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What is Retreevo?

Retreevo is a cloud-based customer relationship management (CRM) and lead management platform specifically designed for real estate investors and acquisition teams. This innovative solution integrates a variety of essential features including lead capture, management of contacts and properties, tracking of deals, communication tools, and follow-up workflows, all within a collaborative space. Teams are empowered to categorize prospects and transactions effectively, manage calls and text communications through a centralized inbox, and take advantage of a power dialer for streamlined lead list handling. Moreover, it includes AI voice agents that facilitate both inbound and outbound conversations with leads, along with tools designed for routing leads and maintaining active engagement with opportunities. Users can easily create customized landing pages and websites for lead generation, track activities throughout the sales process, and access their workspace conveniently via both web and mobile applications. Additionally, Retreevo functions as a comprehensive resource for teams, helping them to source, engage, qualify, and manage real estate investment opportunities while significantly boosting overall productivity and operational efficiency. Ultimately, this platform not only simplifies the complex processes involved in real estate investment but also enhances collaboration among team members, making it an indispensable tool in the industry.

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.

Media

No images available

Media

Integrations Supported

Integrations Supported

LenderHomePage
Stackreaction
Zapier
Zillow
dotloop

API Availability

API Availability

Pricing Information

$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 Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS
iPhone
iPad

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Online Training

Company Facts

Organization Name

Retreevo

Date Founded

2024

Company Location

United States

Company Website

www.retreevo.com

Company Facts

Organization Name

Big Purple Dot

Company Location

United States

Company Website

www.bigpurpledot.com

Categories and Features

CRM

Not specified

Real Estate CRM

Not specified

Categories and Features

Real Estate CRM

Campaign Management
Contact Management
Email Marketing
Lead Management

Sales Tracking

Activity Dashboard
Document Management
Lead Management
Task Management

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