Compare the starting point
| Question | Relay | Follow Up Boss |
|---|---|---|
| Listed monthly price | $29/mo | $69/user/mo on Grow |
| API workflow in this directory | Contacts, tasks, and pipeline opportunities | Contacts, notes, and follow-up tasks |
| Connection setup | Admin-created scoped API key | Account API credentials and permissions |
| Good evaluation question | Can my AI keep my CRM organized? | Can my AI support my existing lead and follow-up process? |
What Relay offers
Relay brings contacts, pipeline, transactions, tasks, and marketing into one workspace. Its public API reference documents contact, task, and pipeline operations. Admins can create an API key and limit it to the permissions the integration needs.
A practical first workflow is turning approved meeting notes into a contact update and a next task. Define exactly which fields the AI can update, whether you want a draft first, and how you will check the result. Do not assume every action visible in the app is also available through its API.
What Follow Up Boss offers
Follow Up Boss is a real estate CRM focused on organizing leads and follow-up. Its Grow plan is $69 per user per month on monthly billing. Calling is a separate paid add-on on that plan, so include it in the cost comparison if your process depends on it.
If your team already runs on Follow Up Boss, connecting an AI to the existing workflow may be more useful than changing CRMs. Check the official API documentation against the exact contacts, notes, and task operations you want to support.
A fair way to compare them
- Use one follow-up workflow in both evaluations, with the same approved sample notes.
- Ask the AI to propose contact changes and the next task before it writes anything.
- Check for duplicates, correct record matching, and an understandable activity trail.
- Compare the total cost for your number of users, required add-ons, and AI plan.
Which should you evaluate first?
Start with Relay if you are choosing a CRM and want a simple place for your AI to work with contacts, tasks, and pipeline data. Start with Follow Up Boss if its lead-handling process or an existing team setup is central to your business. The right connection should improve a working process without making record quality harder to maintain.
Sources and review notes
Product information and starting prices checked October 17, 2026. These guides use documented product information and suggested workflows. We have not tested these connections for the directory. Relay's supplied directory rate is $29/mo. Provider plans, coverage, and permissions can change.