Ace tells every agent who to contact and what to say — drafts you’ll actually send, landing as a note + task on the FUB contact. Learns your voice. Knows Fair Housing. Keep FUB. No migration.
Other AI tools make you sit at a desk. Ace works inside Claude, ChatGPT, Cursor, VS Code, and any MCP client — the apps already on your phone or desktop. Manage your entire pipeline while driving, walking a property, or waiting for a showing — and because Ace remembers across every surface, the triage you start in Claude on your drive is already waiting when you open Follow Up Boss at your desk.
Claude.ai web on iPhone — paste one URL, sign in with your FUB email. Triage, schedule, draft, all from your phone.
ChatGPT custom connector — same one-URL setup. Ask anything about your FUB pipeline; reply with one tap.
Sub-2-second WebRTC voice inside the FUB embed. Ask, summarize, prep — tap Send when you're ready.
Here’s the part no other CRM AI does: what you do in Claude or ChatGPT writes to a shared session ledger — and reads straight back into the Ace chat inside Follow Up Boss. Not an export, not a nightly copy. The same live thread, both directions.
Power users: install Claude Desktop →
One MCP endpoint. Every modern AI client speaks it. Pick your weapon — your FUB context follows.
Ace gives Claude and ChatGPT 170+ ways to act on your Follow Up Boss data — search contacts, draft messages, score leads, run Zillow workflows, draft compliance-checked replies. Then we built a reasoning layer on top: workflows that chain multiple actions into one answer. A memory layer so your pending actions and morning brief follow you across surfaces. And a live dashboard so your whole team sees the same picture. One stack — built for real estate from day one.
Contacts, deals, history, everything
Notes, tasks, stages, appointments
Draft emails, texts, follow-up sequences
Pipeline health, lead scoring, activity gaps
Speed-to-lead, BANT+M, automation
Contact scoring, batch analysis
Calendar, tasks, team coordination
Fair Housing-trained AI, scanned automations
Four layers. One product. Each layer makes the next one smarter — and your whole team faster.
Claude and ChatGPT take real actions in your CRM — search contacts, draft emails, score leads, update stages, run Zillow speed-to-lead, post compliance-checked replies.
One question, one answer. “Run my morning triage” graded pipeline + at-risk deals + next-best actions, all in one shot. No back-and-forth, no chained prompts.
Per-agent + per-contact memory — preferences, objections, timeline markers — written into every draft so the AI references what it actually knows about this person. Mem-style nightly reflection compounds context. Cross-surface session ledger writes from companion + embed chat + MCP (Claude / ChatGPT) tool calls, and reads back into the embed AI prompt — so when you open FUB chat after using Claude, the AI sees where you just were.
Health Score, KPI tiles, AI Signals, Lead Funnel rolled up against industry benchmarks per stage Coming soon, and a Triage Drawer pre-loaded with at-risk items. The picture your agents, team leads, and brokers all see — synced in real time.
Slip-alert escalation kicks in if it goes unaddressed past SLA.
The Live Cadence Advisor block is auto-injected into the AI's system prompt — engagement level, today's touch count, last channel, quiet-hours flag, suggested next channel + content type, next-window-opens timestamp.
Ace drafts a personalized first-touch email using the live FUB context — the property they inquired on, their search history, the assigned agent's tone preferences from ACE Memory.
Agent reviews and sends from their connected Gmail.
The agent owns the send; Ace builds the draft.
Ace's optional Tag Nurture engine sends compliance-checked drips every 15 min to leads with ai_nurture_* tags — you set the cadence, Ace handles the drafts and the Fair-Housing scan.
Ace fires AI-drafted, Fair-Housing-scanned emails on FUB events automatically — new lead, stage change, missed reply. Blocked messages create an admin alert so nothing slips quietly.
Generic LLMs guess. Ace drafts get six layers of calibration before the agent ever sees them: research-backed copywriting principles, agent voice / brand, per-account outcomes, agent memory, channel craft, and Fair Housing compliance scan. Each layer maps to a specific peer-reviewed study or industry benchmark.
5-minute response → 21× more likely to qualify; 100× more likely to even reach vs. 30 min. 78% of customers buy from whoever responds first. Every Ace draft for a brand-new lead is generated as if it sends within the next 5 minutes — no “circle back tomorrow” language allowed.
