Follow Up Boss Systems
The CRM system I've installed for 500+ teams.
Most real estate teams have Follow Up Boss. Almost none of them have it set up to actually work. I install the system that turns it from a data dump into a conversion machine.
What you get
The 4-Layer Nurture Engine — everything configured for your team, your lead sources, and your market. Installed in 3-5 business days.
10 Dynamic Smart Lists
Priority-based lists that auto-update based on lead behavior. Your agents always know exactly who to call next.
24 Action Plans + Automations
Pre-built follow-up sequences for every lead type — buyers, sellers, renters, sphere, expired listings. Automations trigger them automatically so nothing gets missed.
13 Stages
Clear pipeline stages that give you visibility into where every contact stands — from new lead to closed deal.
4 Ponds
Intelligent groupings for cold leads, vendors, outside agents, and do-not-contact — keeping your active pipeline clean.
SOP Handbook + Training
Step-by-step guide for your team, training video walkthrough, private portal, and a one-page cheat sheet to get started immediately.
30 Days Email Support
Post-install support to make sure everything is running smoothly and your team is using the system.
Add-ons
Spanish Action Plans
24 Spanish-language action plans that mirror the English playbooks.
$199
RealScout Setup
Smart Lists, Action Plans, and Automations wired for RealScout engagement.
$99
Recruiting Package
Recruiting ponds, email and text templates, deal board, and training.
$199
Official Follow Up Boss Partner
I've been a Follow Up Boss Partner since 2018. That means I've been inside more FUB accounts than almost anyone — I know what works, what doesn't, and how to set it up so your team actually uses it.
Want AI on top of your CRM?
A great CRM system is the foundation — but AI is what takes it to the next level. I also build custom AI automations that handle reporting, follow-up, data cleanup, and more. Get both and your team runs on autopilot.
Try Trevy AIReady to get it installed?
Choose your install package and we'll have your system running in 3-5 business days. Or download the free playbook to see everything that's included.