Follow Up Boss AI: Which Plan Adds Smart Summaries and Suggested Tasks?

All three plans list smart summaries and suggested tasks: Grow, Pro and Platform, with no separate AI charge. The catch is calling. Many AI features read call data, and on Grow calling costs $39 per user a month extra, while Pro ($499 for ten users) includes it. For teams of four or fewer, Grow plus calling is cheaper than Pro.

Two warnings before you budget around the AI. First, Follow Up Boss labels smart summaries a beta, and its help article says the feature was in closed beta and temporarily turned off for all users while it was improved, so test it in a trial account. Second, the plan question is really a calling question, and the break-even depends on how many seats need calling, not only on how many seats you have.

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What the pricing page lists, plan by plan

The pricing page shows monthly and annual billing, with annual described as two months free. Its comparison grid has a "FUB AI" block with four rows: smart summaries, suggested tasks, smart messages and predictive lead prioritisation. All four rows are ticked on Grow, Pro and Platform. The plan cards are less even. Pro and Platform name the four features, while the Grow card says only that AI features are included and adds that some use data from Calling, which is a paid add-on on that plan. I would treat the AI as included on all three, then confirm it inside a trial.

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Prices are shown plus tax where applicable. Every plan includes unlimited contacts, lead sources and integrations, and seven-day phone and email support. So the AI list is the same across plans, and what separates them is the money and a handful of non-AI features. Beyond calling, the pricing page puts these only on Pro and Platform:

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• Call reporting, and shared inboxes or ring groups for calls.
• Team inboxes, enhanced support and training, and personalised onboarding.
• Help importing contacts from your current CRM, and help connecting lead sources.

Those are the reasons to pay for Pro that have nothing to do with AI, and for a team moving from another CRM the import help can be worth more than any summary. How the numbers compare for a named team is worked through in what a small team really pays; this tutorial stays on features and the decision.

Smart summaries: what they read and why calling matters

According to the help article, a smart summary is built from the data on the lead profile: texts, calls, emails, Inbox App messages, notes, activity and audit logs. It sits on the lead profile above the timeline, with an activity summary of the client's journey and a set of suggested tasks drawn from it. On the mobile app you reach it from the lead profile under Info, then Smart Summary. One limit is stated plainly: summaries are available for leads with activity in the last 90 days, so a dormant lead you are about to revive may show nothing until someone touches it.

Calling matters because of the first item in that list. The calling page says FUB Phone records calls, summarises them and suggests what to do next, and the pricing footnote says many AI features rely on data produced by Calling. If your agents call from personal phones, the content of those calls never reaches the CRM, and the summary has only texts, emails and notes to read. A summary built on thin data reads confidently and says little.

Per-call summaries are a separate feature, and worth knowing about while Smart Summary is switched off. The help article on call transcripts and summaries says that after a call made through a FUB number, a third-party service transcribes it, a Zillow-hosted language model writes a summary with key action items, and both are stored on the lead within about 15 seconds of the call ending. They come with the call-recording power-up, and you can't keep recording while switching them off. Only calls lasting between 15 seconds and 60 minutes are transcribed and summarised, and a call transferred within the system isn't. Each suggested task in a call summary can be turned into a real task with a type, an assignee and a due date, which makes the call summary the feature to test first in a trial.

What a useful summary contains, and what you'd fix

Judge any summary against six facts an agent needs before the next call: what the lead wants, where, by when, how they plan to pay, the last contact, and the agreed next step. Here is an invented example, written by me to show the shape rather than captured from the product, with the corrections a careful agent would make.

The third row is the failure to watch for. A summary can promote something the lead asked about into something they said. Make "correct the summary" a ten-second habit for each lead you are about to call, and treat the text as a draft of your own notes rather than a record.

Suggested tasks: from summary to one-click follow-up

The AI page describes suggested tasks as important follow-ups that are suggested automatically and activated with a single click. The help article adds that they are based on the smart summary, which is why the two features stand or fall together: if summaries are switched off for your account, expect the tasks to be affected too, and ask support before assuming otherwise.

One click is exactly why a team needs rules. An agent working fifty leads can accept forty suggestions in a minute, and an hour later forty reminders are competing with the five that matter. A workable rule for a small team: accept a suggestion only if you can name the owner, the due date and the message you'd send; reword the task title so it says what to do; and delete the rest. Look at the pattern after a week. If most suggestions are "follow up with the lead", the AI is restating what Action Plans already do, and you have learned something about whether Pro's price is buying anything new.

