AI assistant for Follow Up Boss that turns CRM context into thoughtful follow-up drafts ready for review
Structured AI decision support through multiple independent perspectives
Stage
Startup
Not given
Founded
2024
Not given
Based in
US
Not given
Pricing model
Freemium
Paid
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
Essential: €9 (4 AI perspectives); Consilium: €19 (8 AI perspectives); Grand Consilium: €29 (12 AI perspectives). Prepaid packages available: Essential packages of 5 for €39 or 10 for €69; Consilium packages of 5 for €69 or 10 for €129; Grand Consilium packages of 5 for €99 or 10 for €179. Each pric
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
Multiple independent AI perspectives analyze the same question
Anonymous cross-checking of AI answers
Structured Decision Brief with recommendation and risks
Three analysis levels: Essential (4), Consilium (8), Grand Consilium (12) perspectives
Support for 42 languages
Automatic masking of personal and identifying data
Zero Data Retention requirement from AI providers
One follow-up question included per report
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
Anonymous ranking ensures quality of arguments over model reputation
Structured decision report rather than raw AI text
Data confidentiality with Zero Data Retention built in
Follow Up Ace
Expert Consilium