Unify your customer relationships with Follow Up Boss
Connect Follow Up Boss to Tendersight and let your AI assistants automatically process your activities. Follow Up Boss is the leading CRM for high-growth real estate businesses. Get all your leads in one place & take control of your follow up so you can work smarter.
What you can do
Powerful automation capabilities out of the box.
Smart filtering
Set rules to import only the activities you need. Filter by date, status, keywords, or custom criteria to keep your workspace focused.
Secure connection
Your Follow Up Boss credentials are encrypted end-to-end. We use OAuth where available and never store your passwords. Revoke access anytime.
Batch processing
Import historical activities from Follow Up Boss in bulk. Backfill your AI assistants with past data to improve response quality from day one.
Custom field mapping
Map Follow Up Boss fields to Tendersight attributes. Define exactly how your activities are structured when they arrive in your workspace.
How it works
Get started in three simple steps.
Connect Follow Up Boss
Link your Follow Up Boss account in one click. Secure OAuth authentication — no passwords stored.
Set your rules
Define what triggers an import — new activities, updates, or on a schedule. Fine-tune with filters.
Let AI take over
Your AI assistants process incoming activities automatically — extracting insights, structuring data, and preparing tender responses.
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