| What it does | AI assistant for Follow Up Boss that turns CRM context into thoughtful follow-up drafts ready for review
| AI intelligence layer that gives AI assistants governed access to live business data
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| Stage | Startup
| Startup
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| Founded | 2024
| 2025
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| Based in | US
| US
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| Pricing model | Freemium
| Free trial
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| 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
| Solo $29.95/month (1 user), Team $109.95/month (5 users), Business $189.95/month (10 users). Additional users on Business plan: $9.95 each. All plans include all 40+ connectors, ChatGPT/Claude/Perplexity integration, source-cited answers, and live retrieval. Custom enterprise plans available with SS
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| 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
| - AI intelligence layer for business data with cross-source reasoning across multiple connected business systems
- Source-cited answers with links to the originating record
- Read-only connectors with explicit safety annotations on control-plane tools
- Plain English questions without dashboards required
- 150+ pre-built expert skills that run for your questions
- Metrics validation against consistent KPI definitions
- Audit-logged queries with SOC 2 alignment
- Works with ChatGPT, Claude, Perplexity, and Slack
- Direct MCP does not retain raw customer files or full connector response payloads
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| 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
| - No data warehouse, no IT team, no months of setup required
- Answers show where each number came from with full source attribution
- Read-only by design so no changes to your connected business systems
- CASA Tier 2 certified by DEKRA and hosted on Microsoft Azure
- About 60% fewer tokens than AI used alone because CorpusIQ processes queries outside the chat
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 31 ▲ +1 (up) since last check | 27 ▲ +1 (up) since last check |
| Trust Flow (Majestic) | 5 | 11 |
| Citation Flow (Majestic) | 25 | 36 |
| Referring domains (Majestic) | 61 | 342 |