AI agent that unlocks customer behavior patterns and boosts profit
AI assistant for Follow Up Boss that turns CRM context into thoughtful follow-up drafts ready for review
Stage
Established
Startup
Founded
2020
2024
Based in
US
US
Pricing model
Contact for pricing
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
Real-time behavioral analytics and insights
Integration with existing digital systems and APIs
Predictive modeling for top-performing products and revenue
Personalized customer recommendations
Inventory and workforce optimization
Pricing and UX optimization actions
Campaign strategy recommendations
QR menu system compatibility
Closed-loop learning system
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
Trained on 40M+ hours of real interaction data over 5+ years, with industry-specific vertical priors
Proprietary behavior data model with guardrailed auto-apply actions
Proven average profit increase of 22% with $14M+ demonstrated in results
Multi-industry application across hospitality, e-commerce, retail, delivery, and finance
Decision engine approach with business owner control over final recommendations
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