Audience
Real estate CRM solution that helps lenders create and start open houses to catch leads
About Big Purple Dot
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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** MARKETING **
• SEO
• Paid ads
• Google Business Profile
• Website
** SALES **
• Scheduling
• Lead tracking
• Boards
• Custom sales workflows
• Sales automation
** PRODUCTION **
• Production boards
• Custom job workflows
• Production automation
• Notes
• Tasks
• Material ordering directly from Beacon PRO+ and Roof Hub by SRS.
• Work orders
• Subcontractors
• Reports
** BILLING **
• Invoicing
• JN Payments
• Text-to-Pay
• Financing
• QuickBooks 2-way sync
** COMMUNICATION **
• Engage texting
• Email
• Caller ID
• @mentions
• Job share
• Notification center
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Pricing
Free Trial:
Free Trial available.
Integrations
Company Information
Big Purple Dot
United States
www.bigpurpledot.com
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Product Details
Platforms Supported
SaaS
iPhone
iPad
Training
Live Online
Videos
Support
Online
Big Purple Dot Frequently Asked Questions
Big Purple Dot Product Features
Real Estate CRM
Campaign Management
Contact Management
Email Marketing
Lead Management
Client / Property Matching
Dashboard
Interaction Tracking
Property Alerts
Referral Tracking
Segmentation
Sales Tracking
Activity Dashboard
Document Management
Lead Management
Task Management
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Email Templates
Interaction Tracking
Lead Scoring
Pipeline Management
Reporting / Analytics