AI, built for Follow Up Boss

Your best next move.
Right inside FUB.

Know who to contact, what to say, and why now. Ace turns your Follow Up Boss context into thoughtful follow-ups — ready for your review in FUB, in Claude and ChatGPT, and on your iPhone.

Free forever · No credit card · Keep the CRM you love

Works inFollow Up BossClaudeChatGPTiPhone

Connect your Follow Up Boss account. No migration.

Your context. Your voice. Drafts ready for review.

A closer look at your next follow-up. Sample data. Watch the 3-minute product tour ↗

Follow Up Ace is the AI layer for the Follow Up Boss real estate CRM. It scores your contacts, ranks who to work next, and drafts the follow-up in your voice for you to review and send. Work inside FUB, in the Companion and iPhone app, or from Claude and ChatGPT through one connector. The same platform covers lead-capture pages, open house sign-in, agent profile pages, a homeowner digest and referral tracking, so a team can run fewer separate tools. Free to start; seats are $25 and $55/month; account-wide Ace Trove starts at $49/month.

Follow Up Boss Claude ChatGPT Cursor Cline Windsurf Zed OpenCode VS Code Zillow Gmail Twilio Stripe ElevenLabs OpenAI Anthropic
FUB Marketplace certified

Run Follow Up Boss from Claude and ChatGPT.

Paste one URL into the AI you already use, then ask in plain language. Ace reads and updates your CRM for you — no API keys, no code, no copy-pasting contacts into a chat window.

  • Up to 193 tools, scoped to your role. Search contacts, pull a full contact brief, log notes, create tasks, check Zillow leads, scan a message for Fair Housing issues.
  • Your permissions, not your admin’s. You connect your own Follow Up Boss login once, so the connector sees only what Follow Up Boss lets you see.
  • The AI layer a plain API wrapper can’t ship. Win Scores, seller signals, drafts in your voice and memory that carries between Claude, ChatGPT and the FUB sidebar.

New · the Ace plugin for Claude. Ready-made commands such as /ace:today, /ace:prep, /ace:draft and /ace:team on top of the connector. Install the plugin →

Needs an Ace Pro seat and your own Claude or ChatGPT plan. ChatGPT availability depends on your account and workspace policy. Also works in Cursor, VS Code, Windsurf and Zed — all install guides.

A new lead lands. Ace is already on it.

The 5-minute window decides the lead. Ace runs the clock, raises the alert, and has the draft waiting.

5-MinResponse Timer + In-App Alert
LiveCadence Advisor on Zillow Contacts
8Lead Sources Auto-Detected
80+Fair Housing Patterns (Automated Sends)
0:00

A Zillow lead arrives in FUB. Ace logs it and starts the 5-minute timer.

0:14

Alert fires to the assigned agent — with why-now context on the contact.

Slip-alert escalation kicks in if it goes unaddressed past SLA.

0:31

The first-touch draft is ready — the property they inquired on, their search history, your tone.

0:44

Compliance-checked email out the door — you review, you send.

The agent owns the send; Ace builds the draft.

One extra Zillow closing pays for years of Ace Pro — the whole team’s.

Pick up where the conversation left off.

Ace brings the relevant context into the draft, so you can spend your attention on the person.

  • The relationship so far — relevant notes, contact details, activity records, and the latest text fields available from Follow Up Boss.
  • A reason to reach out — connect the message to the request, follow-up signal, or next step that brought this person to your attention.
  • Your way of saying it — your saved voice instructions help shape the tone, with a concise format suited to the channel.
  • Memory for this person — the contact’s remembered preferences and your general working preferences help keep the conversation consistent.
  • Knowledge your team can use — configured knowledge-base context can bring your team’s information into supported drafting workflows.
  • A useful next step — review the wording, make it your own, then send or act from the surface you are using. Enabled automations follow their configured delivery settings.

One assistant. Same memory. Every surface.

Ace lives inside Follow Up Boss — and the same assistant, with the same memory, rides along in Claude, ChatGPT, and your pocket.

Inside Follow Up Boss · Free

Chat in the FUB sidebar for every teammate.

Open a contact and Ace starts from the model’s read of that person. Daily Brief every morning on Ace and Ace Pro seats; hands-free voice on Ace Pro, read-only by design — Ace answers and prepares, you tap Send. Ace also deploys its own pre-ranked Ace Smart Lists into your FUB on every connected account.

The full feature suite →
On your iPhone · Free on the App Store

Your queue, in your pocket.

