Looking for a
Big Purple Dot alternative?
See why customers feel Shape is the better overall mortgage CRM.
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|---|---|---|
| Lead & Sales Management | ||
Multi-Record Type Organization
Shape supports multiple record types for better lead and sales management, whereas Big Purple Dot does not.
|  |  Not included. |
| Multiple Status List Management
Shape allows users to manage multiple status lists for different pipelines, while Big Purple Dot lacks this feature.
| | Not included. |
| Partner Management & Referral Tracking
Shape provides comprehensive partner tracking, while Big Purple Dot does not offer this feature.
| |  Not available. |
| Marketing & Automation | ||
| Pre-Built Drip Campaigns
Shape offers fully integrated drip campaigns, while Big Purple Dot only provides basic functionality.
| |  Included, but lacks deeper automation tools. |
| Marketing Template Library
Shape provides a vast library of marketing templates, whereas Big Purple Dot does not include this feature.
| | Not available. |
| Marketing Analytics Tracking (UTMs)
Shape offers built-in marketing analytics tracking, while Big Purple Dot lacks this capability.
| | Not available. |
| Communication Tools | ||
| Integrated, Cloud-Based Telephony Platform
Shape includes built-in VoIP telephony, while Big Purple Dot requires Flash Player for its telephony features.
| |  Requires Flash Player. |
| Live Call Monitoring
Shape allows supervisors to listen in and monitor calls in real time, a feature absent in Big Purple Dot.
| | Not included. |
Concerned about the moving process from Big Purple Dot to Shape?
Don’t be - we make it easy. We’ll migrate you to Shape quickly and with little to no downtime.
Shape is everything your mortgage company needs
Unlock ready-to-use mortgage marketing content that drives results
Shape provides a powerful suite of marketing tools, including pre-built drip campaigns, a marketing template library, and AI-powered lead scoring. Big Purple Dot lacks a dedicated marketing suite, requiring external integrations to achieve similar results.
Maximize lead conversions with powerful lead management tools
Shape excels in lead management with features like multiple pipeline views, automated prioritization, and AI-driven lead scoring. Big Purple Dot offers limited lead management capabilities, with fewer automation options and no AI-driven prioritization.
Convert more leads with CRO-optimized lead funnels
Shape includes customizable lead funnels and landing pages optimized for conversion, with built-in tracking and analytics. Big Purple Dot does not offer built-in landing pages, requiring third-party integrations for lead capture.
Streamline your mortgage process with our built-in point of sale
Shape provides a fully integrated borrower portal for digital 1003 applications, document uploads, and eSignatures. Big Purple Dot lacks a native digital 1003 solution, making loan application management more complex.
Track realtor referrals with powerful referral partnership management
Shape includes robust referral tracking, co-branding, and automated workflows for realtor partnerships. Big Purple Dot does not offer these features, making it less effective for real estate professionals.
Eliminate manual effort with seamless LOS APIs and milestone updates
Shape integrates seamlessly with LOS systems like Encompass and LendingPad, ensuring real-time milestone updates. Big Purple Dot lacks built-in LOS syncing, requiring manual updates or third-party integrations.
Manage tasks and sync your calendar with Google and Outlook
Stay on target with our task management solution, enabling you to create one-off or templated tasks with scheduled cadences and checklists for efficient organization. Our calendar syncs one-way or bi-directionally with Google or Outlook, ensuring seamless integration with your email calendar.
Shape vs Big Purple Dot better scalable
CRM alternative
Breaking down Shape vs Big Purple Dot
Shape Software is an all-in-one CRM designed to streamline sales, marketing, communication, and automation into a single, easy-to-use platform. Unlike Big Purple Dot, Shape includes multiple pipeline views, pre-built industry-specific configurations, built-in VoIP, and a full suite of automation tools without requiring costly third-party add-ons. Shape empowers businesses with AI-driven lead scoring, integrated marketing, and advanced telephony, helping teams engage leads effectively and close deals faster.
Multi-Record Type Organization
Shape allows users to manage multiple record types within a single system, improving flexibility, while Big Purple Dot does not offer this capability.
Integrated VoIP & Call Tracking
Shape provides built-in VoIP calling, voicemail drops, and call tracking, whereas Big Purple Dot requires Flash Player.
AI-Powered Lead Scoring
Shape offers AI-driven lead scoring to prioritize high-value leads, a feature missing from Big Purple Dot.
Full Mobile CRM Access
Shape provides a fully functional mobile CRM with in-app calling, texting, and task management, while Big Purple Dot lacks deep customization options.
Big Purple Dot is a CRM designed for basic lead management but lacks key features for scaling businesses. It does not support multiple record types, built-in VoIP, or advanced marketing automation, requiring businesses to rely on third-party integrations. Big Purple Dot’s limitations in communication tools and mobile access make it less effective for growing sales teams that need a fully integrated solution.
No Partner Management & Referral Tracking
Big Purple Dot does not include built-in partner tracking.
No Built-In VoIP or Call Monitoring
Big Purple Dot requires Flash Player for telephony features, making it less reliable and modern.
Limited Marketing & Automation Features
Big Purple Dot lacks key marketing tools like a template library and built-in analytics tracking.
No Mobile CRM Customization
Big Purple Dot includes a mobile application but lacks advanced customization and automation capabilities.
Get started with Shape today
