August 19, 2025 written by Matthew Gallina, Customer Success Manager II, Licensed Real Estate Agent
Your Follow Up Boss CRM is the command center for your client relationships. But what if it could be more? Your database isn’t static; the people within it are dynamic, making life-changing decisions every day. The challenge is that your CRM wasn't built to capture this real-time, off-market activity.
That's where Fello comes in.
By integrating Fello directly into FUB, you can transform your existing database from a simple collection of past clients, old buyer leads, and your SOI into a dynamic, 24/7 listing engine. This guide will show you how Fello's AI-powered tools, which can be seamlessly synced with your FUB CRM, can help you uncover hidden opportunities, have smarter conversations, and ultimately, win more.
1. From Anonymous Lead to Potential Listing: The Power of AI Homeowner Identification
The Challenge: You’re losing listings that are already in your database. A large portion of the buyer leads you generate — as many as six out of 10 — already own a home. But inside your FUB CRM, they look like buyers because they have no address. You have no way to market to them as potential sellers, leaving you completely blind to the opportunity right in front of you.
The AI Solution: Fello's AI performs automatic homeowner identification* across your entire database. It doesn't just enrich data; it identifies every contact who currently owns a home in your market. It then appends the critical data points you need to qualify them as a seller: their equity position, time in their home, and other relevant property details.
In FUB: This is where the magic happens. When an existing contact shows new buyer activity in FUB (e.g., a Zillow inquiry or a saved search on your website), Fello's enriched data — visible in the contact record — instantly tells you if they are also a homeowner with high equity. Now you can easily pivot the conversation from "What can I help you buy?" to "Have you thought about how much equity you could leverage from your current home for this purchase?" This turns a simple buyer lead into a double-sided deal.
*Homeowner identification and data enrichment requires credits AKA, Fello's virtual currency.
2. Identify Ready-to-Sell Homeowners with Predictive Lead Scoring
The Challenge: At least 7% of your database is going to sell their home this year. Manually sifting through thousands of contacts to find them is a monumental task, making it impossible to know who to focus on.
The AI Solution: Fello’s AI applies a predictive Lead Score to all the newly identified homeowners in your database by tracking their behavior in real-time. When a contact engages with Fello's automated marketing — like checking their home value or clicking an email — the platform then analyzes these signals. This behavioral data, combined with enriched data like time-in-home or equity position, creates a comprehensive Lead Score that elevates your hottest prospects so you know who to get in front of first.
In FUB: Through the direct integration, Fello syncs the Lead Score and other key engagement metrics directly to custom fields within your FUB contact records. This is a game-changer for your workflow. You can now sort and filter your Smart Lists by Lead Score or other engagement fields, ensuring your most promising prospects automatically rise to the top of your call list every day.
3. Automate Engagement That Gets a Response
The Challenge: You’re not a marketer. You’re an agent. But you know you need to create compelling, personalized marketing campaigns and somehow reach everyone in your database.
The AI Solution: Fello offers automated, pre-built marketing campaigns using AI-powered Smart Send and Smart Content to ensure every email and postcard is sent at the right time, with the right message optimized for response. AI can even help create segments of relevant contacts to send the campaigns to, or use FUB’s Smart Lists.
In FUB: You can set it and forget it. Fello engages your entire FUB database, and when a lead shows intent, their engagement activity appears directly in their FUB contact record, signaling that it's the perfect time for you to reach out personally.
4. Get Instant Client Insights with Ask AI
The Challenge: Preparing for a client call means digging through multiple records and navigating multiple screens to piece together a history. It’s time that could be spent having the conversation!
The AI Solution: Fello's innovative Ask AI tool is integrated directly into the platform — and your workflow. Before a call, you can simply ask AI: 'Is this active buyer from FUB also a homeowner with high equity?' or 'Summarize this contact's property details and recent activity.' Need to check property ownership history or a contact's selling timeline? Just ask.
In FUB: With the Fello Embedded App, crucial data is already at your fingertips. The Ask AI feature complements this by providing narrative summaries and actionable insights with minimal effort, so you spend less time clicking and more time on strategy.
5. Create High-Impact, Custom Scripts in Seconds
The Challenge: No one is a fan of making calls, yet it’s part of the job… But what if you knew exactly what to say to handle each contact’s objections and find their true motivation?
The AI Solution: Fello’s Ask AI isn't just for data retrieval; it's also an awesome coaching tool. It can generate call scripts, create talking points, and even help you simulate objection handling to prepare for any client interaction.
In FUB: By leveraging the enriched data Fello provides in FUB, Ask AI can generate hyper-personalized scripts that address each contact’s unique situation, leading to more productive conversations.
6. Monitor and Fix Gaps in Your CRM — Automatically
The Challenge: You know your database has gaps and may have been neglected, but finding the gaps and fixing them is another project you just don't have time for.
The AI Solution: Fello’s Data Quality Module gives you immediate visibility into the health of your database. It highlights the percentage of contacts with complete information (name, phone, email, property details, etc.), empowering you to proactively improve data accuracy for better outreach. Fello’s data enrichment can automate filling in those gaps.
In FUB: A healthier database means your FUB is more powerful. By using Fello to identify and fill data gaps, you ensure that the information syncing to FUB is accurate and complete, making your follow-up plans and automations more effective.
7. Seamlessly Integrate in 5 Minutes!
The Challenge: Integrating new software is often a complicated, time-consuming process that requires third-party tools that take hours of setup and mapping.
The AI Solution: Fello’s direct, native integration with Follow Up Boss was built to be hassle-free and easy. There is no need for expensive third-party tools. The connection is managed directly within Fello’s App Marketplace and integration page, with a step-by-step guide to get you started.
In FUB: It takes about 5 minutes to integrate FUB and Fello. Once enabled, the Fello Embedded App appears in your FUB contact records. You get a full, bi-directional data sync, giving you granular control over what information is shared, meaning you can work in one platform, with all the data, without switching back and forth.
Ready to Unlock the Profit in Your Follow Up Boss CRM?
The most successful agents aren't working harder; they're working smarter by leveraging technology that provides a competitive edge. By integrating Fello with your Follow Up Boss CRM, you're not just adding another tool; you are upgrading your entire workflow to be more intelligent, efficient, and profitable.
Stop flying blind and let Fello’s AI and automation pinpoint the opportunities hiding in your database.
See Fello’s AI and automation in action: