AI assistant for Follow Up Boss that turns CRM context into thoughtful follow-up drafts ready for review
AI infrastructure for research delivery teams
Stage
Startup
Not given
Founded
2024
Not given
Based in
US
US
Pricing model
Freemium
Contact for pricing
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
Pay for projects, not seats or tokens. Fixed price for projects and modules included in annual package.
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
Survey programming with AI agents
Works with Decipher, Dimensions, Qualtrics, and Confirmit
Tracker version management and revision control
Reviewable and approvable outputs
24/7 customer support with 30 minute response time
Slack and Microsoft Teams integration
SOC 2 Type II and ISO/IEC 27001 certified
HIPAA and GDPR compliant
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
Agents generate code while teams maintain full control through reviewable outputs
Fixes bottlenecks methodically rather than requiring wholesale workflow changes
Fixed project-based pricing with no seat or token fees
Works within existing survey platforms without disrupting current workflows
Follow Up Ace
Metaforms