Call Summaries with AI: Follow Up Boss Features

AI tools are reshaping how real estate agents handle call documentation. Follow Up Boss integrates two solutions to simplify workflows: AI call summaries and Ace AI, its advanced assistant. Here's a quick breakdown:

• AI Call Summaries: Automatically transcribes calls, highlights action items, and updates CRM records within 15 minutes.
• Ace AI: Adds advanced automation, such as real-time voice commands, lead qualification, and follow-up scheduling. It also enables hands-free updates and detailed lead engagement.

These tools aim to save time, reduce manual work, and improve productivity. While the built-in call summaries focus on transcription and basic task creation, Ace AI offers more features at $25–$55 per user per month. Choose based on your team's needs: basic documentation or comprehensive automation.

Introducing the New AI Call Summaries Feature in FUB

1. Follow Up Boss AI Call Summaries

Follow Up Boss's AI call summary feature simplifies call documentation by automating the process. For calls made through the FUB Dialer, the system sends the recording to a transcription service, which then uses a Zillow-hosted model to create a summary highlighting key action items.

Integration with CRM

Within 15 minutes of completing a call, both the transcript and its summary are automatically added to Follow Up Boss's CRM. This integration removes the need for manual data entry, enabling agents to quickly turn suggested tasks into actionable steps, whether they're using the web or mobile app. Additionally, KrispCall's integration enhances functionality by offering features like one-click calling, automatic call note saving, instant lead alerts, and detailed call history tracking. With the Click-to-Call feature, agents can initiate calls directly from the CRM. These tools work together to streamline workflows and increase productivity.

Automation Capabilities

Every inbound and outbound call is automatically processed, and follow-up tasks are created directly from the AI-generated summaries. The system also integrates with tools for lead generation, email marketing, scheduling (like Calendly), and e-signatures, further simplifying daily workflows. By automating call documentation and task creation, agents save time, while managers gain valuable insights for coaching by reviewing these summaries.

Real-Time Features

Although not instant, the system delivers summaries within 15 minutes, ensuring agents can maintain their workflow without unnecessary delays.

"Call Transcripts and Summaries allow agents to provide better customer service as they can focus on listening to the customer and consistently follow up as the summary captures the key action items." – Follow Up Boss Help Center

2. Ace AI – Follow Up Boss CRM AI Assistant & Automation Solution

Follow Up Boss already offers AI-powered call summaries, but Ace AI takes it a step further with automation tools specifically designed for real estate professionals. It doesn’t just transcribe calls - it manages the entire process, from summarizing conversations to initiating follow-ups, ensuring agents stay productive and efficient.

Integration with CRM

Ace AI is built directly into the Follow Up Boss CRM, so there’s no need for extra logins or browser extensions. Using dedicated API connectors, it seamlessly integrates with the system, allowing secure access to contact and deal data. It can create notes, schedule tasks, update custom fields, and even add appointments - all within the CRM. What’s more, Ace AI adapts to your workflows, enabling agents to update records with natural language commands. This deep integration ensures smooth data flow and lays the groundwork for powerful automation features.

Automation Capabilities

Thanks to its tight integration with the CRM, Ace AI doesn’t just summarize calls - it automates critical tasks like logging activities, updating contacts, and scheduling follow-ups. If a call isn’t answered, Ace AI can draft follow-up messages, add notes, and schedule the next step automatically. Its smart workflows make it easy for agents to schedule tasks and send personalized communications in seconds. For ongoing lead engagement, the optional Ace RANT™ add-on provides automated lead nurturing via tailored SMS and email follow-ups, all while logging every interaction.

Real-Time Features

Ace AI offers real-time tools that keep agents connected and informed. With instant chat and context-aware insights, it analyzes CRM data to provide actionable recommendations. Its high-fidelity AI voice chat lets agents dictate notes or compose follow-ups on the go. The Ace Anywhere feature allows updates to Follow Up Boss from any device, eliminating the need to log in. Real-time speech-to-text and voice commands make it easy to review lead details, dictate call summaries, and outline next steps immediately after conversations.

Scalability and Cost

Ace AI offers two pricing options tailored to different team needs. The Ace plan, priced at $25 per user per month, includes embedded chat functionality and basic automation tools - perfect for teams needing AI-assisted note-taking. The Ace Pro plan, at $55 per user per month, adds full voice capabilities and the Ace Anywhere app for mobile and desktop use. Both plans include volume discounts and a 7-day free trial. With pricing that’s often half the cost of similar solutions, Ace AI combines affordability with specialized real estate tools, making it a practical choice for boosting agent productivity and streamlining workflows.

sbb-itb-b3b90a6

Pros and Cons

Taking a closer look at how AI call summaries impact productivity in Follow Up Boss, it's clear there are distinct advantages and limitations. When deciding on these tools, weighing the benefits against the drawbacks is crucial for making the right choice. Here's a breakdown of the features and their effects on agent efficiency.

