Follow Up Boss (FUB) is a real-estate-specific CRM platform used by US teams to capture, route, and follow up with leads from a wide range of sources (Zillow, Realtor.com, IDX websites, paid ads, open houses). Its strengths are speed-to-lead automation, action plans (drip campaigns), team-routing rules, and a lightweight interface that ISAs and agents will actually use.
Follow Up Boss is the CRM that sits at the center of a lot of US real estate teams. Its job is to capture leads from wherever they come in (Zillow, Realtor.com, the team's IDX website, paid ad funnels, open-house sign-in sheets), route them automatically based on rules the team sets up, and run automated follow-up sequences so leads don't fall through the cracks.
What makes FUB different from a generic CRM like HubSpot or Salesforce is that it's built around the specific shape of a real estate workflow: lead source attribution that includes the major listing portals, action plans tuned for the way a real estate lead converts (typically over weeks or months, not minutes), and a lightweight mobile app that agents will actually open between showings.
For an ISA on a real estate team, FUB is where they live — running call lists, sending text follow-ups, logging conversations, booking appointments, and routing qualified leads to licensed agents. For a listing coordinator or TC, FUB is the communication record — every email and text logged against the right contact and deal.
The core capabilities most teams use:
FUB integrates with most major lead sources via direct API or email parsing. New Zillow lead? Comes into FUB within seconds with the lead's name, contact info, and the property they were looking at. New form fill on the team's website? Same. Open-house sign-in via a tablet app? Same.
Teams configure who gets new leads based on rules: lead source, geography, price range, time of day. A common pattern: weekday-daytime leads go to the ISA pool with round-robin distribution; nights and weekends auto-route to whoever is on duty; leads above a certain price point bypass the ISA and go straight to a senior agent.
Pre-built sequences of emails, texts, and tasks that fire when a lead matches certain criteria. A new-lead action plan might span 30 days with 6–10 touches; a buyer who just went under contract gets a different action plan with 3–4 reassuring updates; a past client gets a quarterly “just checking in” plan.
FUB has a built-in dialer and a text inbox. Calls are automatically logged against the contact. Texts are tracked. Voicemails get transcribed. This is the daily workspace for an ISA.
Once a lead converts to a contract, FUB tracks them through deal stages (under contract → pending → closed). TCs use this view to keep the agent updated on file status.
Speed-to-lead reports, lead-source ROI reports, ISA performance reports (calls/day, texts/day, set rate), agent conversion reports. The reporting is light by enterprise standards but tuned to real estate KPIs.
The most common PHVA-placed roles inside FUB:
Lives in FUB all day. Pulls call lists from the dashboard. Calls and texts new leads within minutes. Logs every conversation in the contact record. Books appointments directly into the agent's calendar via the integration. Tags qualified leads. Reassigns or nurtures unqualified leads.
Cleans the database. Fixes duplicates. Tags contacts properly (buyer, seller, past client, sphere, lead source). Removes bad records. Audits action-plan placement. This role is invisible until you skip it for 6 months and the database becomes useless.
Uses FUB as the communication record alongside the brokerage's transaction platform. Logs every email and call against the deal. Sends weekly client updates from FUB so they're tracked. Closes the deal in FUB when it records.
Uses FUB to send the weekly seller update emails, log showing feedback against the listing, and trigger the seller-side action plan that runs throughout the listing's active period.
FUB plays nicely with most of the tools a real estate team uses. Common integrations that affect how a VA works:
PHVA Academy graduates are trained on Follow Up Boss action plans, lead-routing rules, and the daily ISA / TC / listing-coordinator workflows that run inside it. Productive on your team's FUB instance within a few days of placement. $900–$1,500/month full-time depending on role.
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