Follow Up Boss Integrations: Transaction Management Tools
Follow Up Boss integrates with top transaction management tools to help real estate professionals save time, reduce errors, and close more deals. Here’s a breakdown of three standout options:
- Brivity: Combines CRM, lead management, and transaction coordination. Automates up to 50% of daily tasks and offers real-time client portals.
- Ace AI: AI-powered assistant for Follow Up Boss. Automates tasks, schedules, and communication directly within the CRM. Saves teams an average of 13.1 hours weekly.
- Dotloop: Focuses on transaction management with eSignatures, compliance tools, and seamless syncing with Follow Up Boss. Affordable plans starting at $0.
Quick Comparison
| Tool | Monthly Cost | Strengths | Limitations | Best For |
|---|---|---|---|---|
| Brivity | $99/user | All-in-one CRM, lead, and transaction tool | Higher cost, complex setup | Teams needing an all-in-one solution |
| Ace AI | $25–$55/user | AI-driven automation within Follow Up Boss | Only works with Follow Up Boss | Follow Up Boss users wanting AI features |
| Dotloop | Free–$31.99/user | Affordable transaction management | Free plan limits, privacy concerns | Budget-conscious agents |
Recommendation:
- Start with Ace AI if you already use Follow Up Boss.
- Choose Brivity for a comprehensive, all-in-one platform.
- Go with Dotloop for a budget-friendly, transaction-focused solution.
Free trials are available for all tools - test them to find the best fit for your workflow.
Automating Deals & Insights with Follow Up Boss, dotloop, and Business Intelligence Tools
1. Brivity
Brivity works alongside Follow Up Boss to simplify workflows for real estate agents and teams. By combining lead management with transaction coordination, this integration helps eliminate data silos that often slow down real estate operations.
Integration Depth
Through Zapier, Brivity enables a range of automated actions, such as creating leads, updating contact stages, assigning tasks, sending emails, and logging events. These triggers - like new appointments, deals, or contact updates - help ensure seamless data flow and task management between platforms.
Workflow Efficiency
Brivity taps into Follow Up Boss data to handle up to 50% of daily tasks automatically, covering everything from capturing leads to closing deals. David Greene, co-host of the Bigger Pockets Podcast and leader of David Greene Real Estate, highlights this benefit:
"Brivity lets you do pretty much everything from start to finish within one platform and makes my team more efficient."
With features like Auto Plans, Brivity creates tailored task lists and schedules based on property types and key dates. The Client Portal offers real-time transaction tracking, cutting down on calls and emails for status updates. On top of that, integrated email management supports both lead nurturing and transaction updates, making communication smoother. Brivity’s marketing tools also stand out - Market Reports, for example, boast open rates that exceed the industry average by 47%.
Customization Options
Brivity allows you to design Action Plans that automatically generate tasks tailored to property types, transaction stages, and team responsibilities. You can also assign roles based on specific geographic areas, ensuring that task automation and communication align with the unique needs of your brokerage. This level of customization helps teams stay organized and efficient.
2. Ace AI – Follow Up Boss CRM AI Assistant & Automation Solution
Ace AI integrates advanced AI capabilities directly into Follow Up Boss, simplifying transaction management within its platform. Instead of juggling multiple workflows, this AI assistant handles everything - from engaging leads to closing deals - through smart automation and voice-activated commands. Here's how it enhances efficiency across the board.
Integration Depth
Ace AI operates entirely within the Follow Up Boss workspace, eliminating the hassle of using Chrome extensions or additional logins. Setting it up is straightforward, requiring only an API key to securely access essential data like contact details, communication logs, workflow tasks, deal statuses, and timeline events. With this integration, Ace AI can handle CRM tasks such as creating notes, scheduling tasks, updating contact information, applying action plans, and even sending emails - all through simple, natural language commands.
For those using the Ace Intelligence Add-On, custom fields are automatically updated, ensuring transaction data stays accurate and relevant without manual effort.
Workflow Efficiency
Ace AI takes over repetitive CRM tasks, allowing agents to focus on building relationships with clients. By automating task creation, appointment scheduling, and action plan application, it streamlines transaction management. When Moon Sherpa Labs launched Ace AI in December 2024, early adopters quickly saw results. Broker Mark Jensen shared, "Ace AI has been transformative for my business. Within a week, I've seen an incredible increase in response rates. The ability to save summaries for our leads has saved us so much time".
The AI doesn’t stop there. It analyzes notes, calls, texts, and website activity to highlight key talking points for transactions. With one-click email and text drafting, as well as voice chat features, Ace AI ensures seamless communication. Its context-aware insights help agents respond faster and more effectively to leads. According to Ace AI, users save an average of 13.1 hours weekly. Over a year, that’s 2,716.1 hours saved per agent. For a team of four, this adds up to 226.2 hours monthly - like having an extra 1.3 full-time assistants.
Customization Options
Ace AI isn’t just about efficiency - it also adapts to fit your team's unique needs. Administrators can customize its features to align with specific workflows and team structures. This includes managing team members, assigning roles, and tracking activity. Team branding, writing style, and task instructions can also be tailored to match your brokerage’s preferences.
