sync new leads

Be first to connect

Don’t let slow follow up get in the way of your next deal. The moment a new lead email notification hits your Microsoft 365 inbox, Follow Up Boss adds the lead’s details to your CRM and even starts the conversation for you automatically by text and email.
sync emails

Get organized instantly

No one likes feeling scattered, especially when it comes to important email communication. That’s why Follow Up Boss syncs directly with your Microsoft 365 sent and received emails, no matter if they’re sent from within Follow Up Boss or Microsoft 365. You’ll have a full record of your conversation history with all your contacts, so you’ll have a clear view of everything.
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sync calendars

Effortless calendar management

Your time’s valuable, so stop wasting it stumbling between your CRM and calendar to manage your schedule. With Follow Up Boss, your appointments and tasks sync back and forth between your Microsoft 365 calendar automatically. Want to check in on your team’s schedules? In an instant you can see a complete view of everyone’s calendar.
auto logging

No more data entry

Say goodbye to copy/pasting email conversations and manually adding appointment details or new leads to your CRM. Continuous syncing lets Follow Up Boss track all your emails and appointments for you, so you can be more productive with less hassle.
stay focused

More appointments, less distractions

The less time you can spend on tedious tasks and minutiae, the more energy you can devote to closing deals. With Microsoft 365 and Follow Up Boss, you’ll free up mental space so you can focus on better communication and stronger relationships.

Build a stronger team

As a real estate agent, you're always on the clock. Follow Up Boss gives you the power to share your emails and calendar with your team, so they can stay up to date on your latest communication and schedule. And if a team member needs to step in and help, they can easily pick up right where you left off. You can even let your team book appointments directly on your calendar and send appointment reminder texts to clients for you.

Why Follow Up Boss?

Focused on customer success

Our team of experts is here for you, 7 days a week, via email and phone. Whether you need help getting up and running or have questions about your setup, we’ve got you covered.