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What is Big Purple Dot?

Create a lead queue that organizes leads based on their current status to enhance management efficiency. Use specific criteria to assess each lead, while easily scheduling follow-up appointments. Ensure smooth communication by facilitating warm call transfers to colleagues within the team. Collaborate effortlessly with team members and referral partners by sharing insights about leads. By incorporating communication automation, you can significantly boost lead conversion rates by connecting partners with leads early in their sales journey. Improve the loan closing process for borrowers by offering an enhanced experience that automates procedures, allowing for automatic completion of the 1003 form and necessary documentation through links to their financial accounts. Tailor your workflows and implement automated follow-ups for new leads and returning clients using pre-set triggers that initiate reminders, emails, tasks, lead sharing, and more with just a single click. Additionally, make use of an all-encompassing tablet application that includes a sign-in sheet synchronized with your CRM for effective management. Upload property images and send out a professional follow-up email to visitors, which features the listing and your contact information for future engagement. This comprehensive strategy ensures continual and effective nurturing of leads while maintaining a high level of organization. Ultimately, this method not only enhances productivity but also fosters stronger relationships with potential clients.

What is Affinity?

Affinity empowers you to enhance your vital connections and discover new business potentials through its innovative approach. By utilizing patented technology, it meticulously organizes and evaluates vast amounts of data derived from your team's digital interactions. This platform aids teams in cultivating their networks and boosting deal activity by revealing essential decision-makers and automatically filling pipelines. Additionally, Affinity offers valuable context regarding your contacts, ensuring you remain informed about who has interacted with whom and the reasoning behind those engagements. With Affinity, you can achieve a more profound understanding of your network while removing the need for tedious data entry, making it invaluable in any sector that prioritizes robust relationship building. Ultimately, this tool not only streamlines processes but also enhances your overall strategic approach to networking.

Media

Media

Integrations Supported

Causal
Clay
Composio
Dropbox
Ema
FontAgent
Mailchimp
Microsoft Teams
Nango
Nucla
PTC Implementer
Polytomic
Relay
Scout
Stackreaction
Truto
Unified.to
Vessel
Zillow
zenphi

Integrations Supported

Causal
Clay
Composio
Dropbox
Ema
FontAgent
Mailchimp
Microsoft Teams
Nango
Nucla
PTC Implementer
Polytomic
Relay
Scout
Stackreaction
Truto
Unified.to
Vessel
Zillow
zenphi

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Big Purple Dot

Company Location

United States

Company Website

www.bigpurpledot.com

Company Facts

Organization Name

Affinity

Date Founded

2014

Company Location

United States

Company Website

www.affinity.co

Categories and Features

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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