Let Follow Up Boss update your CRM for you — right after your calls.

Note: This is a limited pilot available to a small group of teams. We’re gathering feedback before rolling this feature out more broadly in the near future.

What is automatic CRM updates?

Automatic CRM updates is an AI-powered feature in Follow Up Boss that helps you keep your lead records up to date automatically.

After you finish a call using your FUB phone number, the system reviews the conversation and suggests updates to your CRM for:

• Lead stage changes

• Appointment creation

You’ll receive these suggestions by text and can confirm with one tap — no need to log in or remember to update later.

If an update to the lead's timeframe to move is detected, their timeframe will be updated automatically.

How does it work?

Here’s what happens step-by-step:

1. After your call ends
   AI reviews the conversation using the call transcript or your call notes.

2. Suggestions are created
   
   

   Examples include:

   • Change stage (e.g. “Showing Homes” → “Under Contract”)

   • Create an appointment (e.g. “Tour Friday at 2pm”)

   • Update timeframe to move (auto-updated if confidence is high)

3. You get a text message
   You’ll see options to:

   • Accept ("Yes")

   • Decline ("No")

4. Your CRM is updated
   Updates you approve are applied right away. High-confidence timeframe updates are applied automatically. To change or revert any updates, you can visit the lead's profile to manually update them.

Why use it?

• Save time – Less manual updating leads after every call
• Stay accurate – Lead records reflect the latest conversations
• Avoid missed details – Important info is captured, even on busy days
• Build trust – Show up more organized and responsive to clients

What you should know

• You’ll get automatic CRM update suggestions by text message (RCS or SMS) directly from Follow Up Boss, depending on your device and carrier support.

• You can opt out anytime by replying STOP. 
  ⚠️ Note: This also stops all other FUB text message alerts, like new lead notifications.

• The system improves over time based on your feedback — it gets smarter the more you use it.

How to receive automatic CRM update messages (RCS or SMS)

You’ll get automatic CRM update suggestions by text message from Follow Up Boss after calls made with your FUB phone number.

If your phone and carrier support RCS (Rich Communication Services), you’ll receive messages with a richer experience (e.g. "yes" or "no" buttons for confirming updates).

If not, no worries — you’ll still receive the same suggestions via regular text message (SMS).

✅ To enable RCS on your device:

On iPhone:

1. Open the Settings app

2. Tap Apps → Messages

3. Tap RCS Messaging and turn it on

4. To allow messages from businesses (like Follow Up Boss), turn RCS Business Messages on
   

For more details on how to turn on RCS messaging on iPhone, learn more here.

On Android:

1. Open the Google Messages app

2. Tap your profile icon → Messages settings

3. Tap RCS chats

4. Turn RCS chats on

For more details on how to turn on RCS messaging on Android, learn more here.

Most carriers now support RCS. If yours doesn’t, you’ll still receive updates via SMS.

Frequently asked questions (FAQ)

Q: What happens if I do not respond to a suggested update?
A: No changes will be made to your CRM.

Q: Can I undo an automatic update?
A: There is not an automatic "undo" option, but all updates are logged. You can manually revert changes on the lead profile.

Q: Will opting out affect other notifications?
A: Yes. Opting out of automatic CRM update messages will also stop other SMS alerts from Follow Up Boss.

Need help or have feedback? Email us at support@followupboss.com — we'd love to hear what you think.