The Follow Up Ace iPhone app opens on the one person to work next and the draft already written for them. Tap Send and the text goes from your own number, then lands on the Follow Up Boss timeline. Push alerts for new leads and waiting drafts. Free to download; mobile workspace included with Ace and Ace Pro. iPhone and iPad, iOS 15+.

The iPhone app →
In Claude & ChatGPT · Ace Pro

Your CRM follows you.

Manage your pipeline while driving or between showings from the AI apps already on your phone. Because AceMemory carries the thread across surfaces, the triage you start in Claude is already waiting when you open Follow Up Boss at your desk.

How the connectors work →

One platform. A stack’s worth of tools.

Teams bolt separate subscriptions onto Follow Up Boss for capture, scoring, nurture and back office. Ace covers those jobs on one login, and the leads land in Follow Up Boss.

01 Meet

  • Instead of a home-value landing page toolLead MagnetsFree tier

    Branded report pages — equity position (est.), home risk, local market, rates, seller timing — with consent-first capture.

  • Instead of an open house sign-in appOpen House Sign-In & Quick ConnectFree tier

    QR or kiosk sign-in that emails the visitor the home’s Home File. Fully custom capture forms are Ace Forms.

  • Instead of an agent bio pageAce PagesFree · one per agent

    An indexable profile page built from your own Follow Up Boss closings. No star ratings, no scraped reviews.

02 Work

  • Instead of a standalone AI assistantAce chat and the ranked queueFree

    Who to work next and why, inside the FUB sidebar and the Companion.

  • Instead of a lead-scoring add-onWin Score and Churn RiskFree · more with Trove

    Model scores written to Follow Up Boss fields on every connected account.

  • Instead of copy-pasting CRM data into ChatGPTThe Claude & ChatGPT connectorAce Pro

    Up to 193 tools on your own Follow Up Boss login.

  • Instead of a seller-intent data toolSeller RadarAce Trove

    A nightly scan of your own database for likely sellers. Equity is always labelled (est.).

  • Instead of a drip or AI-nurture toolAce AutopilotAce Trove · opt-in

    Follow-up for the leads nobody is working — drafts-first, with a Fair Housing scan and AI disclosure on every message.

03 Close

  • Instead of a client portalClient PacketsAce & Ace Pro

    One branded link per buyer or seller — payment math, area reports, documents and next steps, current for the life of the deal.

  • Instead of a transaction checklist toolTransaction ManagerAce Trove

    Contract-to-close checklists and key dates over your Follow Up Boss deals, with edits saved back to FUB.

  • Instead of a commission spreadsheetBack OfficeAce Trove

    Commission and cap tracking per agent. Modeled dollars are always marked estimated.

  • Instead of a team accountability dashboardCommand CenterAce Trove

    Every at-risk deal and neglected hot lead in one queue, sorted by estimated commission at stake.

04 Keep

  • Instead of a monthly homeowner digestHome AlmanacAce & Ace Pro

    A page for each past client’s home and a monthly change feed, sent only after the homeowner opts in on their own page. 25 homes on an Ace seat, 100 on Ace Pro, account-wide with Ace Trove.

  • Instead of a referral tracking sheetClient ReferralsFree to start

    Every introduction a past client makes is recorded, and closes itself out when that deal is won in Follow Up Boss. No field for a reward or fee exists, by design.

Switching over? Importers bring your homeowner list, open-house sign-ins, commission plans and roster in from Homebot, Curb Hero, Spacio, Fello or a spreadsheet.

Ace does not replace Follow Up Boss — it works inside it. See how Ace compares, tool by tool →

A lot of features. One job.

Everything Ace does exists to make sure agents spend their time on the contacts that matter most. The loop is simple:

  1. Score everyone. Our ML models grade every contact in your FUB — Win Score and Churn Risk on every account, plus opportunity and seller intent with Ace Trove.
  2. Rank the day. The Companion's queue tells each agent who's next and why — ordered by your Dynamic Smart List, the rules and thresholds the team lead tunes. Prefer FUB lists? Ace deploys 9 Ace Smart Lists into Follow Up Boss on every account — 15 with Ace Trove, including Likely Buyers — ranked on the same scores.
  3. Hand them the words. Every "who" comes with a ready draft in the agent's voice. They review; they send.
  4. Catch the moments. New opportunity, or one about to slip — the suggestion engine drafts the move, queues it, and creates the FUB task for the important ones.
  5. Close the loop. Post-appointment debriefs write themselves to FUB, and team leads watch it all from the Command Center.
  6. Then keep it, and get it back. After the close the Home Almanac gives the client a page for their home and a monthly change feed — if they opted in on that page — and when they introduce someone, Client Referrals records the introduction and marks it closed on its own the moment that deal is won in Follow Up Boss.

