Bring your leads
Upload and map general distress or enriched Estate & Heir data into Purple3.
PURPLE 3AI MANAGEMENT SERVICESPurple3 is an AI-managed outreach and call-center platform built to work the leads you provide, manage follow-up, organize contact paths and surface the conversations that deserve your attention.
Purple3 manages the work that usually gets lost between “we have leads” and “someone needs to talk to this person.”
Upload and map general distress or enriched Estate & Heir data into Purple3.
Choose campaign length, calling days, hours, volume, usage and pause/resume.
AI voice outreach, retries, voicemail, referrals, callbacks and follow-up run inside the approved rules.
Property, person, phone, attempts, outcomes, notes, conversations and history stay organized.
Hunt Direction and Next Best Action help keep viable contact paths and strategies moving.
Work the callback, appointment or opportunity yourself—or hand the lead to the CRM you already use.
Start small or turn the volume up as your business grows. You control campaign length, calling days, calling hours, daily volume, usage, pause/resume and which leads you want Purple3 working.
Purple3 handles the mechanics. The protected calling and compliance safeguards stay on no matter how much volume you choose.
The screen stays simple even though the system is doing much more underneath.
Voice outreach, voicemail handling, structured outcomes, callbacks, appointments, referrals and continued follow-up.
Property → person → phone status, attempts, next attempt, eligibility, notes, conversation summaries, transcripts and history.
Configure lifecycle, calling days, hours, timezone, daily limits, usage and pause/resume without touching the underlying system.
Organize enriched relative/associate data, family branches, referrals and multiple contact paths around one estate or property.
Hunt Direction manages the contact path. Next Best Action helps the operator consider the next property/person strategy.
Purple3 surfaces meaningful human actions. When you want a lead in your own CRM, you choose that individual lead and hand it off.
You decide which leads enter the system, how campaigns operate, how much usage you want, when to pause or resume, and which opportunities your team takes over.
Purple3 keeps protected operating rules in place for calling windows, holiday protection, DNC/compliance, attempt limits, contact eligibility and usage authorization.
See how the safeguards work →Estate & Heir Hunt is built for enriched data containing possible relatives or associates and their contact information. Purple3 organizes those people into a working network, tracks every phone separately, follows referrals and keeps viable paths moving.
The data matters: a basic probate/property-owner list alone is not enough for this workflow. The client is responsible for sourcing appropriate relative/associate skip-trace data before upload.
Explore Estate & HeirThe operator sees what is running, what just happened, what happens next, why, and whether anything actually needs human attention.
Nothing is automatically dumped into your CRM. When Purple3 produces a lead you want to take over, choose that individual lead and hand it to your connected CRM. From there, it is your workflow.
Purple3 is an outreach management and AI call-center platform. It does not guarantee that a lead will answer, become interested, qualify or turn into a deal.
Purple3 can consistently work the opportunities you provide. It cannot turn poor lead sourcing into good opportunities.
Accurate phones, emails, skip tracing and—when applicable—relative/associate data give Purple3 viable paths to work.
When Purple3 creates a connection, callback, appointment or opportunity, the result still depends on your offer, judgment and follow-up.
Purple3 works the outreach, creates and organizes the connection, and makes the handoff. Your team takes it from there.