
Bigly Sales runs AI outbound and inbound calling as a managed service. Its AI voice agents call new and aged leads, qualify them against your criteria, live-transfer interested prospects to your team, book appointments, and answer inbound calls 24/7, with every disposition, transcript and recording written back to your CRM.
Bigly's team builds the campaign for you. Scripts are written with Claude, ChatGPT and other leading LLMs, and the platform tests script versions on live calls and keeps the best performer. Bigly also handles phone-number procurement, carrier registration, more than 200 whitelisted local-presence lines, spam monitoring and call routing. Before every dial, the system checks consent, suppression and DNC lists, known TCPA litigants, and state and federal calling rules and quiet hours.
The reporting dashboard measures success rate per lead, cost per live transfer and cost per human contact, and breaks the dial-to-transfer funnel into each stage, including transfers lost to an unanswered buffer or a carrier error. Lead sources are ranked side by side by success rate and cost. An hour-by-hour chart shows when leads convert.
With the Bigly Sales MCP server, customers can manage campaigns from Claude or ChatGPT: push a list into an active campaign, check minute usage, pull transcripts, or ask which leads want a demo.
Customers use it for lead reactivation, speed-to-lead follow-up, appointment setting, inbound answering and warm transfers in insurance, lending, home services, legal and fundraising. It integrates with HubSpot, Salesforce, Zoho CRM, Pipedrive, GoHighLevel and other CRMs, and plans start at $99 a month, with a free 30-minute AI calling setup to begin.
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CapLinked is a web-based platform built for organizations that need a better way to manage, protect, and share sensitive business documents during high stakes work. Known as The Deal Room That Works, CapLinked gives teams, advisors, and lawyers a controlled workspace for due diligence, mergers and acquisitions, fundraising, audits, licensing, asset sales, and confidential projects where accuracy, speed, and oversight matter.
Instead of relying on email attachments, consumer file sharing links, or scattered folders, teams can organize documents in structured workspaces with clear folder layouts, searchable files, user groups, and permissions. Administrators can decide who can view, upload, print, download, or share materials, while watermarking, passwords, expiration settings, tracking, and reporting help reduce risk when information is shared outside the organization.
CapLinked makes complex document review more efficient for internal teams and external reviewers. Buyers, investors, attorneys, accountants, partners, and other stakeholders can access the materials they need in a professional environment, while project owners maintain visibility into engagement and adjust access as a review changes. This helps reduce version confusion and manual follow up when managing sensitive files across organizations.
For boutique firms, Big 4 consultants, global enterprises, and teams in between, CapLinked supports secure collaboration without unnecessary complexity. Its data room and document tools help companies protect financial records, legal documents, intellectual property, contracts, operational files, and strategic materials while keeping reviews organized. Visit caplinked.com to see how CapLinked can help teams share documents, control access, and move work forward
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Left Main
Left Main REI is a specialized CRM and deal-flow intelligence system designed specifically for real estate investors, offering the reliability of Salesforce, AI-driven insights, and workflows tailored to investor needs, all aimed at enhancing team efficiency, prioritizing opportunities, and increasing deal closures. This platform meticulously tracks leads from the initial marketing stage through to closing, automates follow-up communications, and sends real-time notifications regarding motivated sellers by analyzing stress indicators and property histories, enabling users to respond more swiftly than their competitors. The system features DealSignals, an advanced AI data engine that routinely examines over 100,000 property records each month for critical triggers such as foreclosures, tax liens, probate filings, expired listings, and changes in vacancy status, delivering immediate insights into seller motivation. Additionally, Property Sales AI intelligently evaluates and ranks leads based on motivation signals, equity stakes, timing, and competitor movements, ensuring that investors can prioritize their outreach effectively. Enhanced dashboards and tailored reporting tools allow teams to visualize their performance metrics, facilitating better strategic decisions and ultimately driving success in their real estate endeavors. By leveraging these comprehensive features, users can gain a competitive edge in the fast-paced real estate market.
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Pete REI Software
Pete® REI Software serves as a comprehensive CRM platform tailored specifically for real estate investors, enabling them to optimize their operations from the initial contact all the way to deal closure with tools specifically designed for the investment process; it allows users to gather leads from diverse channels, monitor the progression of deals and pipeline stages, automate follow-up communications through email, phone, and SMS workflows, and efficiently manage files that incorporate e-signatures and images, all within a single platform. This software features an integrated phone and SMS system that removes the necessity for additional applications, provides real-time analytics and customizable dashboards for tracking essential performance metrics to support informed decision-making, and offers scalable functions suitable for individual investors as well as larger teams. Additionally, the automation of workflows minimizes repetitive tasks while ensuring reliable follow-ups, centralized task management fosters better collaboration among team members, and integrated communication tools keep both leads and clients actively engaged throughout the investment journey. Ultimately, this platform empowers investors to focus on growth while managing their operations seamlessly.
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