A customer since its beta

Simple, effective, and easy to use. I no longer hate trying to just track deals and make sense of my business.

Pros

'been a customer and user since its beta. I love the ease of use, the simple functionality, and the lack of cumbersome and outdated menus. I hated "Top Producer", the industry standard software for real estate crm software. This takes a simple approach to make everything you need and have to track, and puts it in a graphically appealing and non cluttered display. The columns are genius! Track deals the easy way. They have added more and more as time has gone on, and I love every bit of it. I recommend this software to all my colleagues. Track each stage of a deal, set simple reminders, and know where all of your business is with a simple glance. This is truly the best real estate agent software out there in my opinion. Even the app is great!

Cons

Honestly, nothing. I have found no flaw or issue with it. I love it. Leaps and bounds above other options for this industry.

Honest Opinion Of RealOffice360

Very good. Depsite the downsides (it's also a very new crm so updates are still on the way), the deisgn and layout is so worth it. Using this crm to start a real estate team and push past the 6 figure income mark.

Pros

By far one the best and most effecient layouts I've seen for any crm software. The tracker practically replaces the whiteboard and let's me easy visualize and see all the prospects on my plate right now + what stage they are in. I personally also love the muted colours and way the software organizes names, contact info and so on. For a new starter to real esate or any sales position, the free trial option is more than enough for you to take control and make a killing on the job. The paid version with access to mailchimp and multiple 'oppurtunities' keeps me stress free when I have multiple buyers on the go. Overall, extremely happy with the software, no glitches, a few times it seemed slow or down but that was quickly fixed. I also use the mobile version on my ipad which works good and makes it super easy to do evening time cold calls. 9/10 would recommed.

Cons

The biggest disadvantage and why I might leave this software is the capabilities. The design tops any other crm I've seen or used, but the capabilities of this design are very limited. The mailchimp intergration is cool, but does not work well when doing drips. I ran into a ton of problems where my campaigns did not go out and lost leads beacuse of it. Nothing yet for making more customizble or automated tasks? Like making an automatic 6 task list when new leads come in, you have to manually do this for every task and set the time and date for each one, where Liondesk you can set it up once and just click 'auto tasks'. No gmail intergration isn't the best as well. You can send all the emails you want but logging the replies doesn't always work. Auto-texting is another feature many crm's are now offering but with my tasks I need to personally set the tasks and type all messages to do so. Built in drip-campaigns would be better than mailchimp intergration.

A CRM for Realtors

Once I became familiar with how to maneuver through the program to see the activity in a way that made sense, which didn't take too long by the way, it offers a clear snapshot of my business. From lead to firm deal. The actual data input isn't fully intuitive, but again not too challenging, and allows for different ways to create the data you want in a way that is searchable.

Pros

It is specific to the Real Estate Industry unlike many many others where you need to modify/adjust/create work arounds.

Cons

It freezes on the iPad frequently. That is an absolute frustration as I keep having to uninstall and reinstall. Works great on my desktop PC.

Great product

I love it! It has helped me set goals, keep track of my commissions, and with newer implementations I will be able to get in contact with clients more personally. I like the simplicity of it. Others I have tried have so many things to do, it makes me feel overwhelmed. This is a perfect product for a newbie, or something that just wants something simple to get started!

Pros

I love how easy this product is to use! As a newer real estate agent, I'm happy that they offer a free version. I had done many trials of other products, and there were ones that were just too involved for me. I wanted something that I could customize, track my clients and sales, and chose this product. I even upgraded for extra features. I'm excited to see where this company goes!

Cons

The app is not as easy to use on your phone, but I typically use on my laptop anyways.

Fantastic Software

Pros

I have attempted some free trials of many softwares to see how they relate to tracking clients, sales and other items to make my day to day easier to manage and remember. As far as real estate goes, I can't say anything has been better than Real Office 360, everything seems perfectly tuned for how I run my day and feels like the programmers spent time with people that work in the field day to day to get this perfect.

Cons

There is nothing about the software I do not like, there were some features other software had like e-mail/social media incorporation that would pull details of specific clients, but it is not of importance to me and I am not sure I would personally use it much. At the moment, I can't think of anything this is lacking for my day to day

Perfect for my sole prop business

It has been perfect for my very small business. I use the free option and love that I can track every deal, add notes and know next steps.

Pros

I really like the pipeline/calendar/planner syncronization. It makes it easy to see what is on my plate for the day and what I need to schedule in the future.

Cons

I wish that the mobile app would send notifications instead of email, I already receive way too many emails.

Great Value!

Amazing!

