Integration
Execio + Follow Up Boss
Follow Up Boss stays your CRM, where leads land and your full database lives. Execio works alongside it as the place you work the relationships every day, and the two stay in sync.
What comes into Execio
- Your contacts, with their phone numbers, emails, stage, Background and spouse or partner.
- Their call history, so last contact is right from day one.
- Changes made in Follow Up Boss keep arriving after you connect.
- Your Follow Up Boss tags decide which Execio list each contact starts in: Hot List, Warm List, Past Clients or Sphere. A tag can also mark a contact as an Investor.
What goes back to Follow Up Boss
- Calls you log in Execio, including edits and deletes.
- Notes you write in Execio.
- Edits to a contact’s details.
- Deals, with stage, price, key dates and commission.
- Close dates and home anniversaries.
- New contacts, when you choose Add to Follow Up Boss.
- Execio’s own tags (Execio Hot, Execio Warm and Execio Past Client) on contacts already in Follow Up Boss. Your own tags are never removed.
What Execio adds
- A morning brief of who to reach out to today, and why.
- Kelo, an AI coach that knows each contact’s history.
- Voice debriefs after a call, saved as a clean note.
- Past client and sphere nurture with last contact and stale flags.
- Deal net, costs and return by lead source.
How you connect
- In Execio’s settings, choose Follow Up Boss and sign in to approve the connection. Execio never sees your Follow Up Boss password.
- Your contacts come in and sort into your lists.
- From then on, the work you log in Execio is recorded in Follow Up Boss too.
Texts and emails you send from your own phone are logged in Execio and are not sent to Follow Up Boss as calls.
Follow Up Boss is a trademark of its owner.