Four seats. Four flows.

Team leads & admins

The dollars-at-risk queue, the seats, the compliance moat.

Ace for teams →
Agents on teams

Be first to every lead — you’re already signed in.

Ace for agents →
ISAs & inside sales

The 5-minute window at volume, every handoff documented.

Ace for ISAs →

For agents: who to call next.
For brokers: what’s actually moving revenue.

One add-on for the whole account. Ace Trove ranks what needs your team’s attention in dollars, runs the team views and Automations, and writes five more Ace fields into Follow Up Boss — on top of the free Win Score and Churn Risk every account gets. One flat monthly rate covers your whole team — auto-quoted live from your FUB database size.

7 AI fields, written into FUB

Ace Win Score + Churn Risk free on every account; Expected GCI (est.), Opportunity, Seller Tier, Buyer Tier, and Last Analyzed with Trove — scheduled nightly, with additional scoring triggered by meaningful CRM activity.

Command Center

Every at-risk deal and neglected hot lead in one queue, priced in estimated commission — sorted by dollars at stake, each with a ready next move.

AI Signals & Seller Radar

Nightly anomaly detectors catch stalls and gone-quiet deals; Seller Radar scans your database every night for the likely sellers already in it.

What Ace Trove adds: Command Center · Team Cockpit and Pipeline · Automations · Ace Autopilot (opt-in) · Appointment Follow-Up · Back Office — plus 15 Ace Smart Lists instead of 9 and the Ace Trove Brief, a morning email with yesterday’s pulse and what needs your attention. Book of Business and the Dynamic Smart List are open on every account; Trove adds the Book of Business benchmarks and Opportunity Radar, and the model-ranked rules in the Dynamic Smart List. Ace Trove needs at least one paid Ace or Ace Pro seat.

Explore Ace Trove Flat monthly, from $49 · see tiers

Per-seat pricing. No per-message tax.

Free to start. Two seat tiers. One account-wide add-on. No commitment, no credit card to begin.

Free $0

Ace chat inside FUB for every teammate — 15 AI messages/day, contact context, and supported Win Scores.

Ace $25/seat/mo

Unlimited Ace chat, Daily Brief, Next Moves, AI memory, and the Ace mobile workspace for working agents.

Ace Trove — the account-wide intelligence layer — is a flat monthly add-on from $49/mo, sized to your FUB database. One subscription covers the whole team, and it needs at least one paid Ace or Ace Pro seat.

Others charge $449–$1,500+/mo for real estate AI. Full comparison on the pricing page and /compare.

What is Follow Up Ace?

Follow Up Ace is an AI assistant for real estate agents and teams who use the Follow Up Boss CRM. It connects to your Follow Up Boss account, analyzes your leads and conversations, tells each agent who to contact next, and writes ready-to-send follow-up drafts that land as a note and task on the contact — inside Follow Up Boss, from Claude or ChatGPT, or in the standalone Ace Companion on desktop and mobile.

If you choose to connect your Gmail account, Follow Up Ace uses that access only to send the emails you review and approve — from your own address, to your own CRM contacts. It does not read your inbox. Your Google data is never sold, never used for advertising, and never shared with third parties. Follow Up Ace’s use of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements. See our Privacy Policy and Terms of Service.

Frequently Asked Questions

Ace can bring relevant Follow Up Boss records, the reason for the follow-up, your voice instructions, and person-scoped memory into the draft.

  • Relevant evidence: notes, contact details, activity metadata, and the latest text fields supplied by FUB.
  • Personal context: this contact’s remembered facts and your saved voice preferences.
  • A clear next step: wording shaped for the channel and the task you are working on.

Available sources depend on your connections and the drafting workflow. Missing data stays unknown; activity metadata is not a complete email thread or call transcript. Review the draft before sending. Read the drafting guide.

Ace covers jobs teams often buy separately: lead-capture report pages (Lead Magnets), open house sign-in, agent profile pages (Ace Pages), lead scoring (Win Score and Churn Risk), a seller-intent scan (Seller Radar, with Ace Trove), follow-up for unworked leads (Ace Autopilot, opt-in, with Ace Trove), client pages for a deal (Client Packets), transaction checklists and commission tracking (with Ace Trove), a monthly homeowner digest (Home Almanac) and referral tracking. Ace does not replace Follow Up Boss; it works inside it. What is included depends on your plan. See the list or compare plans.

