AI Analyst with auditable numbers for consulting-grade presentations and analysis
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 plan available with limited credits and features; Plus Plan with monthly or annual subscription options offering enhanced features. Detailed pricing available on pricing page.
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
Auditable numbers with multiple verification checks
AI Presentation Agents for board-ready decks
AI Analysis Agents for financial models with traceable formulas
AI Live Dashboard Agents for market analysis
Fully editable outputs in custom brand templates
Enterprise-grade encryption and local deployment
Consulting frameworks for analysis structure
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
Every number is auditable to its source with line-by-line rationale
Consulting-grade output proven with frameworks used by top-tier firms
90% less time checking sources
10x faster formatting with higher-quality slides
Win and deliver up to 10x more projects
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
WinningStrategy.ai
Follow Up Ace