Read the context.
Contact history, supported activity signals, and model-grounded fields help surface the people who deserve a closer look.
Explore Ace TroveHow Follow Up Ace works
From a signal.
To a real conversation.
Your CRM knows the history. Ace helps you see the next move—with the context, priorities, and draft to follow through.
Built for Follow Up Boss · Keep your contacts and your workflow
Context before the callPriorities for the dayFollow-through in FUB
A conversation takes shapeIllustrative example
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Jordan TaylorBuyer · Follow Up Boss contact
New activityA useful signal
Back to browsing.
A contact is looking at listings again. That activity can become a reason to reconnect.
Recent conversationLooking on the west side
Useful contextNeeds space to work from home
CRM history and supported activity signals give the follow-up its context.
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Jordan TaylorBuyer · Follow Up Boss contact
Why nowA clearer place to start
Bring the right work forward.
Team-defined queue rules combine activity, follow-up timing, and the score fields available on your plan.
01Jordan TaylorRecent activity · Follow-up dueNOW
02Casey MorganNew lead · No contact yetNEXT
Example ordering. Your team chooses the rules and priorities.
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Jordan TaylorBuyer · Follow Up Boss contact
Ready to reviewA starting point in your voice
Hi Jordan—are you still looking on the west side? I can pull together a few options with a separate office. Would a quick call tomorrow help?
Contact contextYour voice prompt
Review the details. Make it yours. Choose the next action.
Illustrative draft. Suggestions are prepared for agent review.
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Jordan TaylorBuyer · Follow Up Boss contact
Follow throughKeep the work connected
Make the next move in your workflow.
Open the contact in FUB, work a follow-up task, or use an available sending integration.
Sending options depend on your surface and connections. Administrators separately control opt-in automations.
Explore the four steps. Same contact, a clearer next move.
01 / A more intentional workday
Know the person.
See the next move.
Ace connects the intelligence in your database to the actions an agent can take. Here’s what happens along the way.
Organize the day.
The Dynamic Smart List ranks the Companion queue using rules your team controls. Native Ace Smart Lists offer another way to work inside FUB.
See where you workStart with the words.
Drafts bring together the contact’s context and your voice prompt. Suggestions can surface in Ace and as notes or tasks in FUB.
Explore communicationsFollow through.
Work the task, review the message, and keep the contact moving. Appointment follow-up can turn a plain-language debrief into a note and next task.
Connect the team viewA note on scores
Win Score is a rank within your book, not a close probability. Win Score and Churn Risk are free. Ace Trove adds opportunity, buyer/seller tiers, and supported GCI estimates. Paid-seat and Trove accounts are scheduled nightly; free accounts use a rotating schedule.
02 / Work where it feels natural
Keep FUB.
Add a little perspective.
The embedded assistant works in the contact sidebar. Native Smart Lists keep familiar FUB workflows useful. Paid seats add a standalone Companion for the workday beyond your desk.
Inside Follow Up Boss
Context, drafts, and tools beside the contact. Available on the free tier.
In the Companion
Ace includes the NOW list, alerts, and tasks. Ace Pro adds the full standalone workspace.
On iPhone and iPad
Free to download; the mobile workspace is included with Ace and Ace Pro. Android users work in the browser.
Inside Follow Up BossProduct preview
03 / The other side of the workday
A clearer day for agents.
A clearer picture for leaders.
Ace Trove connects individual follow-up to an account-wide view of priorities, pipeline, and team activity.
Ace Trove · Command CenterExplore the team tools ↗
A queue with context.
See the opportunities that need attention and the reasoning behind them. Use coaching tools to follow up with your agents.
Visibility across the team.
Team Cockpit brings agent activity into view. Pipeline and Book of Business add the account and deal perspective.
Your rules, their workday.
Order Dynamic Smart List rules and tune their thresholds. The Companion queue follows your team’s priorities.
04 / Intentional controls
You choose
how Ace helps.
Useful automation starts with clear boundaries: the plan you choose, the connections you enable, and the workflows you turn on.
Compare plans and accessReview your suggestions.
Suggestion drafts are prepared for agent review. Check the details and edit the message before taking action.
Decide what runs automatically.
Autopilot is separately enabled by an authorized team member and starts with draft review. Autonomous sending requires explicit configuration.
See Autopilot controls ↗Connect your own account.
Sign in to Ace, then connect your own Follow Up Boss account when prompted. Available tools follow your role, seat, and enabled features.
Your next conversation starts here
Make more of the context
you already have.
Connect Follow Up Boss. Set your voice. Choose the plan and workflows that fit your team.