Real Estate CRM and Lead Management Software to deliver an incredible customer experience
Real Estate Case Studies and Success Stories with Follow Up Boss
CASE STUDY AV Home Experts at Keller Williams Realty
Follow Up Boss helped AV Home Experts at Keller Williams Realty organize their sales process. The team used data, automation, and integrations to track leads and improve agent performance. With just ...7 agents, they reached $47M in sales volume in 2022. The platform's reporting and dialer features let the team set clear goals and coach agents to higher earnings. AV Home Experts became a top-ranked real estate team in Florida and the US.
Kris Lindahl Real Estate uses Follow Up Boss because it makes it easy for him to manage his inbound lead flow, and easy for his agents to prioritize the best leads for follow up
Follow Up Boss helped Kris Lindahl Real Estate manage a high volume of inbound leads from many sources. The team needed a simple way to organize leads and avoid agent burnout. Follow Up Boss made it ...easy to sort, prioritize, and follow up with leads. The platform's simplicity helped agents do more transactions and reduced stress. The company saw 3x growth in 2 years and reached $1.3B+ in sales volume with over 4,400 transactions in 2021.
CASE STUDY Big Block Realty North and Best Sac Homes Group
Follow Up Boss helped Big Block Realty North and Best Sac Homes Group organize and manage leads. Suneet Agarwal, the CEO, needed a CRM that agents would actually use. The team now handles about 2,000... leads per month. With Follow Up Boss, they improved lead routing and follow-up. The brokerage became the #1 real estate team in California and joined Real Trend’s Billionaires’ Club. They have over 1,000 5-star reviews on Google and Yelp.
Follow Up Boss helped Bramlett Residential organize leads and track ROI. Eric Bramlett struggled with lost leads and inefficient CRMs. He switched to Follow Up Boss for better lead management and tra...cking. The team now uses lead ponds, action plans, and remote phone duty. They achieved $350M+ in annual volume and consistent positive ROI on ad spend. 70% of inbound leads come in by phone.
Follow Up Boss helped Whissel Realty Group organize their business and improve team efficiency. The team faced wasted time and lack of structure before using the platform. With Follow Up Boss, they c...entralized lead management and built strong sales systems. The group grew to over 120 agents and 16 staff, achieving $2B+ in sales and 1,400+ listings sold. They now close up to 42 transactions in a single day.
Follow Up Boss helped The Dixon Group organize leads and coach their 38-agent team. Daniel Dixon used the platform to track key metrics and improve team performance. The team grew from $145 million i...n sales in 2021 to $180 million in 2022. They expanded to four new locations and focused on giving back to the community. Weekly KPI reviews and coaching supported their growth.
Follow Up Boss helped Shannon Milligan of RVA Home Team organize her real estate business. She went from selling three homes in her first year to 63 homes last year, reaching $22 million in annual vo...lume. Before using the CRM, she struggled to manage growing client numbers and lacked a scalable system. With Follow Up Boss, she gained more time to plan, improved her work-life balance, and set clear goals for the future. Integrating BombBomb with her campaigns helped her stay in touch with leads and grow her business.
Follow Up Boss helped Live Florida Realty fix their lead tracking. Before, they spent thousands on leads but had no accountability. The team used Follow Up Boss to make lead management automatic. Now..., every call, text, and email is logged. In 12 months, they saw 36% growth and reached $1M in GCI. The platform made work easier for agents and improved the real estate experience for everyone.
CASE STUDY Your Friends in Real Estate (Barry Jenkins)
Follow Up Boss helped Your Friends in Real Estate automate lead management and transaction processes. Barry Jenkins wanted to reduce burnout and improve work-life balance for his 55-agent team. He us...ed Follow Up Boss with Zapier and other tools to automate follow up and deliver personalized content to leads. The team doubled transactions in one year and became the #1 large team in Virginia for homes sold. Agents now enjoy better work-life balance and fully automated transaction management.
Kris Lindahl Real Estate uses Follow Up Boss because it makes it easy for him to manage his inbound lead flow, and easy for his agents to prioritize the best leads for follow up
Follow Up Boss helped Featherstone & Co. organize leads and build strong systems. Will Featherstone struggled to manage a large property portfolio and lost business due to lack of tools. After using ...Follow Up Boss, he integrated web leads, calling, and marketing into one platform. This allowed him to recruit talent, hire key team members, and double down on community impact. The result was a 12-year community bond, 100% client satisfaction, and the launch of an award-winning nonprofit.
