Service

Real estate professionals in residential, commercial, and property management need solutions that simplify workflows, enhance transparency, and drive efficiency. With Purple Plum Consulting’s award-winning real estate solution for monday.com, you gain tailored tools and industry expertise, based on insights from a licensed REALTOR® and our extensive experience in working with real estate clients, to meet the unique demands of your industry.

All the places you can go with

for Service!

CRM

Transaction Management

Pre-Market/Due Diligence
Remodel/Updates
Coming Soon
Active Listings
Offers
Compliance
Disbursement
Collections

Property Management

Acquisitions & Refurbishing
New Construction & Major Remodeling
Turnovers
New Tenant Onboarding
Current Tenant Engagement
Maintenance Requests
Recurring Maintenance

Operations

Marketing
Applicant Tracking
Onboarding
Ongoing Training
Vendor Management
Project Management
Integrations (e.g. QuickBooks, e-Sign)
Special Projects

Lending

Real Estate Associations

Membership Programs
Event Planning
Professional Development
Board & Committee Management
Advocacy & Legislative Programs
Professional Support
Special Projects

Homeowner Associations

Membership Management
Maintenance Requests
Reservations & Event Requests
Member Comms
Vendor Management
Board & Committee Management
Architectural Review
Violation Tracking

How our real estate solution addresses common problems

Purple Plum’s custom real estate solution for monday.com helps real estate professionals streamline transactions, track performance, and manage listings effortlessly—all in one place.

Never let another task fall through the cracks

Managing listings and property workflows can be overwhelming, but Purple Plum’s Subitem Control Board transforms monday.com’s subitems into a powerful automation tool. Acting as an admin board, it allows you to pre-populate to-do lists, auto-assign tasks, and set due dates based on the phase of each listing or property.

As listings move through pre-market, active, and closing stages, the board dynamically updates tasks and timelines in real time. This ensures nothing falls through the cracks, providing a structured, automated approach to property management that enhances efficiency and keeps teams aligned.

Get instant clarity with dashboards

Real estate success relies on data, and Purple Plum’s custom dashboards turn complex transaction workflows into actionable insights. Tailored for real estate professionals, our dashboards provide clear visibility into buyer and seller deal stages, helping you manage offers, contracts, and negotiations with confidence. Fully customizable, these dashboards provide real-time updates, visual progress tracking, and in-depth reporting. Whether you’re monitoring market opportunities, tracking agent performance, or ensuring smooth handoffs between teams, our solution delivers the clarity you need to make informed decisions effortlessly.

Track sales performance in real time

Understanding agent and market performance is key to growth. Our Sales Targets board offers a clear, visual breakdown of agent performance by market segment—premium, mid-tier, and value properties.

Track progress toward quarterly sales goals, identify top performers and agents who need additional support, and ensure your team stays on target. With real-time insights into conversion rates, pipeline health, and revenue tracking, you can eliminate spreadsheets and guesswork, keeping your sales strategy data-driven and results-focused.

Elevate Your Service Operations with monday.com

Managing transactions, properties, and client relationships can be complex. Purple Plum Consulting’s real estate solution for monday.com simplifies workflows, enhances collaboration, and streamlines your operations—all in one customizable platform.

Simplify and track every stage of your transactions with monday.com’s tailored workflows. From listing to post-close, stay on top of deadlines, tasks, and client updates with real-time visibility.

Streamline operations for property managers with automated tools for lease renewals, maintenance requests, and rental applications—all managed in one platform for efficiency and accuracy.

Coordinate agents, transaction coordinators, and team efforts seamlessly. monday.com centralizes communications, streamlines task management, and provides data-driven insights to improve performance.

Track leads from the first interaction to final closing. Integrated email and activity tracking allow you to manage your client relationships and communication history in one centralized hub.

How monday.com tackles everyday challenges in Service

“One of the greatest advantages of monday.com is its ability to organize all aspects of your business on a single platform.”

Transactions Team

RSG

Purple Plum’s real estate solution provides a centralized dashboard where you can see all deals, tasks, and timelines at a glance. With real-time updates and custom views, you’ll always know what’s happening across your portfolio.

Purple Plum streamlines real estate operations by automating repetitive tasks, such as assigning leads, tracking property updates, and generating reports, keeping everything organized in one place.

Purple Plum keeps every project on track with automated reminders, due dates, and progress tracking. monday.com’s visual timelines make it easy to monitor key deadlines, ensuring nothing falls through the cracks.

Track leads from the first interaction to final closing. Integrated email and activity tracking allow you to manage your client relationships and communication history in one centralized hub.

Ready to choose Purple Plum as your partner?

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Ready to dive in or curious to learn more?

We’re here to help you maximize your monday.com investment.

Explore our packages and choose the solution that works for you. If you’d like to discuss your options, get in touch to set up a meeting.

Accounting

Full-Time

Part-Time

Remote

Full job description

Introduction

Do any of the following apply to you? This position may be exactly what you are looking for in order to grow your career and work with monday.com, one of the world’s fastest-growing SaaS platforms.

You excel in identifying new sales opportunities, and then executing on a strategy to convert them into satisfied customers
You are a hunter! You are energized by the challenge of finding prospects for whatever you are selling
You understand people and have a knack for intuiting the needs of others
You know how to sell value and can quickly understand the needs and pain points of prospective customers
You appreciate the interwoven nature of business process and technology
You have a passion for emerging technology and how it can be used across industries and business practices
You are interested in working for a rapidly growing monday.com channel partner

Background & Position Summary

The Account Executive will focus on building out a robust sales funnel for the sale of monday.com subscriptions and professional services and managing each prospect from lead to closure. This position will allow for significant autonomy and creativity in defining, and then executing a sales strategy, as well as the ability to drive go-to-market offerings and pricing and will be more heavily weighted towards “hunting” (identifying new leads) vs “farming” (cultivating existing leads).

