What are RealOffice360 users saying about the software?

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 I love the ease of use, the simple functionality, and the lack of cumbersome and outdated menus.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.

A great starter CRM

Pros

Real office is very affordable at the price of Free! This is the CRM software that I started out with. It's easy to use and easy to master. It's a great site to keep track of all of your potential costumers.

Cons

I am not a huge fan of the layout of the site. It's easy to get the use of it though.

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.

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.

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.

Great product rivaling its main competitor

Absolutely great experience. I will never go back to microsoft

Pros

This software does everything microsoft office does and so much more . The price is lower over all and its just simply a better product

Cons

There is very little i dont like. Could make analytics a little easier to grasp but honestly once you figure it out, its not that hard

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

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.

Love it!

It's been great. The customer service is on top of everything. I get responses to problems quickly.

Pros

Having the ability to sync with Google calendar so I don't miss a birthday or anniversary is essential to my business and relationships. I love the ability to generate labels, filter contacts, and write notes for everyone.

Cons

I don't like that it won't remind me of wedding anniversaries and that I can't export specific groups.

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

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.

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.