AI assistant for Follow Up Boss that turns CRM context into thoughtful follow-up drafts ready for review
Portable context for terminal coding agents
Stage
Startup
Not given
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
Not given
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
Context Ledger for curating admitted instructions, files and memory
Deterministic context admission before model processing
Workflows with Mother agent team design and checking
Love Spot drawing board with Matilda companion
Desktop app with theme customization
Support for GPT, Claude and Gemini models
Terminal and desktop app sharing state
Portable context for terminal coding agents
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
Deterministic context admission ensures agents see processed context before model receives it
Context Ledger provides transparent curation of agent inputs
Mother agent orchestrates multi-agent workflows with checking and merged results