A short illustrative case. A lead texted twice about the schools near a listing, then went quiet for nine days. The suggested task reads "Follow up with lead". The version worth accepting is "Send the local schools page for the listing and ask if Saturday viewings suit", due tomorrow, owned by the agent who took the texts. That is the same click, with ten extra seconds of editing, and it turns a vague nudge into a message the lead can answer.

Smart messages and lead prioritisation: smaller features, same caveats

Smart messages sit in the text and email composer, on desktop and in the mobile apps, whether you start from a lead profile or the inbox. According to the help article, you pick a prompt and get a draft built from the lead's texts, calls, emails, notes and timeline; a custom option lets you say what you want to communicate, and on mobile you can speak that custom prompt instead of typing it. The article asks you to review every message carefully before sending. That last instruction matters more for texts than for emails: a text that reads like a template is the one most likely to be ignored, and one that mentions something the lead never said is worse. For the rules on consent when you text or call leads, the follow-up compliance tutorial goes through what to check.

Predictive lead prioritisation is described on the AI page as AI-powered tags that surface high-intent Zillow buyers and qualified sellers. Two cautions. It only helps if Zillow leads feed your account, and the page doesn't explain how the tags are decided. Use them as a sort order, never as a filter that hides everyone else: a lead with no tag is not a lead you may ignore.

Pro or Grow with calling: the break-even for a small team

With AI the same on every plan, the Pro decision is arithmetic plus a few non-AI features. On monthly billing, Grow costs $69 for each user plus $39 for each user who needs calling. Pro costs $499 for up to ten users. Pro is the cheaper plan when 69 times your users plus 39 times your callers is more than 499. That has a surprisingly tidy result, because the same thresholds hold on annual billing ($58 and $33 per user against $416 flat).

A five-person team worked through

The worked team has four agents and an inside sales assistant, five users in all. The three people who phone leads daily would call from Follow Up Boss; the fourth agent and the assistant mostly text. On Grow with calling for three, the bill is 5 × $69 plus 3 × $39, which is $345 plus $117, or $462 a month. On Grow with calling for all five it is $540. Pro is $499. On annual billing the same three options are $389, $455 and $416. So the cheapest route is Grow with calling for three callers, saving $37 a month against Pro on monthly billing, or $27 on annual.

Now the fourth person starts calling. Grow becomes $345 plus $156, which is $501 a month, and Pro is $2 cheaper and brings team inboxes, call reporting and onboarding help. That is why the five-user row says four callers. The decision is not about the price gap, which is tiny at that point, but about whether you want those Pro features. Per-user calling pricing suggests you can add it for some seats only, but confirm that with Follow Up Boss before you plan around it.

Rules of thumb that follow

• Four users or fewer: start on Grow, add calling for the people who phone leads, and revisit when you hire a fifth.
• Five or six users: count the callers. If at least four of five, or three of six, will call from the CRM, Pro is cheaper and gives you the team features.
• Seven or more: Pro is almost always the cheaper plan; the question becomes whether you need Platform's extra team features; on price alone it overtakes Pro at around 21 users.
• Agents who call from personal phones: the AI has less to read whatever plan you buy, so fix the calling habit before you pay for calling.

If you are still choosing a CRM, the comparison of Follow Up Boss, Lofty and BoldTrail sets these plans beside the alternatives, and the tutorial on switching CRM for AI features asks whether better AI alone justifies a move.

Where a general assistant still does the job better

The vendor's FAQ argues that built-in AI beats general assistants because it sees your calls, texts and emails, while a chatbot only knows what you paste. For the four jobs on Follow Up Boss's list that is a fair point. But the list is short, and most small teams end up using both kinds of tool.

The rule I'd give a team: use the built-in features for anything that needs a lead's history, because that is where they are strong, and use a general assistant for writing and practice that don't. The cost of doing both is easy to add up. ChatGPT Business is $20 a seat a month on annual billing or $25 monthly with two seats as a minimum, so five seats add $100 or $125 a month on top of the CRM plan. The ChatGPT plan guide for realtors covers whether Free, Plus or Business is the right level before you commit to seats.

A 14-day trial plan that tests the AI before you pay

The AI page offers a 14-day free trial with no card, while the pricing page says only "free trial", so confirm the length when you sign up. Fourteen days is enough to test these features if you plan the trial rather than wander through it. Use real leads, not demo data, because summaries read what is on the profile.

