Follow Up Boss Mobile App: Features Explained
Manage your real estate business from anywhere with the Follow Up Boss mobile app. Available for iOS and Android, it offers tools to streamline lead management, improve communication, and boost team collaboration - all from your phone. Here's what you need to know:
- Real-Time Lead Notifications: Get instant alerts for new leads and updates so you never miss an opportunity.
- Built-In Communication Tools: Send texts, log calls, and sync conversations effortlessly across devices.
- Mobile Lead & Task Management: Update tasks, use templates, and log client interactions on the go.
- Automation & Integration: Automate follow-ups, integrate with 250+ platforms, and use tools like Ace AI for smarter workflows.
- Team Management: Track performance, assign tasks, and collaborate in real time.
Why it matters: Agents save 13.1 hours weekly and increase conversions by 27% using features like automated follow-ups and Ace AI. Whether you're at an open house or on the road, this app ensures you stay productive and responsive. Download it now to simplify your workflow.
Using the iPhone app
Core Features of the Follow Up Boss Mobile App
The Follow Up Boss mobile app is designed to empower real estate professionals with a CRM that works wherever they do. It focuses on three main capabilities to keep your business running smoothly, no matter where you are.
Real-Time Lead Notifications
Stay on top of every opportunity with real-time alerts. The app delivers text messages and iPhone push notifications for new lead assignments 24/7, ensuring you're always in the loop - whether you're hosting an open house or out running errands. Admin users can also opt to receive email notifications for lead assignments across the team. Plus, personalized in-app settings allow you to tailor updates to fit your needs.
Built-In Communication Tools
Turn your smartphone into a fully integrated communication hub. With the app, you can send text messages directly from a client record or inbox, and all conversations sync seamlessly between your desktop and mobile devices. Group texting keeps everyone involved in a transaction on the same page, while messaging templates help you respond quickly and professionally. The app also keeps a detailed history of all texts, calls, and emails, giving you easy access to the full context of client interactions. These features make it easier to stay connected and responsive to your clients at all times.
This seamless communication setup also complements the app’s automation features, creating a smooth, efficient workflow.
Mobile Lead and Task Management
Manage your leads and tasks effortlessly, even while on the move. The app allows you to view leads, update tasks, use email templates, and jot down notes from anywhere. Every call and text is automatically logged, ensuring key details from client interactions or property showings are captured in real time. This makes it easier to collaborate with your team and follow up effectively.
Users appreciate the app’s flexibility. For example, in April 2025, Sarah, a self-employed real estate agent, shared how she relies on the app for quick note-taking while out and about, even though she prefers using a web browser for batch emailing and generating reports. The app’s quality is reflected in its ratings: 4.4 out of 5 on the Apple App Store (based on 350 reviews) and 3.8 stars on the Google Play Store (from 374 reviews).
These features lay the groundwork for the app’s advanced automation and team management tools, which we’ll explore in the next section.
Automation and Integration Features
The Follow Up Boss mobile app simplifies lead management by automating tasks and connecting with essential systems. With these tools, manual processes are reduced, ensuring every lead gets the attention it deserves. The app's integrations and automation features also enhance team coordination, making lead handling more efficient.
Lead Source Integrations
Follow Up Boss integrates with over 250 systems, including major platforms like Zillow, Realtor.com, and Facebook, to automatically capture leads. Its open API architecture provides even more flexibility, allowing teams to create custom integrations tailored to their specific workflows.
As Tarasa Hurley, a Team Lead, puts it:
"For us it's not about any one integration. It's that the extensive open API allows us to integrate whatever we please."
This adaptability has been a game changer for many users. For example, Jillian Cardona, a Team Admin, highlighted the impact of the Zillow/Follow Up Boss two-way integration on her business. Similarly, CallAction enhances lead management by tracking inbound calls, building lead databases, and automating follow-ups for missed calls.
For even more customization, teams can use Zapier to connect Follow Up Boss with thousands of additional apps, creating workflows that fit their unique needs. Once leads are captured, automated Action Plans ensure follow-ups happen promptly and consistently.
Action Plans and Automated Follow-Ups
Consistent follow-up is essential in lead management, and Follow Up Boss addresses this with automated Action Plans. These plans allow you to set up sequences of emails, texts, and tasks that trigger automatically, ensuring timely communication without manual effort. Whether you're meeting a new prospect or reviewing leads, you can activate these plans directly from your mobile device, leaving the system to handle the timing and delivery while you focus on relationship building.
The Lead Flow feature takes this a step further by initiating Action Plans as soon as new leads enter the system. For instance, if someone fills out a form on your website or engages with a Facebook ad, the follow-up process starts immediately - even if you're tied up with other tasks.
