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Average Ratings 0 Ratings

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ease
features
design
support

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Description

QualifyBase offers both inbound and outbound AI-driven sales agents tailored for service-oriented businesses, consolidating customer communication through a unified inbox and sales pipeline for messaging, voice calls, follow-ups, and appointment scheduling. These agents utilize information provided by the business to respond to inquiries, gather qualification data, and seamlessly operate across various platforms such as WhatsApp Business, Instagram Direct, Facebook Messenger, web chat, SMS, and supported voice workflows. Teams are empowered to set up calling campaigns with specific schedules and retries, re-engage qualified leads via pre-approved WhatsApp templates, and deliver qualified leads to staff while retaining conversation context for easy follow-up. Additionally, insights derived from advertisements link inquiries originating from ads to actual conversations, appointments, documented successes, and overall sales value, along with comprehensive reporting options available for Growth and Pro plan subscribers. The integration of tools like Make, Zapier, webhooks, and a public API enhances CRM workflow connectivity, allowing for better management and organization. It's important to note that active paid plans are required to launch campaigns effectively, ensuring businesses can leverage the full suite of features offered.

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 Yes 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

Make Yes 
Zapier Yes 
Claude Yes 
Facebook Messenger Yes 
Instagram Yes 
Model Context Protocol (MCP) Yes 
Slack No 
Stripe No 
WhatsApp Yes 

Integrations

Make Yes 
Zapier Yes 
Claude No 
Facebook Messenger No 
Instagram No 
Model Context Protocol (MCP) No 
Slack Yes 
Stripe Yes 
WhatsApp No 

Pricing Details

$40/month
Free Trial Yes 
Free Version No 

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 No 
iPad App No 
Android App No 
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 Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

QualifyBase

Country

United States

Website

www.qualifybase.com

Vendor Details

Company Name

TheBigBot

Country

United States

Website

thebigbot.com

Product Features

Conversational AI

Code-free Development No 
Contextual Guidance No 
For Developers No 
Intent Recognition No 
Multi-Languages No 
Omni-Channel No 
On-Screen Chats No 
Pre-configured Bot No 
Reusable Components No 
Sentiment Analysis No 
Speech Recognition No 
Speech Synthesis No 
Virtual Assistant No 

Product Features

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