Switching from Follow Up Boss

Switching from Follow Up Boss? Read this first.

Follow Up Boss is a serious CRM — if all you need is a CRM. Patio is what you graduate to when you want the work done, not just organized. It answers your phone, markets your listings, and tracks your commissions — in the one place you already work.

Follow Up Boss solves lead follow-up. Patio deletes all eight.

Each of these is a problem most agents solve by buying another tool. Swipe through the eight →

1 / 8

I miss calls when I'm showing a house — and a missed call is a missed client.

Jessica

Every call answered live, 24/7 — qualified, booked, and briefed back to you while you're in the field.

2 / 8

I open my CRM and freeze — who do I even call today?

Daily Five

Five ranked, ready-to-call people every morning. Open the app, start dialing.

3 / 8

Marketing eats my nights and I'm still inconsistent.

Studio

One listing becomes a week of content — captions, hashtags, Reel scripts — done in minutes.

4 / 8

My new listings deserve better than one Facebook post.

Growth Kit

Paste any listing — get a branded marketing page for it in about a minute.

5 / 8

Pricing a home right costs me half a day of comps.

CMA

A branded, client-ready CMA in minutes — comps, analysis, and your brand, finished.

6 / 8

I never really know what I'm owed until the check clears.

Ledger

Every commission tracked from contract to payout — you always know what's coming and when.

7 / 8

My sphere goes cold because follow-up slips through the cracks.

Sequencesyou may have this covered

Automatic, personal touches — birthdays, home anniversaries, check-ins — sent in your voice, for you.

8 / 8

I'm paying for six tools that don't talk to each other.

Patio

One login for calls, contacts, marketing, CMAs, and commissions — finally in one place.

Who should not switch

We'd rather you stay than churn. Follow Up Boss is the right call if:

  • Teams deeply invested in Follow Up Boss’s integration ecosystem they depend on daily.
  • Agents who only want a standalone dialer and nothing else.
  • Offices with custom FUB workflows they’re unwilling to rebuild.

If that's you, stay — and we'll be here when your stack gets too expensive to manage.

Bringing your people over

Import your contacts in a few clicks — your sphere comes with you, and Daily Five starts telling you who to call on day one.

Why trust it

I'm a licensed Texas REALTOR®, and I built Patio because I was paying for six tools that didn't talk to each other and still left me doing the busywork. I wanted one place that answered my calls, told me who to follow up with, and marketed my listings — so I built it. I run my own business on Patio every day.

Start free · Bring your contacts.

14-day free trial. No setup fees. Your sphere comes with you.

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