New lead response
Start an approved conversation based on source, stage, tag, ownership, and timing rules.
Two-way SMS for new leads, missed calls, listing requests, nurture, and database reactivation, designed to preserve the conversation and its structured outcome on the Follow Up Boss person record.
The AI responds to what the lead says, captures qualification, and knows when to continue, suppress, or hand over.
Start an approved conversation based on source, stage, tag, ownership, and timing rules.
Continue a voice attempt by SMS without asking the lead to repeat the same context.
Share useful listing searches, then respond differently when intent becomes stronger.
Work approved warm leads over time with frequency limits, stop conditions, and human takeover.
Record conversation history, summaries, fields, tags, stages, tasks, and handoff status.
Respect opt-outs, quiet hours, excluded sources, owners, active conversations, and global pause rules.
Agents should not need another inbox to understand the lead. They receive the conversation, qualification, and recommended next action inside the CRM they already open.
“It re-engaged a two-month-old lead I'd already written off, and I ended up closing that deal.”
We map sources, current drips, agent-owned leads, ponds, aged lists, property links, compliance boundaries, and the exact event that should move the conversation to a person.
We will map the conversational paths, FUB fields, suppressions, and human handoff.