Ace AI

Introduction to Ace AI

Ace AI is an AI-powered voice and text assistant designed exclusively for the Follow Up Boss (FUB) real estate CRM. It integrates natively with FUB to automate routine CRM tasks, provide contextual insights, and enable hands-free interaction through voice and natural language. Targeted at real estate professionals—including agents, inside sales agents (ISAs), team leads, and brokerages—Ace AI reduces manual data entry and administrative overhead while enhancing lead prioritization, communication personalization, and market intelligence access.

The product operates both as an embedded interface within the Follow Up Boss platform and as a standalone external application ('Ace Anywhere'). It requires no configuration: it self-configures by analyzing a user’s existing FUB structure, action plans, tags, templates, and communication patterns. This enables immediate, context-aware assistance without onboarding or training.

Key Takeaways

• Native, purpose-built integration with Follow Up Boss—no generic CRM connectors or API limitations
• Real-time voice and text interaction for logging notes, drafting emails/SMS, updating contacts, and scheduling tasks
• Smart list acceleration: automates follow-ups across hot leads, active clients, and past clients using prebuilt or custom workflows
• Context-aware AI insights derived from FUB data (call notes, texts, emails, website activity) to surface relevant talking points
• Federal Reserve economic intelligence: free access to mortgage rates, regional economic indicators, and inflation data—integrated directly into CRM workflows
• Self-learning knowledge base that adapts to team-specific workflows, communication style, and FUB configuration
• Enterprise-grade security including PII anonymization, strict rate limiting, and SOC-2 ready infrastructure
• Flexible billing models supporting both business-paid and individual-paid subscriptions

How Ace AI Works

Ace AI connects to Follow Up Boss via deep, proprietary API integrations that access all FUB endpoints—including contacts, notes, tasks, SMS, email logs, action plans, and smart lists. Upon connection, it automatically maps the user’s existing CRM structure (e.g., tags, stages, automations) and analyzes historical communication templates to calibrate its responses and suggestions. Users interact either through typed prompts in the embedded chat or via voice commands using high-fidelity speech-to-text and text-to-speech technology.

When a user speaks or types a request—such as 'Log that the Smiths loved the kitchen but want properties with a bigger yard'—Ace parses intent, identifies the relevant contact, updates fields or creates notes in FUB, and optionally triggers follow-up actions (e.g., sending an SMS, creating a task). For smart lists, users can execute multi-step workflows (e.g., 'Send listing follow-up + schedule buyer consultation') with a single prompt. Economic intelligence queries are processed by querying live Federal Reserve datasets and generating tailored reports or email drafts aligned with real estate use cases.

Core Benefits and Applications

Ace AI streamlines daily CRM operations for real estate teams. ISAs use it to accelerate lead qualification and follow-up while maintaining personalization; agents leverage voice mode to update CRM records hands-free during commutes or showings; and team leads deploy it to standardize best practices across workflows. The AI Lead Scoring add-on analyzes contact interactions to generate intent scores, timeline estimates, and property preferences—enabling precise smart list prioritization. Market intelligence features support consultative selling: agents generate data-backed emails explaining optimal buy/sell timing or create localized market reports for investor presentations. Pricing supports scalable adoption, with tiered plans offering text-only, voice-enabled, or Pro-level capabilities—including Gmail Send-For-Me, auto-summaries, and external mobile access. All plans include zero-setup onboarding and role-appropriate feature sets.

The AI Lead Scoring add-on operates separately at $0.025 per tagged contact beyond the first 20 monthly. Billing flexibility allows organizations to mix business-paid and individual-paid seats under one account.