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Visual kanban · Drag-and-drop

Every workflow gets its own pipeline.

Build unlimited custom sales pipelines — drag-and-drop stages, automation triggers, deal forecasting, and team views. Manage anything that has stages.

Pipelines
Custom
Stages
Auto
Forecasting
Visual
Kanban
The funnel

5 stages. One flow.

From first touch to closed deal, fully instrumented.

01
New
Lead arrives in your pipeline's first stage
02
Qualify
Assigned rep moves it through qualification
03
Proposal
Send proposal, get signature, track
04
Negotiation
Track revisions, concessions, deal movements
05
Closed
Win or loss — and why
Core features

What you can actually build.

♾️

Unlimited

No cap on how many pipelines you build

Drag-drop

Move deals visually between stages

Stage automation

Fire actions when deals enter/exit stages

📊

Forecasting

Projected revenue by stage and rep

🏷️

Custom fields

Per-pipeline custom data points

🔔

Stale alerts

Flag deals stuck too long in a stage

05 · Proof

127 businesses. Four industries. One platform.

Real results from real operators — mortgage brokers, dentists, lawyers, and service business owners across the US.

★★★★★

The AI receptionist booked 14 appointments in my first week without me lifting a finger. This is pure revenue I wasn't seeing before — and it never sleeps.

Marcus Johnson
Marcus JohnsonMortgage Broker · Keystone Mortgage, Austin TX
★★★★★

We went from 23 Google reviews to 187 in 90 days. Our practice moved from page 3 to #2 in local search. Game over for the competition.

Dr. Sarah Miller
Dr. Sarah MillerDentist · Bright Smiles, San Diego
★★★★★

After-hours calls used to go to voicemail. Now the AI answers every one, qualifies the case, and books a consult. Booked 11 new clients last month from calls I would've missed.

Robert Chen
Robert Chen, Esq.Personal Injury Attorney · Chen Law Group
★★★★★

Summer rush used to bury us in missed calls. TheBigBot answers every single one, books the appointment, and dispatches the tech. Revenue up 34% this quarter.

Tom Bradley
Tom BradleyOwner · Bradley HVAC, Houston TX
★★★★★

The patient recall campaign alone filled 47 empty chair slots in month one. The ROI paid for a full year of the platform inside 30 days.

Linda Martinez
Linda MartinezPractice Manager · Sunrise Dental, Phoenix
★★★★★

Database reactivation woke up $2.1M in dormant prospects. My pipeline doubled. My assistant thinks I hired four new people — I just flipped one switch.

David Anderson
David AndersonLoan Officer · Premier Lending, Dallas
★★★★★

I switched from GoHighLevel and cut my tech stack in half. The AI intake is night-and-day better — conversions up 62% on paid traffic.

Patricia Wolfe
Patricia Wolfe, Esq.Managing Partner · Wolfe & Associates
★★★★★

Storm season used to drown us. Now the AI qualifies emergency vs. routine jobs, dispatches crews, and follows up on every quote. Closed 78% more roofs this year.

James Washington
James WashingtonOwner · Washington Roofing, Atlanta
★★★★★

Cancellations crushed us every Monday. TheBigBot auto-reminders dropped no-shows by 71% and recovered $18K in monthly recurring revenue we were writing off.

Linda Martinez
Rachel KimOwner · Flex Fitness Studio, Seattle
Powering businesses across
Mortgage
Dental
Legal
HVAC
Fitness
Roofing
Salons
FAQ · Questions

Things people ask.

How many pipelines can I build?
+
Unlimited. Most customers build 3-12 based on their workflows. Some have 30+ for complex operations.
Can stages trigger automations?
+
Yes. When a deal enters or exits a stage, fire any workflow: SMS, email, task creation, webhook, or CRM update.
Can different team members see different pipelines?
+
Yes. Role-based visibility. Sales reps see sales pipelines, support sees tickets, finance sees billing pipelines.
Is there deal forecasting?
+
Yes. Each stage has a probability %, and the system projects your expected revenue by stage and assigned rep.

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