AI assistant for Follow Up Boss that turns CRM context into thoughtful follow-up drafts ready for review
Proof of what an AI agent was allowed to do, and what it then did
Stage
Startup
Startup
Founded
2024
2026
Based in
US
Not given
Pricing model
Freemium
Open source
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
Signed permissions with passkey authentication
Receipts for each agent action with signatures
Free checker tool to verify compliance
Quantum-safe signatures (Ed25519 and ML-DSA-87)
Permission narrowing for helper agents
Permission cancellation with signed acknowledgement
JavaScript and Python libraries
LangChain and Pydantic AI middleware
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
Only open-source project combining machine-checkable limits, permission narrowing for helpers, and signed permission cancellation
Built entirely from published standards with no hand-made components
Free and no dependencies, sends nothing anywhere or holds money
Distinguishes between record integrity and whether agent stayed within permission
All published versions stay available for backward compatibility