Every new inquiry, waiting in your Follow Up Boss

Follow Up Boss is a real estate CRM for agents and teams, owned by Zillow. It keeps contacts, tasks, and deals in one place, routes new leads to the right agent, and runs automated action plans for follow-up.

Follow Up Boss reports that 36 of the 50 highest-volume real estate teams in the US use it, and that it connects to more than 250 other tools.

It sends every inquiry your Evocalize marketing creates into your Follow Up Boss account as a new lead. Evo, Evocalize’s AI marketing director, runs the marketing and captures each contact on a SmartSite page, and the connector delivers it to Follow Up Boss with the listing and the plan it came from attached.

Each new contact starts the action plan you picked when you connected, so follow-up begins right away. Contacts already in your Follow Up Boss are left as they are.

The connector also works in the other direction. Evo reads status changes and deals from Follow Up Boss to report which plans bring in real business, and it can build audiences from your Follow Up Boss contact lists.

Evocalize does the marketing: the plan, the creative, the SmartSite landing page, capturing each inquiry, and the reporting on every plan.

Follow Up Boss does the follow-up: it receives the lead, routes it to an agent, runs your action plans, and holds the conversation and the deal from there.

Yes. The connector sends contacts into your own Follow Up Boss account, so you need an active Follow Up Boss subscription. You sign in to it from Evocalize once, and each agent connects their own account. The connector is available to every Evocalize customer.

If you do not use Follow Up Boss, you do not need it to use Evocalize. Evocalize works as a standalone platform and connects to other CRMs too. See the full set on the partners page.

The contact details the person shared, what they asked about, and tags for the listing, the marketing plan, and the channel. The lead source reads AI Marketing Director. Your team can see why someone reached out before they pick up the phone.

Yes. Evo reads status changes and deals from your Follow Up Boss, so the reporting on every plan shows which ones brought in real business, not only new contacts.

Yes. Evo can build audiences from your Follow Up Boss contact lists, so your past clients and your sphere keep seeing your marketing alongside new prospects. These audiences reach your own contacts only. In line with housing ad rules, Evo does not build lookalike audiences from them.

It is built for real estate agents and teams, which is who Follow Up Boss serves. Loan officers using Evocalize can connect to the CRM their lender runs instead. See how Evocalize works for real estate agents and loan officers.