1. Days 1 to 2: import 100 to 200 real leads, connect one lead source, and set up calling for the two or three people who phone most.
2. Days 3 to 6: work leads normally, calling and texting from Follow Up Boss only. Each caller makes at least ten calls.
3. Day 7: open ten leads with recent activity. Is a smart summary there? If not, screenshot what the account shows and ask support whether the feature is on for you.
4. Days 8 to 10: log every suggested task: accepted as it was, accepted after editing, deleted. Send smart messages to ten leads and note how many needed more than a light edit.
5. Days 11 to 12: price both routes, Grow with calling for your callers and Pro, using the table above.
6. Days 13 to 14: decide with the callers in the room, and choose the plan before the trial ends.

Score it with a sheet like the one below. The pass marks are my own suggestions, not vendor figures, so set yours before you start.

If the summaries fail the first check because the feature is switched off, you have learned something important at no cost: you would have been budgeting around a feature you couldn't use. Re-run that check the week before you commit to an annual plan.

What the vendor says it does with your data

The AI page says the tools use data already in your account, including calls, texts, emails and lead activity, to personalise results within that account. It says the data is not shared with other customers and is not used to train global AI models or any external systems, and that it is encrypted and stored under the same protocols as the rest of the account. That is the vendor's statement, so keep a dated copy of the page. The call-summary help article adds that transcripts are made by a third-party transcription service and summaries by a Zillow-hosted model, so if clients' data rules matter to you, ask support in writing how those providers keep and use call content. Two habits make it safer in practice. First, since notes feed summaries, set a rule that notes never hold identity numbers, bank details or health information about a client. Second, recording laws differ between places, so check the rules for the places your leads live and tell people when a call is being recorded.

A last realistic mistake, to put the whole thing in perspective. A six-agent team moves to Pro expecting summaries to appear overnight. A fortnight later nobody has opened one, because agents still call from personal phones and the feature turned out to be switched off for the account. The plan wasn't the problem. Nobody had set a calling rule, run a trial or asked support, which is the order I'd do things in: decide how calls will be made, test the AI on your own leads, then pick the plan that matches the answer. For leads you haven't yet won, logging every phone enquiry in your CRM is a good companion routine whichever plan you choose.

Follow Up Boss AI: questions before you start a trial

Is Follow Up Boss AI an extra charge?

The vendor says there is no additional charge for AI features. The catch is that many of them rely on data produced by Follow Up Boss Calling, which is a paid add-on on Grow ($39 per user a month, or $33 on annual billing) and is included on Pro and Platform. So the AI is free, but the data it works best on may not be.

Does Follow Up Boss train AI models on my leads?

Its AI page says the tools use data already in your account, that the data is not shared with other customers, and that it is not used to train global AI models or any external systems. That is the vendor's own statement. Read the privacy policy and terms yourself, and ask support for the wording in writing if clients' data rules matter to you.

Why can't I see Smart Summary in my account?

The help article for Smart Summary says the feature is in beta and, at the time I read it, had been temporarily turned off for all users while it was improved. It also says summaries appear only for leads with activity in the last 90 days. Ask support whether it is switched on for your account before you plan around it.

Do suggested tasks work if my team doesn't use Follow Up Boss calling?

Partly. The help article says suggested tasks are based on the smart summary, which draws on texts, emails, notes and activity as well as calls. The pricing page adds that many AI features rely on calling data, so expect thinner results if agents call from personal phones. Test it on your own leads during the trial.

Further reads

• AI Lead Generation for Real Estate Agents: No Bought Lists Needed — Fill the CRM with leads that are worth summarising.
• AI Transaction Coordinator: Which Real Estate Tasks to Automate — Which transaction tasks to hand to AI after the offer.
• AI for a Real Estate Agency: Roles, Tools and a First-Month Plan — A first-month plan for roles, tools and AI in an agency.
• Best Free AI for Realtors: Three Jobs, the Limits and When to Pay — What free AI plans cover before a CRM feature is needed.
• What Is an AI CRM and Which Features Actually Save Time? — Which AI CRM features actually save time, in general.
• How to Automate Buyer and Vendor Follow-Up With AI — Follow-up sequences for buyers and vendors.
• Virtual Assistant or AI for a Real Estate Agent: What Goes Where — What goes to a human assistant and what goes to AI.
• AI Tools for Real Estate Brokers: From Transactions to Agent Support — Five tool types for a small brokerage, each with published costs and watch-outs, a worked cost for 12 agents and a 90-day adoption plan.
• AI Tools and AI Development: The Complete 2026 Guide — the AI hub, including every tutorial in the AI-for-business series.

Sources: Follow Up Boss pricing page, AI features page, calling page, and help articles on Smart Summary, Smart Messages and call transcripts and summaries.