Related Products
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About
Create a queue from your leads and prioritize them based on their status. Disposition leads based on custom parameters and easily schedule a follow-up. Warm transfer calls to others on your team. Easily share and collaborate with team members and referral partners on any lead. Automate communication and increase lead conversion by connecting more partners to leads earlier in the sales process. Close more loans with a simplified experience for your borrowers that automates the process, connecting to their financial accounts to auto-populate most of the 1003, including their docs. Customize your workflows and automate follow-up to new leads as well as past clients with preset triggers to launch automatic reminders, emails, tasks, lead sharing and more with just one click. Robust tablet app with a sign-in sheet that syncs with your CRM. Upload your listing pictures and send your visitors a professional follow-up email containing the listing along with your contact information.
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About
Retreevo is a cloud-based CRM and lead-management platform designed for real estate investors and acquisition teams. It brings lead capture, contact and property records, deal pipelines, communication tools, and follow-up workflows into a shared workspace. Teams can organize prospects and transactions, manage calls and text conversations through a unified inbox, and use a power dialer to work lead lists. The platform also offers AI voice agents for handling inbound and outbound lead conversations, along with campaign and workflow tools to route leads and keep opportunities moving. Users can create landing pages and websites for lead generation, track activity across the sales process, and access their workspace through web and mobile apps. Retreevo can serve as a team's CRM and operating hub for sourcing, contacting, qualifying, and managing real estate investment opportunities.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Real estate CRM solution that helps lenders create and start open houses to catch leads
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Audience
Real estate investors and acquisition teams, including wholesalers, house flippers, and buy-and-hold operators.
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
$49/month
Starter is $49 per month, with one seat included and additional seats at $5 per month each. Starter includes three phone numbers, 500 minutes, and 500 SMS. Pro is $99 per month. Annual billing includes two months free. Plans include a 14-day free trial.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationBig Purple Dot
United States
www.bigpurpledot.com
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Company InformationRetreevo
Founded: 2024
United States
www.retreevo.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Real Estate CRM Features
Campaign Management
Supported
Client / Property Matching
Not Supported
Contact Management
Supported
Dashboard
Not Supported
Email Marketing
Supported
Interaction Tracking
Not Supported
Lead Management
Supported
Property Alerts
Not Supported
Referral Tracking
Not Supported
Segmentation
Not Supported
Sales Tracking Features
Activity Dashboard
Supported
Alerts / Notifications
Not Supported
Appointment Scheduling
Not Supported
Call Logging
Not Supported
Comments / Notes
Not Supported
Custom Reports
Not Supported
Document Management
Supported
Email Templates
Not Supported
Interaction Tracking
Not Supported
Lead Management
Supported
Lead Scoring
Not Supported
Pipeline Management
Not Supported
Reporting / Analytics
Not Supported
Task Management
Supported
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Integrations
LenderHomePage
Supported
Stackreaction
Supported
Zapier
Supported
Zillow
Supported
dotloop
Supported
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Integrations
LenderHomePage
Not Supported
Stackreaction
Not Supported
Zapier
Not Supported
Zillow
Not Supported
dotloop
Not Supported
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