Pros

I love the free options. It is great for a new agent just starting out. EVERYONE needs a database but new agents often can't afford it. RealOffice360 is an amazing option with all the bells and whistles!

Cons

I do wish they would allow more than 5 opportunities in the free plan.

Exactly What I Have Been Looking For

Pros

I am a very visual person (I have two white boards in my office). I love being able to drag and drop the status of each of my clients and have just enough information on each client for follow up.

Cons

My one and only thing I would change would be the follow up tasks. Have the ability to have a reminder that is sooner than once a month or every 3-6 months.

Finally a product that fits what I need!

Pros

It is already formatted in a way that makes sense for the industry. I have used other CRM's but they just didn't quite make sense for the Real Estate model.

Cons

I haven't found any features that I really don't like about it.

Great all in one CRM

Anytime I've had issues, support is responsive and addresses the concern. This company does take suggested features often which is nice to know they are listening to those who use the program. I look forward to future releases with more bells and whistles.

Pros

I've tried a number of different CRMs but found Real Office 360 was the most comprehensive CRM where I didn't need another program to manage another part of my business. The client contact features everything I want, I like the follow up and tracking tools, and really love the opportunity tracker. The opportunity dashboard is my go-to screen to start and end my day and keeps me organized and on top of all active client files.

Cons

I'm waiting for more developments to the professionals section - I'd like to track professional details the same way I track clients, as referrals from other business professionals is a large part of my business. Once I can have better professional access and be able to better send emails to clients linking professionals - I will absolutely love Real Office 360

Quantum Leap CRM

Pros

-- Client organization and ease of access -- RO does a great job keeping your clients and the priorities pertaining to each client front of mind and organized. -- Front of mind Goal tracking-- Through statistics, the RO team has developed an easy and trivial method of setting your commission goals for the year. The RO philosophy then directs you towards a specific clientele goal to have within your managed database. -- B2B Partnerships -- Within the platform, you will be able to connect to the MLS statistics for easy to download images of macro & micro markets. There are also partnerships with website developers & mass email marketing agencies, such as Mail Chimp. -- Blue Ocean Strategy -- Once you've gotten an understanding behind how RO was founded, you'll soon realize the powerful Blue Ocean Strategy behind the brand. So long as you're able to stay disciplined and execute on the strategy.

Cons

-- Self Customization Required -- This gripe is also a pro, as all CRM's aren't made equal and often I've found the need to customize the system to fit my own needs. When decided the 'process' by which you take each client through, RO has a templated check point system. However this will surely require your own customization. -- No Mass Communication -- Unlike newer CRMs that are beginning to come up. The ability to mass communicate with your database through multiple avenues (text, email, voice mail) isn't available.

Unlimited Potential But Falling Short

Frustrating. Wanting them to succeed as it is a great concept and when it works it is really easy to use. They are nearly there on the basics but still have a good way to go.

Pros

Right from the start they were onto a great concept, easy to use but limited functions. They have expanded areas that have improved the functionality of the CRM but IMO they still have a way to go to make it really robust and contend with other CRM's such as IXACT, Top Producer, Realvolve They are more in line currently with the functionality of Buffini's CRM. I want this to be great, but it still has a way to go.

Cons

Still several years in and very "glitchy" I came back yesterday hoping the improvements had been ironed out. I have had to contact support for issues not being able to add and save Property Info, Condo Info, Payment details, unable to merge contacts after import etc. While they have corrected these issues it has taken a lot of time away from work to deal with this and we need a glitch free CRM which this is still not. Very regional in many of the un-customizable fields such as property types ( we have semi detached here, and closest match is attached residential, which I would think of as a TH, - Freehold TH, Condo TH, POTL) While I would not expect RO360 to input all of these, if we could instead add customized fiends it would make it more user friendly. Same issue with parking types and garages, so you may well need to just deal with it, but makes for very inaccurate record keeping. One very necessary IMO field that is completely missing is you are not able to input any notes in the property area such as if it is tenanted, rents, recent reno's, dates of mechanical updates, issues with house etc

This is a great CRM

I recommend this CRM to the folks that I mentor who are just starting out in lead generation. It is a great platform, and I highly recommend it.

Pros

This is a GREAT CRM...easy to use and easy to navigate. And it's a great price. It is the perfect solution for folks first getting started with a CRM. Very intuitive.

Cons

I did the free trial and enjoyed the experience. Ultimately, I did not choose this CRM, and here's why. I am a high performing Realtor, with a team, with a lot of different lead sources coming in. I chose a system specific for real estate that would funnel the streams coming in to the appropriate team member.

Very Please

It's great! It's easy! It helps me manage my databank and transaction without an assistant.

