Ultimate Guide to Voice and Video Features in Follow Up Boss
Follow Up Boss helps real estate agents simplify communication and close more deals. Its voice and video tools, combined with Ace AI, streamline workflows, enhance client engagement, and improve lead management. Here's what you need to know:
- Voice Features: Built-in calling, call recording, AI-driven call summaries, and hands-free voice commands make handling client calls seamless.
- Video Features: Send personalized video messages via SMS/MMS, automate video follow-ups, and use video analytics to track engagement.
- Automation: AI-powered tools like Ace AI speed up follow-ups, manage tasks, and personalize communication.
- Results: Video listings generate 4x more inquiries, and quick AI follow-ups can increase conversions by 27%.
Follow Up Boss centralizes communication, helping agents save time, stay organized, and build stronger client relationships.
Ultimate Follow Up Boss FUB Guide For Realtors
Voice Communication Features in Follow Up Boss
Follow Up Boss simplifies how real estate agents handle phone calls by bringing all communication into one platform. By integrating calls directly into the CRM, agents can manage their conversations without juggling multiple tools. Whether on a desktop or mobile device, agents can make calls seamlessly, with every interaction automatically tracked. This ensures no detail slips through the cracks, keeping follow-ups efficient and organized. Let’s dive into the platform’s built-in calling options that make communication smoother.
Built-in Calling Options
The built-in dialer allows agents to call leads with just a click, staying entirely within the CRM. Call lists help agents focus on high-priority prospects, enabling systematic outreach. Plus, switching between desktop and mobile devices is effortless.
Agents can customize their outbound caller ID for a consistent professional image and transfer calls to team members as needed. Each call is automatically logged, and notes can be added during or after the conversation. Considering that 28% of cold calls in real estate lead to meaningful conversations - and often appointments - this automatic tracking is essential for staying on top of opportunities.
It’s worth noting that the dialer is an add-on for the Grow plan, while it’s included in the Pro plan ($499/month for 10 users) and the Platform plan ($1,000/month for 30 users).
Call Recording and Storage
Call recording, available on the Pro and Platform plans, is a powerful tool for training, compliance, and resolving disputes. It allows agents to revisit conversations to catch missed details while staying focused on building rapport during calls. Amber L., a salesperson, shared her experience:
"I love how it makes contacting my client list almost effortless. Additionally, the fact that it has the ability to record calls and provide transcripts is helpful in updating notes."
– Amber L., Salesperson
For team leaders, recorded calls are invaluable for coaching. Managers can review real interactions to provide targeted feedback on communication and sales strategies. This is especially important when you consider that acquiring new customers costs five to seven times more than retaining existing ones. Analyzing call recordings can reveal what works and help refine approaches to strengthen client relationships.
However, agents should always ensure they have consent before recording calls to stay compliant with legal requirements. These features, combined with Ace AI, take voice communication to the next level.
AI-Powered Voice Automation with Ace AI
Ace AI adds a hands-free element to Follow Up Boss, allowing agents to update the CRM through voice commands. Whether it’s logging lead details, adding notes, or creating tasks, agents can manage their workflow without typing - a game-changer for those constantly on the move between appointments. Using advanced text-to-speech and speech-to-text technology, Ace AI ensures a smooth, natural interaction. For instance, agents can dictate call notes or draft follow-up messages without breaking their stride.
The AI is also context-aware, understanding the structure of the Follow Up Boss CRM and the specific needs of real estate workflows. Sterling Estates, for example, saw a 20% increase in closed deals after implementing AI-driven follow-ups.
Ace AI integrates seamlessly with the platform’s existing call features. After a recorded call, agents can use voice commands to update a lead’s status, schedule follow-ups, or even trigger email sequences - all without touching a keyboard. It’s an efficient way to keep the focus on what matters most: building relationships and closing deals.
Video Communication Features in Follow Up Boss
Video messaging offers a level of personalization that text or voice simply can’t match. Follow Up Boss makes it effortless for agents to send video messages through SMS/MMS, helping them create stronger connections and stand out in a competitive market. Here’s a compelling stat: viewers retain 95% of a message when they watch it in a video, compared to just 10% when reading text. Plus, property listings with videos generate four times more inquiries than those without.
Sending Video Messages via SMS/MMS
With Follow Up Boss, agents can send videos directly via SMS/MMS, simplifying client outreach. By integrating tools like Studio by Gan.AI, agents can use CRM data to create highly personalized video content. For instance, Gan.AI's Studio can produce tailored greeting videos, such as: “Hi [Name], I noticed you’re exploring properties in [Neighborhood],” highlight specific listings, and even include a link to schedule a tour.
Follow Up Boss also supports automated video messages triggered by lifecycle events. Using Zapier, agents can connect Follow Up Boss to other tools, automating video creation and delivery based on triggers like new MLS listings or price adjustments.
