AI assistant for Follow Up Boss that turns CRM context into thoughtful follow-up drafts ready for review
Automated AI meeting follow-ups, action items, and task syncing
Stage
Startup
Not given
Founded
2024
Not given
Based in
US
Not given
Pricing model
Freemium
Freemium
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: $0/month for up to 5 meetings per month. Individual: $15/month for unlimited meetings. Team: $12/user/month with 3 seats included.
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
Google Calendar integration for automatic meeting detection
AI-powered action item extraction from meeting transcripts
Automatic follow-up email drafting
Notion task manager sync
Meeting transcript paste and recording upload
Unified dashboard for all meetings and action items
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
Automatically generates follow-up emails before you close your laptop
Extracts every commitment, owner, and deadline from transcripts