AI assistant for Follow Up Boss that turns CRM context into thoughtful follow-up drafts ready for review
A control room for Claude Code agents
Stage
Startup
MVP
Founded
2024
Not given
Based in
US
Not given
Pricing model
Freemium
Open source
Pricing
Free: $0/month with 15 AI messages per day, Ace Win Score and Churn Risk fields, and 9 Smart Lists. Ace: $25/seat/month with unlimited messages, Daily Brief, Next Moves, and mobile workspace. Ace Pro: $55/seat/month adding voice, Claude/ChatGPT connector, one-tap AI drafts, and Zillow playbook. Ace
Free. The code is on GitHub under Apache 2.0. A future hosted team office feature will be paid.
Key features
AI Chat with contact context and CRM queries embedded in Follow Up Boss
Daily Brief with tasks, appointments, and contacts needing attention
Smart Lists pre-ranked by AI scores for speed-to-lead and lead prioritization
MCP connector for Claude and ChatGPT to access CRM tools in third-party AI apps
Zillow speed-to-lead playbook with 5-minute response timer and alert escalation
Command Center queue sorted by GCI at risk for team-wide revenue management
Automations with Fair Housing compliance scanning before sends
Multi-agent monitoring from a single screen
Real-time status visualization with color-coded states
Tool approval and command authorization
Team workflows with task handoffs
In-conversation steering without window switching
System notifications for approval requests
Local-only architecture with no data leaving machine
Auto-deny protection for undecided requests
Integration with existing Claude subscription
What makes it different
Draft follow-ups shaped by Follow Up Boss context and saved voice preferences rather than generic AI
Works across multiple surfaces—inside FUB, on iPhone app, and in Claude/ChatGPT via MCP—with consistent memory across all
Fair Housing-trained AI with compliance checks built into drafts and automations
Unified team operations with account-wide Ace Trove add-on providing revenue-focused views and predictive fields
Complete local-first privacy: code and transcripts never leave your machine
No configuration or learning curve: read a room and you can run it
Works with your existing Claude Code installation and subscription
Open source under Apache 2.0 with no account required
Follow Up Ace
airoom