+
+

Related Products

  • BoldTrail
    4.5 out of 5 stars 2,126 Ratings
    Visit Website for BoldTrail
  • Creatio
    4.6 out of 5 stars 589 Ratings
    Visit Website for Creatio
  • Act!
    4.0 out of 5 stars 555 Ratings
    Visit Website for Act!
  • Shape Software
    4.6 out of 5 stars 136 Ratings
    Visit Website for Shape Software
  • Bigly Sales
    5.0 out of 5 stars 9 Ratings
    Visit Website for Bigly Sales
  • Pocomos
    4.6 out of 5 stars 45 Ratings
    Visit Website for Pocomos
  • SKU Science
    4.6 out of 5 stars 16 Ratings
    Visit Website for SKU Science
  • sellerboard
    4.7 out of 5 stars 308 Ratings
    Visit Website for sellerboard
  • Roofr
    4.7 out of 5 stars 146 Ratings
    Visit Website for Roofr
  • CredentialingSpectrum
    5.0 out of 5 stars 5 Ratings
    Visit Website for CredentialingSpectrum

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.

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.

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

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

Audience

Real estate CRM solution that helps lenders create and start open houses to catch leads

Audience

Real estate investors and acquisition teams, including wholesalers, house flippers, and buy-and-hold operators.

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

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

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

Training

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

Company Information

Big Purple Dot
United States
www.bigpurpledot.com

Company Information

Retreevo
Founded: 2024
United States
www.retreevo.com

Alternatives

Jungo Mortgage CRM

Jungo Mortgage CRM

Jungo
1.0 out of 5 stars

Alternatives

Vulcan7

Vulcan7

Kai Data, LLC
monday CRM

monday CRM

monday.com
4.9 out of 5 stars
Leadvio

Leadvio

13Fold Labs
HubSpot Sales Hub

HubSpot Sales Hub

HubSpot
4.7 out of 5 stars
BNTouch Mortgage CRM

BNTouch Mortgage CRM

4.9 out of 5 stars
XceedCRM

XceedCRM

Assomo Technologies Private Limited
5.0 out of 5 stars
Mass Axis CRM

Mass Axis CRM

Mass Axis

Categories

Real Estate CRM Supported
Sales Tracking Supported

Categories

CRM Supported
Real Estate CRM Supported

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

Integrations

LenderHomePage Supported
Stackreaction Supported
Zapier Supported
Zillow Supported
dotloop Supported

Integrations

LenderHomePage Not Supported
Stackreaction Not Supported
Zapier Not Supported
Zillow Not Supported
dotloop Not Supported
Claim Big Purple Dot and update features and information
Claim Big Purple Dot and update features and information
Claim Retreevo and update features and information
Claim Retreevo and update features and information