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Selected work / 01MOON SHERPA / LABS

Follow Up Ace

Your next contact. The context. The words to send.

  • AI Platform · CRM Intelligence
  • Our contribution: Product architecture, AI workflows & companion apps
  • Reviewed September 2026
FUBBuilt into the existing CRM
MCPClaude and ChatGPT connectors
iOSNative iPhone companion
AIContact and pipeline intelligence
A look at Follow Up AceExplore live
Follow Up Ace’s public homepage beside a sample CRM contact and prepared follow-up drafts.
Public Follow Up Ace site · captured September 4, 2026. Demo data shown.
01 / The brief

Turn contact history into a clear next step.

Back to the portfolio

Follow Up Ace turns the information inside a real estate CRM into a useful next action. It brings contact scoring, personal follow-up drafts, and team intelligence into Follow Up Boss, then carries that context into Claude, ChatGPT, and the agent’s phone. Notes and tasks return to the contact record, so the work stays connected to the system the team already uses.

Real estate teams collect a rich history of calls, messages, appointments, and property interest. Turning that history into a clear daily priority still takes time, particularly when an agent works across a large contact book.

A useful assistant has to connect the recommendation to the action: identify the person, explain why they matter now, prepare a relevant message, and keep the result attached to the contact.

The same work happens at a desk, between showings, and inside different AI clients. Context, permissions, and the agent’s control over outgoing messages need to travel with it.

The working model

AN INVITATION TO EXPLORE

How Follow Up Ace works

From the source / Follow Up Ace’s BigQuery warehouse

The intelligence has a foundation.

Look inside the warehouse behind Follow Up Ace through five measured layers: activity connections, contact features, model scores, note intelligence, and activity summaries. Their physical row counts and table modification times come directly from BigQuery.

AN INVITATION TO EXPLORE

The intelligence has a foundation.

02 / The approach

How the pieces
came together.

From the underlying data to the moment someone uses the product, each decision serves the work.

  1. 01

    Put the next action inside Follow Up Boss

    Contact scoring and ranked queues surface who to work next. Personalized SMS and email drafts use CRM context and the agent’s stated voice, then appear as notes and tasks on the contact. Agents review their messages before sending.

  2. 02

    Connect AI clients through MCP

    A role-scoped MCP service exposes contact lookups, task creation, stage updates, and other CRM operations to compatible clients. Authentication and access checks keep those operations tied to the connected account and seat.

  3. 03

    Carry context across surfaces

    The embedded assistant, browser companion, and native iPhone app share the same product workflow. AceMemory carries conversational context across supported surfaces, while the mobile queue puts the next contact and prepared draft within reach.

  4. 04

    Build intelligence on a warehouse

    CRM activity feeds a Firestore and BigQuery data layer. Model scoring, calibration, and outcome tracking support contact prioritization and the Ace Trove dashboards, with estimate labels that distinguish projected value from a recorded outcome.

  5. 05

    Keep voice focused

    ElevenLabs powers conversational audio with live CRM context. Voice answers, summarizes, and prepares through a read-only tool set; the agent remains responsible for sending a message.

03 / Inside the product

Context that follows the agent.

Detail / 01

One workflow, several entry points

An agent can review a contact inside Follow Up Boss, continue the conversation in an MCP client, and pick up the prepared work on an iPhone. Each surface leads back to the contact history.

Detail / 02

A team view of the work

Ace Trove combines a prioritized Command Center, team activity, pipeline views, and contact intelligence. Seller Radar and activity signals help teams find opportunities already present in their database.

Detail / 03

A clear distinction between rank and probability

The public product describes Win Score as a within-account percentile rank. Estimated commission and other projections carry their own context rather than presenting every model output as an absolute probability.

Detail / 04

Drafting with review built in

Personal voice guidance and a Fair Housing language scan are part of the drafting flow. The agent can inspect the proposed message before it becomes an outgoing communication.

What this makes possible

  • Live at followupace.com with an embedded assistant, browser companion, and native iPhone app.
  • Compatible MCP clients can work with CRM context and authorized operations through one service.
  • Agent-reviewed drafts return to Follow Up Boss as part of the contact’s workflow.
  • Ace Trove adds account-wide contact and pipeline intelligence for team leaders.
04 / Under the hood

The right tools.
Thoughtfully connected.

A closer look at the technology and integrations behind Follow Up Ace.

SYSTEM ANATOMY 05 LAYERS
0504030201

A conceptual view of the technology groups. Layer positions do not represent deployment boundaries.

EXPLORE THE BUILD / Follow Up Ace

SELECTED LAYER

Backend

  • Node.js
  • Express
  • Socket.io
  • BullMQ
  • Redis
CONNECTED TO

Follow Up Boss · Claude · ChatGPT · Gmail · Stripe · ElevenLabs · BigQuery · Firebase Cloud Messaging

05 / A closer look

Good questions.
Clear answers.

What is Follow Up Ace?

Follow Up Ace is an AI layer for Follow Up Boss. It ranks contacts, prepares personalized follow-up drafts, and brings team intelligence into the CRM. Agents can also use the assistant through compatible MCP clients and an iPhone companion. Moon Sherpa Labs builds and operates the product.

Does Follow Up Ace use MCP?

Yes. Follow Up Ace provides an authenticated, role-scoped MCP service for Claude, ChatGPT, and other compatible clients. It exposes CRM lookups and authorized operations such as creating tasks and updating contacts. Available tools depend on the user’s role and plan.

Explore MCP server development →
Is there a mobile app?

Follow Up Ace has a native iPhone and iPad app, alongside its browser companion. The mobile workflow presents a prioritized contact and prepared draft, with sending controlled by the agent. Voice is designed for answering and preparing through read-only tools.

Next in the portfolio / 02

Zabalist

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02

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