AI assistant for Follow Up Boss that turns CRM context into thoughtful follow-up drafts ready for review
AI agents that automate personalized customer journeys across email, SMS, and onsite to drive retention and revenue
Stage
Startup
Not given
Founded
2024
2023
Based in
US
Not given
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
Not given
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
Smart Targeting
User-level Personalization
Agentic Experimentation
Agentic Orchestration
Winback campaigns
Post-Purchase journeys
Welcome flows
Cross-Sell automation
Abandonment recovery
Churn Prevention
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
AI agents make real-time, individual-level decisions for each customer based on behavior and predicted outcomes
Causal AI that measures which actions actually drive lift, not just patterns in past behavior
No engineering required; integrates seamlessly with existing email and SMS platforms
True 1:1 personalization at individual customer level instead of segment-based optimization
Follow Up Ace
Monocle