Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
DealsFlow serves as a conversational business operating system tailored for small enterprises. Its AI operator, Flow, facilitates interactions through voice or text, managing shared clients, deals, tasks, calendars, and business insights. Business owners can easily access and modify records, as well as initiate workflows during conversations. The Core version is available for free to a single user and one organization, with no time restrictions. Additional paid team members can enhance functionality, such as Aurelius, which focuses on growth and marketing through content creation and campaign strategies, and Cassius, who specializes in sales and customer relationship management, aiding in prospecting, qualification, and follow-up processes. Successful execution relies on available integrations and account settings. Upcoming features include Julius and Seneca, while Augustus is currently in a private pilot phase. Users can access the platform via web, iOS, and Android devices, ensuring flexibility and convenience for small business owners. This accessibility allows for greater productivity and streamlined operations, making it an ideal tool for managing everyday business tasks.
Description
TheBigBot serves as a cloud-driven CRM and marketing solution tailored specifically for mortgage brokers, dental and legal firms, as well as various other service-oriented businesses. This versatile platform integrates capabilities for managing contacts and leads, along with features such as pipelines, forms, scheduling tools, appointment bookings, a centralized communication inbox, and both email and SMS marketing campaigns, all enhanced by automation for workflow processes. Additionally, it includes AI-powered features for answering calls and managing customer chats, along with functions for soliciting reviews, generating reports, and engaging with current contacts. Companies can leverage website and funnel functionalities to streamline lead follow-up and appointment management processes. TheBigBot is designed with industry-specific setups and onboarding processes, offering tailored examples for mortgage, dental, legal, and local service industries. A user-friendly visual workflow builder facilitates seamless integrations with external services, while REST API and webhook features allow for custom development options. Subscription plans are available, with distinct billing for communication and AI utilization, ensuring flexible financial management. Ultimately, TheBigBot positions itself as a comprehensive resource for businesses aiming to enhance their client relationship management and marketing strategies.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Make
No
Slack
No
Stripe
No
Zapier
No
Pricing Details
$0 Core
Free Trial
No
Free Version
Yes
Pricing Details
$197/mo
Authority Launch is $197/month; Authority Pro is $497/month. Both have a one-time $499 setup fee and additional usage-based charges for calls, SMS, email, phone numbers, and AI. Month-to-month; cancel anytime. The separate mortgage website service starts at $97/month plus a one-time $499 setup fee, but is not used as the platform's starting price.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
DealsFlow
Website
dealsflow.ai/
Vendor Details
Company Name
TheBigBot
Country
United States
Website
thebigbot.com