CRM & Sales

Let agents run your Follow Up Boss pipeline

QX logs activity, updates deals, books appointments and chases stalled leads in Follow Up Boss—so your agents close business instead of clicking around a CRM.

@QX Which leads have gone quiet this week?

Eleven buyer leads haven't been touched in 7+ days—Sarah Chen and the Patel family both viewed listings yesterday but never got a reply. Want me to draft personalised follow-ups and log them?

Follow Up Boss

Gmail

Stop chasing leads, updating stages, and logging every call by hand. Hand the CRM grind to an agent.

Lead response

Reply to every new lead in seconds

New inquiries get answered, qualified and assigned the moment they land—an agent drafts a personal reply, logs the touch, and routes the contact to the right person on your team.

Pipeline hygiene

A pipeline that updates itself

Calls, texts, showings and emails get logged automatically. Deals move stages as activity happens, custom fields fill in, and stale opportunities get surfaced before they rot.

Follow-ups

No lead ever goes cold

An agent watches who's gone quiet, who's re-engaged, and who's due for a check-in—then drafts the right text, email or task at the right moment, every time.

Follow Up Boss

Real workflows, built for your team

Build workflows in minutes that chain Follow Up Boss with the rest of your stack. Trigger them on a CRM event, on a schedule, or on demand.

Sales: Qualify and route every new inquiry

New lead created

Triggered in Follow Up Boss

Classify intent & timeline

Agent step

Enrich contact details

Web research

Qualified buyer

Update custom fields & stage

in Follow Up Boss

Apply nurture action plan

in Follow Up Boss

Ping the assigned agent

Alert via Slack

QX agents can create deals, log calls, book appointments, apply action plans—and a lot more

QUERYLook up a deal or contact

LISTList deals, leads and appointments

CREATECreate a deal in the pipeline

CREATESchedule an appointment

CREATELog a call or activity event

CREATEApply an action plan to a contact

SENDMerge and send templated outreach

UPDATEMove a deal to a new stage

+ 91 more actions

About Follow Up Boss

Follow Up Boss is the leading CRM for high-growth real estate teams, used by top brokerages and agents across North America to manage leads, deals and follow-up at scale. Its rich API, action plans and pipeline structure make it a natural fit for automation that keeps every lead moving.

About QX Labs

QX is an AI agent platform that helps you build, run and scale AI across your team in a few clicks. Create agents that connect to your data and 1,000+ apps, building institutional memory that gets sharper every run. Then delegate tasks to them from where you already work—Slack, Teams, WhatsApp or email.

See Follow Up Boss running on autopilot

Want an AI co-worker that keeps your CRM clean and your leads warm? Book a demo to walk through your pipeline, or get started for free.

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