For agents who prefer crafting videos manually, tools like BIGVU make it easy to create polished, professional-looking videos. These can be embedded seamlessly into emails generated from Follow Up Boss. A built-in teleprompter ensures clear, concise messaging.
Including videos in emails isn’t just a nice touch - it’s a game changer. Emails with videos see a 300% increase in click-through rates, a 19% boost in open rates, and fewer unsubscribes. Additionally, 73% of homeowners are more likely to list with an agent who uses video.
Stay tuned to learn how video analytics can sharpen your communication strategy.
Video Analytics and Engagement Insights
Understanding how your audience interacts with videos is key to refining your approach. Follow Up Boss integrates with platforms like BombBomb and Dubb to provide detailed video analytics. BombBomb tracks video plays and engagement metrics, while Dubb offers real-time insights into video views, email clicks, page interactions, and more. Completing the API key setup with Dubb ensures that all analytics are logged and accessible directly from each lead profile in Follow Up Boss.
These insights allow agents to see not just who is watching their videos but also how engaged they are and what actions they take afterward. For example, if a lead frequently watches property videos but doesn’t respond to text follow-ups, agents can pivot to a more video-focused communication strategy. Considering that 58% of buyers expect to see video content of homes they’re interested in online, leveraging these analytics is essential for staying ahead in today’s real estate market.
With Follow Up Boss integrating with over 200 lead sources, its centralized video analytics dashboard ensures agents can monitor engagement across all marketing channels in one place. This makes tracking and optimizing your video strategy easier than ever.
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Using Voice and Video Features in Real Estate Workflows
Incorporating voice and video tools into real estate workflows can completely change the way agents handle leads and strengthen client relationships. The trick is to use these tools strategically, creating meaningful touchpoints that resonate with clients.
Multi-Channel Communication Strategy
In real estate, effective communication isn't just about making a quick call or sending a text. The most successful agents rely on a mix of voice calls, video messages, and automated follow-ups to stay engaged with their clients.
With tools like Ace AI, agents can update contact information, log call notes, and set follow-up tasks without lifting a finger - perfect for those hectic moments between property showings or while driving to appointments.
It’s important to adapt communication based on what each client prefers. Using Follow Up Boss analytics, agents can track how clients engage and pinpoint the methods that work best. Personalization is key here: 62% of customers are more likely to stick with brands they trust. Even a modest 5% increase in retention can boost revenue by 25%, and the odds of selling to a returning customer can soar to 70%.
Video messages play a big role in building trust. They add a personal touch by showing your face and reflecting genuine interest in each client’s needs. Pair these with voice calls for urgent questions and automated text reminders for appointments, and you’ve got a communication strategy that covers all bases. This multi-channel approach ensures no opportunity slips through the cracks and sets the stage for even more precise automated follow-ups.
Automated Follow-Up Triggers
Once you’ve mastered multi-channel communication, automated follow-ups can take things to the next level. These triggers ensure every lead gets the attention it deserves while keeping interactions personal. Follow Up Boss, for example, enables agents to create smart automation sequences that respond to specific client actions and preferences.
AI voice agents can handle complex campaigns that include voice calls, emails, and text messages. Quick response times are a game-changer in today’s competitive market. For instance, Regional Homes Realty cut their lead response time from 3.7 hours to under 2 minutes using AI voice qualification, resulting in a 47% jump in qualified appointments.
The results speak for themselves. Coastal Properties Group implemented a full AI voice solution and saw lead response times drop from 38 minutes to under a minute. Their agents saved over 14 hours of admin work per month, lead qualification rates nearly doubled (from 22% to 41%), and they closed 43 transactions in just six months - transactions they might have otherwise missed. Additionally, they revived inactive leads, closing 12 more deals, and achieved an 842% return on investment in just one year.
"The AI voice system has completely transformed our operation. We're capturing opportunities we previously missed, our agents are spending time on dollar-productive activities instead of administrative tasks, and our clients are impressed with our responsiveness. It's been our most valuable technology investment in a decade." - Jennifer Chambers, Managing Broker, Coastal Properties Group
The secret to effective automation is blending efficiency with a human touch. Follow-ups should feel natural and provide genuine value - not come across as cold or mechanical. By using tools like Follow Up Boss’s branching logic and custom fields, agents can create sequences that adjust based on client behavior, ensuring every interaction feels timely and relevant.
Benefits of Using Ace AI with Follow Up Boss for Voice and Video
Ace AI takes the already powerful voice and video tools in Follow Up Boss and makes them even more effective. By integrating AI-driven features, it helps agents work smarter, stay more engaged, and streamline their communication strategies.