Ace Pro provides a role-scoped MCP service. For Claude's remote connector, add https://followupace.com/mcp and complete the browser verification flow with the email on your Ace Pro seat. The first time, connect your own Follow Up Boss login in Ace (Settings → Integrations → Connect as yourself); the connector answers through it and sees only what Follow Up Boss lets you see. For ChatGPT, enable Developer mode under Settings → Security and login, open ChatGPT Plugins, select the plus button, and add Follow Up Ace with https://followupace.com/mcp?tools=full. ChatGPT availability depends on account and workspace policy. Cursor, VS Code, and other compatible clients use the client-specific instructions under /install/<client>/. The advanced Claude Desktop DXT uses a signed MCP token (it expires after 14 days) generated under Follow Up Ace Settings → Integrations → MCP; it never needs your Follow Up Boss password or API key. Available tools are filtered by role, seat, and enabled entitlements.

FUB's native AI offers basic text suggestions. On Ace Pro, Claude and ChatGPT get 193 MCP tools that take real action — edit_person writes stage, owner and field changes straight into FUB as you talk, fetch_person_by_id hands the AI a contact's full history to draft a personalized email from, 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.

Yes — Follow Up Ace for iPhone is free on the App Store, for iPhone and iPad on iOS 15.0 or later. The mobile workspace is included with Ace and Ace Pro: work your ranked queue, review a draft, and send from your own number. Confirmed sends are recorded on the Follow Up Boss timeline. Push alerts fire for a newly assigned lead or a waiting draft. You sign in with the work email your team uses in FUB plus a 6-digit code, then connect your own Follow Up Boss account when prompted — there is no sign-up inside the app and no in-app purchases. There is no Android build today; Android and desktop users get the same workspace in the browser at followupace.com/companion.

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 inside the Ace chat in Follow Up Boss, contact emails and phone numbers are swapped for placeholder tokens before your message reaches the model. Every vendor that processes CRM text is named on our Sub-processor page, and we never train public models on your data.

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.

Ace Pro provides the Follow Up Ace MCP service, while Claude and ChatGPT subscriptions and workspace policies are managed separately by their providers. Eligibility and pricing can change, so check the current client documentation before purchasing a plan. The built-in Ace chat assistant works without a separate Claude or ChatGPT 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.

Ace can write seven model-grounded custom fields into Follow Up Boss for analyzed contacts. Free on every connected account: Ace Win Score (a 0–100 within-account percentile rank, not a close probability) and Ace Churn Risk (Low / Medium / High). With Ace Trove: Ace Expected GCI (est.) (calibrated absolute win probability × your account's real median commission, only when supported), Ace Opportunity (At Risk / Active Buyer / Active Seller / Likely Seller / Nurture), Ace Seller Tier (Very High → None), Ace Buyer Tier, and Ace Last Analyzed. Trove score delivery is scheduled nightly; meaningful CRM activity can schedule an additional debounced rescore, while a webhook alone does not prove a field write completed. Ace Trove also adds the Command Center, Team Cockpit and Pipeline, Automations, Ace Autopilot (opt-in), Appointment Follow-Up, Back Office, and 15 Ace Smart Lists instead of 9. It is an add-on for a team with at least one paid Ace or Ace Pro seat. Flat monthly pricing from $49/mo based on database size.

Yes. Ace is free forever with 15 AI messages per day, live Ace Win Scores on your contacts, and knowledge base access. No credit card required to start. Full details on the pricing page.

Absolutely. Each agent on your team can be on a different plan — Free, Ace, or Ace Pro. Each seat is either team-paid or self-paid: a seat your team pays for is changed by the admin, and an agent on their own self-pay seat can upgrade themselves. Full details on the pricing page.

Yes. Every call, text, email, note and appointment is attributed to the deal it lands under — activity inside an open deal's window counts as deal work pushing a closing, everything else as lead-gen work pushing toward the next deal. That powers the Quiet Deal Radar (open deals with no attributed activity in 7+ days) and Team Cockpit's Effort Split (each agent's deal-work vs lead-gen share) — and clients mid-transaction get tighter gone-quiet alerts instead of generic re-engagement nudges. Part of Ace Trove.

Ask your favorite AI about Follow Up Ace

Don’t take our word for it. Ask an AI you already trust.

Each button opens a new tab with the question pre-filled. The answer is the AI’s own — we don’t write it.

The queue knows who’s next. The draft is already written.

Know who to work next.
Starts free.

Free Ace chat, the ranked queue and live Win Scores for every teammate — Next Moves and the personal AI layer on seats from $25; one-tap AI drafts on Ace Pro. No credit card to start.

Free forever • No credit card • Setup in under 3 minutes