Let’s talk Follow Up Boss connector
Your CRM already holds the story. Get the answers you need to move it forward.
Ask questions about Follow Up Boss right inside your preferred AI platform. Get context on leads, activity, and next steps—so you spend less time piecing together records and more time having the conversations that matter.
Your Follow Up Boss. Your team’s access. Set up and supported by Software Sync.
Here’s a quick briefing from your CRM:
Your last note says the buyer wanted to revisit their budget before scheduling more tours.
There’s an incomplete task to follow up on financing.
“Has your budget or timeline changed since we last talked?”
Start with a question
No report builder. No special commands to memorize. Ask the way you would ask a knowledgeable teammate.
You have 4 overdue tasks and 3 due today. Two overdue tasks are attached to leads in the appointment stage. I’d review those first, then work through today’s calls.
A useful starting point, without opening every record.
Alex is in the buyer stage. Your last note mentions a move this fall and a preference for a larger yard. There’s an open task to check in about financing. Start by confirming whether the timing has changed.
The context you need for a more personal conversation.
Here’s the task to review: Call Alex Morgan about financing, due Tuesday, assigned to you. Confirm the contact and date before I create it.
Less retyping after the call. Requires read + write access.
Examples are illustrative. Responses depend on your CRM data, the context and instructions you provide, your AI platform, and your enabled tools and permissions.
The right access for each person
Mix access levels across your team. Give people the capabilities they need, within their existing Follow Up Boss permissions.
Read access
For the people who want answers and recommendations without changing CRM records.
Read + write access
For the people who also want help completing supported CRM updates from the conversation.
Write access does not include outbound texts or emails, unrestricted record changes, or unattended campaigns.
Here’s what the connector can help with today. Your team’s enabled tools and each person’s Follow Up Boss permissions determine what is available to them.
Simple pricing
Setup + launch
Starting at$1,500one time
We handle the connection, configuration, testing, and launch guidance so you can start using it.
Hosting, Improvements & Maintenance
$100/ month
Updates and improvements included. Your connection keeps getting better—with speed, indexing, and improvements to existing tools included at no extra cost.
At 10+ additional users from your Follow Up Boss account, in any mix of access levels, every additional read + write seat drops to $20/month. Read seats stay $10/month.
Your included first user does not count toward the 10-user threshold.
Add additional users
Connect more users from your Follow Up Boss account, each with their own access and permissions.
$10/ month
Ask questions, review lead records and information, and create plans without making changes.$25/ month
Act on the information you uncover—create tasks, add notes, and update records.* Follow Up Boss and AI subscriptions are separate. Custom skills, workflows, and tools are priced separately.
Setup & Onboarding Process
Typical setup takes 2–3 business days once payment is received and intake requirements are complete. Larger teams or custom requirements may take additional time.
Let us know who will use the connector and whether they need read or read + write access.
We configure your team’s connection and test representative questions, permissions, and enabled actions.
Your team gets a walkthrough, example prompts, and documentation—with Software Sync maintaining the connection.
Have a specific follow-up playbook or a way you evaluate buyer and seller opportunities? We can discuss a separately scoped skill or tool built around it. These are optional custom additions—not included features of the base connector.
A few good questions
The $1,500 starting setup and $100/month service include your first user with read + write access, subject to their Follow Up Boss permissions. There is no additional seat fee for that user. Per-seat charges apply only when you add more users.
No. Follow Up Boss stays your CRM. The connector gives your AI assistant access to supported CRM information, so you can ask questions in plain language instead of searching through records yourself.
No. Each member connects with their own Follow Up Boss API key. Their answers and available actions are limited by that key’s permissions and the access Software Sync configures.
It does not include sending texts or emails. It enables supported CRM actions such as creating tasks, adding notes, and updating approved fields. Actions are subject to your permissions and the tools enabled for your team; it is not unrestricted or autonomous CRM access.
An active Follow Up Boss account, an AI assistant with support for the connector, and the required administrative access for setup. We confirm compatibility during intake. Follow Up Boss and any required AI subscriptions are separate from Software Sync’s fees.
We provision their connection, map their individual access, and help them connect their AI assistant. You do not need another full team implementation. Additional members are billed at the read or read + write rate below.
Once you have 10 or more additional paid members, in any mix of read and read + write, every additional read + write member is $20/month instead of $25. Read members stay $10/month. The included initial connection does not count toward the threshold.
The connector gives your AI assistant a connection to Follow Up Boss. Your AI assistant uses that connection to answer questions and carry out supported actions, guided by your instructions, context, and any scheduled tasks your AI platform supports. The connector itself does not run in the background.
Treat them as assistance, not a replacement for your judgment. Answers depend on the CRM data available to that user. Review important details and proposed changes, and follow your team’s policies for using CRM information with an AI provider.
Your Follow Up Boss. Your AI assistant. Connected.
Get answers from your lead records, plan your next steps, and act on them—all through your preferred AI assistant. We handle setup, hosting, and maintenance so you can focus on your clients.