AI assistant for Follow Up Boss that turns CRM context into thoughtful follow-up drafts ready for review
AI phone agents for business calls
Stage
Startup
Not given
Founded
2024
Not given
Based in
US
Not given
Pricing model
Freemium
Free trial
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
Pricing is per seat for team members who set up and run projects. Each plan includes a baseline of AI credits shared across all agents on the account. Additional credits can be purchased when the baseline is insufficient for your calling schedule.
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
CSV upload for recipient lists
Readiness score from 0 to 100
Local time zone call scheduling
Automatic AI disclosure on every call
Human transfer on request
Multiple agent types on single account
Call outcome tracking
Meeting check-in recording and reporting
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
No agent customization required—select a pre-built type and add your list
Mandatory AI disclosure and ethical safeguards on every call
Shared AI credits and seats across multiple call types
Readiness check prevents calls until project is properly configured
Respects local time zones and call windows automatically
Follow Up Ace
WiseCall