Realvolve is a web-based CRM software for realtors and real estate businesses. The software offers features for contact management, task management, property transaction management, as well as connectivity with third party software. The application records clients’ personal and professional details including their social media handles and all previous communication. Using the recorded client information and their social media profiles, the software prepares customized marketing campaigns for clients on their birthdays and anniversaries. The application sends regular emails and SMSs to clients about the new deals available in the real estate market.
Realvolve maintains a collection of documents and lists of all parties involved in a sale or purchase of a property. The lists help in understanding clients’ requirements so that the clients receive property deals that are relevant to them. The CRM system tracks referral sources and allows users to enter and review new leads in a user-friendly interface. The software maintains an album of photos and a portfolio of all the properties listed for sale. Realvolve's per-item calendar provides users with a view of the dates and activities assigned to a single contact, property or monetary transaction.
Realvolve integrates with Google Apps and Evernote to synchronize contacts, calendar, notes, and tasks, and also allows users to add annotations and attachments to company data via email. Data can be imported from other CRM applications and contact details exported to Google Drive to print labels and envelopes.
Realvolve works best when all members of the team are on board and dedicated to learning and using the program.
Pros Realvolve is incredibly customizable, making it the perfect CRM for our team. Workflows are the heart of Realvolve and make the experience as simple and as complex as the user chooses. Other CRMs also allow the user to automate emails and tasks but the great thing about Realvolve is that it has the ability to branch and make decisions based on the type of transaction or property so we no longer have inappropriate emails go out to a client or a bunch of tasks we need to ignore due to the nature of the situation. Realvolve is a much cleaner experience and their customer service is second to none! They listen to their customers and are constantly evolving Realvolve to best suit the users.
Cons Realvolve's capabilities make it a dream to customize but that can also be a huge tasks. Some users feel overwhelmed when they first begin because they want to do it all right away. Realvolve is a software that the user can constantly change and adapt to his or her specific needs. The key is to just start. Start somewhere and keep working on it from there. Don't become stagnant.
The more I work with it, the more I like it! The possibilities are endless!
Used daily for 6-12 months
Reviewed 2017-07-07
Review Source: Capterra
I like being able to customize the workflows for "best practices" in my real estate follow up. My intentions are always good, but sometimes life gets in the way and things that should get done, don't. Using RV I can come back to the dashboard and get back on track asap!
The flexibility the user has is wonderful. I've used a variety of CRM programs and always I had to adjust to the CRM rather than the other way around.
BTW the support is outstanding. Whenever I have a question, which is often, I use the live chat feature and get my issue worked out within a few minutes. The training materials are good to, there's both written and video tutorials outlining all the program can do.
It is robust program, more robust than I even imagined when I first bought into it. Now I am getting ready to put my entire office on the system. We will have workflows from prospect to post closing followup, including workflows for staff to do transaction management and listing coordination. Where else can you find something like this? Realvolve is the best!
Thank you all for building it!
Pros I like being able to customize the workflows for "best practices" in my real estate follow up. My intentions are always good, but sometimes life gets in the way and things that should get done, don't. Using RV I can come back to the dashboard and get back on track asap!
The flexibility the user has is wonderful. I've used a variety of CRM programs and always I had to adjust to the CRM rather than the other way around.
BTW the support is outstanding. Whenever I have a question, which is often, I use the live chat feature and get my issue worked out within a few minutes. The training materials are good to, there's both written and video tutorials outlining all the program can do.
It is robust program, more robust than I even imagined when I first bought into it. Now I am getting ready to put my entire office on the system. We will have workflows from prospect to post closing followup, including workflows for staff to do transaction management and listing coordination. Where else can you find something like this? Realvolve is the best!
Thank you all for building it!
Cons I would like the ability to add my own Merge Fields. I know that's not possible but in Colorado we use different terminology and sometimes the merge field I want is not there.
In my opinion, they are trying to be a one stop shop and they have built a system that can't do it all well. And, because they are so deep into their model, changing to make the user experience better would be a complete overhaul, they just keep putting bandaids on it. This program is VERY inconsistent and an absolute waste of time and money. I wasted several thousand dollars on a program that on the surface looks amazing but is just not. It's incredibly time consuming. It cost me thousands of dollars to do the navigator program, but the money that it cost me in time on the program is likely in the tens of thousands. If you're not REALLY software savvy, this is likely not a good fit. If you like doing software and not making calls, go for it!
In my opinion, they are trying to be a one stop shop and they have built a system that can't do it all well. And, because they are so deep into their model, changing to make the user experience better would be a complete overhaul, they just keep putting bandaids on it. This program is VERY inconsistent and an absolute waste of time and money. I wasted several thousand dollars on a program that on the surface looks amazing but is just not. It's incredibly time consuming. It cost me thousands of dollars to do the navigator program, but the money that it cost me in time on the program is likely in the tens of thousands. If you're not REALLY software savvy, this is likely not a good fit. If you like doing software and not making calls, go for it!
