Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
AutomateNexus CRM is a versatile cloud-driven platform designed specifically for agencies, entrepreneurs, and small teams to enhance their customer relationship management. It consolidates various functions such as managing contacts, deals, tasks, projects, quotes, invoices, appointments, marketing initiatives, and support discussions all within a single workspace. The AI co-pilot, Karrie, efficiently responds to inquiries from CRM data, evaluates leads, and prepares follow-up communications, while specialized agents take charge of sales, customer support, marketing, operations, scheduling, research, and analytics. Teams have the capability to streamline workflows, monitor agent activities, and authorize interactions with clients. Additional features encompass comprehensive reporting, customizable agency workspaces, white-label branding options, and a dedicated client portal for sharing documents and messages. The platform also integrates seamlessly with email, calendars, payment systems, messaging apps, automation tools, and AI services, providing a REST API and webhooks for tailored integrations. Users can access the browser-based application on both mobile devices and computers, or opt for dedicated desktop applications compatible with Windows and macOS. Overall, AutomateNexus CRM stands out as an all-inclusive solution for improving efficiency and communication within small teams and agencies.
Description
TheBigBot serves as a cloud-driven CRM and marketing solution tailored specifically for mortgage brokers, dental and legal firms, as well as various other service-oriented businesses. This versatile platform integrates capabilities for managing contacts and leads, along with features such as pipelines, forms, scheduling tools, appointment bookings, a centralized communication inbox, and both email and SMS marketing campaigns, all enhanced by automation for workflow processes. Additionally, it includes AI-powered features for answering calls and managing customer chats, along with functions for soliciting reviews, generating reports, and engaging with current contacts. Companies can leverage website and funnel functionalities to streamline lead follow-up and appointment management processes. TheBigBot is designed with industry-specific setups and onboarding processes, offering tailored examples for mortgage, dental, legal, and local service industries. A user-friendly visual workflow builder facilitates seamless integrations with external services, while REST API and webhook features allow for custom development options. Subscription plans are available, with distinct billing for communication and AI utilization, ensuring flexible financial management. Ultimately, TheBigBot positions itself as a comprehensive resource for businesses aiming to enhance their client relationship management and marketing strategies.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Make
Yes
Slack
Yes
Stripe
Yes
Zapier
Yes
Claude
Yes
Gmail
Yes
Google Calendar
Yes
Microsoft Outlook
Yes
Model Context Protocol (MCP)
Yes
OpenAI
Yes
Integrations
Make
Yes
Slack
Yes
Stripe
Yes
Zapier
Yes
Claude
No
Gmail
No
Google Calendar
No
Microsoft Outlook
No
Model Context Protocol (MCP)
No
OpenAI
No
Pricing Details
$49/month
A limited Founding Member offer starts at $97 once for up to 10 users; higher one-time tiers are $497 for unlimited users and $997 for Agency reseller rights. Standard Starter pricing is $49/month for 5 users, with annual billing advertised at 20% savings. Starter includes a 7-day free trial with no credit card required. Offer availability may change.
Free Trial
Yes
Free Version
No
Pricing Details
$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 Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
AutomateNexus CRM
Founded
2025
Country
United States
Website
automatenexuscrm.com
Vendor Details
Company Name
TheBigBot
Country
United States
Website
thebigbot.com
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
Alternatives
No Alternatives