Each rule (new lead, tier upgrade, dormancy break, intent tag, stage change, stalled hot lead, active shopper) gets a tactical playbook built on Cialdini’s seven principles — reciprocity, commitment, social proof, authority, liking, scarcity, unity — plus Kahneman / Tversky loss-aversion framing. Drafts give value first, ask for one micro-yes, end with a specific time, not “let me know when works.”
Boomerang’s 40M-email study — 75–100 word emails get ~51% reply rate. Gong’s 304K-email study — specific-time CTAs book 37% vs. 15% for “let me know.” TextUs — SMS under 100 chars gets 2–5× the reply rate. Every email Ace drafts targets that 50–125 word window with a P.S. line and two specific time options. Every SMS targets the 60–110 character sweet spot.
Your personal voice / brand prompt — the one you set in Settings — is read by every drafting surface: the moment generator, the playbook actions, the Today queue openers. So drafts sound like you wrote them, not like a generic AI. Your tone, your phrases, your sign-off — all calibrated into the prompt before the LLM writes a word.
Our compliance scanner catches the language other AI tools generate without thinking: “good schools” (demographic proxy), “family-friendly” (familial-status steering), “up-and-coming” (gentrification signal), “perfect for young professionals” (age steering). 150+ terms across Fair Housing + licensing patterns. Locked in CI with a regression test — if coverage ever silently breaks, the build goes red.
Every moment the AI prepares drops as a note on the contact (action-first format: “TEXT THIS NOW” header, draft inside copy-friendly rule markers, why-now signal) and a FUB task (channel-verb title: “Text Pat · Tier upgraded to Hot”). When you send in FUB or mark the task complete, the loop closes automatically — the system learns from your actual behavior, not click-to-acknowledge UI noise.
Natural language CRM queries embedded directly in Follow Up Boss. Contact lookup, deal tracking, task management — all from the FUB sidebar.
ElevenLabs-powered WebRTC voice with 1-3 sentence responses optimized for speech. Look up contacts, review history, summarize calls, and prep for meetings — hands-free while driving. Unlimited voice on Ace Pro. Read-only by design — Ace answers, summarizes, and prepares; you tap Send when you're ready.
AI analyzes every contact across 13 custom fields written straight into FUB: engagement score (0-100), tier (Hot/Warm/Cool/Cold/Dormant), velocity score, days since inbound, preferred channel (SMS/email/call), pipeline status, response time, lead type (Buyer/Seller/Investor), buyer readiness, property profile, search area, AI-written lead summary, AI-recommended next action. Now bundled with Health Score, AceMemory, 4 nightly anomaly detectors, and 27 reasoning tools. See the full AI Engine →
Morning briefing with tasks due today, upcoming appointments, hot contacts needing attention, pipeline updates, and key metrics. Configurable delivery time, timezone, and sections. View 30-day history for trend analysis.
Unlike generic AI wrappers, Ace maps your entire FUB Knowledge Graph. It instantly understands your custom stages, bespoke action plans, and smart lists, executing workflows exactly the way your team operates.
12+ Federal Reserve indicators: mortgage rates (30yr/15yr/ARM/FHA/VA/Jumbo), housing by state and metro, employment, inflation (CPI/PCE), affordability indexes, migration patterns, investment metrics, and economic forecasts. Bloomberg-level data at $55/mo.
Plug it in once. Ace scores every contact, ranks who to action next, hands your agents a templated opener for each one, and tells you weekly which lead sources are stalling and which are paying off. Flat monthly rate based on your FUB database size — auto-quoted live. One subscription. Your whole team.
One verdict, four KPIs, one chart. Health Score (0–100) tells you in 5 seconds if your revenue operation is healthy this week. Then: response time, untouched high-intent leads, AI coverage, and commission at risk in pipeline — each with a 14-day sparkline and a one-click drilldown.
Draft a follow-up in Claude on your commute; confirm it from inside Follow Up Boss when you sit down. What you do on one surface writes to a shared session ledger and reads straight back into the Ace chat on the next — not an export, not a nightly copy, the same live thread. Pending actions, your morning brief, and your day-in-progress carry over across phone, desktop, and voice, surfaced in the Ace Session Dock. On top of that, a nightly reflection reads yesterday’s conversations, extracts durable facts about every contact, dedupes them, and a weekly decay prunes the noise — so Ace gets smarter while you sleep.
Four detectors run nightly across your account: Stage Stagnation (deals frozen too long), Commission Velocity Drop (your run-rate is slipping), Funnel Narrowing (conversions are squeezing), and Speed-to-Lead Regression (responses are slower than your own baseline). Each anomaly gets a 30-word LLM rationale. 14-day shadow window. Kill switch via Remote Config.
