Follow Up Boss AI Tools: Complete Guide

AI tools in Follow Up Boss help real estate teams save time, focus on high-priority leads, and improve client follow-ups. Here's a quick summary of what these tools offer:

Lead Management: AI ranks leads based on behavior, engagement, and preferences.
Task Automation: Automatically schedules follow-ups, updates lead data, and creates tasks.
Smart Features: Includes personalized communication templates, lead scoring, and task suggestions.
Ace AI Integration: Two service levels (Ace: $25/user/month, Ace Pro: $55/user/month) with features like voice commands, mobile access, and embedded chat.
Time Saved: Teams save up to 13.1 hours per user/week and automate 560 tasks weekly.

Quick Comparison: Ace AI vs. Ace Pro

Ace AI

Feature	Ace ($25/user/mo)	Ace Pro ($55/user/mo)
Embedded Chat	✓	✓
Voice Commands	–	✓
Mobile Access	–	✓
Desktop App	–	✓

These tools combine automation and insights to help real estate professionals work smarter while maintaining a personal touch with clients.

Revolutionizing Client Engagement - Unleashing the Power of AI in FUB

Main AI Features in Follow Up Boss

Follow Up Boss

Follow Up Boss integrates AI to simplify daily lead management tasks. These features are designed to enhance workflows, enabling agents to work more efficiently and achieve better outcomes.

Automatic Lead Data Updates

The AI-powered Smart Summary keeps lead information up to date by analyzing interactions from the past 90 days. It reviews texts, calls, emails, in-app messages, notes, and logs to ensure records are always current. This means agents can access the latest insights, helping them make quicker and more informed decisions.

Lead Priority Scoring

The Smart Lists feature leverages AI to help agents focus on high-priority leads. It ranks leads based on factors like:

Website activity patterns
Saved property preferences
Communication history
Zip codes
Price range interests

Agents can create unlimited Smart Lists, using dynamic filters to organize leads in a way that aligns with their business goals.

"We're getting twice the results from half the effort." - Danny Rinaldi, Agent, The Crighton~Rinaldi Team

Smart Task Creation

Beyond lead prioritization, AI also streamlines task management. Using natural language processing, the system can:

Generate tailored responses
Automatically schedule follow-up tasks
Create action items based on conversation details

"I'm going through my leads and AI already set up two zoom appointments with me!!! This is beyond amazing. Thank you so much!!!" - Abigail Negron, REALTOR®, Tesla Realty Group

The impact of these features is evident in results like those of Your Friends in Real Estate. Owner Barry Jenkins shared:

"In 90 days, we've already tripled the production of what the team did in an entire year. Using the system that's in front of them, they're able to dial it in, organize it, and do what they gotta do."

Ace AI for Follow Up Boss

Ace AI takes the hassle out of CRM tasks for real estate professionals using Follow Up Boss, making daily operations smoother and more efficient.

Built-in Integration

Ace AI works directly within Follow Up Boss - no extra software or logins needed. It securely taps into key CRM data, such as:

Contact details
Communication history
Workflow tasks
Deal records

This tight integration allows Ace AI to handle tasks like creating notes, scheduling appointments, and updating records automatically. And with robust safeguards for personal information, your data stays protected. This secure setup is the foundation for Ace AI’s powerful features.

Main Ace AI Functions

Ace AI offers two service levels to fit different team needs:

Feature	Ace ($25/user/mo)	Ace Pro ($55/user/mo)
Embedded Chat	✓	✓
Voice Commands	–	✓
Mobile Access	–	✓
Desktop App	–	✓

With these tools, users save an average of 13.1 hours per week while managing around 560 routine tasks, such as:

Writing personalized emails and texts
Creating and updating tasks
Scheduling appointments
Applying action plans
Generating lead summaries

"Ace AI has been transformative for my business. Within a week, I've seen an incredible increase in response rates. The ability to save summaries for our leads has saved us so much time." – Mark Jensen, Broker

Benefits for Agents

Ace AI doesn’t just save time - it boosts results. Teams using Ace AI have seen a 27% increase in conversions within the first month.

Its natural language interface makes it easy for agents to use, even without technical skills. Key benefits include:

Hands-free CRM updates via voice commands
Automated lead summaries and follow-up suggestions
Ready-to-use personalized communication templates
Contextual insights based on client history

Setup Guide

Ace AI Setup Steps

Getting Ace AI up and running with Follow Up Boss is quick and straightforward. Here's how to do it:

1. Enable Integration

Log in to your Follow Up Boss admin dashboard and head to the Integrations tab. Find Ace AI in the list of available integrations.

2. Generate API Key

Create a dedicated API key in Follow Up Boss specifically for Ace AI. This keeps your connection secure and ensures data privacy.

3. Finalize Connection

Copy the API key and paste it into your Ace AI dashboard. The system will verify the connection automatically and begin syncing with your Follow Up Boss data.

AI Settings Configuration

After connecting, fine-tune the following settings to align Ace AI with your team's workflow:

Team Branding Settings

Add your company name and branding details.
Set up default communication templates.
Adjust the AI's response tone and style to match your team's voice.

Assistant Preferences

Enable or disable voice commands (available with Ace Pro).
Manage mobile and desktop access permissions.
Configure rules for automated task creation.

"Ace AI learns your Follow Up Boss CRM structure, real estate workflows, and communication patterns to provide context-aware assistance - no complex setup required."

