AI assistant for Follow Up Boss that turns CRM context into thoughtful follow-up drafts ready for review
Continuous improvement software for AI agents
Stage
Startup
Not given
Founded
2024
Not given
Based in
US
IT
Pricing model
Freemium
Not given
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
Detect and score reliability of AI agent runs
Route weak runs to subject matter experts
Expert review and validation workflow
Write validated fixes into governed memory
Microsoft 365 and Azure integration
Support for multiple agent frameworks
Agentic Context Engineering (ACE) framework
Deployment as SaaS, private cloud, or on-premise
Knowledge builder and governed memory ingestion
SOC 2 Type II, GDPR, ISO 27001, and ISO 9001 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
Continuous improvement without model retraining
Captures and reuses expert knowledge as governed memory
Enterprise-grade security and compliance
Works with existing AI systems without replacement
Human-in-the-loop validation for every critical decision
Follow Up Ace