| What it does | AI assistant for Follow Up Boss that turns CRM context into thoughtful follow-up drafts ready for review
| Private AI for regulated firms with data kept in your country or on your own servers
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| Stage | Startup
| Not given
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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
| Per seat per month: €19 with ChatGPT, Claude or Codex integration (Your current AI setup); pricing varies for open models hosted in country or on own servers. Minimum 3 seats. Annual billing provides 2 months free versus monthly billing. Individual plans available. Custom quotes for more than 100 se
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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
| - Inbox Triage bot: reads support inbox, drafts routine replies, flags items needing human attention
- Reply Drafter bot: writes careful replies to emails using company history and policies
- Support Report bot: turns weekly support emails into actionable reports with trends
- Article Writer bot: creates weekly website articles from client questions
- SEO Doctor bot: checks Google rankings and identifies pages to improve
- Data audit logging: every question, answer and data access recorded on customer's servers
- Open model support: runs Mistral, Qwen, DeepSeek and other open-source language models
- Flexible deployment: existing AI apps, local cloud provider, or on-premise servers
- Team Brain with source attribution: firm's memory with sources cited for every answer
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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
| - Complete audit trail for regulatory compliance: every action logged on customer's side for audits and regulators
- No per-prompt billing: fixed seat-based pricing regardless of usage volume
- Designed by security expert: built by someone experienced in regulated industry deployments and compliance
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 31 ▲ +1 (up) since last check | 19 ▲ +3 (up) since last check |
| Trust Flow (Majestic) | 5 | 2 |
| Citation Flow (Majestic) | 25 | 30 |
| Referring domains (Majestic) | 61 | 59 |