Nekst

How Nekst Helps FUB Users Automate the Transaction Process

Learn how Nekst plugs into Follow Up Boss to turn new deals into smooth closings, with automated emails, reminders, and task workflows included.

Automate Every Step After the Lead Becomes a Client

Nekst connects seamlessly with Follow Up Boss to launch and manage fully customized workflows for buyers, sellers, and pending transactions.

• Upload purchase contracts to auto-fill important transaction details like key dates, client info, and parties involved
• Instantly sync contacts between Follow Up Boss and Nekst
• Auto-launch workflows based on pipeline stages or tags
• Keep your agents, TCs, and clients in sync with automated reminders, pre-written emails, and SMS

Your Transactions, Synced with Your CRM

Nekst mirrors your transactions in Follow Up Boss using Deals, ensuring both platforms reflect the most up-to-date info—status, price, close dates, and more.

• Transactions appear as Deals in FUB
• Statuses auto-update based on workflow stages in Nekst
• Client communication (emails or tagged messages) gets logged as Notes in FUB

Whether You're a Team of 1 or 100, Nekst Scales With You

Designed for transaction coordinators, agents, and teams who need flexible workflow management without the chaos of spreadsheets or manual reminders.

• Assign tasks to admins or agents automatically
• Track progress and deadlines across multiple transactions
• Customize workflows by transaction type or agent