| What it does | AI assistant for Follow Up Boss that turns CRM context into thoughtful follow-up drafts ready for review
| Autonomous AI research agents that deliver scheduled briefings on SEC filings, earnings, and market data with cited sources
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| Stage | Startup
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| Founded | 2024
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| Based in | US
| US
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| Pricing model | Freemium
| Freemium
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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
| Free tier available. Pro: $29/month with 7-day free trial, up to 7 Active Agent Slots (1 hourly plus 6 daily). Ultra: $89/month with up to 21 Active Agent Slots (3 hourly plus 18 daily). Max: $199/month with up to 42 Active Agent Slots (6 hourly plus 36 daily).
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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
| - Scheduled autonomous agents running on daily or hourly schedules
- Live market data with interactive price and volume charts from one day to five years
- Earnings call transcripts with key metrics including revenue, margins, segment results, and management guidance
- SEC EDGAR filing analysis and citations
- Macro data from FRED with year-over-year and month-over-month comparisons
- Earnings call transcript search by meaning and theme tracking across companies
- Market screening and ranking across S&P 500 stocks
- Prediction market data from Polymarket on upcoming events
- Multi-channel delivery via email, Discord, in-app, and SMS notifications
- Open API for integration with external agents and workflows
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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
| - Every claim in research briefings is linked to and cited from original sources
- Scheduled agents run autonomously to deliver briefings before you ask
- Uses live real-time data rather than trained knowledge, unlike ChatGPT
- Open API allows any external agent to access grounded market research
- Integrates with agent workflows via FN2 plugin for autonomous research desk management
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 31 ▲ +1 (up) since last check | 17 ▲ +1 (up) since last check |
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| Trust Flow (Majestic) | 5 | 6 |
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| Citation Flow (Majestic) | 25 | 30 |
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| Referring domains (Majestic) | 61 | 162 |
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Follow Up Ace