Stop Using Tags the Wrong Way in Follow Up Boss
If you're using tags in Follow Up Boss to track appointments, stages, or transactions—you're not just using the CRM incorrectly, you're also damaging the integrity of your business data.
And it’s not your fault. Most third-party platforms force real estate teams into rigid systems that don’t match how they actually operate. But it doesn’t have to be that way.
Why Misusing Tags Hurts Your Business
Real estate teams rely on Follow Up Boss for a reason—it’s clean, intuitive, and built for productivity. But when integrations force you to rely on tags or stages to capture appointment or deal data, everything starts to break down.
Here’s the problem:
- Tags are not designed for appointment tracking.
- Stages aren’t meant to represent transactions.
- Mixing these elements leads to unreliable reporting, lost insights, and poor decision-making.
Your CRM should reflect your actual workflow—not force you to adapt to a workaround that was never meant for real estate in the first place.
RealSynch Business Intelligence Fixes This—Without Changing How You Work
RealSynch Business Intelligence integrates directly with Follow Up Boss and lets you use the system as it was intended—while still delivering clean, reliable data into one central dashboard.
With RealSynch Business Intelligence, you can:
- Customize appointment types, outcomes, and follow-up stages
- Track real lead conversion metrics and ROI across all sources
- Identify agent performance gaps and top producers
- Sync deal pipelines without altering your CRM setup
- Maintain data accuracy without relying on tags or hacks
This is real estate data, done right.
You Control the Data—Not the Other Way Around
RealSynch Business Intelligence is built for flexibility. You choose how your pipeline maps to your reporting dashboard. You define what a “conversation” or a “connect” means in your process. You don’t have to compromise your workflow just to make the data make sense.
We’ve helped hundreds of team leaders and brokers who were tired of being told how to use their CRM. Now, they’re finally in control—with the clarity they’ve been missing.
No White Glove Fees. Just Real Support.
We offer a free, fully customized setup for every client. No “white glove” upsells. No onboarding charges. Just straightforward, real-time support from people who understand how real estate operations work.
Setup takes less than 10 minutes. From there, you’re ready to make smarter, faster business decisions—without fixing broken dashboards or juggling spreadsheets.
📞 Want help right now? Call Scott directly at 703-565-7000
Or schedule your free setup call here → Book a free demo with Scott Sillari today.
If you're still relying on tags in Follow Up Boss to track deals or appointments, you're not just creating confusion—you’re leaving money and insights on the table.
RealSynch Business Intelligence gives you the clarity, control, and accuracy you need to grow your business with confidence.
No workarounds. No nonsense. Just the right data, delivered the right way.