Simplified Workflows with Voice Commands
With Ace AI, managing your Follow Up Boss CRM becomes a hands-free experience. Agents can use advanced voice commands to update the CRM, whether it's composing follow-ups, dictating notes, or managing tasks while on the move. Need to schedule an appointment or set up an action plan? Ace AI can handle that, too, all through simple voice instructions.
The "Ace Anywhere" feature allows CRM updates from any device, hands-free, saving teams an impressive 13.1 hours per user every week. On top of that, Ace AI learns your CRM structure, workflows, and communication habits, offering context-aware assistance tailored to your real estate business. It even analyzes notes, calls, texts, and website activity to highlight key details for your next client conversation.
Better Engagement Through AI-Optimized Video
Ace AI doesn’t just streamline workflows - it also upgrades your video communication game. It enables agents to create personalized video messages in minutes, helping them grab attention quickly. Whether it’s crafting property videos or virtual tours, Ace AI uses insights to tailor content to each client’s specific needs.
For nurturing leads, AI-generated video FAQs address common buyer concerns, building trust and strengthening relationships. Personalized videos are far more engaging than generic approaches because they connect directly with the recipient’s interests. This not only boosts engagement but also builds trust and drives higher conversion rates. Plus, since quick responses matter - conversion rates soar when inquiries are answered within five minutes - AI-powered video responses ensure agents can follow up rapidly at scale.
Saving Time and Boosting Productivity
Ace AI automates around 560 CRM tasks every week, doubling speed-to-lead efforts and increasing conversions by 27%. By saving teams significant time, it allows agents to focus on what matters most: building relationships and closing deals. Paired with Follow Up Boss's core features, this combination helps agents stay competitive in an ever-demanding market.
Conclusion: Maximizing Communication Efficiency in Follow Up Boss
The voice and video tools in Follow Up Boss, enhanced by Ace AI, are transforming how agents connect with clients and manage their business. The numbers speak volumes: listings with professional videos generate 118% more engagement and see 403% more inquiries, while video content improves message retention from just 10% to an impressive 95%. These tools don't just increase engagement - they also deliver tangible financial results.
From a financial perspective, the benefits are clear. Generative AI delivers an ROI of $3.70 for every dollar invested, increases net operating income by 10%, and can reduce operational costs by up to 20%. These advancements also align seamlessly with the changing demands of the market.
Consider this: 74% of agents have reported that video listings have become more critical since the pandemic, and up to 60% of customers still prefer phone communication for their interactions. The importance of having a robust communication system cannot be overstated. For example, in 2024, Sterling Estates saw faster client responses, leading to a 20% boost in closed deals. Additionally, the system's ability to quickly qualify leads has significantly reduced the workload for sales teams.
Follow Up Boss's voice and video features, powered by Ace AI, create a communication ecosystem that operates 24/7 - nurturing leads, engaging clients, and closing deals more efficiently. In today’s competitive real estate world, this combination equips agents with the tools they need to deliver outstanding service while staying productive and profitable.
FAQs
How can real estate agents use video analytics in Follow Up Boss to improve client engagement?
Real estate agents can tap into video analytics within Follow Up Boss to gain a clearer picture of how clients engage with property videos. By identifying which parts of a video draw the most attention, agents can spotlight those features in future listings, ensuring they align with what potential buyers find appealing.
When these insights are integrated into the Follow Up Boss CRM, agents can tailor their follow-ups to match individual client preferences and behaviors. This approach not only sharpens marketing strategies but also strengthens client relationships by offering communication that feels more personalized and relevant.
What should real estate agents know about call recording laws when using Follow Up Boss?
When using call recording features in Follow Up Boss, real estate agents must stay mindful of state laws to ensure they’re following the rules. In the U.S., most states operate under a one-party consent law, which means only one person on the call needs to agree to the recording. However, there are 13 states that require all-party consent, meaning everyone involved in the call must agree to being recorded. This becomes even trickier for calls crossing state lines, as agents should always follow the strictest applicable law.
To keep things above board, it’s best to let everyone know at the start of the call that it’s being recorded. In many places, this announcement can act as implied consent. Beyond that, maintaining a record of consent and staying updated on the laws in both your state and the states where your clients are located can help you steer clear of any legal trouble. These steps ensure your approach to call recording stays within the bounds of the law and respects everyone involved.
How does Ace AI improve voice and video communication in Follow Up Boss for real estate agents?
Ace AI elevates voice and video communication in Follow Up Boss by streamlining key tasks like lead follow-ups and reminders. Thanks to its voice command functionality, agents can handle tasks without lifting a finger, making their workflow faster and more efficient.
Built with real estate needs in mind, this smart assistant provides context-aware support to help agents manage their communications effortlessly. By cutting down on administrative work, Ace AI frees up time for agents to concentrate on nurturing client relationships. This ensures every lead gets the attention it deserves, keeping operations organized and productive.