GETTING STARTED WITH PURPLE3

Choose your setup. Set your volume. Purple3 takes it from there.

Getting started is straightforward: choose your plan, configure the system around your business, select the outreach capacity you want and bring the leads you want worked.

You control the operation. Purple3 runs the repetitive work in the background while protected calling, compliance and usage safeguards stay in place.
YOUR FIRST FOUR STEPSFrom decision to live outreach.
01

Choose Plan

Select Starter, Grow or a custom Enterprise setup based on the capabilities your operation needs.

02

Onboard

We configure the assistant, campaign rules, safeguards and your integrations.

03

Choose Usage

Pick the outreach capacity you want. Adjust it as the operation changes.

04

Bring Leads

Upload your list or connect a source. Purple3 maps it into a campaign.

PURPLE3 GOES TO WORKCalls, follow-ups, appointments

Each step is confirmed with you before the next one starts. Nothing dials until your campaign rules and safeguards are set.

COMMERCIAL BILLING · COMING SOON

Three parts. No mystery.

The billing structure is defined, but commercial checkout is not live yet. At launch, Purple3 will separate setup, ongoing service and actual outreach usage so you can control the size of your operation.

COMING SOONONE-TIME

Onboarding & Setup

Configure Purple3 around your business, campaign rules, assistant, lead mapping, controls and launch requirements.

Setup fee
+
COMING SOONMONTHLY

Platform & Maintenance

Your ongoing Purple3 service, operating environment, system maintenance and technical support based on the plan you choose.

Monthly subscription
+
COMING SOONUSAGE

Outreach You Choose

Calling usage is separate. You choose how much outreach capacity you want and can adjust it as your operation changes.

You control the volume
NOT LIVE YETOnboarding payment, monthly subscription billing and purchased usage checkout are coming soon.

We are showing the commercial structure now so you know how Purple3 will be billed. Final public pricing and self-service payment will be added when commercial billing is activated.

GETTING STARTED

What happens after you decide Purple3 fits your business.

01
CHOOSE YOUR PLAN

Select the capabilities your operation needs.

Choose Starter, Grow or a custom Enterprise setup. Every plan runs its configured outreach automatically and gives you visibility through the Command Center.

02
ONBOARDING

We configure the system around your operation.

Campaign type, assistant behavior, calling schedule, lifecycle, limits, usage controls, lead mapping and supported integrations are prepared and tested before launch.

03
CHOOSE YOUR VOLUME

Start where you are comfortable.

You control daily outreach limits and authorized usage. Increase or reduce capacity as your business changes. Purple3 does not need to run at maximum volume to be useful.

04
BRING YOUR LEADS & DATA

The quality of what goes in still matters.

You source the opportunities and contact data you want Purple3 to work. Estate & Heir requires enriched possible-relative/associate data rather than a basic probate list alone.

05
LAUNCH

Purple3 works inside the rules you approved.

Eligible outreach, follow-up, attempts, referrals, callbacks and CRM updates run in the background while you watch the operation from the Command Center.

06
TAKE OVER WHAT MATTERS

You decide which conversations become your work.

Handle callbacks, appointments and opportunities in Purple3—or choose an individual lead to hand off to your connected CRM when that connector is available.

YOU SET THE PACE

We run the show in the background. You decide how much you want running.

Control campaign length, calling days, hours, daily limits, usage, pause/resume and the leads you want worked. Purple3 keeps the operational safeguards on underneath.

Daily outreachYOUR LIMIT
Campaign scheduleYOUR HOURS
UsageYOUR CAP
Lead takeoverYOUR CHOICE
YOUR LEADS MATTER

Purple3 is the outreach operation—not the source of guaranteed opportunities.

You bring the leads and contact data. Purple3 works those inputs consistently, keeps the outreach organized and helps make the connection.

Lead sourcing

Choose the lead sources and opportunities that fit your business. Better targeting gives the outreach operation better opportunities to pursue.

Contact & skip-trace data

Accurate contact data matters. Estate & Heir specifically requires relative/associate enrichment so Purple3 has a network to work.

Your follow-through

Purple3 can make and organize the connection. Your offer, judgment, negotiation and execution still determine what happens afterward.

Purple3 does not guarantee answers, qualified leads or deals. It gives the leads you choose a controlled, consistent outreach process.
COMING SOON

What we're building next.

These are planned Purple3 capabilities—not features we are representing as live today.

COMING SOON

Interactive AI Demo

Request a short AI demo from the website and experience the type of assistant that would work your outreach.

COMING SOON

Scheduled 5-Minute Demo Call

Choose a permitted time and receive a short call from Bella, Sarah or a Purple3 platform assistant based on your interest.

COMING SOON

AI Text & Email Q&A

Ask basic Purple3 product questions by text or email and receive answers from the appropriate AI assistant.

COMING SOON

Prospects in Command Center

Purple3's own website inquiries, demo requests and prospect conversations will be managed inside the Purple3 Command Center—not ClickUp.

COMING SOON

CRM Handoff Connectors

Connect your own supported CRM credentials and choose individual Purple3 leads to hand off. Nothing will be sent automatically.

COMING SOON

Self-Service Billing

Onboarding, monthly subscription and purchased usage will be handled through the commercial billing layer once activated.

COMING SOON

Purple3 Field Scout

Capture property opportunities from your phone while you are in the field. Add the location, photos, distress observations and notes, then send the property into Purple3. Optional AI voice assistance can let you talk through what you see instead of typing.

FUTURE OPTION

Property Deep Research

Optional paid property research/valuation intelligence remains demand-driven because many clients already use their own property-data tools.

READY WHEN YOUR OPERATION IS

Bring the leads. Choose the pace. Purple3 works the outreach.

Start with the plan and volume that fit your business. You can grow the system as your needs change.

Get Started with Purple3

PURPLE3 SETUP

The setup shell is ready.

Configure your business, campaign schedule, limits, lead handling and notifications in the Purple3 app. The campaign remains paused while voice setup and quality review are completed.