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Claude - Follow Up Boss
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What You Can Do

Run your real estate pipeline from Claude

Lead Management

View new leads, filter by source, stage, or price range. Get instant summaries of your pipeline.

Pipeline Tracking

Monitor deal stages from new lead to closed. Track conversion rates and pipeline value.

Follow-Up Automation

See what’s due today, what’s overdue, and schedule next touches automatically.

Deal Stages

Move contacts through your funnel. Update stages, add notes, and track progress on every deal.

Team Assignment

Route leads to agents, check team workloads, and reassign contacts across your brokerage.

Activity Logging

Log calls, texts, emails, and meetings. Keep a complete history on every contact.

How It Works

I build it, you use it

1
Tell me what you needShare your Follow Up Boss workflow and what you want Claude to do
2
I build and test itI create your custom MCP server and verify it against your account
3
Install in Claude DesktopDrop in the config file and start managing leads through Claude - done
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I scope, build, and deliver - typically in under a week

Need Follow Up Boss in Claude?

I build custom Follow Up Boss integrations for your team.

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