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ease
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Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Tasskel serves as a comprehensive platform for managing all aspects of your business. It integrates CRM, scheduling, invoicing, payments, marketing, customer support, project management, automation, and AI into a single business management solution designed specifically for small and expanding enterprises seeking to streamline their operations and foster growth with one cohesive application. This all-in-one approach enables businesses to effectively oversee their activities while enhancing efficiency and productivity. Tasskel Business Suite Includes: Tasskel CRM — contacts, accounts, leads, deals, quotes, prospecting Tasskel Connect — unified conversations inbox (chat, SMS, email channels Tasskel Mail — business email on your own domain, webmail, contacts, calendars Tasskel Scheduling — booking pages, team calendars, meetings Tasskel Help Desk — shared inbox, SLAs, knowledge base, live chat Tasskel AI (Copilot) — AI assistant across the workspace Tasskel Marketing — campaigns, target lists, email/SMS sends Tasskel Marketing Automation — event-driven workflows Tasskel Tasskel Social — posts per platform, content calendar, landing pages, media library, client reports, link tracking Tasskel E-Signatures Tasskel Video Meetings Tasskel Submit — SEO submission Tasskel Forms builder & Surveys Tasskel Business Directory — public directory with claim-your-listing and paid enhanced listings Tasskel Pay — payment processing Tasskel Accounting — books, journals, reports Tasskel Field Service — jobs, dispatch, equipment, maintenance plans Tasskel Time & Attendance — timesheets Tasskel Websites — website builder and hosting Specialized Industries - Medical, Veterinary, Attorneys and more...

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

Screenshots View All

Integrations

Make No 
Slack No 
Stripe No 
Wave Accounting Yes 
Zapier No 

Integrations

Make Yes 
Slack Yes 
Stripe Yes 
Wave Accounting No 
Zapier Yes 

Pricing Details

$29/month
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 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 Yes 
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

Tasskel

Founded

2009

Country

United States

Website

tasskel.com

Vendor Details

Company Name

TheBigBot

Country

United States

Website

thebigbot.com

Product Features

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management Yes 
Order Management Yes 
Point of Sale (POS) Yes 
Project Management Yes 
Purchasing Yes 
Scheduling Yes 
Time & Expense Tracking Yes 
Training Management Yes 
Vendor Management Yes 

Product Features

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