Follow Up Boss helped The Laughton Team organize 300,000 leads and manage over 200 agents across five offices. The team needed to scale beyond 50 agents and improve lead generation. They switched fro...m a rigid system to Follow Up Boss for better integration and visibility. The result was $1B+ in annual sales volume and 2,500+ annual transaction sides. The open platform and integrations with tools like Zillow and Ylopo supported their rapid growth.
CASE STUDY Enclave Team (Beth Nordaune, CEO and founder)
Follow Up Boss helped Enclave Team, led by Beth Nordaune, scale from a small group to a 23-agent, multi-location real estate team. The challenge was losing clarity and agility as the team grew. Follo...w Up Boss provided a robust lead management system, enabling clear tracking of leads and opportunities. The team improved accountability and customized follow-up, leading to $100M in annual volume and recognition as a RE/MAX Top 50 Team in the US. They also earned over 700 reviews on Zillow.
Follow Up Boss helped The Carlisle Group organize and grow their real estate business. The team doubled in size in one year and reached $130 million in sales volume. Cynthia Krebs Lee used the CRM to... unify five agents and streamline lead management. The team became one of the top five real estate teams in Boston. They sold the most homes in Boston in 2022 and ranked in the top ten in Massachusetts.
Follow Up Boss helped Justin Havre & Associates organize over 4,000 monthly leads from 16 sources. Before, the team lost 80% of its agents due to chaos and missed opportunities. With one central CRM,... they stopped internal conflict and improved lead management. The team became the #1 eXp team in the world for units closed and handled $4B+ in volume. Agents now track, nurture, and convert leads more easily, leading to a high-performance culture.
Kris Lindahl Real Estate uses Follow Up Boss because it makes it easy for him to manage his inbound lead flow, and easy for his agents to prioritize the best leads for follow up
Follow Up Boss helped Engel & Völkers Atlanta manage a global client base. Christian Ross, the managing broker, used Smart Lists to focus on top prospects and Action Plans to keep her team on track. ...The platform made it easy to follow up with hundreds of clients. This led to repeat business from international buyers. The team managed $800M in contracts and built strong client relationships.
Follow Up Boss helped Robert Slack Fine Homes manage 25,000 new leads every month. The team used automation to contact leads in under 2 seconds. They increased lead engagement to 65% and achieved a 4...00% ROI on paid leads. The company reached $1.5 billion in sales and $35 million in commissions. Follow Up Boss enabled fast lead routing, multi-channel outreach, and effective nurturing for a large team.
Follow Up Boss helped Brandon Grass, a solo agent at The OKGN Life, organize 37,000 contacts and make 125,000 calls in two years. He needed a system to manage high call volumes and track leads, so he... chose Follow Up Boss for its seamless dialer and mobile features. The platform let him quickly add leads, automate follow-ups, and keep detailed client records. As a result, Brandon sold 4.5 times more homes than the average Realtor in his area and achieved $400k GCI in under two years.
Follow Up Boss helped Wemert Group Realty rebuild their real estate systems after moving from Keller Williams to an independent brokerage. The platform made onboarding new agents faster and easier, h...elping the team manage leads and build strong database habits. Wemert Group Realty now serves over 930 families in Central Florida, with a 40% referral rate and more than 1200 five-star reviews. The team achieved $283M in sales with 40 agents and 23 support staff. Follow Up Boss enabled better agent accountability and improved client relationships.
Kris Lindahl Real Estate uses Follow Up Boss because it makes it easy for him to manage his inbound lead flow, and easy for his agents to prioritize the best leads for follow up
Follow Up Boss helped The Goolsby Group at Keller Williams stay organized after shifting from a large team to a solo agent model. Geoff Goolsby used the platform to manage a 10,000-person database an...d prevent leads from slipping through the cracks. The system supported a small team of two support staff, enabling better work-life balance. Geoff reported having his best year ever in real estate after implementing Follow Up Boss.
Follow Up Boss helped Changing Latitudes, a real estate brokerage, manage growth across multiple locations in Florida and Texas. Carrie Courtney, the team leader, needed a new CRM to support rapid ex...pansion and organize leads. The team migrated to Follow Up Boss, trained agents, and streamlined operations. As a result, the team tripled in size in three years and reached $44M in annual volume. The brokerage is recognized as a top agent by Zillow, Homesnap, FastExpert, and HomeLight.
Follow Up Boss helped Ashton Real Estate Group organize and support a 180-agent team. The platform improved agent accountability and productivity. In 2021, the team closed over 2,300 transactions and... reached $1 billion in sales. They became the #1 RE/MAX team in the world for three years in a row. New agents consistently put two homes under contract in their first 90 days. The system and mentorship programs drove strong results for the team.
