automation builds, custom field additions, smart list creation, and template updates based on your requests or audit findings.
04Weekly KPI report delivered via Slack/email. Conversion metrics, lead volume by source, action plan performance, and team accountability metrics.
05Your dedicated account manager is on Slack/email during business hours. Most non-emergency questions are answered within 2 hours.
06Before we focused on Followup Boss, we managed accounts across HubSpot, KVCore, LionDesk, Lofty
Boomtown, Top Producer, and Go High Level. Here’s an honest breakdown of how Followup Boss
compares to each – and why we recommend it for real estate investors.
HubSpot is a marketing automation giant designed for SaaS and B2B businesses. For real estate investors, it’s overkill. The “Marketing Hub” pricing scales fast ($800-$3,600+/month), and the workflows aren’t designed for SMS-heavy follow-up that defines wholesaling. HubSpot wins for: multi-channel B2B marketing with email-first sales. FUB wins for: SMS-heavy, phone-based real estate investor follow-up.
KVCore is a real estate-specific CRM owned by Inside Real Estate. It bundles a CRM with IDX websites and ad management — sounds great until you realize the CRM is the weakest part. The action plans are limited, the smart lists are clunky, and integrations with REI tools (Smarter Contact, BatchLeads, etc.) are weak. FUB wins on: pure CRM functionality, integrations, and UX.
Lofty (formerly Chime) is heavily marketed to brokerages. Good for traditional agent buyer/seller workflows, weak for investor flips and wholesaling. The pricing also jumps significantly at the team tier ($499+/month). FUB wins on: REI-specific customization and per-user pricing flexibility.
LionDesk is the budget option ($25-200/month). Decent for solo agents starting out. Falls apart at team scale — UX is dated, integrations are limited, automations are basic. FUB wins on: scalability, automation quality, team features.
Boomtown is for large brokerages and teams (50+ agents). Expensive ($1,500+/month minimum) and focused on lead capture from their own paid ad system. Overkill for investors. FUB wins on: not requiring you to use their ads, flexibility, lower starting cost.
Top Producer is one of the oldest real estate CRMs. Reliable but dated UI/UX, slower to add new features, weaker integrations. FUB wins on: modern interface, faster feature releases, better mobile experience.
Go High Level is a marketing agency software that some investors use for SMS campaigns. It’s powerful for sequencing but isn’t a true CRM – pipeline management is weak, real estate-specific features are absent. Many of our clients use GHL for SMS AND Followup Boss for their CRM. They complement, not compete. FUB wins on: pipeline-first CRM workflows.
If you’re doing 3-15+ deals/month and your team is logging hundreds of contacts weekly, Followup Boss only works with active management. We catch the broken automations, the stale leads, the team accountability gaps – before they cost you deals.
Multi-market investors need multiple pipelines, market-specific automations, and clean reporting per market. We handle the complexity so your local managers focus on closing.
Teams running both wholesale AND realtor sides need separate pipelines for each business unit, separate reporting, and team-specific automations. We architect this cleanly.
If your Followup Boss is already set up (by you or another agency) and working, you can start directly with Management. We do a free account audit on the discovery call to confirm. If your setup is broken or incomplete, we’ll recommend Setup ($1,500-$4,500) before Management – fixing a broken foundation is harder than building correctly from start.
5-7 business days from contract signing. We need a discovery call (30-60 min), admin access to your FUB account, and a 2-week initial audit to understand your current state. Active management begins Week 3.
Yes. Management is month-to-month with no contract. 30-day notice required. If you cancel, we leave your account in better shape than we found it – no scorched earth.
Your team interacts mostly with one person – your dedicated account manager (Saif, Awais, Ali Daniyal, or Salman depending on your tier and load). They’ll get to know your business, your team’s preferences, and your operational rhythm.
We specialize in Followup Boss. We’ve managed HubSpot, KVCore, LionDesk, and Go High Level in the past, but our pricing and processes are tuned specifically for FUB. If you’re on another CRM and want to switch, we can quote a migration to FUB (typically $1,500-$3,000).
Weekly KPI reports delivered via Slack/email with: pipeline movement, automation performance, conversion metrics by source, team accountability scores. Monthly strategy reviews on Zoom (Growth+ tier) to align on priorities.
No long-term contract. Month-to-month. Most clients stay 6-18 months on average. We’d rather you stay because we’re delivering value, not because you’re locked in.
Your FUB account stays exactly as we built/optimized it. You retain all data, pipelines, automations, and integrations. We hand over admin documentation and offboarding notes – your team or a new agency can pick up smoothly.
These are the tools we connect to FUB by default. Click any tool to learn more or sign up using our affiliate link.
Top SMS platform for high-volume wholesalers. Native FUB integration.
Powerful SMS tool with deep automation. Connects to FUB via Zapier.
Call tracking and recording. Native FUB integration shows attribution.
Booking scheduling. We connect Calendly events to FUB pipeline stages.
Connects 6,000+ apps to FUB for custom workflows.
Book a free 30-minute discovery call. We’ll audit your current Followup Boss setup, identify gaps, and recommend a management tier that fits your team size and complexity.
These services work best when combined for maximum lead flow and conversion.
Reach motivated sellers through compliant SMS campaigns and generate more conversations.
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Combine SMS and cold calling to maximize seller contact rates and appointment opportunities.
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Get your CRM configured correctly with automations, lead routing, tags, and workflows built for real estate investors.
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Delegate CRM updates, follow-up tasks, and lead management.
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