Catervas tools library
Follow Up Boss
Real estate CRM that sorts leads and drafts follow-ups with built-in AI.
AI capabilities
Built-in AI: smart summaries, smart messages (drafted replies), suggested tasks, predictive lead prioritization (fuller AI on Pro; some Grow AI relies on paid Calling add-on).
Trust checks
- Admin-verified listing: Pass · Reviewed by the Catervas team: links and prices checked Nov 5, 2026
- Active maintenance: Not checked · Not checked yet
- No open critical security advisories: Not checked · Not checked yet
- Privacy and data policy: Not checked · Not checked yet
- Company or foundation backing: Pass · Vendor named: Follow Up Boss
Problems it helps with
- Too few deals, uneven income and a constant need for new leads: Pulls leads from any source into one CRM, routes them, and runs automated 'Action Plans' for text/email/call follow-up, so referral and repeat clients get nurtured even during a slow market.
- Following up on leads while you're out showing homes: Pulls leads from any source into one CRM, routes them, and runs automated 'Action Plans' for text/email/call follow-up, so referral and repeat clients get nurtured even during a slow market.
Works with
- Gmail · Gmail & Google Apps, Microsoft/Office 365, calendar/email sync, Zapier, Mailchimp, Facebook Lead Ads, IDX websites, 200+ lead sources & apps;
- Mailchimp · Gmail & Google Apps, Microsoft/Office 365, calendar/email sync, Zapier, Mailchimp, Facebook Lead Ads, IDX websites, 200+ lead sources & apps;
- Outlook / Microsoft 365 · Gmail & Google Apps, Microsoft/Office 365, calendar/email sync, Zapier, Mailchimp, Facebook Lead Ads, IDX websites, 200+ lead sources & apps;
- Zapier · Gmail & Google Apps, Microsoft/Office 365, calendar/email sync, Zapier, Mailchimp, Facebook Lead Ads, IDX websites, 200+ lead sources & apps;
Data as JSON: /api/tools/follow-up-boss · Compare tools: /compare · llms.txt
Information, not professional advice. Rankings can't be bought.