About Realvolve

Realvolve is a cloud-based customer relationship management(CRM) tool that helps real estate agents and teams automate workflows and handle communications. It is primarily designed to assist firms with managing information such as clients, property listings, escrow correspondence, documents, events and tasks. Realvolve’s property module lets realtors handle transactions and maintain records of services rendered to clients. Users can send emails, SMS and social media messages directly from the application. Its calendar helps in managing deadlines and captures important dates. Further, the platform maintains albums of photos and documents and helps users search information by name, address, tag, words and phrases. Realvolve integrates with Google+, Twitter, Ever...

Realvolve Pricing

Pro: $59/month - 1 user Pro+ : $199/month - 5 users Team: $280/month - 10 users Large Team: Call Us - 15 users

Starting price: 

$59.00 per month

Free trial: 

Available

Free version: 

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Realvolve User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4

Value for money

4.5

Customer support

4.5

Functionality

4.5

Showing 1 - 5 of 43 reviews

User Profile

Renee

The Home Team at Cressy & Everett

Verified reviewer

Company size: 51-200 employees

Industry: Real Estate

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

4

Value for money

5

Customer support

5

Functionality

5

Reviewed October 2018

A Dynamic CRM

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.

Robynne

NW Group at John L. Scott

Verified reviewer

Company size: 2-10 employees

Industry: Real Estate

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

4

Value for money

4

Customer support

1

Functionality

5

Reviewed May 2021

What happened to support?

Great program, implementation takes some time, support practically nonexistent.

Pros

Workflows, task reminders, ability to segment database

Cons

Lack of support. I first used Realvolve in 2017. Back then, company [SENSITIVE CONTENT HIDDEN], CRM guru, were involved and actually responded to support requests. I switched to another CRM, which proved too light, and moved back to Realvolve in 2019. Their support was great, and we also used the Navigator program to help set up. All awesome. Now, after the Firepoint merger, it seems that support has gone. A technical error with Google sync keeps recurring. We got one response to our requests for support--did what they suggested, didn't work. Since MARCH I've been sending emails to support@realvolve.com--the only way to get support now (except for "chat," which never seems to be manned by a human)--and the only responses I've gotten are a message that the problem is being sent to their engineering department. This lack of support is a serious flaw and one that has me rethinking CRMs.

Reasons for choosing Realvolve

My partner didn't like IXACT Contact. I preferred it. Thinking of switching back. Their support is outstanding, or at least it used to be.

Reasons for switching to Realvolve

Referral Maker too lightweight, not flexible enough.

Patrick

Berkshire Hathaway HomeSerivces | Arizona Properties

Verified reviewer

Company size: 2-10 employees

Industry: Real Estate

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

2

Value for money

3

Customer support

3

Functionality

4

Reviewed October 2020

Jack of all trades, master of none

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!

Reasons for choosing Realvolve

I THOUGHT it would be better, but it was not.

Reasons for switching to Realvolve

I was looking for something more consistent and easier to use.

Kristal

The Berkshire Group

Verified reviewer

Time used: Less than 12 months

Review Source: Capterra

Ease-of-use

4

Value for money

5

Customer support

5

Functionality

5

Reviewed July 2017

The more I work with it, the more I like it! The possibilities are endless!

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.

Chandra

Keller Williams Realty Premier Properties

Verified reviewer

Company size: 2-10 employees

Industry: Real Estate

Time used: Less than 2 years

Review Source: Capterra

Ease-of-use

4

Value for money

5

Customer support

5

Functionality

5

Reviewed May 2017

I'm a tech junkie and have tried many CRMs. This is by far the best and the tech support is amazing!

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!

Replied May 2017

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