PURPLE 3AI MANAGEMENT SERVICES
Property research, lead discovery, estate & heir intelligence, skip tracing and AI-powered outreach — organized in one intelligent workspace built for real estate investors and professionals.
Starter $299/mo · Grow $499/mo · Enterprise custom · Onboarding by request
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Purple3 Intelligence CRM is the system of record. Everything else — research, discovery, heir intelligence, DOT, AI assistants and outreach — plugs into it.
A property-first workspace. Every lead opens into a workstation with research, people, documents, timeline and mail in one view — and a morning work queue tells your team exactly what to do next.
Build the full picture of a property and the people behind it — ownership, public records, documents, research findings and skip-trace results — without leaving the lead.
Property intelligence is in a limited pilot during the introductory release; data coverage varies by county and provider.
Find the next property before anyone else is looking. Discovery candidates are de-duplicated, reviewed and turned into leads or draft campaigns inside the CRM.
During the introductory release, discovery searches are run by Purple3 operators on your behalf; customer-launched searches open when usage billing is enabled.
An estate is never one name and one number. Purple3 maps the decedent, relatives, roles and every known phone into a real relationship graph — then hands the right people to Bella for outreach.
DOT connects an AI assistant to your Purple3 workspace. Ask for a briefing, hand off a research task, and get drafts back into the property record — every result clearly marked unverified until your team confirms it.
DOT works through the AI assistant account you connect; Purple3 does not host or train a model of its own. Snapshots are captured when you ask — DOT does not continuously read your CRM.
Specialized voice assistants that make the calls, leave the voicemails, capture referrals and write every outcome back to the CRM — inside the limits you set.
Production validationCalls heirs, relatives and owners of record on approved paths, handles voicemail, and surfaces callbacks and referrals to your team.
In developmentBeing prepared for inbound and general distressed-property conversations — pre-foreclosure, tax, vacancy and tired-landlord situations.
Create assistants with their own name, voice and conversation script for your campaigns — with Purple3 Technical Support managing the protected configuration.
Purple3 operations provision every assistant. Nothing starts calling until a campaign is approved and resumed by you.
Managed outreach as a CRM module. You set the limits, Purple3 runs the campaign, and every call comes back as a transcript, a recording and a next action.
The next layer of Purple3 puts assistant creation in your hands while Purple3 Technical Support keeps the protected telephony and compliance configuration managed.
Purple3 is built so nothing dials by accident. Identity review, outreach approval and campaign state are separate decisions, each recorded.
Caller-requested do-not-call outcomes are recorded as dispositions. Pre-screening against external DNC registries is on the roadmap.
A one-time implementation fee configures and launches your workspace. Monthly service starts 30 days after launch. Calling and research usage are prepaid separately.
$750 implementation
The complete Intelligence CRM for a focused operation.
$1,250 implementation
Scale more of the operation through Purple3.
Consultation required
Purple3 built around the organization.
Plans include 0 minutes. Buy prepaid minute packs and research credits as you need them; balances are visible in Billing & Usage.
Introductory pricing is honored for active accounts. Full pricing details →
Onboarding is by request during the introductory release. Your workspace is configured and reviewed before anything goes live.
A quick walkthrough of how research, heir intelligence and AI outreach come together inside one workspace.
Tell us about your operation and which assistant you’d like to hear. Purple3 will follow up to schedule a walkthrough of the Intelligence CRM and arrange a short assistant demonstration.
Bella is in production validation; Sarah is in development. Assistant demonstrations are arranged and supervised by Purple3 and normally run 2–3 minutes. Nothing is connected to a live campaign.
New modules, assistants and integrations ship regularly. Get the meaningful launches — nothing more.
Your workspace, campaigns, research, billing and launch status. Purple3 owns the client experience — platform questions come to us first and technical issues are escalated behind the scenes.
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