From your phone, between meetings: ask Claude "run my morning triage" and get an instant briefing — top deals at risk, agents who slipped, next-best actions, GCI by source. The AI Engine ships the executive brain on top of the MCP layer: production by agent, pipeline value by stage, at-risk deals, milestones this week, source ROI, response time per agent, conversion funnel, plus composite workflows like predict close probability and bulk grade pipeline.
The second a deal moves, a stage changes, a text gets sent, or a lead opens an email — your AI Engine knows. We auto-subscribe to 16 live FUB webhook events for every account, validate them, dedupe them, and mirror them to your dashboard in real time. No nightly batches, no stale data. Per-stage industry benchmark roll-ups (speed-to-lead, qualification rate, appointment-set, conversion) ship in a follow-up release once peer data lands.
Every FUB webhook event recomputes a structured feature profile per contact: velocity (events/7d & /30d), response rate, preferred channel (sms/email/call, recency-weighted), deal velocity, days since last inbound, and lead source (Zillow / Facebook / Referral / Sphere / etc.) Fed straight into the AI Engine scoring loop AND queryable by Ask-Ace, the CRO Brief, and your MCP tools — “which Zillow leads have velocity > 5 this week?” becomes one question.
Ace re-reads yesterday's conversations and gets smarter. Decayed facts age out. Four detectors sweep your pipeline for anything that slipped.
Daily Brief lands in your inbox. Health Score, top three signals, today's priorities.
Open the Chief Revenue Officer view. One verdict, four KPIs, the Triage Drawer pre-loaded with at-risk items.
16 FUB webhooks fire on every deal, call, text, email, stage change. Your dashboard never lags. Your numbers are never stale.
“Hey Claude, run my morning triage.” Get an executive briefing on your phone.
You call the lead back yourself. Ace sees the outreach, closes the task it created for you, and marks the play complete — even though you never opened the dashboard.
Ask Ace anytime — from any page in the dashboard. Every prior conversation is already loaded.
Buy agent seats. Add the AI Engine when you’re ready — one flat monthly tier covers your whole team. No commitment.
Solo agents
Working agents
Activates the entire Revenue Operations dashboard, the 13 AI custom fields written into FUB, and the Ask-Ace CRO chat. Auto-quoted live from your FUB _metadata.total at signup.
| Database Size | Tier | Monthly |
|---|---|---|
| Up to 5,000 contacts | Starter | $49/mo |
| Up to 20,000 contacts | Growth | $99/mo |
| Up to 50,000 contacts | Team | $199/mo |
| Up to 100,000 contacts | Brokerage | $349/mo |
| Up to 250,000 contacts | Scale | $549/mo |
| Up to 500,000 contacts | Enterprise | $899/mo |
| 500,000+ contacts | Custom | Contact us |
Account-wide, flat monthly — not per agent. Auto-quoted from your FUB database. Enable inside your admin dashboard after signing up.
One extra closing pays for Ace Pro for 12 years.
Your time is worth more than $55/mo.
Ace gives every agent an AI ISA for less than one real one.
Catch one stalled deal early via AI Signals and the AI Engine pays for itself for 13 years.
One admin signs up. The whole team gets a free Ace account.
Connect Follow Up Boss with one OAuth click. We index your data in under 60 seconds.
Copy/paste the embed URL from your admin dashboard into Follow Up Boss. Ace now lives next to every contact.
Every team member who logs into FUB sees Ace in their sidebar — no separate logins, no per-user setup.
Ace ($25/mo) or Ace Pro ($55/mo) per seat. Add the AI Engine ($49+/mo) for the whole-team dashboard, AI custom fields, and CRO chat.
Six calibration layers, each mapped to a specific peer-reviewed study or industry benchmark dataset, get injected into every draft before the LLM writes a word:
Plus your stated voice / brand prompt — resolved per-draft so the message reads like you wrote it. A daily cloud agent compounds the moat: audits coverage every morning, adds one new research finding when something concrete and citable lands, writes the change to a public evolution log.
Ace Pro provides an MCP server at https://followupace.com/mcp — one URL that every modern AI client speaks. For Claude (web/Desktop/Code), open Customize → Connectors → Add custom connector and paste it. For ChatGPT, toggle Developer mode in Settings → Apps and add it as a custom MCP server (Plus/Pro: read-only; Business/Enterprise: full read+write). Cursor and VS Code support one-click deeplink installs. Cline, Windsurf, Zed, OpenClaw, Continue, and Goose all read the same JSON config. Sign in with your FUB email and you get 170+ tools — fetch_people, create_task, send_email_direct, bulk_change_stage, zillow_evaluate_lead, fetchMortgageRates, and more — all through natural conversation. Per-client install pages live at /install/<client>/. Power users can also install the Claude Desktop DXT (advanced) for the full tool surface via stdio.
