Use Follow Up Boss with AI
Connect nowAdd notes, tasks and follow-ups to the right lead.
CRM & pipeline
Using Follow Up Boss in an agency
Follow Up Boss is a CRM aimed at real estate teams, which makes it one of the few specialist systems in the direct catalogue. US wording belongs here: lead, listing, pending, not vendor and SSTC, unless that lead really is a UK instruction.
Speed-to-lead is the usual reason a team buys it. The KeyAccess side is the draft reply and the note, with approval before anything is sent. A direct connection does not, by itself, mean a bot has passed tests in this app. The page’s status label is the fact. Read it.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- ReadFind leads and contacts
- Update recordsAdd notes, tasks and updates
Example requests
Opens as a draft in your workspace once this is available. Nothing is sent by choosing one.
- “Add today’s viewing feedback to the right buyers and create tomorrow’s follow-ups.”Ambiguous matches come to you for review.
- “Offer Maria those viewing times and add a follow-up to her lead.”Also needs: Email, Calendar, CRM. Each action needs its own account and result.
Before you connect
- Account you’ll need
- A Follow Up Boss account
- Who connects it
- Connected once by an admin, for the organisation.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Connect with browser login
Use browser login for compatible tasks in your CRM. We’ll check what your assistant can do after you connect.
Questions
What account does Follow Up Boss need?
A Follow Up Boss account
Will a bot change Follow Up Boss without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
Is KeyAccess an official Follow Up Boss partner?
No. You connect an account you or your agency already have, through Follow Up Boss’s own sign-in, where that connection is in the catalogue.