Audience

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

About TheBigBot

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.

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Pricing

Starting Price:
$197/mo
Pricing Details:
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.

Integrations

API:
Yes, TheBigBot offers API access
See Integrations

Ratings/Reviews - 1 User Review

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
More Reviews for TheBigBot Write a Review

Company Information

TheBigBot
United States
thebigbot.com

Videos and Screen Captures

Copperline Home Loans homepage with introductory mortgage text, a monthly-payment breakdown, input fields, calls to action, and feature links.

Copperline Home Loans homepage with introductory mortgage text, a monthly-payment breakdown, input fields, calls to action, and feature links.

Copperline Home Loans homepage with introductory mortgage text, a monthly-payment breakdown, input fields, calls to action, and feature links. Full-length Copperline loan-options page listing twenty mortgage programs in Buying, Refinancing, and Investing groups. Full-length Copperline learning-center page with article cards grouped under Buying Basics, First-Time Buyers, and Financing. Throughline Home Loans homepage with route-themed background lines, introductory text, action buttons, and eight color-coded loan-program labels. Willow Creek Home Finance homepage with mortgage copy and an interactive-looking payment panel containing sliders, a program selector, cost bars, and a total payment. Desktop and mobile mockups show a responsive Copperline Home Loans homepage with navigation, mortgage copy, calls to action, and a monthly-payment calculator.
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Product Details

Platforms Supported
Cloud

TheBigBot Frequently Asked Questions

Q: What kinds of users and organization types does TheBigBot work with?
TheBigBot works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does TheBigBot support in their product?
TheBigBot supports these languages: English.
Q: What other applications or services does TheBigBot integrate with?
TheBigBot integrates with: Make, Slack, Stripe, and Zapier.
Q: Does TheBigBot have an API?
Yes, TheBigBot has an API.
Q: How much does TheBigBot cost?
Pricing for TheBigBot starts at $197/mo.

TheBigBot Product Features

TheBigBot Verified User Reviews

Write a Review
  • Lucas M.
    Mortgage Broker
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: Administrator
    Company Size: 1 - 25
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Features 5 out of 5 stars
    Pricing 4 out of 5 stars
    Support 5 out of 5 stars
    Probability You Would Recommend? 10 out of 10

    "Highly Recommended"

    5 out of 5 stars Posted 2026-10-28

    Pros: Their support team and AI receptionist are outstanding. The team replies quickly and actually solves the problem, and the AI receptionist handles customer calls and messages smoothly, so we don't miss enquiries.

    Cons: Nothing major so far. There's a small learning curve at the start, but the support team helped us get everything set up quickly.

    Overall: One of the best tools we've used. Excellent support, a reliable AI receptionist and great value for money. I'd happily recommend it to other businesses.

    Read More...
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