Follow Up Boss

A lead sits in Follow Up Boss tagged "new" six weeks after they said on a call they were pre-approved and ready to tour. Nobody updated the stage, because that's the kind of task that gets skipped between showings and calls. Quin connects to Follow Up Boss and updates lead stages, logs call notes to the right record, and turns a showing request into a task, so the lead board reflects what buyers and sellers said.

What you can do with Follow Up Boss and Quin

• Get a lead's stage updated the moment a call signals a change.
  A buyer getting pre-approved or a seller deciding to wait gets reflected the same day, with a note on why.
• Turn a showing request into a task tied to the lead.
  A buyer asking for comps or a second look with an inspector gets tracked instead of remembered from a busy Saturday.
• Get call notes logged to the right lead record, even with duplicate contacts.
  Quin matches by name, phone, and email, so a returning lead's note lands on their existing record.
• Ask Quin about any contact and get an answer pulled from Follow Up Boss.
  There's no need to open the app to check.
• Create and assign follow-up tasks linked to a lead or deal.
  A commitment made on a call has an owner and somewhere to live.
• Log a written summary from a live call or a quick voice recap after a showing.
  Either way, the record reflects the specifics, not a generic "spoke with buyer."

Who this helps most

• Agents running back-to-back showings, where a request made mid-tour is the easiest detail to lose by Monday.
• Teams sharing leads across more than one agent, since a showing agent needs a clear way to hand off what a buyer asked for.
• Anyone managing a lead board used for daily decisions, where a stage that's weeks behind means the numbers don't reflect who's active right now.

How this shows up day to day

• A buyer mentions their loan got approved and they want to tour next weekend.
  The lead moves from "considering" to "active" the same day, not at the next lead review.
• An open house produces three specific requests from different visitors.
  Each becomes its own task on the right lead, instead of one recap someone has to comb through later.
• A lead who called the office directly also came in through a web inquiry.
  Quin matches the call to the record tied to the phone number that placed it, not a duplicate.

Frequently asked questions

What happens when I connect Follow Up Boss?
Quin logs call notes, updates lead stages, and creates follow-up tasks based on your conversations.

Why can't Quin find a contact I know exists in Follow Up Boss?
Check that the name matches exactly, and try using the contact's email address or phone number instead.

Why aren't meeting notes appearing in Follow Up Boss?
Confirm the integration shows as Active and that you mentioned the contact's name during the conversation.

Is my Follow Up Boss data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just Follow Up Boss.

Does Quin replace Follow Up Boss?
No. Follow Up Boss stays the system of record for your leads. Quin keeps it current from your conversations, but Follow Up Boss remains the source of truth.