Efficiency Tips

To get the most out of Ace AI, consider these best practices:

Start Small

Begin with simple features like drafting emails or taking notes.
Gradually explore advanced automation options.
Track adoption rates and adjust your team's training as needed.

Data Management

Keep contact information up to date.
Stick to consistent data entry habits.
Use standardized tags and categories for better organization.

Team Training

Host training sessions to familiarize your team with Ace AI.
Share a quick-reference guide for AI commands.
Develop clear best practices for interacting with the tool.

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AI Usage Guidelines

Balancing AI and Personal Touch

The key to thriving in real estate lies in finding the right balance between AI-powered automation and genuine human interaction. AI tools should support your efforts, not replace the personal touch that builds lasting client relationships.

Strategic Task Division

AI can efficiently handle repetitive tasks, freeing you up to focus on more meaningful interactions. Use it for:

Automating initial responses and data entry
Scheduling meetings and follow-ups
Managing basic property inquiries
Processing routine documents

Personalization Opportunities
AI insights can guide you toward deeper, more impactful client interactions. When AI flags important details like lead preferences or shifting timelines, take the opportunity to:

Arrange face-to-face meetings to discuss complex matters
Make personal calls for key decisions
Write handwritten notes for milestones
Conduct in-person property tours

"Blending AI with personal connection isn't just a strategy - it's the key to long-term success in real estate. By leveraging AI for efficiency while prioritizing meaningful client interactions, real estate professionals can build trust, foster loyalty, and enhance the overall client experience."

While enhancing client relationships, it’s equally important to prioritize data accuracy and security to maintain trust.

Data Quality and Protection

Protecting client information and ensuring data accuracy are non-negotiable. Strong security practices and meticulous data management are the foundation of effective AI usage.

Data Accuracy Protocol

To maintain reliable data, implement these practices:

Standardize data entry processes
Regularly audit contact information
Verify property details
Keep market data updated in real time

Security Measures

Safeguard sensitive information with robust security protocols, such as:

Two-factor authentication
Role-based access controls
Regular security updates
Detailed audit trails

"You've got to have clean data and clean security in order to get these systems to really work the way you anticipate. It's more than just flipping the switch." - Jack Berkowitz, Securiti

Beyond securing data, it’s essential to continuously evaluate how well your AI tools are working for you.

Performance Monitoring

Regularly tracking the performance of your AI tools ensures they’re meeting your expectations and delivering measurable value. Monitor metrics like:

Lead response times
The balance between automated and manual tasks
Accuracy of AI-generated updates
Consistency in client follow-ups

Use historical data and team feedback to set benchmarks and refine your approach.

Optimization Steps

Maximize the impact of your AI tools by:

Reviewing AI-generated content for tone and accuracy
Identifying bottlenecks through task completion rates
Analyzing client feedback on automated communications
Measuring time saved through automation

Summary

Follow Up Boss, powered by Ace AI, simplifies workflows and enhances productivity by automating repetitive tasks and providing actionable insights. Here's how it delivers measurable results:

13.1 hours saved per user each week
27% boost in conversions within the first month
560 CRM tasks automated weekly per team

The platform focuses on three main areas to achieve these outcomes:

Automation Excellence

Automatically updates CRM records
Streamlines task management
Organizes contacts efficiently
Includes voice command functionality

Enhanced Communication

Assists with AI-driven email drafting
Enables personalized messaging
Generates context-aware replies
Offers voice chat features

Data Intelligence

Scores leads based on potential
Analyzes user behavior
Automates action plans
Tracks performance metrics

By combining these capabilities, Follow Up Boss enhances lead management and client interaction, demonstrating the transformative impact of AI within its ecosystem.

FAQs

How does Follow Up Boss AI prioritize and score leads?

Follow Up Boss AI helps agents prioritize leads by assigning scores based on critical factors like behavior, engagement levels, and demographic details. The system uses advanced automation to analyze metrics such as email activity and loan-to-value ratios, pinpointing leads with the highest potential.

One standout feature is the 'refresh' magic tag, which updates and enriches contact data, making it easier to assess whether a lead is likely to be a seller. This tool ensures agents can concentrate on the most promising opportunities and develop targeted follow-up strategies. By simplifying lead prioritization, Follow Up Boss AI enables agents to focus their time effectively and close deals with greater efficiency.

What’s the difference between the Ace and Ace Pro plans in Follow Up Boss AI?

Differences Between Ace and Ace Pro Plans

The Ace and Ace Pro plans differ primarily in their features, pricing, and scalability.

The Ace Pro plan stands out with advanced automation tools, deeper CRM integration, and more comprehensive analytics compared to the standard Ace plan. It’s tailored for larger teams, offering priority support and exclusive training resources to help streamline operations. While Ace Pro comes with a higher price tag, it’s built for teams that need more robust functionality and room to grow.

Deciding between the two plans comes down to your team’s size, specific needs, and the level of automation and support you’re looking for.

How can real estate teams maintain data accuracy and security when using AI tools in Follow Up Boss?

To ensure data stays accurate and secure when using AI tools in Follow Up Boss, real estate teams should adopt a few practical steps. Start with employee training - make sure your team knows the basics of cybersecurity, like spotting phishing scams and using secure communication channels. Since human error often leads to data breaches, educating your team can go a long way in preventing issues.

On top of that, put strong security measures in place. This includes things like data encryption, two-factor authentication, and scheduling regular system audits. Partnering with cybersecurity experts to develop incident response plans and keep an eye out for vulnerabilities adds an extra layer of protection. By combining these approaches, teams can use AI tools with confidence, keeping their data safe and accurate.