Pros

What I love most about Real Office 360 is the ease of setting the system up. It's so intuitive for even the most novice computer users. I have the premium level mainly for the transaction tracker. I'm able to track my pipeline and my current business with my own customized checklists. The reminders tools are amazing at keeping me on time/task for connections as well as my transactions. I've been using a system like "numberal" for years. Now I have a way to track it all so much easier. Everything for your connections is right here in this system!!!

Cons

I've had trouble setting up my mailchimp account with RO 360. The 360 support team has been great working with me. It seems to be a mailchimp issue. Hoping that when I set up a new account with mailchimp, the API key will sync and I can get full access to the RO 360 toolbox.

Finally a Real solution for a Real Estate CRM

I’m very happy with the CRM and I look forward to the updates to make it even better

Pros

The platform is easy to use and simple to look at. So many CRMs have too many bells and whistles that can make them complicated to use. I needed a CRM to help me manage and track each stage of my transactions and RealOffice360 does it beautifully and functionally.

Cons

There are a few features it doesn’t have. The most important one being the ability to link your email account so that all messages to and from your clients are tracked in their profile. I’ve emailed support about this and they were quick to respond. They are working to add this feature so once they do, it will be the best CRM.

Functional

I am pleased with the program and application. It's simple, and I don't have to live in it to get it updated and manage my clients.

Pros

I like that it's easy to use. I don't live in my CRM, but I update regularly. I can easily change dates to reflect accuracy for conversations I'm having with clients.

Cons

I wish the goal-setting was a little more comprehensive. I realize that I am probably not the norm, but I don't set my goals by the amount of money I want to make, but by the number of clients I help and the level of service I provide. A money-based goal system goes against the values I try to live out in my business. Not a huge factor for me. I just don't use the system for goal-setting, but the more I can do in one place the happier I am. I have also found that other applications I use that have goal setting features also focus on dollar-figures. It's just not where I choose to focus my business.

I love RealOffice360!

Overall, it’s been a great experience and I have recommended it to many other agents!

Pros

I love how easy it is to use. They really have thought of everything as far as creating to-do lists, follow ups, and even tracking your commission and progress. I even love the personalized side to-do list to remind me to do my affirmations and drink water! RealOffice360 is my favorite CRM!

Cons

I wish it was just a touch faster and I would like to be able to integrate my email campaigns so I am able to track those as well and keep everything in one place rather than having to go back and forth between mail chimp and GMail.

Thank You!

I’ve had a great experience with Real Office 360. I plan on using it for the long haul and I’m excited about all of the new upcoming features the system will have.

Pros

I like the goals feature, and I like that it integrates with Mailchimp and automatically updates my contacts on Mailchimp making it easier for my media campaigns.

Cons

I don’t have anything I don’t like about it

Does what it does CRM for Real Estate Agent

Overall experience is good, take me less than 30 mins to get it running and import all my contact. It's easy to use. Now, I can spend more time on marketing and sales.

Pros

I have tried multiple CRM such as ZOHOCRM, HUBSPOT and BITRIX24 and none suit my needs for real estate agent. RealOffice is the choice for real estate agent as it has all the functionality and featured ready for use and tailor made for real estate agent. I would have save a lot of times if I have found out real office earlier.

Cons

It will be good if there is a multiple select or select all to execute an action to selected group of contact. Currently I have to click one by one to change some of the field columns.

Great for new agents like my self!!

I happen to read about it on an email from my board of realtors and I decided to tried it and I love it

Pros

The website on the computer is really easy to understand and use, I have told a couple of co-workers about it that are paying for their CRM and they actually liked it and one of my co-workers started to use it after telling him of it.

Cons

I downloaded the app but it doesn't really work good for me, I can not get to the notes from it and it frustrates me because I have important notes that I need to read on the go.

Free Trial impressed me!

I am sad to stop using it for now. My real estate office is giving us KVCORe for free and I would like to try it. I will be back !

Pros

It is easy to use and I love the reminders.

Cons

I wish i could have full functionally for the free trial.

Real Estate Agent

RealOffice360 has provided phenomenal customer support throughout my journey from a free member to a paying customer.

Pros

I love the planner, calendar and professionals sections.

Cons

I would love to see an additional contacts area for agents - Leads, Professionals and Agents. Sometimes we help our friends and need to keep track of tasks without adding to our own sales pipeline.

Good Program

My experience has been very good. We are happy with the program still.

Pros

The amount of content that you can add about your clients. The planner, and the idea of using mail chimp. Great on line support as well. They are fairly prompt with having to help with any problems you may have.