FUB's native AI offers basic text suggestions. Ace gives you 170+ MCP tools that take real action — bulk_change_stage moves hundreds of contacts instantly, generate_message drafts personalized emails using contact history, zillow_speed_to_lead_check classifies lead urgency in seconds, and ace_engine_brief gives leadership a prioritized action summary across the entire team. It's the difference between autocomplete and a full AI operations layer.
Not at all. If you can type a question into ChatGPT, you can use Ace. There's nothing to code. For Claude, paste one URL into Customize → Connectors. For ChatGPT, paste one URL into Settings → Apps (Developer mode). For Cursor and VS Code, click a one-click install link. For Cline, Windsurf, Zed, OpenClaw, Continue, or Goose, drop one JSON block into the client's config file. Sign in with your FUB email and you're done.
Yes. Your contacts, conversations, and notes stay in Follow Up Boss — Ace reads them through FUB's official API over encrypted connections. The scores, insights, and memory Ace generates are kept in your account's isolated workspace, and personal details like names, emails, and phone numbers are tokenized before any AI model sees them. We never train public models on your data, and SOC 2 Type II certification is in progress.
Yes — 7 dedicated Zillow MCP tools. zillow_speed_to_lead_check classifies urgency (5-minute gold standard, 15-minute max). zillow_evaluate_lead returns priority scoring (HIGH/MEDIUM/LOW), recommended first-contact channel, and a compliance-safe outreach draft. zillow_qualify_contact runs BANT+M scoring (Budget, Authority, Need, Timeline, Motivation — 0-100 scale). zillow_generate_followup returns the full 10-day Zillow play — Day 1 outreach, Days 2-4 value-add, Days 5-7 market data, Days 8-10 re-engagement — that the AI drafts each day's outreach against using your live FUB context, ready to send in one tap. zillow_check_stage enforces 11 lifecycle stages (New Lead through Closed). Cadence engine caps at 3 contacts/day with 9PM-8AM quiet hours.
Yes, the MCP integration requires your own subscription to Claude Pro or ChatGPT Plus. Ace Pro provides the secure connector that links them to your Follow Up Boss data. The built-in Ace chat assistant works without any external AI subscription.
Voice chat works like talking to Siri or Alexa. Just tap the microphone and say what you need: "What's on my calendar today?" or "Summarize the leads from yesterday's open house and draft a follow-up email I can review." Voice is read-only by design — Ace answers, summarizes, and prepares; you tap Send when you're ready.
AI Engine writes 13 custom fields into Follow Up Boss for every analyzed contact: customAceScore (0-100), customAceTier (Hot / Warm / Cool / Cold / Dormant), customAceVelocityScore (derived from 7d/30d event volume), customAceDaysSinceInbound (ghosting indicator), customAcePreferredChannel (SMS / email / call), customAceStatus (pipeline state), customAceResponseTime (minutes to first reply), customAceLeadType (Buyer / Seller / Investor), customAceBuyerReadiness, customAcePropertyProfile, customAceSearchArea, customAceLeadSummary, and customAceNextAction. Engagement scores decay over time and recalculate automatically. Flat monthly pricing from $49/mo based on database size.
Yes. Ace is free forever with 15 AI messages per day, live ACE Scores on your contacts, and knowledge base access. Upgrade to Ace ($25/mo) for unlimited messages, your activity dashboard, and real-time notifications. Or go Pro ($55/mo) for voice, MCP Connectors, and the Zillow Playbook. The AI Engine is a separate account-wide add-on (flat monthly, $49–$899 based on FUB database size) that powers Health Score, anomaly detectors, AceMemory, and the 13 AI custom fields written into FUB. No credit card required to start.
Absolutely. Each agent on your team can be on a different plan — Free, Ace, or Pro. Admins can upgrade team members or let agents upgrade themselves. No logins needed — the embedded AI agent appears right in Follow Up Boss.
170+ MCP tools. 13-field AI contact scoring. BANT+M lead qualification. Federal Reserve market data. Fair Housing-trained AI with code-level scan on every automated send. Voice CRM. And you can start without a credit card.