Case Study: The Carlisle Group achieves $130M in sales with Follow Up Boss

The Carlisle Group - Customer Case Study

The Carlisle Group, a family-run Boston real estate team, was growing fast but lacked the systems needed to keep up with increasing transactions, leads, and team complexity. To support its five agents, assistants, and marketing team, the company relied on Follow Up Boss for lead management and operations.

Follow Up Boss helped The Carlisle Group centralize lead follow-up, automate action plans, streamline communications through integrations like Mailchimp, and improve reporting and training. With stronger systems in place, the team more than doubled in size, reached $130M in sales volume, became the top home-selling team in Boston in 2022, and ranked among the top teams in Massachusetts.

The Carlisle Group

Cynthia Krebs Lee

Director of Operations