Configure Follow Up Boss CRM
Budget: $10 – $30 USD
I’m ready to roll out Follow Up Boss across my real-estate team and need a specialist to get everything configured from day one. Here’s what I’m looking for:
• Lead management: import existing contacts, organize them by source, and be sure the system is primed for new leads as they come in.
• Automated follow-ups: build email, text, and task sequences that trigger reliably based on event timing or deal stage.
• Pipeline tracking: design the stages so my agents see exactly where every opportunity sits and what the next action is.
My current data lives in another CRM; I’ll provide an export, and I need it migrated cleanly—no duplicates, all notes and activity history intact. I also rely on a few key data points that don’t exist out of the box, so custom fields must be created and mapped during the import.
Acceptance criteria
– All legacy contacts, notes, and timelines visible in Follow Up Boss.
– Custom fields appear on contact and deal records and populate correctly.
– Automated action plans tested end-to-end with at least one sample contact.
– Pipeline stages displayed on the dashboard and drag-and-drop ready.
If you know the platform inside out and can deliver a turnkey setup, let’s talk.
• Lead management: import existing contacts, organize them by source, and be sure the system is primed for new leads as they come in.
• Automated follow-ups: build email, text, and task sequences that trigger reliably based on event timing or deal stage.
• Pipeline tracking: design the stages so my agents see exactly where every opportunity sits and what the next action is.
My current data lives in another CRM; I’ll provide an export, and I need it migrated cleanly—no duplicates, all notes and activity history intact. I also rely on a few key data points that don’t exist out of the box, so custom fields must be created and mapped during the import.
Acceptance criteria
– All legacy contacts, notes, and timelines visible in Follow Up Boss.
– Custom fields appear on contact and deal records and populate correctly.
– Automated action plans tested end-to-end with at least one sample contact.
– Pipeline stages displayed on the dashboard and drag-and-drop ready.
If you know the platform inside out and can deliver a turnkey setup, let’s talk.