The ease of use and with my company I get it free. I like having one place for my current prospects and my previous buyers and sellers and being able to set up emails for different occasions.

This program is saving me a ton of money thanks to my Broker. Can't wait to roll out more features.

Although I've had many years in the business, I've never had to use a CRM. I've done some research and from what I can see, kvCore is be the best system at its price point.

I especially like how easy it is to post on Facebook, Craigslist and other sites. The smart CRM is also great,  I love being able to send massive texts and emails.

The ease of transferring my database, the ongoing training and exceptional help desk are remarkable.

I am still learning the new system and all of the features and what it can do. In doing so the Inside Real Estate Support Team was been very helpful and responsive.

This software is relatively user-friendly and has good Integrations with other apps. I use it both for contact relation management and lead generation.

After being mislead by the sales rep  we are sad to say that KVcore is not the solution for your real estate needs as it is made out to be.

It has been quite useful for my team. My team uses it every single day and are converting leads better than ever.

Some of the default settings are difficult to change and hard to know if they are working. Also they only pull active listings from the MLS so no sold comps can be sent to buyers.

KvCore shows a strong commitment to improve the product steadily. KvCore integrated my flow of business into their solution.

I also struggle with the embedded vs. linked materials.

The lead s coming from property boost on listings are awesome. I love the breakdown report you get so you can track all activity on a certain property and the cost per lead is helpful.

That is the only thing I miss transitioning from Firepoint.

Recently switched brokerages in part for a better tech platform that wouldnt cost an arm and a leg to implement.

I love that its user friendly and hold you accountable.

I like that there are many features to help me as a new realtor, and the site is easy to navigate.

I like that it is user friendly and the platform is friendly to the eye. Meaning that it doesn't look complicated to use.

I have lost new leads due to the ugliness of the (unconfigurable) text messages that the system sends automatically.

I have it synced to all me lead sources and have smart campaigns set up automatically. It is a great tool and if you take the training, you see how many great tools it offers.

Experience has been good, positive. Customer service is always prompt and happy to help.

It has been great - i am getting better with it each day. I has done great to create leverage.

The best features are its functionality and intuitiveness.

The ease of navigating through the database is very important to me and allows me to run through my daily process as seems fit.

Overall, this is an immature product (as in too new to really work the way a CRM should) that is highly constrictive, inflexible, and badly designed. I am extraordinarily unimpressed.

I just started using this software and I know it is going to save me time and money. I'm working through the training slowly and trying to implement each step as I go.

Works amazing with Facebook Marketing and the ability to capture and nurture any lead that comes from your campaigns. Love the automation for email followup and the ease of customizing templates.

I am a former computer programmer (HTML, JS, VBA, C++) and found the configurability of the website incredibly difficult & frustrating via their interface.

I love the interface and ease of use. Easy to learn the new features and how to build your book of business.

So many features to utilize and benefit from. Great experience with customer service, everything manageable from one place, keeps all leads organized.

Property flyers are also created for me right away. Everything  is on auto-pilot for me, and the quality is fabulous.

The only thing that I like about this software is it's ability to create nice IDX websites and track user behaviour on those websites.

I love the ability that the software provides to work for you with the automated responses and its ability to integrate with IDX websites.

There is SOOO much if you just jumped on you would be lost.

KvCore software does everything. I love the CRM how it interacts with clients and I love the social media where it posts to Facebook and LinkedIn and all the important Media sources.

Property Boost was great. After many years of spending money on FB or Google ads with hardly any leads...kvCORE resulted in 13 each time I did it and for less than $90 each attempt.

Robust CRM with the best integration for IDX and lead generation and lead management.

Support team, in particular, stand out as a team that provides star service whenever we need help, and I cannot praise them enough.

We needed a comprehensive tool, easy to operate which all our UK Franchise owners could use. Workbooks fitted the bill perfectly and at a price acceptable to everyone.

We have used that feature a lot to make the program our own. I also love the automated reporting so that I can send my reports to my superior by simply scheduling the action once.

Some times we have difficulties with the reports function. We found some troubles with planning tools and the synchronization with the software.

I really like the fact I can quickly filter data, so if I want to list all members and what activities they are interested in,  it's just a couple of clicks and I have what I need.

We increased our sales with the help of this software by tracking all the customer queries and filling them in a timely manner, so the software worth the investment.

Flexible, easy to track projects, intuitive. Excellent for exporters as can be used in multicurrency format.

Generally, as a business we are happy with the platform. The team at Workbooks are friendly and go the extra mile.

Runs very slowly at times, this makes for frustration on a busy support desk.

It is fully featured and has been a godsend for both GDPR compliance and integration and for developing marketing strategies.

Strong CRM platform with amazing support team.

There is very little that i dis-like about this software as any issues can be raised and put into development.

Overall it's very good, support is excellent and the team are very helpful.

The presales support was excellent, the vendor showing a real understanding of the client's needs and desire to get to the optimum solution.

Great CRM software at a good price point. It has all the functionality you would expect.

Cumbersome API, few integrations, especially in the US, poor response times for US support, since they're in the UK.

The reporting side is always very helpful, and the support team always do there best to assist and help. I would recommend workbooks to anyone wanting a simple, yet effective CRM system.

