Best apps like Big Purple Dot - CRM

7+ similar apps compared and reviewed

4.1 avg rating
7 free apps
Updated July 2026

Big Purple Dot is great, but it's not the only option. Explore 7+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to Big Purple Dot

MortgageCoach#1

MortgageCoach by TrustEngine

Editor's Choice
💼 Business
4.5(8 ratings)
Free
MortgageCoach screenshot 1
MortgageCoach screenshot 2
MortgageCoach screenshot 3
MortgageCoach screenshot 4
MortgageCoach screenshot 5

This app empowers loan officers to transform their client data into a dynamic sales tool. Generate personalized loan comparison presentations, add video branding, and leverage AI summaries to understand borrower needs. Receive real-time alerts for borrower engagement and access actionable next steps to close deals faster.

Shape Software#2

Shape Software by Shape Software Inc

Software app for quick access
Strong Contender
💼 Business
4.2(17 ratings)
Free
Shape Software screenshot 1
Shape Software screenshot 2
Shape Software screenshot 3
Shape Software screenshot 4
Shape Software screenshot 5
Shape Software screenshot 6

This cloud-based sales software uses intelligent automation to streamline and organize daily tasks. Connect with customers and focus on your business from any mobile device.

BonzoGo#3

BonzoGo by MobilityRE, LLC

Worth Considering
💼 Business
2.7(38 ratings)
Free
BonzoGo screenshot 1
BonzoGo screenshot 2
BonzoGo screenshot 3
BonzoGo screenshot 4

Automate outreach and follow-ups via SMS, email, and ringless voicemail to generate inbound conversations. This tool helps sales teams stay top of mind with prospects and clients, freeing them to focus on closing deals.

More apps like Big Purple Dot

4
Blend Loan Officer
Blend Loan Officer
Blend Loan Officer
View, Create, and Communicate
Free

Manage your loan pipeline and communicate with borrowers on the go. Create new loan applications, check status updates, pull credit, and sign documents from anywhere. Accelerate your workflow with this mobile tool.

Create new loan applicationsGet loan status updatesView existing applications
💼 Business
(23)
free
5
BNTouch
BNTouch
BNTouch
Mortgage CRM & Marketing
Free

Manage your mortgage business on the go with a comprehensive CRM and marketing suite. Automate outreach, track leads, and communicate with clients and partners efficiently from any device.

Mortgage AI AssistantSearchable borrower and partner databaseSend emails, calls, texts, postcards, and video messages
💼 Business
(407)
free
6
Optimal Blue - PPE
Optimal Blue - PPE
Optimal Blue - PPE
by Optimal Blue LLC
Free

Access a comprehensive mortgage pricing and product engine on your mobile device. Track market indices, receive real-time updates, and generate instant, accurate loan quotes. Ideal for mortgage professionals needing on-the-go access to pricing data and scenario analysis.

Mortgage product, pricing, and eligibility engineTrack mortgage market indices (OBMMIâ„¢)Receive push notifications for updates
💼 Business
(178)
free
7
Total Expert
Total Expert
Total Expert
by Total Expert, Inc.
Free

This app provides loan officers with a secure mobile platform for real-time SMS messaging, contact management, and task organization. It helps financial professionals build trust and grow relationships with borrowers through seamless communication and efficient workflow management, even when away from their desks.

Real-time SMS messagingContact searchTask management
💼 Business
(1)
free