Case Study: Whissel Realty Group scales top-performing real estate operations with Follow Up Boss

A Follow Up Boss Case Study

Preview of the Whissel Realty Group Case Study

Whissel Realty Group, a 120+agent top team in San Diego

Whissel Realty Group, a 120+ agent top real estate team in San Diego, was scaling fast but struggling with chaotic business structure, wasted meetings, and inconsistent systems. To regain control and align culture with operations, they turned to Follow Up Boss as their core CRM for managing lead flow and building a more structured sales process.

With Follow Up Boss, Whissel Realty Group centralized leads from sources like Zillow, PPC, open houses, and more, while adding automations and integrations to improve visibility, coordination, and conversion tracking. The result was a highly leveraged, data-driven operation that helped the team reach $2B+ in total sales volume, 1,400+ listings sold, and even manage 42 transactions scheduled to close in a single day.


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Whissel Realty Group

Kyle Whissel

Team Leader


Follow Up Boss

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