AI assistant for Follow Up Boss that turns CRM context into thoughtful follow-up drafts ready for review
Stage
Not given
Startup
Founded
Not given
2024
Based in
Not given
US
Pricing model
Freemium
Freemium
Pricing
Free: 10 meetings. Starter: $49/month for 20 meetings ($5 per extra meeting). Pro: $149/month for up to 3 people with 50 meetings per month ($4 per extra meeting). Enterprise: $499/month for up to 5 people with 150 meetings per month ($3 per extra meeting). Custom plans available for larger teams.
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
Key features
Business context from previous meetings
Document uploads and analysis
Saved meeting history and memory
Google Workspace and ClickUp integrations
Export in multiple formats
Quick onboarding and first meeting setup
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
What makes it different
Five specialist advisors debate each other, not just one AI giving one answer
Structured board format with action items and follow-up questions
Fast setup: first meeting in under five minutes
Data is never used to train AI models
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
Kvorum
Follow Up Ace