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About

QualifyBase provides inbound and outbound AI sales agents for service businesses, bringing customer messaging, voice calls, follow-up, and appointment booking into a shared inbox and sales pipeline. Agents answer questions using business-provided information, collect qualification details, and work across WhatsApp Business, Instagram Direct, Facebook Messenger, web chat, SMS, and supported voice workflows. Teams can configure calling campaigns with schedules and retries, re-engage eligible leads with approved WhatsApp templates, and hand qualified leads to staff with conversation context. Ads insights connect ad-sourced inquiries with conversations, appointments, recorded wins, and sales value; detailed reporting is available on Growth and Pro plans. Make, Zapier, webhooks, and the public API connect CRM workflows. Campaigns require an active paid plan.

About

TheBigBot is a cloud-based CRM and marketing platform for mortgage brokers, dental and legal practices, and other service businesses. It combines contact and lead management with pipelines, forms, calendars, appointment booking, a unified communications inbox, email and SMS campaigns, and workflow automation. The platform also offers AI-assisted call answering and customer chat, review requests, reporting, and tools for re-engaging existing contacts. Businesses can use its website and funnel features alongside lead follow-up and appointment workflows. TheBigBot provides industry-focused configurations and onboarding, with examples for mortgage, dental, legal, and local service operations. A visual workflow builder supports connections to third-party services, while REST API and webhook capabilities support custom integrations. Plans are subscription-based, with communication and AI usage billed separately.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Service businesses and sales teams managing inbound inquiries, outbound follow-up, lead qualification and appointment booking across messaging and voice.

Audience

Mortgage brokers, dental practices, legal practices, and small service businesses seeking CRM, lead follow-up, appointment booking, communications, and marketing automation.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$40/month
Free Version Not Supported
Free Trial Supported

Pricing

$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 Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

QualifyBase
United States
www.qualifybase.com

Company Information

TheBigBot
United States
thebigbot.com

Alternatives

Alternatives

CrucialCRM

CrucialCRM

Phenomena Technologies Inc
Convarza AI

Convarza AI

Pronnel Technology
AiEngage CRM

AiEngage CRM

AiTrillion

Categories

AI Sales Agents Supported
Conversational AI Supported

Categories

AI CRM Supported

Integrations

Make Supported
Zapier Supported
Claude Supported
Facebook Messenger Supported
Instagram Supported
Model Context Protocol (MCP) Supported
Slack Not Supported
Stripe Not Supported
WhatsApp Supported

Integrations

Make Supported
Zapier Supported
Claude Not Supported
Facebook Messenger Not Supported
Instagram Not Supported
Model Context Protocol (MCP) Not Supported
Slack Supported
Stripe Supported
WhatsApp Not Supported
Claim QualifyBase and update features and information
Claim QualifyBase and update features and information
Claim TheBigBot and update features and information
Claim TheBigBot and update features and information