Sales pipelines — 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.
Stages that move deals forward.
From first touch to closed deal, fully instrumented.
What you can run as a pipeline.
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
Pipelines teams build first.
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.
