How to Switch from Follow Up Boss to BILT CRM

Updated June 17, 2026

To switch from Follow Up Boss to BILT CRM: export your contacts, deals, and communication history to CSV; map Follow Up Boss's stages and tags to BILT's acquisition pipeline; import a test batch first; rebuild your inbound follow-up as BILT sequences and stand up the outbound motions Follow Up Boss lacks; reconnect your sending identities; and run both in parallel briefly before cutting over.

Follow Up Boss is a strong agent CRM — it's built for routing inbound leads fast and keeping a team on top of follow-up. That's a genuinely different job from investor acquisition. BILT CRM is built for the outbound side: LOI blasting, cold email, SMS, and AI follow-up that generate deals rather than route the ones already coming in.

So this isn't a knock on Follow Up Boss — it's a fit question. If your bottleneck is generating deal flow rather than distributing inbound, you're switching tools to switch jobs. Here's how to move cleanly when that's the call.

The migration, step by step

  1. Export everything to CSVPull your contacts, deal records, tags, and communication history out of Follow Up Boss to CSV, and keep an untouched backup copy as your rollback.
  2. Inventory active follow-up and routingList your action plans, follow-up sequences, and lead-routing rules in Follow Up Boss so you know what to rebuild — and which inbound-routing logic simply won't carry to an outbound model.
  3. Map stages and tags to BILTMap Follow Up Boss's stages and tags onto BILT's acquisition pipeline (offer → negotiate → under contract → assigned). Decide the mapping on paper before importing.
  4. Import a test batchImport 25–50 records into BILT first and verify contacts, stages, tags, and custom fields all landed correctly before the full load.
  5. Import the full datasetOnce the test batch checks out, import your complete contact and deal data into BILT.
  6. Stand up the outbound engineSet up the motions Follow Up Boss isn't built for — LOI blasting, cold email sequences, and SMS — and rebuild the follow-up worth keeping as BILT sequences before disabling Follow Up Boss.
  7. Enable AI follow-upConfigure BILT's AI follow-up so replies to your outbound get worked in minutes, not just routed to whoever's next in the queue.
  8. Reconnect sending identitiesSet up your sending domains, email authentication (SPF/DKIM/DMARC), and A2P 10DLC SMS registration in BILT, and send yourself a test to confirm deliverability.
  9. Run both in parallel, then archiveKeep Follow Up Boss live for a short overlap so in-flight conversations have a safety net, then cut over and archive (don't delete) the account.

Consolidation math

Follow Up Boss is priced and built to route inbound leads to a team. BILT is built to generate them. If you've been running Follow Up Boss for routing while bolting on a separate sender or LOI process for outreach, consolidating onto BILT puts the deal generation and the follow-up in one engine — and you stop paying for a routing layer that isn't your actual bottleneck.

Frequently asked

Should I switch from Follow Up Boss to BILT?

It depends on your bottleneck. Follow Up Boss is excellent at routing inbound and keeping a team on follow-up. If that's your problem, stay. If your problem is generating deal flow — sending offers and working cold outreach at volume — Follow Up Boss isn't built for that, and BILT is. Switch when you're changing the job, not just the tool.

Will I lose my data moving from Follow Up Boss?

Not if you export everything to CSV first and import a test batch before the full load. Contacts and history move cleanly. The piece that won't carry is inbound-routing logic — it doesn't map to an outbound model, so plan to rebuild follow-up around generated deals rather than routed leads.

Is BILT a replacement for an agent CRM?

Not exactly — it's built for investor and wholesaler outbound, not agent inbound routing. Some agents who do their own acquisition switch; teams whose whole motion is distributing portal and referral leads may find Follow Up Boss fits that job better. Match the tool to whether you generate or route.

How long does the migration take?

The data move is usually an afternoon. Because you're standing up outbound motions Follow Up Boss didn't have, budget extra setup time for LOIs, sending, and AI follow-up, plus a short parallel-run overlap before you cut over.

The takeaway

Switching from Follow Up Boss to BILT CRM is a fit decision, not a feature complaint: Follow Up Boss routes inbound well, and BILT generates outbound. If deal flow is your bottleneck, export and back up, map stages before importing, test a batch, stand up the LOI, email, SMS, and AI follow-up Follow Up Boss never had, and run in parallel briefly. You change the job, not just the logo on the login screen.

Make the switch.

Bring your data; BILT brings the engine — LOIs, cold email, SMS, and AI follow-up working from one pipeline.