The AI learns from your CRM structure, workflows, and communication habits, building connections between tags, stages, action plans, and automations. With custom instructions, Ace AI can meet the specific demands of your transactions and brokerage setup.
Pricing
Ace AI offers two plans to suit different needs:
- Ace Embedded Text Chat: $25 per user per month. Discounts drop the price to $20 for teams of 6–20 users and $15 for teams of 21 or more. This plan includes embedded chat within Follow Up Boss, workflow automation, generous AI conversation limits, and enterprise-grade security.
- Ace Pro Voice & Chat Everywhere: $55 per user per month. Teams of 6–20 users pay $45, while teams of 21 or more pay $35. This plan includes all features of the Embedded Text Chat plan, plus voice chat via Follow Up Boss and the "Ace Anywhere" mobile and desktop app, auto-summaries, and advanced automations.
For teams with large contact databases, the Ace Intelligence Add-On costs $25 per month for every 5,000 contacts, with a one-time $50 setup fee per 5,000 contacts. All plans come with a free 7-day trial.
Austin Archuleta, Founder of Moon Sherpa Labs, summed it up best: "Ace AI empowers real estate professionals to save time, build stronger client relationships, and close more deals by combining seamless integration with powerful AI-driven insights".
3. Dotloop
Dotloop brings a streamlined solution for managing real estate transactions directly within Follow Up Boss. This cloud-based platform simplifies every stage of the transaction process, seamlessly integrating lead management with document handling. The result? Transactions move effortlessly from start to finish without the need for juggling multiple tools.
Integration Depth
Dotloop creates a direct connection between Follow Up Boss and its platform. Starting a transaction is as simple as checking the "Add to dotloop" box and selecting a template. This action automatically syncs the client's details with the new transaction loop, cutting down on duplicate data entry and system hopping.
The integration ensures that updates flow between the two platforms automatically, keeping everything transparent and in sync. Beyond that, Dotloop connects with over 75 real estate platforms and partners with more than 190 local and state associations to provide access to a wide range of forms.
Workflow Efficiency
With Dotloop integrated into Follow Up Boss, real estate teams can manage transactions - initiate, view, and update them - without leaving the platform. This smooth workflow saves time and reduces communication gaps. As Jenn Tervo, Senior Trainer of Customer Success at Market Leader, puts it:
"The Market Leader-dotloop integration provides agents with the ability to manage and track every deal, regardless of where the lead originated, and save agents valuable time on the back end that's better spent in front of their business."
Dotloop also offers a range of tools to enhance efficiency, including compliance features, eSignatures, document editing and sharing, notifications, mobile access, reporting capabilities, and secure storage.
Customization Options
Dotloop allows for flexible customization to fit specific workflows. When starting a new loop from Follow Up Boss, users can choose templates tailored to their transaction needs. Additionally, the platform provides access to MLS and association-specific forms, ensuring compliance with local market requirements. These options make it easier to maintain a smooth and efficient transaction process.
Pricing
Dotloop offers a variety of pricing plans to cater to different business needs:
- Free Plan: No cost, but limited to 10 transactions per month.
- Dotloop Premium: $31.99 per month (or $314 annually with an 18% discount), designed for individual agents.
- Dotloop for Teams: Custom pricing available through consultation.
- Dotloop Business+: Tailored pricing for brokers, determined after a discovery call.
The platform has earned high praise in the industry. GetApp recognized Dotloop as a 2023 Leader in Real Estate Transaction Management, awarding it a 99 out of 100 overall score. User reviews are equally impressive, with a 4.7/5 star rating based on 670 reviews. Realtor Mike V. highlights the platform's affordability:
"Having full functionality of the entire program for basically a dollar a day is a bargain."
However, the free plan's 10-transaction limit and the custom pricing for team and brokerage plans may not suit heavy users.
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Advantages and Disadvantages
Let’s break down the pros and cons of these tools to help you decide which one fits your needs best.
Brivity combines CRM, website tools, lead generation, and transaction management into one platform for $99 per user per month. According to Wes P., a real estate operator:
"This team is always improving and the customer service is off the charts. NO OTHER real estate CRM gives you the [SENSITIVE CONTENT] cell number. That is standing behind the product."
While the platform offers a lot, some users have pointed out that its website design and setup process can be tricky, potentially making the initial implementation slower than expected.
Ace AI – Follow Up Boss CRM AI Assistant & Automation Solution enhances Follow Up Boss with artificial intelligence. It integrates deeply without requiring extra logins or a complicated setup. However, its functionality is tied exclusively to Follow Up Boss, which might not work for teams using other CRM systems.
Dotloop focuses on transaction management and is widely recognized in the industry. GetApp awarded it a 99 out of 100 overall score for both 2022 and 2023. Lisa Archer from Live Love International shared:
"Dotloop saves us time and money – and in today's market both are precious resources."
