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CRM & sales

Follow Up Boss

Follow Up Boss on your phone line: your agent books, logs and follows up while you work.

Connect Follow Up Boss and your AgentCalls agent can work inside the CRM during a call. It can look up a lead, log the call, book a showing or appointment, and create a deal when a buyer is ready to move. Your team gets the record in Follow Up Boss as soon as the call ends, so nothing sits in a voicemail queue or a notepad.

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What your agent can do with Follow Up Boss

  • Log every inbound and outbound call against the right person in Follow Up Boss
  • Book property showings and appointments with a start and end time, with invitations sent to attendees
  • Create a deal in your pipeline when a caller confirms interest and a sales stage
  • Add custom fields to person records, such as a moving date, budget range or lead source
  • Apply an action plan to a new lead so follow-up starts automatically after the call

Follow Up Boss exposes 112 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound showing request

  1. Caller

    Hi, I saw the three-bedroom townhouse on Maple Street. Can I see it this Saturday morning?

  2. Agent

    Of course. Can I take your name and a phone number so I can confirm the time with the listing agent?

  3. Caller

    It's Dana Whitfield, 555 0142. Anytime after ten is fine.

  4. Agent

    Thanks, Dana. I've booked you for Saturday at 10:30 at Maple Street and sent you the invitation by email.

Lead asks about their file

  1. Caller

    Hi, this is Omar Haddad. Where are we with the loan pre-approval on the Elm Court condo?

  2. Agent

    Hello Omar. I can see your record in our CRM. The last note from your advisor is from Tuesday, and the appointment with your lender is set for Thursday at 2 p.m.

  3. Caller

    Good. Can you log that I called and ask them to send the documents again?

  4. Agent

    Done. I've logged this call on your record and added a follow-up task for your advisor to resend the documents.

Outbound follow-up after a viewing

  1. Agent

    Good afternoon, this is your agent calling for Priya Nair. You viewed the Harbor Road flat yesterday. Do you have a moment?

  2. Caller

    Yes, I liked it, but I need to think about the budget.

  3. Agent

    That makes sense. Would you like a call back next Monday to go through the numbers, or should I send the mortgage estimate first?

  4. Caller

    Send the estimate, and call me Monday at nine.

  5. Agent

    Agreed. I've booked Monday at 9 a.m. and created a deal for the flat so it's tracked in your pipeline.

How to connect Follow Up Boss

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Follow Up Boss

    From Integrations in the dashboard, choose Follow Up Boss and enter the connection details from your Follow Up Boss account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Follow Up Boss actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work with Follow Up Boss during the call or after it?

Both. During a call your agent can look up a lead, book an appointment, create a deal or add a custom field. After the call it logs the interaction, so the record in Follow Up Boss is up to date.

What do I need to connect Follow Up Boss?

You need an active Follow Up Boss account. In the AgentCalls dashboard, open Tools, choose Follow Up Boss and sign in with your own credentials from the tool's settings. It takes a few minutes.

Which plan includes this integration?

Integrations, including Follow Up Boss, are included from the Growth plan. Check the pricing page for the full list of what each plan includes.

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Put your agent to work with Follow Up Boss.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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