The Automations feature adds another layer of efficiency by responding to specific triggers, such as lead tagging or property views on your website. You can set conditions to filter leads and launch targeted campaigns. Real estate professional Zia Khan shared his experience with Follow Up Boss:
"I've been using Follow Up Boss for my real estate business, and it's the most intuitive CRM I've ever worked with. The platform's interface makes managing leads and setting up automated follow-ups incredibly simple, saving me hours every week."
Additionally, the mobile app allows you to share custom Automations with your team via a unique link, ensuring everyone benefits from streamlined follow-up processes. By combining automation with on-the-go management, the app ensures that no lead slips through the cracks, maximizing your team's efficiency and effectiveness.
Team Management Features
Real estate teams thrive on alignment and efficiency, and the Follow Up Boss mobile app is designed to deliver just that. With tools for performance tracking, task assignment, and real-time collaboration, it helps teams stay connected and productive - even on the go.
Performance Tracking and Metrics
The Follow Up Boss app gives team leaders the ability to monitor agent performance and marketing ROI directly from their phones, offering complete visibility into team activities and outcomes. It tracks every contact with a full history, making it easy to assess conversion rates by agent and lead source.
The app’s reporting features are especially useful for identifying coaching opportunities. By analyzing response rates and drilling down into specific metrics, team leaders can pinpoint areas for improvement. Plus, activities and notes are automatically logged, simplifying the process of tracking performance.
"Their reporting tools give me full visibility into my team's performance, so I always know exactly where each lead stands and how to optimize my outreach." - Zia Khan
The app also enhances marketing insights by assigning tracking numbers to various marketing channels. This allows teams to measure inbound calls and evaluate campaign performance effectively. For example, the 'Properties' report highlights which sources deliver the best results, helping teams close more listings.
By focusing on high-quality leads and streamlining workflows, teams using these tools have reported up to a 90% increase in sales. Combined with smart communication features, these insights provide actionable steps to elevate team performance. And since the data is accessible from anywhere, whether you're in the office or meeting clients, it’s always within reach.
"Follow Up Boss has been a game-changer for us in terms of accountability. It makes it easy for us to help our agents, provides extra added consistent value for our clients - and it has made our agents more productive and put more money in their pockets." - Debra Beagle, Ashton Real Estate Group
Shared Communication and Notes
Tracking performance is just one piece of the puzzle - effective communication is what keeps teams running smoothly. The app’s collaboration tools, like @Mentions, shared calendars, and access to full conversation histories, ensure everyone stays on the same page. The Team Inbox provides instant visibility into new leads and allows for quick task assignments, keeping workflows efficient.
Team leaders can monitor progress in real time and ensure no detail slips through the cracks. The app also offers a complete view of all client interactions across the team, making it easy to stay informed about lead status and communication history.
To streamline collaboration, you can assign specific contacts to team members, ensuring they only see the leads relevant to their role. This prevents information overload while keeping everyone focused on what matters most.
The app’s organizational tools also help teams achieve "Inbox Zero" by providing a clear overview of all open communications. This makes it easy to identify which leads need follow-ups and ensures no opportunities are missed, even during hectic periods.
"FUB's Smart Lists, Calling Pipelines, Action Plans, Templates, and Reporting are exceptional tools that have directly impacted our ROI in a positive way." - Tamera Nielsen and Jerry Burson
These communication features not only keep teams connected but also foster accountability and motivation. Whether your team is in the office or working remotely, the Follow Up Boss app ensures everyone stays aligned and productive.
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Ace AI: AI Assistant for Follow Up Boss Mobile App
Ace AI takes the Follow Up Boss mobile app to the next level, simplifying how agents manage leads and follow-ups. Designed specifically for Follow Up Boss, this AI assistant transforms mobile workflows with its smart features.
By seamlessly integrating into your Follow Up Boss workspace, Ace AI delivers instant chat, voice assistance, intelligent workflows, and tailored insights that align with your CRM processes. Teams using Ace AI have reported a 27% increase in conversions within the first month, while agents save an average of 13.1 hours weekly. Additionally, teams save over 10 hours per week on AI-powered email drafting alone - all while closing more deals with less effort. Here’s how Ace AI fits effortlessly into your workflow.
Benefits of Ace AI Integration
Ace AI takes care of repetitive CRM tasks like logging calls, creating tasks, and drafting personalized messages. Its voice mode is perfect for updating information hands-free, making it a game-changer for agents on the move.
The AI also introduces custom fields powered by your business data, offering smarter recommendations and automation opportunities. For team leaders, the admin dashboard provides a clear view of productivity and ROI, along with tools for usage monitoring and easy customization.
Simple Setup and Usage
Getting started with Ace AI is quick and straightforward. One of its standout features is its seamless integration - no extra logins, extensions, or separate platforms are needed. The setup process is designed to be intuitive and takes just a few minutes. Admins can enable Ace AI directly within Follow Up Boss, connect an API key, and customize the assistant’s settings - all through guided prompts.
