CRM Integration
Best AI Assistant for Follow Up Boss
Carly is an AI assistant that connects to Follow Up Boss so you can add leads, update stages, log call notes, and assign leads to agents — all by email or text. No logging into FUB between showings.
Try Carly →What Carly can do with Follow Up Boss
Add leads from the field
Text or email Carly a new lead's details — name, phone, email, source — and she creates the lead in Follow Up Boss. Great for referrals, open house sign-ins, or networking events.
Update lead stages between showings
Tell Carly to move a lead from "New" to "Active Buyer" or "Under Contract" and she updates the stage in FUB. Your pipeline stays accurate without opening the app.
Log call notes on the go
After a call or showing, text Carly your notes — budget, timeline, property preferences — and she logs them on the right lead in Follow Up Boss.
Assign leads to agents
Email Carly to assign or reassign a lead to a specific agent on your team. She handles the update in Follow Up Boss so the right person gets the lead immediately.
Why real estate teams are using AI to manage Follow Up Boss
Follow Up Boss is the CRM that runs real estate teams — lead routing, follow-up tracking, and pipeline management built specifically for agents and brokers. But real estate happens in the field, not at a desk. You're at a showing, in the car, or between open houses when a new lead comes in or a deal stage changes. Logging back into FUB to update a lead's status or add notes from a property tour adds up fast.
AI tools for Follow Up Boss should work the way agents work — on the move. Instead of waiting until you're back at your computer to update lead stages or log call notes, you should be able to send a quick text or email from your car and have your CRM updated before you walk into the next appointment.
How Carly works as your AI Follow Up Boss assistant
Carly connects to your Follow Up Boss account through the API. Once connected, you manage leads, stages, and notes over email or text — like having an ISA who keeps your CRM spotless without you asking.
Just finished a buyer consultation? Text Carly to move the lead to "Active Buyer" and add your notes about their budget and preferred neighborhoods. Got a referral from a past client? Email Carly with the details and she creates the lead in FUB and assigns it to the right agent. Need to check on your team's hot leads before the morning huddle? Ask Carly and she pulls the list.
Because Carly works from outside Follow Up Boss, she can also connect your CRM data with your calendar, email, and other tools. She can check if you have a showing scheduled with a lead this week or pull their latest email thread alongside their FUB record.
Who uses Carly with Follow Up Boss
Real estate agents who spend their days in the field and need their CRM updated without sitting down at a computer. Team leads and brokers managing lead assignment and pipeline reporting across multiple agents. ISAs and transaction coordinators who handle lead intake and need a faster way to log interactions. If Follow Up Boss runs your real estate business, Carly keeps it current from wherever you are.
See it in action
How to connect Follow Up Boss to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect Follow Up Boss
Authorize the Follow Up Boss integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in Follow Up Boss. She handles the rest.
Automate Follow Up Boss in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI tool for Follow Up Boss?
Carly is an AI assistant that connects to Follow Up Boss and lets you add leads, update stages, log notes, and assign leads to agents — all by email or text. She works from outside FUB so you can manage your real estate CRM from the field without opening the app.
Can AI automate Follow Up Boss lead management?
Yes. With Carly, you text or email instructions like "move the Hendersons to Active Buyer" or "add a new lead from the open house" and Carly makes the update in Follow Up Boss within seconds. No manual entry between showings.
How does Carly connect to Follow Up Boss?
Go to your Carly dashboard, click Connect next to Follow Up Boss, and authorize access. Once connected, Carly can add leads, update stages, log notes, and manage assignments in your FUB account.
Can Carly assign leads to agents in Follow Up Boss?
Yes. You can email or text Carly to assign or reassign leads to specific agents on your team. She handles the update in Follow Up Boss so the right agent gets the lead without delay.
Does Carly work for real estate teams using Follow Up Boss?
Yes. Carly is built for teams. Agents can update their own leads from the field, and team leads can assign leads, check pipeline status, and pull reports across agents — all through email or text.
Is Carly different from Follow Up Boss's built-in automations?
Yes. Follow Up Boss has action plans and automated drip campaigns that run inside the platform. Carly is an external assistant you text or email for on-demand CRM actions — adding leads, updating stages, and logging notes without logging in. She also connects Follow Up Boss to 200+ other tools.
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