A prioritized contact book
Bring useful signals together to help agents decide where to focus. Explain the priority and distinguish a relative score from a probability or recorded outcome.
Real Estate CRM Automation / Moon Sherpa LabsMOON SHERPA / LABS
Know who’s next.
Know what to say.
Your CRM holds the history. We make it easier to turn that history into a timely conversation, a clear next step, and a team view of the work.
Relationship intelligence / A closer look
A database is full of people.
Good follow-up begins with the relationship already recorded. Explore three contacts and the different reasons to reach out.
SUBJECT STUDY / 01
Illustrative contacts. The rings organize context, timing, and the next conversation; they do not represent a lead score.
THE DECISION IN VIEW
Pick up the actual conversation.
A buyer paused their search while a lease ran its course. The useful prompt comes from that recorded timing, with a draft that acknowledges the pause instead of restarting a generic campaign.
- Start with
- Lease timing + previous conversation
- Make possible
- A specific check-in for agent review
Check contact preferences and recent activity before deciding to send.
The opportunity
Your CRM already has the history.
Calls, conversations, appointments, and property interest can tell a useful story. An agent still needs a way to find the right person in the book and act on that context between everything else in the day.
We build the layer that connects those pieces. Sometimes that means configuring a clear existing workflow. Sometimes it means a custom integration. For Follow Up Boss teams, our own product, Follow Up Ace, provides a working option to evaluate before commissioning a bespoke build.
What we can build
Design for the agent and the team lead.
A draft with context
Prepare SMS and email from relevant contact history and the agent’s stated voice. Keep review and sending in the agent’s workflow.
A connected daily workspace
Use notes, tasks, lists, and supported integrations to bring the next action back to Follow Up Boss. Avoid making another destination people have to remember to check.
A team view of progress
Connect contact and pipeline intelligence with activity context so leaders can inspect work that needs attention, rather than relying on a single aggregate score.
The decision, made clearer
Choose the lightest useful intervention.
| If you need… | Start with… | Then verify… |
|---|---|---|
| A consistent sequence after a known event | The CRM’s existing workflow tools | Ownership, timing, and the stop conditions |
| Information moved between applications | A supported integration or API workflow | Field mapping and duplicate handling |
| Contextual priorities and prepared outreach | An AI layer such as Follow Up Ace | What agents see, review, and record |
| A workflow unique to your team | A scoped custom build | The complete path through your current systems |
A good starting point
A team with a defined follow-up process and a contact book that contains useful history. You can identify where handoffs, preparation, or visibility currently slow the work.
A boundary worth discussing
More automation will not fix unclear ownership or unreliable source records on its own. Those foundations belong in the discovery and cleanup plan.
Working together
Follow one contact all the way through.
Inspect the current workflow
Review stages, task ownership, lead sources, communication practices, and the tools agents already use.
Choose a measurable first change
Define the behavior you want to improve: a completed handoff, a reviewed draft, or a clear next-action queue.
Connect and review
Work through representative contacts, including missing context, duplicate records, and excluded outreach.
Roll out with the team
Introduce the workflow with clear responsibilities and inspect the results before expanding the scope.
In practice
Built here. Available as a product.
Follow Up Ace is our AI layer for Follow Up Boss. It combines ranked work, reviewed drafts, MCP access, and an iPhone companion; Ace Trove adds account-wide intelligence.
AI Platform · CRM Intelligence
Follow Up Ace
An AI layer for Follow Up Boss that ranks the day and prepares personal follow-up drafts, with a shared assistant across the CRM, Claude, ChatGPT, and an iPhone companion.
Inside the buildExplore the working pattern
Inspect the draft before the next conversation.
Use a fictional contact to follow the path from CRM context to a reviewed draft and a connected task. Remove the source history to see why preparation should stop when the conversation cannot be checked.
Workflow laboratory / 04
The work, in motion.
Illustrative workflow
No live customer data
Ready when you areSYS / 00
Inside the workflow01 / 05
A useful starting point
A conversation worth continuing
Signal
A fictional buyer asked about a garden and a quieter street. Their agent opens the follow-up queue.
Run the scenario to follow the whole path, or take it one step at a time.
See the real work: Follow Up AceTry disconnecting the source to see how missing information changes the path.
Before we begin
The useful questions.
Is Follow Up Ace a replacement for Follow Up Boss?
No. It works alongside Follow Up Boss and connects useful priorities, prepared drafts, and assistant access to the existing CRM workflow.
Does Follow Up Ace send every message automatically?
The workflow described here prepares SMS and email for the agent to review and send. Voice is read-only: it helps the agent inspect context and prepare rather than sending messages during the conversation.
Can we use Claude or ChatGPT with Follow Up Boss?
Follow Up Ace provides an authenticated MCP service for compatible clients. Access and available operations depend on the user, plan, and client configuration. A custom connection can be scoped when your requirements differ.
What does a contact score mean?
That depends on the score. Follow Up Ace describes Win Score as a within-account percentile rank, not a close probability. We keep rankings, estimates, and observed outcomes distinct in both the interface and reporting.
Do we need custom software or an existing product?
If Follow Up Ace or the CRM’s built-in features cover your workflow, evaluate those first. A custom build is appropriate when an important process, integration, or operating constraint remains uncovered.
Can you connect other real estate systems?
We begin by checking the supported APIs, permissions, and exports. Then we can scope the specific records and actions that can be connected. We do not promise a vendor integration before verifying its available interface.
Is Follow Up Ace safe to connect to our Follow Up Boss account?
Follow Up Ace connects through Follow Up Boss's own API and OAuth—it does not scrape the CRM or ask your team to hand over a Follow Up Boss password. It reads and writes to the pipeline data you already have in Follow Up Boss; it is not a separate copy of your CRM sitting somewhere else. The voice interface follows the same pattern: the session token is minted server-side, so the underlying API key never reaches a browser. See the Follow Up Ace case study for the full architecture.
Is a real estate lead management system the same as CRM automation?
No. A lead management system tracks and organizes leads; CRM automation acts on them. A generic lead management system for real estate stores contact records, source data, and status—useful, but an agent still has to review, prioritize, and follow up manually. Real estate CRM automation goes further: AI scores each lead's intent, drafts and sends follow-up messages, and updates the record automatically, so the CRM becomes the thing doing the follow-up work instead of just the place it's logged.
How long does it take to set up?
For teams using Follow Up Boss, initial setup and onboarding for Follow Up Ace is typically completed in one to two weeks. For custom automation workflows or CRM integrations beyond Follow Up Boss, scoping and development timelines depend on the specific requirements—we scope these individually before committing to a timeline.
Does this integrate with MLS or other real estate data?
Follow Up Ace is focused on CRM pipeline management and follow-up automation. For teams that need AI integrated with MLS data, market analytics, or listing systems, we build custom integrations as a separate engagement.
Let’s make it concrete
Show us where follow-up gets stuck.
We’ll look at the current process and help you choose between configuration, a product, and a focused custom build.
Review your CRM workflow