With a solid 4.7/5 star rating, Dotloop is a strong contender for transaction management. That said, its free plan comes with transaction limits that may not suit high-volume agents, and some users have raised privacy concerns following Zillow's acquisition.
Here’s a side-by-side comparison of the key details for each tool:
| Tool | Monthly Cost | Key Strengths | Key Limitations | Best For |
|---|---|---|---|---|
| Brivity | $99/user | All-in-one platform; excellent customer support; CRM, website, and lead generation tools | Higher cost; tricky website setup | Teams needing a comprehensive real estate tool |
| Ace AI | $25–$55/user | Deep Follow Up Boss integration; AI-driven automation; easy setup | Only works with Follow Up Boss | Follow Up Boss users wanting AI-driven features |
| Dotloop | Free–$31.99/user | Highly rated; affordable; 75+ real estate integrations | Transaction limits on free plan; privacy concerns | Budget-conscious agents focused on transactions |
When it comes to integrations, Dotloop stands out with over 75 real estate-specific connections, making it compatible with a variety of workflows. Ace AI excels in its seamless integration with Follow Up Boss, while Brivity offers a robust ecosystem with strong third-party connections.
Choosing the right tool depends on what matters most to you - whether it’s a comprehensive platform, AI-powered automation, or a specialized focus on transaction management. We’ll dive deeper into these considerations in the final recommendations.
Final Recommendations
Finding the right transaction management tool depends on your team's size, budget, and workflow needs. Here’s a quick guide to help you decide based on our analysis.
If you're a Follow Up Boss user looking for AI-driven efficiency, Ace AI is an excellent option. Its seamless integration with Follow Up Boss eliminates the hassle of managing multiple logins or syncing data manually. With pricing between $25 and $55 per user per month, Ace AI offers a practical solution. Plus, automation can save up to 50% of your time while cutting costs by 10% to 50%.
For teams in need of an all-in-one platform, Brivity is worth considering. Although it comes at a higher price of $99 per user, its comprehensive features can replace the need for multiple tools. This is especially helpful since brokerages often rely on 10 to 15 digital platforms to handle their operations.
For budget-conscious, transaction-focused agents, Dotloop stands out with its free tier and a premium plan priced at $31.99 per month. It’s a cost-effective choice for managing transactions without breaking the bank.
When evaluating these tools, focus on features like mobile access, automation, user-friendliness, document management, collaboration capabilities, and scalability to ensure maximum efficiency.
Our recommendation? If you're already using Follow Up Boss, start with Ace AI's 7-day free trial to see how it fits. If you're new to Follow Up Boss, consider starting with Dotloop for a budget-friendly option, and then explore Brivity for a more robust, all-encompassing solution. Take advantage of free trials and demos to ensure the tool aligns with your workflow.
FAQs
How do transaction management tools integrated with Follow Up Boss help real estate professionals work more efficiently?
Transaction Management Tools in Follow Up Boss
Follow Up Boss offers transaction management tools that are a game-changer for real estate professionals. These tools simplify the chaos of juggling multiple tasks by automating essential processes and centralizing workflows. The result? Agents can handle every stage of a transaction in one place, cutting down on manual data entry and reducing the chance of errors.
With features like automated reminders, follow-up scheduling, and deadline tracking, agents can dedicate more time to what matters most - building strong client relationships and closing deals. Plus, the seamless integration with other platforms eliminates repetitive tasks, making daily operations smoother and more efficient. These tools enable agents to manage their workload more effectively, work smarter, and focus on achieving better outcomes with less effort.
How do Brivity, Ace AI, and Dotloop compare in terms of cost and features for transaction management?
Brivity is priced at $99 per user per month and includes features like drip campaigns, automated plans, unlimited texting, an advanced email platform, and a client portal that enhances transaction transparency.
Ace AI integrates seamlessly with Follow Up Boss, using AI to automate CRM tasks, provide hands-free updates, and enable instant chat. While its pricing isn’t listed, it focuses on increasing productivity and engagement within the Follow Up Boss platform.
Dotloop, at around $29 per user per month, specializes in transaction management. It offers tools for form creation, e-signatures, and compliance, making it a cost-effective option for managing transactions.
Each platform serves a distinct purpose: Brivity combines CRM and marketing tools, Ace AI automates workflows within Follow Up Boss, and Dotloop delivers transaction management at a more affordable price.
How do I choose the best transaction management tool for my real estate team when using Follow Up Boss?
When choosing a transaction management tool for your real estate team, it's crucial to weigh the features and advantages of each option carefully. Ace AI is designed to work hand-in-hand with Follow Up Boss, offering AI-powered automation to streamline lead management and follow-ups. This helps ensure no lead slips through the cracks while making your workflows more efficient.
Brivity stands out as a comprehensive platform, combining CRM and project management tools in one place - perfect for teams looking for an all-encompassing solution. On the other hand, Dotloop specializes in document management and e-signatures, making it an excellent choice for teams that focus heavily on transaction documentation and compliance.
Take a close look at your team's workflow needs - whether it's managing leads, overseeing projects, or handling documents - to select the tool that aligns best with your goals.