How will you be Supported in this Role

You will benefit from the direct support of our president who will work with you collaboratively to ensure that you are on the right path for success
You will have access to top notch training and certifications
You will benefit from existing marketing and lead generation efforts

Responsibilities

Drive identification of new lead sources
Leverage company database platforms to identify prospects
Identify opportunities across social media, personal networks, and beyond
Foster strong relationships with prospects by understanding their solution requirements and existing pain points
Develop collateral to support the sales process
Prepare monday.com demonstrations that enable customer processes and address pain points
Partner closely with the marketing team to develop impactful messaging
Establish innovative partnerships to expand subscription and professional services sales reach
Create an active presence on social media

Requirements

3+ years sales experience
Proven B2B sales experience; SaaS sales experience a strong plus
Driven to enhance business processes and find value
Superb verbal communication skills
Superior writing and editing skills
Ability to create compelling sales presentations
Experience configuring and demonstrating software as part of the sales process
Very strong organization skills and attention to detail
Passion for technology
monday.com experience a strong plus
Developed EQ – able to quickly relate to customers and their challenges

General

Position is remote and can be performed from any city in the US; Atlanta-based would be ideal but not required
Approximately 30-40 hours per week
Pay basis will consist of base plus commission
Competitive compensation, flexible schedule, generous vacation
Open to both part-time and full-time candidates

Solution Consultant

Full-Time

Part-Time

Remote

Full job description

Introduction

Do any of the following apply to you? This position may be exactly what you are looking for in order to grow your career and work with monday.com, one of the world’s fastest-growing SaaS platforms.

You have a passion for technology!
You love the challenge of solving unique problems across multiple industries
You understand people and have a knack for intuiting the needs of others
You enjoy finding creative technical solutions to solve client problems
You have experience managing multiple client projects concurrently
You understand the interwoven nature of business process and technology
You have a passion for emerging technology and how it can be used across industries and business practices
You are interested in working for a growing boutique technology consulting company

Background & Position Summary

Purple Plum Consulting is a gold partner of monday.com – a flexible platform that improves team efficiency and productivity – that is experiencing tremendous growth. We are exclusively focused on selling monday.com software licenses as well as monday.com professional services, including onboarding, training, and implementation. The Solution Consultant role is key to delivering high-quality, customer-centric professional services that ensure that our customers are able to fully harness their investment in the monday.com platform. You will work directly with customers from kick-off meeting through to implementation, ensuring that their requirements are effectively implemented within monday.com – either directly or leveraging integration and development solutions. You will collaborate closely with peers to ensure your knowledge and skills are expanded and will also have the opportunity to coach and mentor others. You will enable customers grow their businesses, and deliver value, through the use of monday.com and well designed processes.

How will you be Supported in this Role

You will benefit from the direct support of our president who will work with you collaboratively to ensure that you are on the right path for success
You will have access to top notch training and certifications
You will benefit from support from peers internally and across the monday.com partner ecosystem

Responsibilities

Ability to quickly understand client business operations, key goals, and current pain points, and how they can be addressed by monday.com
Preparation for, and facilitation of, customer consulting and training sessions
Creation of process and requirements documentation, and general communications, associated with customer consulting and training sessions
Configuration of the monday.com platform including setup of boards, automations, integrations, dashboards and other features
Research and prototyping associated with customer required features and workflows
Testing and validation of monday.com configuration and development
Coordination with Purple Plum Consulting technical partners
Post-implementation support

Requirements

1+ years’ experience working with monday.com – in either an implementation, training or end-user capacity
2+ years’ experience with SaaS products e.g. Asana, Smartsheets, Basecamp and Salesforce.com
1+ years’ experience working with integration tools such as Zapier and Integromat/Make.com
Experience in a customer facing consulting or implementation role
Familiarity with general software development practices
Ability to multi-task, working with several customers in parallel
Superb verbal and written communication skills
Experience across multiple industries
Passion for technology and driven to enhance business processes
Strong Excel proficiency
Developed EQ – able to quickly relate to customers and their challenges

General

Position is remote and can be performed from any city in the US; Atlanta-based would be ideal but not required
Approximately 30-40 hours per week
Competitive compensation, flexible schedule, generous vacation
Open to both part-time and full-time candidates

Service

All the places you can go with

for Service!

CRM

Transaction Management

Property Management

Operations

Lending

Real Estate Associations

Homeowner Associations

How our real estate solution addresses common problems

Never let another task fall through the cracks

Get instant clarity with dashboards

Track sales performance in real time

Elevate Your Service Operations with monday.com

Transaction Management

Property Management

Real Estate Brokerage Operations

CRM Integration

How monday.com tackles everyday challenges in Service

Ready to choose Purple Plum as your partner?

Service content you might find interesting

What Does It Mean to Work with a monday.com Platinum Partner?

Recap of Tuesdays with monday Webinar Series in 2025

Elevate 2025 NYC Recap: AI, Automation, and the Future of Work with monday.com

How Real Estate Teams Use monday.com to Close More Deals

Why Riley Smith Group Moved from Industry-Specific Platforms to monday.com

How Redwood Services Scaled Smarter with Purple Plum and monday.com

We’re here to help you maximize your monday.com investment.

Accounting

Full job description

Solution Consultant

Full job description