AI assistant for Follow Up Boss that turns CRM context into thoughtful follow-up drafts ready for review
Free local AI assistant for Mac that runs privately on your device
Stage
Startup
Not given
Founded
2024
Not given
Based in
US
Not given
Pricing model
Freemium
Free
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
Transcribe recordings and draft notes locally
Compare and analyze documents and spreadsheets
Run programs and access files on your Mac
Web search and research within conversations
Skills library for specific job types
Works with multiple file formats
No usage limits or subscription fees
Uses Qwen 3.5 AI model locally
Requires Apple silicon Mac with 16GB RAM minimum
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
Safe for HIPAA, FERPA, and attorney-client privilege without agreements
Unlimited usage with no quotas or subscription required
Works offline after initial setup
Designed for non-technical users with plain language instructions
Follow Up Ace
Sageling