Here’s a quick overview of the setup process:
| Step | Task | Location |
|---|---|---|
| 1 | Go to Admin > Integrations | Follow Up Boss |
| 2 | Scroll down to Embedded Apps > Ace AI | Follow Up Boss |
| 3 | Select Enable | Follow Up Boss |
| 4 | Go to Admin > API | Follow Up Boss |
| 5 | Create an API key for Ace AI | Follow Up Boss |
| 6 | Go to SETUP | Ace AI |
| 7 | Paste the FUB API key > Connect API Key | Ace AI |
| 8 | Follow the prompts to complete the configurations | Ace AI |
Once everything is set up, agents can access Ace AI on both desktop and mobile without needing any technical expertise. Its natural language interface ensures that team members can immediately start using its advanced features.
Pricing Options
Ace AI offers flexible pricing to suit teams of all sizes. The Ace plan is available at $25 per user per month, providing embedded text chat functionality. For those needing more, the Ace Pro plan at $55 per user per month includes voice commands and access to the Ace Anywhere app for ultimate mobility. Both plans come with a free 7-day trial, so teams can test the features before committing.
With its deep integration, fast setup, and user-friendly design, Ace AI empowers agents to embrace automation without the usual complexity of AI tools.
Conclusion: Why Real Estate Professionals Need the Follow Up Boss Mobile App
The Follow Up Boss mobile app has become an essential tool for real estate professionals, offering a blend of mobility, efficiency, and powerful CRM features. Packed with tools like real-time lead notifications, built-in communication options, and streamlined task management, this app lets agents manage their business seamlessly, no matter where they are.
Its real strength lies in keeping agents connected to their leads without the need to stay tethered to an office. Whether you're at an open house, showing properties, or traveling between appointments, the app ensures you never miss an opportunity. With robust notifications, easy-to-use communication tools, and a wide array of integrations, it empowers agents to stay on top of their game while on the move.
One standout feature is the integration with Ace AI, which takes productivity to the next level. With hands-free CRM updates and automated routine tasks, Ace AI frees up agents to focus on what matters most - building relationships and closing deals.
The results speak for themselves. Teams using the app report saving 13.1 hours per week and increasing conversions by 27%. These improvements come from automating repetitive CRM tasks, creating personalized communications, and leveraging insights that help agents respond to leads more effectively.
For team leaders, the app ensures everyone stays aligned and accountable, even when working remotely. Combining Follow Up Boss's powerful CRM tools with Ace AI's automation allows agents to spend less time on data entry and more time nurturing client relationships.
Real estate professional Matt Richling sums it up perfectly:
"I would not have built my team to where it is today without Follow Up Boss as my CRM partner. Follow Up Boss continues to find ways to help me succeed, even outside of the physical product."
The Follow Up Boss mobile app offers agents a clear edge. It helps them provide exceptional customer service, convert more leads, and enjoy the flexibility to work from anywhere. By combining advanced CRM capabilities with smart automation, it equips agents to succeed wherever their business takes them.
FAQs
How does the Follow Up Boss mobile app make managing real estate leads easier?
The Follow Up Boss mobile app makes managing leads a breeze by putting essential tools right in the palm of your hand. Designed for real estate agents, it allows you to handle calls, send texts, and access detailed lead profiles - all from your smartphone. This means you can stay connected with potential clients no matter where your day takes you.
With features like automatic texting and emailing for new leads, the app simplifies your initial outreach. This not only saves time but also increases your chances of turning leads into clients. Plus, its user-friendly interface helps you keep track of conversations, set reminders, and manage follow-up tasks effortlessly. Whether you're at the office or out in the field, staying organized and on top of your leads has never been easier.
What are the advantages of using Ace AI with the Follow Up Boss mobile app for real estate agents?
How Ace AI Enhances the Follow Up Boss Mobile App Experience
Pairing Ace AI with the Follow Up Boss mobile app gives real estate agents a smarter, more efficient way to stay productive while on the move. With tasks like CRM updates automated and hands-free voice commands for quick updates, managing workflows becomes easier and saves precious time.
Ace AI also ensures agents can respond to leads quickly through instant, AI-driven chat and tailored insights, making every interaction prompt and meaningful. On top of that, its intuitive task management and appointment scheduling tools help agents stay on top of their busy schedules. Need to draft emails or texts while out in the field? The AI-assisted writing feature takes care of that, making communication smooth and stress-free.
Can I customize the Follow Up Boss mobile app to match my team's workflow?
The Follow Up Boss mobile app is built to fit seamlessly into your team's workflows. With features like custom fields, adjustable notification settings, and a user-friendly interface, it simplifies lead management and follow-up tasks. Agents can personalize the app to match their specific needs, ensuring they stay organized and productive, even while on the move.