Test drive with 50 leads
Cautious owner: imports only 50 leads first to test. After 2 weeks happy with Sara → full import.
Migration · FUB + BrokerMint
Leave FUB in 5 minutes. Close the loop to commission.
Paste your Follow Up Boss API key and migrate 3,000 leads in 2 minutes. Continuous webhook sync keeps both running in parallel. At close, BrokerMint sync takes the deal to GCI commission.
1-click import
Paste your FUB key. We do the rest.
Drop your Follow Up Boss API key, preview your full base (leads, notes, tags, custom fields), confirm. The importer is idempotent — re-runs are safe. Smart dedupe by email + phone E.164.
- Idempotent: re-run safely without duplicates
- Smart dedupe: email + phone E.164
- Maps custom fields automatically
- ~2 min for 3,000 leads
Import from Follow Up Boss
fka_live_•••••••••••••••valid
Importing · ETA 38s62%
Imported 1,947 / 3,147 leads · 142 notes · 38 tags
Continuous sync
Webhook stays live — both systems in parallel
After import, FUB keeps running and Closi receives every change via webhook. Lead updated in FUB → updated in Closi within seconds. Run both for as long as you want — switch over when ready, not when forced.
- FUB webhook → Closi in <5 seconds
- Source of truth: configurable per field
- Switch direction or disable anytime
- Zero data loss during transition
Webhook sync · livesynced 2s ago
Source
FUB
3,147 leads
⇄
Target
Closi
3,147 leads
Last sync events
2sSarah Chen· stage: new → contacted
14sMike Patel· tag added · "Brickell"
47sLisa Park· custom_field.budget = $1.4M
BrokerMint loop
Pre-sale to commission, no gap in the funnel
Closi handles pre-sale (qualification, nurture, showings). BrokerMint (BoldTrail BackOffice) handles closing (transactions, commissions, e-sign, checklists). Sync both: when stage flips to "closed" in Closi, contact appears in BM. When transaction settles in BM, Closi marks the lead as past_client.
- Bi-directional sync at stage transitions
- GCI commission visible in Closi dashboard
- past_client triggers long-term nurture cadence
- No gap: pre-sale → closing → past-client → referral
Pre-sale → closing → past-client loopsync ✓
1
Closi
Lead nurtured in Closi
2
Closi
Stage flips to "closed"
3
BM
Contact created in BrokerMint
4
BM
Commission paid · past_client
ClosiBrokerMintpast_client cadence
Other integrations
Plays well with the rest of your stack
Google Workspace native (Gmail, Calendar, Meet). WhatsApp Business via Baileys. AWS SES for transactional email via Resend. Webhook outbound for Zapier / n8n / custom workflows. The plumbing is done — you focus on selling.
- Google Gmail + Calendar + Meet (OAuth)
- WhatsApp Business (multiple connections)
- Resend / AWS SES for email at scale
- Outbound webhooks for custom workflows
Connected integrations6 / 6 healthy
Follow Up Boss
CRM
BrokerMint
back-office
Gmail
inbox
Calendar
agenda
WhatsApp
channel
Resend
email at scale
Migration scenarios we've seen
Every brokerage moves differently. The migration adapts.
Big bang switch
Decisive team: 3,000 leads imported Friday night, FUB disabled Monday morning. Sara catching inbound by lunch.
Parallel forever
Conservative brokerage: keeps FUB running 6+ months while team adopts Closi gradually. Both stay in sync.
BrokerMint already in use
Closes happen in BM today. Closi plugs in as the pre-sale layer. BM keeps closing — Closi feeds it qualified leads.
Multi-source consolidation
Owner has FUB + spreadsheet + WhatsApp groups. Imports all 3 in Closi. Dedupe handles overlap.
Building from scratch
New brokerage, no CRM history. Skip the import — start with Sara on day 1.
Move to Closi without losing a beat
Sign up and import your FUB base in your first session.