Revamp your CRM
for success

Real estate agents and team leaders, brokerage owners, and mortgage lenders across the United States and Canada. If your business runs on relationships and consistent follow up, your system gets built around the way you already work.

Follow Up Boss is our home base, and we’ve been building inside it since 2016. We also build in Sure Send.

No. Old tags, half-finished action plans, and years of imported contacts are normal. Your new system runs on its own clean set of tags and stages, and your Customer Success Manager helps you sort out the rest along the way.

Very common. A CRM arrives as a blank canvas, and building it out takes hours most agents and lenders would rather spend with clients. When a system goes unused, the build needs attention, and that’s the part we take off your plate.

Inside Follow Up Boss, you grant us temporary Trusted Partner access without sharing your password. We never see your login, we can’t change your password or security settings, and you can revoke access at any time.

Yes. Agents regularly move over from KW Command, Top Producer, and Realvolve. Your contacts come across through a standard export and import, and your build happens in the new CRM from there.

Every email is written in plain text so it reads like a personal note from you, which also helps with deliverability. Automations arrive turned off, so you review each template and decide when it goes live.

Most major lead sources, including Zillow, Realtor.com, and Ylopo, connect directly to Follow Up Boss. New leads are placed on the right campaign automatically based on where they came from, and KTS is a Ylopo preferred vendor.

Start with a free CRM diagnostic. We look at how your account is set up today, where leads are slipping, and what would make the biggest difference, then recommend a path from there.