Relative to the completion, it provides a lot of functionality at a very reasonable cost. The support is responsive and good too.

There are too many tabs and it's confusing. If I put in a part number, only a portion shows in the tab.

It has taken awhile for the installation and setup - meaning that we are unable to use workbooks yet, because of problems with the initial setup with workbooks.

Customer support has improved since we started to use workbooks as we can easily track previous calls. Also the ease of creating and scheduling emailed reports helps greatly.

Good customisation; easy to use; automatic email reports. Highly adaptable and benefit for continuous development.

A great time saver, particularly when it comes down to GDPR compliance and integration. Also, it has been useful in developing marketing strategies.

This software is very easy to use that is why I would definitely recommend it to  other companies to use it to.

I like the reporting module, it is quite user-friendly.

I really like the ability to collaborate with my peers.

Excellent experience had by all. Team were responsive and felt like we had support from all areas.

The flexibility is key for us and the ease of use. If something is quite the way you like you can easily configure it and change it on the fly which is great.

The best thing about Workbooks is how flexible the reporting is and having access to API data for any report you create is an added bonus.

I admire the support offered by Workbooks, they are efficient and happy to help.

US Dollar

Ranked #1 by over 250K Agents - kvCORE is a complete real estate platform that empowers brokerages, teams, and agents to scale and grow faster than than their competition:

MORE Agents & Teams Choose Brokerages with kvCORE. 

Here’s why:

1) Dedicated IDX websites for all offices, teams, and agents - equipped behavioral intelligence, automation, and chat.

2) Smart CRM bubbles up top priorities for agents in one single dashboard. 

3) Mobile app enables agents to wake up to warm leads right on their phone everyday.

4) Marketing automation system empowers agents with mass email + text, video messaging, power dialer, pond accounts, and more.

5) Social sharing tools seamlessly drive exposure of listings.

6) Business analytics suite creates tight transaction integration and automation for quick and easy payouts.

If you are looking to take your real estate business to the next level, then schedule your demo of kvCORE and get pricing information.

LongDescription

Lead Capture

Document Storage

Access Controls/Permissions

Activity Tracking

Data Synchronization

Sales Pipeline Management

Referral Tracking

Task Scheduling

Calendar/Reminder System

Lead Distribution

Pipeline Management

Customer Database

Calendar Management

Customizable Fields

Template Management

Data Import/Export

Email Tracking

Lead Generation

Email Templates

Contact Management

Lead Management

Email Marketing

Sales Reports

Marketing Automation

Social Media Integration

Real-Time Notifications

Workflow Management

Email Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Segmentation

Reminders

Customizable Templates

For Real Estate

Client/Property Matching

Lead Nurturing

Interaction Tracking

Commission Management

Reporting/Analytics

Contact Database

Lead Qualification

Appointment Management

Client Management

Drag & Drop

Pipeline Reports

Third-Party Integrations

Appointment Scheduling

Task Management

Campaign Management

Document Management

Prospecting Tools

Search/Filter

Property Management

For Real Estate Agencies

Mac OS

Web browser (OS agnostic)

Windows 10

Contact Inside Real Estate for pricing information.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

kvCORE

In Person

Live Online

Webinars

Documentation

Videos

Workbooks offers growing companies a SaaS platform to run their business and engage with their customers – at an affordable price. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations.


The platform helps manage the sales team with real-time reporting and activity tracking, increase sales productivity with automated workflows and mobile apps, improve forecasting and make insightful decisions. It also allows companies to efficiently run marketing campaigns, manage data, segment and target accurately, measure ROI and drive alignment – maximizing the demand funnel.


 Businesses are able to easily create and deliver accurate sales quotes, generate contracts and orders, and sync the information with their financial system for maximum visibility and efficiency.


Finally Workbooks provides customer service functionality that includes multi-channel case management, activity history tracking, Service Level Agreements (SLAs) measurements etc. to help increase agent productivity and deliver an exceptional customer experience.



Commenting/Notes

Cataloging/Categorization

Customer Surveys

Forecasting

User Management

Internal Chat Integration

Data Enrichment

Product Catalog

Performance Management

Customizable Reports

Proposal Generation

Leaderboards

Customer Segmentation

Rich Text Editor

Customer Service Analytics

Contract/License Management

Electronic Signature

Knowledge Management

Communication Management

Call Logging

Call Management

Activity Management

Sales Trend Analysis

Customer Support

Process/Workflow Automation

Self Service Portal

Opportunity Management

Configurable Workflow

Mobile Access

Sales Activity Management

Performance Metrics

Territory Management

Channel Management

Text Editing

Shared Contacts

Role-Based Permissions

Request Escalation

Lead Segmentation

Source Tracking

Event Triggered Actions

Field Sales Management

Demographic/Firmographic Data

Calendar Sync

Mobile App

Dashboard

Web Forms

Multi-Language

Mobile Interface

Real Time Reporting

Customizable Branding

Goal Setting/Tracking

Batch Processing

Campaign Analytics

30-day free trial, no credit card required.

Free Edition - FREE
CRM: $39 per user, per month
CRM Pro: $54 per user, per month
Business: $78 per user, per month
Business Pro: $95 per user, per month

kvCORE vs Workbooks

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