Cons

The program seems to have a glitch. It its open for too long without use, it will not let you add any more content. You have to signout and sign back in which becomes a pain.

Its Great and Makes Ninja Selling Easy

Great service, can't really complain. I hope they fix what I want soon.

Pros

If you are a Ninja agent like me, read [SENSITIVE CONTENT HIDDEN]. Then this is the database for you. My business partner and I wanted a system that helped us track birthdays, home anniversaries, and help us create labels easily. You can connect to MailChimp too.

Cons

The mobile app is pretty slow to load and you can't add wedding anniversaries to remind you of them.

Keep Your Important Inforamtion In Order

It's been a great experience. I have signed up with alteast 20 CRM and tracking sites and this is by far the best and least expensive. Check it out for yourself!

Pros

I like how easy it is to navigate and the simple display of all important detail an agent may need. While we are agents on the run and the most time consuming and tedious of our job is keeping track of potential, current, and past clients. I also love how I am able to keep track of my closing, set goals all in one place, and have the ability to view it daily, it keeps you motivated.

Cons

Not much I dont like about this program. I have referred a few of my colleagues already.

Best CRM I've used

The customer support team is extremely helpful! There is no unnecessary fluff to the program- just excellent database and marketing organization that is helping me devote time to building my business. I love having the app, as well. I cannot recommend this CRM enough!

Pros

Unlike other CRM software I've tried, RealOffice360 is easy and intuitive to use.

Cons

I really don't have any cons. Anytime I have contacted customer service to ask a question about functionality, they have added what I needed almost immediately.

Critical for my Business

Pros

RealOffice360 is a critical tool for me as a real estate agent. I use it to keep all of my client data organized and to remind me of important events that need follow-up (birthdays, home purchase anniversaries, etc.) It is easy to use and set-up and I couldn't live with out it.

Cons

I don't have any cons at this time. I use the free version.

Really Great and Helpful for New Agents!

I highly recommend this CRM!

Pros

I love how RealOffice360 is designed specifically for Real Estate Agents. The helpful hints along the way and tracking tools are an excellent way to keep you focused and on task. This CRM makes client management a fun and engaging task!

Cons

In my market I have alot of rental clients. Currently I do not see a built in function to track rental clients. I have reached out to customer service for this and hope this function will be added.

RealOffice360

Pros

I love that this was developed by agents and with the feedback of agents. It has a very intuitive interface and is easy to navigate and track business.

Cons

The same information is displayed in multiple pages and it feels redundant. It also can be confusing as page titles change.

Overall, exactly what I was looking for

So far it has been great. Customer service is impeccable and I look forward to continued use.

Pros

Visually it is very easy to use on my laptop. I enjoy the ability to drag and drop when organizing. I like the ability to input contacts seamlessly and it is an easy way to keep track of my sales.

Cons

Honestly, I wish the app were more user friendly. Many times we, as Realtors, are away from our computers and our smart phone is the only way for us to look up the information we need. I find the to be 50% of the quality that the desktop version provides.

So far so Good!

So Far so Good!

Pros

It places everything where it needs to go without me having to keep reentering the information.

Cons

I am still on the free trial, it is hard to get a feel for how it will work long term and keep everything moving effectively and efficiently. Using it for the real estate industry, it takes time to build your clientele and put your systems in place.

Best CRM that I've tried thus far!

All in all, it's been a great tool for my business and I. I'm so glad that I stumbled across it and will continue to recommend it to others.

Pros

This has been the best CRM that I've tried thus far and it's super affordable! It's extremely easy to use, user friendly, and has a great dashboard. Most importantly, it helps to keep me organized and stay in touch with my clients. As one who is afraid of long term commitment, this is money well spent especially as I'm getting into the habit of using it on a consistent basis.

Cons

Unlike some other CRMs, I wish this had built in templates to use. However, I know that would come at a higher fee.

RealOffice Makes tracking clients and leads a breeze!

Pros

I really like the tracking tool. I can easily add a client transaction and drag and drop to the current state the file is in. The reminder follow up are also great to help keep me on track with communication with buyer/seller, title company, and other participants involved in the transaction. I also really like the lead capturing feature. I can easily link my Zillow account and leads are added to app seamlessly.

Cons

So far I have not come across anything I don't like.

Great way o keep your business organized

Overall I am satisfied with the Real Office 360. I will keep using it in the future.

Pros

I am an active user of Real Office 360. Very helpful to keep my business organized and easy to use it.

Cons

There is nothing about it that I do not like. I am very satisfied with it and I will keep using it.

