AI assistant for Follow Up Boss that turns CRM context into thoughtful follow-up drafts ready for review
AI-powered process intelligence platform that captures, maps, and automates business processes
Stage
Startup
Not given
Founded
2024
Not given
Based in
US
GB
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
Free 14-day proof of concept available
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
Automated process capture and recording
AI-powered process analysis and scoring
End-to-end process mapping with decision points and variants
Process optimization and conformance tracking
Automation opportunity identification
AI agent building and deployment
Deploy on up to 10,000 screens
PII anonymization and privacy controls
Productivity benchmarking and continuous improvement monitoring
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
Delivers results in two weeks instead of months
Captures complete process variation across entire teams at scale
Built-in AI agents execution capability
Goes beyond system logs to capture every desktop interaction