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Follow Up Boss vs run for you
Follow Up Boss is the CRM of record for real-estate teams: it organizes leads, routes them, and reminds your agents to follow up. It does not write the follow-up. agentplain is a run-for-you service — the fleet reads what's already in your inbox and calendar, drafts the replies, the chases, and the summaries, and a person on your team approves each one before anything goes out. If your leads are a mess, buy the CRM first. If the writing is what eats your evenings, that's the work we run.
The shared pain
The week this page is about.
You run a Georgia brokerage. Portal leads arrive at nine and ten at night, and the first useful reply usually wins the client. Your CRM logs every lead and fires a task at the right agent. The reply itself still has to be written by a person, and so does the commission-invoice chase, the transaction status update, and the month-end report. That writing is the part of the desk no CRM does.
The honest trade-off
Where each one is the right call.
Where Follow Up Boss wins
- The pipeline of record. Lead routing, deal stages, and agent accountability in one place — Follow Up Boss does this as well as anything in the category.
- Lead-source coverage: portals and lead providers forward into it with an email swap, and its own docs put basic setup at minutes, not weeks.
- Automation at volume once built — Automations 2.0 fires templates, tasks, and record updates on triggers your team defines.
- Phone-first team workflows, with a dialer add-on and calling reports.
Where agentplain wins
- The work between the records: reading the thread, drafting the reply in your voice, chasing the missing document.
- A service team installs it and runs a monthly review. Nobody at your brokerage becomes the software administrator.
- Real-estate drafts are checked against the fair-housing corpus, and a person approves everything before it goes out.
- Works across the whole desk — email, calendar, QuickBooks, and the transaction documents — not inside one tool's walls.
The gap
What Follow Up Boss can't do.
Write the follow-up.
Follow Up Boss fires the task and the template. The 9pm buyer who asked about schools, financing, and a Saturday showing gets a merge-field email until a person writes back. The fleet drafts the specific reply from the actual thread; your agent reads it, edits if needed, and sends.
Run itself.
Action plans, automations, and routing rules are built and maintained by someone at your brokerage — its own plans reserve richer onboarding for the higher tiers because setup is real work. With run-for-you, setup and the monthly tune-up are our job, not a role you staff.
Hold every send for a human.
Its automation sends what you pre-wrote. One fair-housing slip in an auto-sent drip is a first-offense civil penalty of up to $26,262 (HUD, 24 CFR 180.671). Our architecture is the reverse: real-estate drafts pass a fair-housing review, and nothing leaves without a person approving it.
See past its own walls.
The commission invoice lives in QuickBooks. The closing docs live in DocuSign and Drive. The month-end story lives across all of it. A CRM works its own database; the fleet reads across the desk and drafts what sits between the tools.
The other half
What “run-for-you” means.
Run-for-you means the service does the work and you do the deciding. We install the fleet against the tools you already use — email, calendar, QuickBooks, and the document stack — and configure the workflows for how your brokerage actually runs.
Every day the fleet reads what came in, drafts the replies, chases, and summaries a person would otherwise type, and queues each one for approval. Nothing sends on its own. You, or the agent you assign, approve and send from your own systems.
A person on our side runs a monthly review with you: what the fleet drafted, what you edited, what to change. You never file a ticket to get your own software configured.
Side by side
Line by line.
| Follow Up Boss | agentplain | |
|---|---|---|
| Setup time | Self-serve in minutes; automations and action plans are yours to build | Installed and configured by a service team in days |
| Ongoing labor | An admin or team lead owns automations, templates, and routing | You approve drafts; we run the fleet and the monthly review |
| Personalization | Templates and merge fields your team writes ahead of time | Per-thread drafts written in your voice from the live context |
| Cost predictability | Per-user pricing, with add-ons like the dialer billed per user on top | One flat monthly price of $99/month, published in full |
| When you need help | Help center and support, with richer onboarding on higher plans | A named service partner and a standing monthly review |
Choose Follow Up Boss if
Your problem is lead organization — routing, accountability, pipeline visibility — and someone on your team will own building and maintaining the automations. Follow Up Boss is a strong CRM of record, and nothing about agentplain asks you to leave it.
Choose agentplain if
Your leads are already organized and the bottleneck is the writing: first-touch replies, document chases, status updates, the month-end report. We run that work alongside the CRM you keep.
Questions worth asking
The honest version.
Do I have to replace Follow Up Boss to use agentplain?
No. Keep it. Follow Up Boss stays your CRM of record; agentplain works alongside it on the email, calendar, QuickBooks, and document work a CRM doesn't do. There is no direct Follow Up Boss integration today — the fleet works from your inbox and calendar, where the real conversations already live.
Follow Up Boss has automations. How is run-for-you different?
Its automations fire templates and tasks on triggers someone at your brokerage builds and maintains. The fleet writes the message itself — a specific draft for the specific thread — and a person approves it before it goes anywhere. Automation sends what you pre-wrote; run-for-you drafts what you would have written.
Does the fleet send anything on its own?
No. Every draft — a reply, a proposal, a status update — lands in your approval queue as a pending item. The fleet drafts and proposes; you approve and send from inside your own email, calendar, and CRM. It never auto-sends, moves money, or makes commitments on your behalf.
Bring your real week.
Twenty minutes with a person, not a demo script. We walk through what the fleet would draft for your shop and where you stay in control. If it isn't a fit, we say so.