Why does a real estate team need a different CRM from other sales teams, and what does one cost?
Summary
A real estate CRM is built to pull inquiries in from portals like Zillow automatically and hand each one to an agent by rules you set in advance. Follow Up Boss connects to more than 200 lead sources and can route by ZIP code, price, or listing, or let the first agent who taps a phone notification take the lead. On price, its per-user Grow plan costs more than the 10-user Pro bundle as soon as a team reaches eight people.
Where the leads come from
In Follow Up Boss, a lead source shows up on the Lead Flow page by itself once the first lead arrives through an integration, and for each source you pick the agent or agent group, the lender, and the action plan that starts on day one. Advanced rules can look at tags, price, city, state, ZIP code, MLS number, and phone number.
Sources without an integration can still feed the CRM by email:
- Lead notifications are sent to your Follow Up Boss lead email address.
- The email has to contain every field of the chosen format (Short, Full, or Advanced). Blank values are fine, but a deleted field breaks the parsing.
- The subject line is ignored, and custom fields aren't supported.
Zillow has two versions of its connection. One Way creates a lead in Follow Up Boss when a contact is created in Zillow. Two Way keeps stage, assignment, notes, deals, and tags in sync in both directions, and Follow Up Boss recommends it for Zillow Premier Agents.
Who gets the lead
Follow Up Boss groups work in one of two ways. A Round Robin group hands out leads one at a time in a fixed rotation. A First to Claim group alerts everyone at once, and the first member to claim the lead from the push notification becomes the agent. Those claim alerts go only to the iPhone and Android apps, never to email or text, so a First to Claim team is a team whose agents all carry the app. A lead can sit unclaimed for 30 minutes at most, up to two fallback groups can be chained behind the first, and if nobody claims it after that, it goes to the account owner.
Leads that have gone quiet can be moved into a pond, where any agent in the pond can work them. Ponds need an account with more than one user, and when a new lead lands in a pond through Lead Flow, every agent in it gets an email. All of these routing options are on every plan.
What ten agents pay
| Grow | Pro | Platform | |
|---|---|---|---|
| Monthly billing | $69 per user | $499, 10 users included | $1,000, 30 users included |
| Annual billing (per month) | $58 per user | $416 | $833 |
| Each extra user | n/a | $49 ($41 annual) | $20 ($17 annual) |
| Calling and texting | $39 per user add-on ($33 annual) | Unlimited for all users | Unlimited for all users |
On annual billing, seven Grow users cost $406 a month, just under Pro. An eighth user takes Grow to $464. Add Grow's calling option and the crossover arrives at five users. For a ten-agent team paying yearly, that's $6,960 on Grow without calling, $10,920 with it, and $4,992 on Pro. There's a 14-day free trial and no contract.
Wise Agent avoids per-user pricing altogether. Its CRM plan is $49 a month, or $499 a year, for up to five team members on a shared login. Each further batch of five team members adds $20 a month, and a separate login costs $20 a month per login.
Follow-up that runs for months
After the first contact, follow-up can be automated with Action Plans: timed emails, tasks, stage changes, tag changes, and notes.
- A plan can pause itself when the lead replies by email or text, or after a call longer than 2.5 minutes.
- A day-zero email goes out as soon as the plan is applied. Later emails go out daily around 9 a.m. and other steps around 5 a.m., in the user's time zone.
- Follow Up Boss caps Action Plan emails at four a day.
- Plans can't be mass applied, and every email carries an unsubscribe link.
Sources
- https://www.followupboss.com/pricing
- https://www.followupboss.com/features/lead-routing
- https://www.followupboss.com/features/mobile-apps
- https://help.followupboss.com/hc/en-us/articles/360014570494-Lead-Flow-Overview
- https://help.followupboss.com/hc/en-us/articles/360015370573-Follow-Up-Boss-Email-Parser
- https://help.followupboss.com/hc/en-us/articles/18436636270103-Zillow-One-Way-vs-Two-Way-Integration
- https://help.followupboss.com/hc/en-us/articles/360015309373-Groups-Overview
- https://help.followupboss.com/hc/en-us/articles/360014656193-First-to-Claim
- https://help.followupboss.com/hc/en-us/articles/360048829034-Lead-Ponds-Overview
- https://help.followupboss.com/hc/en-us/articles/1500008539982-Action-Plans-Overview
- https://www.wiseagent.com/pricing
Related on this site
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- Monthly versus annual billing: the gap is 1.00 to 2.86 times
- How should you set up deal stages so the pipeline forecast means something?
- Does a ten-person company need to pay for a CRM at all?
- Seat cost calculator
Written by Kaz (pen name). Published September 27, 2026. The figures above come from the vendor and review-site pages listed under Sources. We have not used these products. Corrections: contact form.