Meeting notes and minutes from every call without a bot joining
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
AE
US
Pricing model
Freemium
Freemium
Pricing
Not given
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
Records meetings without a bot joining the call
Automatic summaries with tasks, owners and deadlines
Works with Zoom, Meet, Teams, Webex, softphones and messengers
Individual skill profiles and competency scoring
Team-wide dashboard for managers
Integration with Claude and ChatGPT
Available on macOS, Windows and Linux
Recordings stored locally on your computer first
End-to-end encryption and UAE PDPL compliance
Continue recording if internet drops
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
Records calls without a bot joining the meeting
Only the installer needs the app; other participants install and confirm nothing
Skill profiles build automatically from real calls, replacing manual performance reviews
Managers see team insights without accessing individual recordings
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
Lansy Desk
Follow Up Ace