Pros In an ideal world, this software is it! But it's not. I really like the workflow IDEA and how you can assign people to different workflows, you can customize workflows for your transactions by working with a "navigator" or go it on your own. You'll need a bit of an engineers mind though. This is a very complex program and is not simple in the least to operate. The tagging aspect of the program is VERY efficient however, be careful, if you mistype a tag as you're searching for one to assign, you'll create a new one.
Cons There are many. This program is NOT simple to operate and takes quite a bit of time to learn, even with the videos. It's partially intuitive, partially not. If you are like me and like to be unique in your field, (or just have good business practices) the ability to customize the workflows is great BUT it's clunky. I built, from scratch, two workflows for transaction/business management and they are VERY difficult to build if you're not a computer engineer. This is not an intuitive program to use. Just understand that your downtime to learn this will be huge.
My biggest complaint, inconsistency! The widgets NEVER worked consistently. But the worst part was when I had transaction management workflows disappear! Hours of work on transactions GONE. I hit a wall of frustration with this and had to bail. Just so you know, when I switched BACK to a different, less complex CRM, I was up and running in a day and right back to making calls and taking notes on my clients, setting reminders, etc. That won't happen if you move here.
Also, their ticket response is terrible. YOU CAN'T TALK TO A LIVE PERSON ON THE PHONE!!! This fact alone is a huge negative. Their chat is pretty good and pretty responsive. However, once you miss them, or get back into the ticket realm, good luck. They close tickets when they never responded, etc. No bueno!
I'm a tech junkie and have tried many CRMs. This is by far the best and the tech support is amazing!
Used daily for 1-2 years
Reviewed 2017-05-11
Review Source: Capterra
The biggest benefit is the superior workflows. Because of the workflows, transaction management has become 100 times easier and also gives the client a better experience during the transaction.
The biggest benefit is the superior workflows. Because of the workflows, transaction management has become 100 times easier and also gives the client a better experience during the transaction.
Pros Unbelievable workflows, google integration, superior transaction management, beautiful user interface, tech support is unbelievable, they actually listen to their users, the CEO and engineering team are actually very in touch with their customers, they are always improving and adding useful features to the CRM, amazing tutorials, webinars, facebook group and resources. This more than a CRM. You can build a business and run it all from within Realvolve.
Cons May take a while to set up and customize and still waiting on a better mobile application. Would love if it had reporting for transactions, lead sources and email open / unsubscribe rates. Also, a Dotloop, RPR and better Evernote integration would make me the happiest person in real estate! lol
Response from Realvolve
Chandra! You're too kind. Great feedback and suggestions. Dotloop integration is already in the works! There's been an interesting discussion about Evernote Business and a more robust integration there. We'll keep you posted!
The biggest thing for me is customer service and tech support. I have not had to use either very much but when needed they are johnny on the spot and I have never ever been disappointed with the outcome. The webinars and training are outstanding as well. I recommend it to agents in our office all the time.
The biggest thing for me is customer service and tech support. I have not had to use either very much but when needed they are johnny on the spot and I have never ever been disappointed with the outcome. The webinars and training are outstanding as well. I recommend it to agents in our office all the time.
Pros Love the dashboard and the functionality of being able to use the search bar with almost every criteria you can think of. My husband actually uses it! While we haven't mastered complex workflows we do use a couple simple examples that keep us on track with sphere follow up. Love that it integrates with BombBomb which we use every day.
Cons Complex workflows confound me. Really just need to devote time to working through them.
• Realvolve lists all important tasks and activities in a calendar and reminds users of important events such as listing expiration and contract closing dates.
• The software keeps detailed records of services performed and calculates net commissions on each transaction carried out for a client.
• The application uses regular workflows to automate repetitive tasks and uses the calendar view to manage all-important events scheduled in a week.
• The CRM system manages people, contacts, listings, and documents at one place and provides easy access to clients’ previous correspondence with the company.
• The tool creates and edits customized HTML document templates where users can add files and images by dragging and dropping directly from the desktop.
FAQs for Realvolve
Below are some frequently asked questions for Realvolve.
Q. What type of pricing plans does Realvolve offer?
Realvolve has the following pricing plans:
Starting from: $59.00/month Pricing model: Subscription Free Trial: Available
Q. Who are the typical users of Realvolve?
Realvolve has the following typical customers:
Small Business, Large Enterprises, Freelancers, Mid Size Business
Q. What languages does Realvolve support?
Realvolve supports the following languages:
English
Q. Does Realvolve support mobile devices?
Realvolve supports the following devices:
Android
Q. Does Realvolve offer an API?
No, Realvolve does not have an API available.
Q. What other apps does Realvolve integrate with?
Realvolve integrates with the following applications:
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