Every caller filed as a leadNew callers land in Follow Up Boss with name, number, source, and what they asked about, not on a sticky note in the car.
Speed-to-lead while you showCallers reach a live receptionist even when the whole team is out, so the follow-up starts before you're back at the office.
Your action plans keep firingSource and tags land exactly where your action plans and smart lists expect them, so the automation you built in Follow Up Boss runs on phone leads too.
Caught Between Showings
ABBY PORTAL · CALL SUMMARY
ANSWERED BY ABBY · 1:19 PMCarla Jimenez
(704) 555-0139 · 4 min · New caller
Saw the sign at 41 Maple Ct; asking about price and a weekend showing · pre-approved, wants a callback today.
New buyer leadCallback today
FOLLOW UP BOSS · LEAD
LeadCarla Jimenez
Phone(704) 555-0139
SourceYard sign · 41 Maple Ct
NoteCall summary attached · 1:23 PM
Action PlanNew Buyer Follow-Up · started
A buyer parks at 41 Maple Ct, dials the number on the sign, and gets a live receptionist, not your voicemail, while you're mid-showing across town. Abby answers in your team's name, finds out what she's asking about, and captures how she found you.
By the time you're back in the car, Carla Jimenez is in Follow Up Boss: a lead with the property in the notes, the sign as the source, and a callback task with today's date on it.
Speed-To-Lead Without A Front Desk
Real-estate leads cool fast, and most teams can't staff a desk to catch them. Abby's receptionists answer around the clock, so the lead exists in Follow Up Boss while the buyer is still standing at the curb, not after they've called the next sign down the street.
Because the lead carries a real source and tags, your smart lists surface it and your action plans start working it: the texts, emails, and tasks you already configured. Abby feeds the system; Follow Up Boss does what you built it to do.
The Fields Your Action Plans Fire On
| From the call | Where it lands in Follow Up Boss |
|---|
| Caller name and number | The lead record: name and phone |
| How they found you: "the sign on Maple Ct" | Source field, the one your reports and smart lists run on |
| The property or neighborhood they asked about | First line of the lead note |
| Buying, selling, or both, and their timeline | Tags your action plans key on |
| What they want next: callback, showing, email | A follow-up task on the lead |
| Answered by Abby: time and duration | A call activity in the lead's history |
Mapping is set with you at onboarding: your sources, your tags, your stages.
While You're In The Field
Sign calls answered liveBuyers calling the number on the yard sign reach a person who answers in your team's name and captures which property they're asking about.
Open-house weekendsWhile you're greeting walk-ins, callers get answered and logged; Monday starts with leads, not voicemails.
After-hours buyer questionsEvening and weekend callers are answered 24/7, and every conversation is in Follow Up Boss before your first coffee.
Team accountability, kept honestEach call lands as a lead with notes and a follow-up task, so nothing depends on who remembered to write it down.
How It Works
1Onboarding connects Follow Up Boss and sets your sources, tags, and follow-up rules with you.
2Abby answers in your team's name (sign calls, office line, after hours) and captures what each caller is looking for.
3Every conversation lands in Follow Up Boss as a lead with source, notes, and a task, ready for your action plans.
FAQs
Which answering service works with Follow Up Boss?
Abby does, natively. Our receptionists answer your calls and log each one in Follow Up Boss as a lead with source, notes, and a follow-up task. No middleware to babysit.
Will phone leads trigger my action plans?
Yes, leads arrive with the source and tags your plans key on, so the automation you already built in Follow Up Boss picks them up like any other lead.
Can Abby's AI receptionist cover after-hours sign calls?
Yes. Many teams use Abby's live receptionists during the day and the AI receptionist option overnight; every caller is answered, and every lead lands in Follow Up Boss either way.
What exactly shows up on the lead?
Name, number, source, what they asked about, and the outcome of the call in a summary note, plus a follow-up task when a callback was promised.
Part of our team runs kvCORE. Can you handle both?
Yes. Abby integrates with kvCORE as well, and onboarding maps which calls land where. If you use a tool we haven't listed, we build the integration during onboarding, free.
Use a tool we haven’t listed?
We build missing integrations for new customers during onboarding, free. Tell us what you run on and we’ll connect it.
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