TL;DR: A good VA costs $1,500-3,000/month and still can't manage your entire Follow Up Boss database. Trevy is an AI agent that connects to your FUB account, reads all your lead data, and lets you manage everything through conversation. Tell it to email Sarah about that Riverside listing, move 30 stale leads to nurture, or set up a rule that auto-reassigns leads when agents don't follow up. It does what your VA does, except it knows every contact's full history and works around the clock.
The VA problem nobody talks about
I talk to real estate teams every week. The ones doing $10M+ in volume almost always have the same setup: a virtual assistant managing their Follow Up Boss account. Updating stages. Sending follow-ups. Tagging leads. Writing emails.
And most of them will tell you the same thing off the record: it's fine, but it's not great.
Here's why. Your VA is doing two very different jobs at once:
- Mechanical CRM work (moving stages, adding tags, routing leads, scheduling tasks)
- Creative communication work (writing personalized follow-ups that actually get replies)
So what happens? Your VA sends the same templated emails to everyone, maybe swapping out a first name. Or they spend 10 minutes per email actually reading someone's history, which means they get through maybe 30-40 contacts a day. Out of thousands.
Either the emails are generic, or they're good but you can't send enough of them. Pick one.
What if you could just tell your CRM what to do?
This is the thing that kept bugging me. Your VA sits in front of Follow Up Boss all day, clicking through screens, copying data, typing emails. They're the middleman between you and your CRM.
What if you could skip that?
That's what Trevy is. It's an AI agent that connects directly to your Follow Up Boss account. You talk to it like you'd talk to your VA, except it already knows everything in your CRM and can act on it instantly.
"Pull up every lead in Riverside that hasn't been contacted in 60 days." Trevy searches your database, filters by location and last activity, and shows you the list.
"Email the top 10 and mention the new listing on Elm Street." It writes personalized emails for each one, pulls in their actual search history from FUB, and sends them through your connected Gmail or Outlook.
"Move the rest to the nurture pond and tag them long-term." Handled.
Your VA would need an hour to do that. Maybe longer if they got interrupted, which they always do.
How Trevy actually works
Trevy isn't a flow builder or a drip campaign tool. It's a chat interface powered by Claude that plugs directly into your Follow Up Boss account. It already has your entire CRM in context when you start talking to it.
You talk, it does
Type what you need in plain English. Trevy can:
- Search and filter leads by stage, source, tags, activity, location, price range, or any custom field
- Send emails and texts through your Gmail, Outlook, or FUB integrations
- Update lead stages, add tags, assign leads to agents, create tasks and notes
- Log calls and track communication history
- Pull up any lead's full profile with their complete history
- Check for duplicate leads
- Manage deals through your pipeline
It remembers everything
Trevy has a memory system that persists across conversations. It learns your terminology, your preferred workflows, how you like emails written. If you tell it "when I say hot lead, I mean someone who's been active in the last 7 days and has a price range over $400K," it remembers that. Next time you say "show me hot leads," it knows exactly what you mean.
Your VA needs to be retrained every time something changes. Tell Trevy once and it sticks.
The sweep engine runs while you sleep
This is the part that replaces the most tedious VA work. Trevy has a built-in rule engine called sweeps. You define rules like:
- If a lead hasn't been contacted in 14 days and they're in the "active" stage, move them to "nurture" and notify the assigned agent
- If a new lead comes in from Zillow and no one contacts them in 2 hours, reassign to the on-call agent
- If a lead in the "nurture" pond hasn't had any activity in 90 days, tag them "re-engage" and add a task
Your VA was doing this manually, checking the CRM every morning, scanning for leads that fell through the cracks. Now it just happens.
It connects to your email and calendar too
Trevy isn't limited to FUB. It connects to Gmail or Outlook for sending emails, and Google Calendar for scheduling. When you tell Trevy to "email that lead and schedule a showing for Thursday," it actually sends the email from your account and creates the calendar event. Same conversation, both handled.
The math: VA vs. Trevy
A decent real estate VA costs $1,500-3,000/month depending on experience and hours. For that, you get one person working 160 hours a month, splitting time between follow-ups, CRM cleanup, transaction coordination, and whatever else you throw at them.
Trevy costs a fraction of that. Check the pricing page for current plans.
I'm not going to pretend Trevy does everything a VA does. It doesn't answer phone calls or sit in on inspections. But the CRM management, the follow-up emails, the lead routing, the stage updates, the "make sure nobody falls through the cracks" work? That's 40-60% of most VAs' day. And Trevy handles it faster because it can read your entire database in seconds, not hours.
What Trevy doesn't do
Trevy doesn't pick up the phone. It doesn't negotiate offers. It doesn't walk a buyer through a house or hold a seller's hand during a lowball offer. It can't read body language on a Zoom call or know when someone needs a human voice instead of a text.
If your VA handles transaction coordination, keep them. If they're your first call-back on hot inbound leads, keep them.
But if they're spending hours every day inside Follow Up Boss, manually moving leads around, writing follow-ups, checking who fell off? That's Trevy's job now. And honestly, it does that part better, because it can pull up a lead's entire history, write a personalized email, and send it before your VA finishes reading the last note.
What teams are actually doing
Nobody I work with has fired their VA over this. What actually happens is the VA stops spending four hours a day on CRM housekeeping and starts doing work that needs a human — calling warm leads, coordinating transactions, supporting agents in the field.
The agents notice it too. Instead of Slacking their VA "hey can you pull up the leads from last week's open house and send them a follow-up," they type it into Trevy and it's done in 10 seconds. No waiting. No back-and-forth.
Getting started
If you're on Follow Up Boss, setup takes about 15 minutes.
- Connect your FUB account to Trevy
- Connect your email (Gmail or Outlook)
- Start chatting
Want to see it? Schedule a demo and I'll show you a live account.
Frequently asked questions
How much does a real estate virtual assistant cost?
Most real estate VAs charge between $1,500 and $3,000 per month for full-time work. Offshore VAs can be cheaper ($500-1,000/month) but often come with timezone and communication gaps. Beyond the salary, there's training time, management overhead, and the hit you take when they quit and you have to start over.
Can AI fully replace a virtual assistant in real estate?
Not for everything. AI is great at CRM management, personalized follow-ups, lead routing, and automated rules. Phone calls, negotiation, transaction coordination, anything needing real-time human judgment still requires a person. The split that makes sense: AI for the CRM work, human for the stuff that actually needs a brain and a phone.
What's the difference between Trevy and a drip campaign?
A drip campaign sends the same pre-written emails to everyone on a schedule. Trevy is a conversational AI agent. You tell it what to do in plain English and it executes against your live CRM data. It can write unique emails for each contact based on their actual history in Follow Up Boss, not just swap in a first name.
Does Trevy work with CRMs other than Follow Up Boss?
Right now Trevy is built specifically for Follow Up Boss. That deep integration is what makes it work: Trevy has access to over 180 FUB tools covering leads, emails, texts, tasks, deals, and more. Additional CRM support is on the roadmap.
