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.
5 stages. One flow.
From first touch to closed deal, fully instrumented.
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
Real examples in the wild.
Six pipelines in production today across mortgage, legal, dental, HVAC, onboarding, and support — all built without a single line of code.
Mortgage pipeline
For brokers, LOs, IMBs — track every borrower from first call to funded.
Formation pipeline
For LLC, S-Corp, registered-agent, and tax consultants — intake to renewal.
HVAC job pipeline
For service businesses — lead to job complete with a 5-star review attached.
Dental treatment plan
For practices and DSOs — track every case from consult to recall.
Client onboarding
A repeatable kickoff flow — never lose a new client to a slow start again.
Support tickets
A help-desk pipeline that lives next to your sales board — same toolset, no extra app.
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.
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.
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.
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.
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.
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.
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.
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.
Cancellations crushed us every Monday. TheBigBot auto-reminders dropped no-shows by 71% and recovered $18K in monthly recurring revenue we were writing off.