Last Updated
Overview
Realvolve offers specialized real estate CRM tools that help agents and teams streamline operations and nurture client relationships. It excels in workflow automation, enhancing productivity for complex transactions. While the interface may be complex, its extensive features and real estate focus make it a strong choice for managing clients and deals.
Overall Rating
Based on 4 users reviews
3
Rating Distribution
Positive
50%
Neutral
25%
Negative
25%
Starting Price
Custom
Realvolve Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Customer Communication Tracking
What Is Realvolve?
Realvolve is a dedicated real estate CRM and workflow automation platform designed to empower residential agents and teams. It centralizes contact management, allowing users to record detailed client information and track interactions. The software offers robust transaction tracking, enabling comprehensive oversight of property deals from listing to closing. Its automation capabilities streamline repetitive tasks, significantly increasing efficiency and helping businesses grow by focusing on relationship building. This specialized focus ensures the software directly addresses the unique operational demands and growth objectives of real estate professionals.
Realvolve Pricing
The software offers a straightforward, all-inclusive pricing plan to support users at any stage, along with a 14-day free trial. The plan details are as follows:
- All-inclusive: $99/user/month
For teams, the software offers flexible pricing.
Disclaimer: The pricing is subject to change.
Realvolve Integrations
The platform integrates with several third-party applications, such as:
- Zapier Software
- Evernote
- X
Who Is Realvolve For?
Realvolve is suitable for the residential real estate sector. It offers valuable features for both individual agents and real estate teams.
Is Realvolve Right For You?
Realvolve solves key challenges for real estate professionals, streamlining complex transactions and enhancing client relationships to boost referrals and revenue. Built for scalability, it adapts as a team evolves, automating daily tasks. Realvolve was named on the 2019 Inc. 500 List of America’s Fastest-Growing Companies. With clients like William Raveis Real Estate and Coldwell Banker Residential Brokerage, the software is also compliant with security standards like SSL.
Still doubtful if Realvolve software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Realvolve Features
Client Relationship Management
This feature helps users cultivate stronger client connections by analyzing interactions and communication history. It provides insights into client preferences and behaviors, enabling personalized engagement. This focus ensures agents can build lasting trust and foster loyalty, which is crucial for long-term success in the competitive real estate market.
Advanced Workflow Automation
Among the notable Realvolve features, this enables users to build flexible workflows covering buyer and seller transactions, onboarding, follow‑ups, and more. These workflows adapt dynamically to delays or changes in timelines, ensuring consistent, automated business processes. It also enables automated client communication while maintaining a personal touch.
Team Accountability
Giving team insights, this feature allows admin account owners to log in as any team member, providing full visibility into individual workflows and activities. This helps team leads coach more effectively, offer targeted support, and maintain alignment across the team, promoting accountability and driving team performance.
Property And Transaction Management
This software enables users to enter and review key property and transaction details through a clean interface. It supports listing all involved parties, tracking tasks and key dates, managing photos and documents, recording services for sellers, and calculating net commissions for each transaction, helping agents stay organized and ensuring smooth, efficient deal management.
Integrated Communication
This feature allows users to send and log incoming and outgoing posts, SMS messages, and emails. It also supports bulk email customization, task collaboration among team members, selective information sharing, and creating or editing HTML document templates for efficient and consistent communication workflows.
Pros And Cons of Realvolve
Pros
Interactions can be personalized
All-in-one platform for real estate
Automation is robust
Cons
Initial setup and customization require time
Workflow might appear complicated for some users
Realvolve Reviews
Total 4 reviews
3
All reviews are from verified customers
Rating Distribution
5
Stars25%
4
Stars25%
3
Stars0%
2
Stars25%
1
Stars25%
Share your experience
Small Business, 11-50 employees
“Helpful tool with frustrating issues”
Pros
The workflow features are really helpful when everything runs smoothly and daily reminders about who to contact are also nice. This has potential to be an excellent tool if all the functions worked as they should. Unfortunately they dont and I am pretty disappointed with how things have turned out. After investing so much money and time into this I just dont have the energy or time to start learning a completely new system.
Cons
Sending bulk emails is a real pain and the system constantly glitches and crashes on me. Getting help is frustrating since theres no phone support, just email tickets that take forever to get resolved. For what I am paying, I expected much better service and reliability.
Rating Distribution
Ease of use
4
Value for money
3
Customer Support
6
Functionality
4
Real Estate, 1-10 employees
“Very good platform with some drawbacks”
Pros
I think the workflows are amazing and keep everyone in the business on track so everything runs the way its supposed to. The dynamic groups feature is also really helpful. It makes deals easy and smooth.
Cons
The workflow doesnt display in a linear way which makes it tough for visual people like me. Auditing and making improvements becomes more difficult because of how everythings arranged.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
7
Small Business, 11-50 employees
“Streamlined Real Estate Operations Perfectly”
Pros
I've been through quite a few task management systems and this one really stood out. Setting up workflows was simple and I loved how we could assign specific users to tasks without any confusion. The campaign feature was amazing because instead of sending generic emails to everyone, we could target clients based on what they actually needed. What really impressed me was how easily tasks moved between team members. Once I finished my part, it automatically passed to the next person keeping everyone on the same page. Adding new clients was convenient and bringing in family members or spouses later didnt create any headaches. Most CRM platforms fall short when you need detailed client segmentation for marketing campaigns or even something simple like holiday cards but this tool made those tasks incredibly quick and easy.
Cons
The creation process can be pretty complicated. Once you get it set up it works amazingly well but actually building it requires some serious expertise. Only a couple people in our office really knew how to handle that part so individual agents couldnt set things up themselves.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
9
Frequently Asked Questions
What types of Realvolve price plans are available?
The software provides an all-inclusive pricing plan, priced at $99/user/month. It also includes a 14-day free trial. For teams, flexible pricing options are available. Contact us to request a personalized Realvolve cost quote based on your institution's requirements.
What other apps does Realvolve integrate with?
The platform integrates with several third-party applications, including Google, Zapier, Evernote, and X.
What language does Realvolve support?
The software supports English only.
What level of support does Realvolve offer?
The platform provides support via email and help center that includes FAQs, training documents, etc.
Does Realvolve have a mobile app?
Yes, Realvolve does offer a mobile app for both Android and iOS users.
Does Realvolve offer an API?
Yes, Realvolve offers APIs.
Who are the typical users of Realvolve?
Realvolve is well-suited for the residential real estate sector, offering a range of valuable features that support both individual agents and real estate teams.