Nice CRM for the money

Helps me keep track of the ways I am connecting with my clients and prospects. Reminds me of birthdays and house anniversaries. Helps me to stay focused and organized in my prospecting

Pros

I could upload my contacts from another database, had a lot of tracking features

Cons

I started with this one because it seemed to have the best in free features. Once I had input everything and was really getting started, some of the features I really wanted to utilize you had to upgrade for. But all in all it's been an affordable way to do what I needed it to do.

Best CRM I Have Used To Date

It holds me accountable because I can see everything at a glance including my YTD numbers and KPIs.

Pros

Ease of use, the app is super functional, desktop version is easy to use. Has all the right information and tracking for industry-relevant KPIs

Cons

Sometimes it lags on my computer but this is likely just a computer issue.

Finally, a simple solution!

Pros

Prior to Real Office 360, I was unable to find a simple database that works well for me. So far, I have enjoyed its ease of use and functionality. I use it every day to help stay on track. My favorite feature is the Opportunity Tracker, which keeps me focused on the most important clients and tasks.

Cons

I wish it offered the ability to send emails to a group from within the program, as opposed to directing us to a third party site.

It makes me a better Realtor

The whole experience with RealOffice360 is exceptional; it’s intuitive, keeps me focused, fantastic responsiveness from the support group, and simply how slick it is to use. It’s like having an assistant everywhere I go. Overall, this tool keeps me accountable to my business.

Pros

My business at a glance! Showing me where I am at and where I’m heading with client and sales activity is incredibly empowering. The tracking methodology is efficient and easy to use.

Cons

Can’t fault this software in any way! There have been features I would like to see and once I suggest it, provided it offers a measurable advantage to users, it gets added.

Great Software

Pros

Extremely easy to use, love the extra features

Cons

Have to log in every 14 days would be nicer if once your logged in on personal computer it would keep you logged in

Excellent and very user friendly

Pros

Its very easy to use. It was also priced well.

Cons

Nothing that I can think of - it was priced well and easy.

Work flow

Using the application is great when it works.

Pros

What I like most is the readiness to work well with other applications.

Cons

What I dislike the most is that there isn't a live representative to help when something goes wrong. I have to call my IT center who may or may not be able to find a solution to my issue.

Very Pleased With this CRM

Love it.

Pros

Ease of use. The planner is what I really use to dial in my daily routine to make sure I'm doing everything to start my day right.

Cons

The emails. When you set up lead capture via realtor.ca you get the leads but you also get some spam and other emails that are unwanted.

Ninja!

Pros

If you practice Ninja Selling this is the CRM to use!!!! After initial set up, and getting familiar with the program it's great to use. I am still learning atm so find some things harder.

Cons

The biggest pet peeve so far is not being about to pick a date when adding notes and that it defaults to the date entered.

I have recommended this software

It is helping me to become more organized.

Pros

Easy to use and with app I can get the information at office or home easily. Easier to use than Google contacts because it is real estate specific.

Cons

No specific name for spouse. No specific place for listing amount.

Outstanding Customer Care with RealOffice360

Our lead capture prospects are automatically imported in to this program and with the support and ease of use that offers the tools you need to get the deal done in a timely manner. RealOffice360 is a serious CMA for all real estate professionals.

Pros

How simple to use for the busy real estate agent!

Cons

It's not team friendly yet, but I heard that they are working on it;-)

Review in the first 3 days of using RealOffice360

So far so good.

Pros

I enjoy having a planner with my CRM to add in personal to dos as well. It's nice to have it all together.

Cons

I am unable to access it on my phone. Having an app would be very helpful

CRM for Realtors

My experience has been great thus far! Enjoying using this program for my business. Can't wait for the team function to become available.

Pros

Very user-friendly with a focus on real estate transactions and relationships. Love the simplicity and sleek design. Pages are easy to navigate and are constantly being updated to reflect users suggestions.

Cons

Missing a team function to link team accounts, however I know that they are in the process of working on this. They even called me asking my needs to see this function come to life.

The free version is great

Pros

I like being able to email directly from the software and I get a copy in my email. The replies are to my email address, not the RealOffice360 address

Cons

Not being able to change the date on a note. Sometimes I might forget to log a call so when I do, it looks like I did the call that day, not yesterday for example.

Helpful software

Overall, I am very happy with the software. Add the expense category and I will be over the moon :-)

Pros

It's a great place to organize my contacts, potential/actual income and business partners.

Cons

I would really appreciate it if the software had an option to track expenses as well. I have yet to find a software I like that is a 'one stop shop' for all my real estate business needs.

A Good Fit!

Pros

Simplicity, functionality, app, value offered for the monthly fee

Cons

None at this time. It is working good for me... I still have so many things to explore, however as I’m coming across