Follow Up Boss AI Call Summaries

Follow Up Boss's built-in AI call summaries are designed to save agents time by removing the need for manual note-taking. For instance, a contact center with 1,000 agents could save around 83,300 hours each month - equating to approximately $1,249,500 in savings at $15 per hour.

Another strong point is accuracy. Unlike traditional note-taking, AI summaries reduce human error and ensure consistent documentation. According to the Follow Up Boss Help Center: "Call Transcripts and Summaries allow agents to provide better customer service as they can focus on listening to the customer and consistently follow up as the summary captures the key action items". However, the native features are mostly limited to transcription and basic summaries, offering minimal automation.

Ace AI Advantages

Ace AI takes things a step further by combining call summaries with automated activity logging, record updates, and follow-up scheduling. Its integration with CRM systems allows agents to update records using natural language commands, eliminating the need for extra logins or browser extensions.

Pricing is another plus for Ace AI. Plans start at $25 per user per month, with a full-feature option at $55. It also offers real-time capabilities, such as dictating notes or composing follow-ups on the go. The Ace Anywhere feature makes it possible to update records from any device, and its user-friendly interface ensures a quick learning process.

Potential Drawbacks

Both tools rely on stable internet connections to function effectively. While they both include enterprise-grade security measures, data privacy remains a vital concern for businesses. Here's a comparison of key features and their limitations:

These comparisons highlight which solution might work best for your team. If your focus is on basic call documentation, Follow Up Boss's native features may be enough. But for teams that need advanced automation and CRM functionality, Ace AI offers a more comprehensive solution.

Conclusion

Deciding between Follow Up Boss's built-in AI call summaries and Ace AI comes down to what your team needs most. If your focus is on basic call documentation without additional costs, Follow Up Boss's native features are a solid choice. These tools provide accurate voice-to-text transcription and deliver summaries within 15 minutes of a call ending, making them ideal for straightforward documentation.

However, if you're aiming for more than just transcription, Ace AI offers a broader range of benefits. Beyond automating documentation, it actively enhances lead engagement. For real estate teams looking to boost efficiency and close more deals, Ace AI's automation tools can be a game-changer. According to Structurely, an AI assistant can help schedule up to seven times more appointments than the average inside sales agent (ISA). This highlights Ace AI's ability to streamline lead management and improve conversion rates.

With advanced features like real-time voice updates, natural language processing, and automated task management, Ace AI minimizes time spent on administrative work. Its monthly cost of $25–$55 per user is easily justified by the time saved and the increase in lead conversions. As Scott Selverian, Director of Industry Relations at Sierra Interactive, explains:

"This is a way to move leads through the first part of the funnel for you, without you lifting a finger".

For smaller teams, Ace AI can act as a cost-effective virtual assistant, while larger teams can use it to complement their staff and enhance overall productivity.

Ultimately, your decision should be guided by your team's size and workflow. Solo agents or small teams with fewer leads may find Follow Up Boss's native tools sufficient. But larger teams handling higher lead volumes or complex follow-up processes will benefit from Ace AI's intelligent automation, voice commands, and lead nurturing features. These distinctions make it easier to identify the tool that aligns with your goals.

For teams ready to embrace advanced AI tools and streamline their operations, Ace AI delivers a comprehensive solution. Its seamless integration with Follow Up Boss, combined with features like context-aware insights and AI-assisted drafting, makes it an excellent choice for agents looking to scale their business efficiently.

FAQs

How do AI-powered call summaries in CRM systems improve productivity for real estate agents?

AI-driven call summaries integrated into CRM systems are a game-changer for real estate agents. They automatically transcribe calls and highlight key points, removing the hassle of manual note-taking. This means agents can dedicate more time to nurturing client relationships and sealing deals.

These summaries also offer quick insights and clear follow-up actions, ensuring every important detail is captured. By simplifying workflows and improving communication, these tools help agents stay on top of their tasks and maintain peak productivity.

How do Follow Up Boss's AI call summaries differ from the advanced features of Ace AI?

Follow Up Boss's built-in AI call summaries offer straightforward transcription and call summaries, making it easier to keep track of your conversations. But Ace AI goes beyond the basics, offering advanced tools specifically designed for real estate professionals.

With Ace AI, you’ll benefit from smooth integration within Follow Up Boss, real-time voice and chat commands, and smart automation for managing leads and follow-ups. These features help ensure no lead slips through the cracks while streamlining daily tasks for agents and teams.

How does Ace AI help real estate teams improve lead follow-ups and engagement?

Ace AI revolutionizes how real estate teams handle lead engagement and follow-ups by offering real-time, tailored interactions and automating repetitive tasks. It ensures that every lead interaction is recorded and monitored, minimizing the chances of missed opportunities. This gives agents the ability to respond promptly, build stronger connections, and stay consistently engaged with potential clients.

By simplifying these workflows, Ace AI empowers teams to operate more efficiently and secure more deals, making it an indispensable resource for improving lead management and increasing productivity.