About Realvolve CRM

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+...


Read More

Supported Operating System(s):

Web browser (OS agnostic)

40 Reviews of Realvolve CRM

Average User Ratings

Overall

4.68 / 5 stars

Ease-of-use

4.0

Value for money

5.0

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(30)

30

4 stars

(9)

9

3 stars

(0)

0

2 stars

(0)

0

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 40 results

October 2018

Renee from 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


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

July 2017

Kristal from The Berkshire Group

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

March 2018

Mark from Pacific Sotheby`s International Realty

Verified Reviewer

Company Size: 501-1,000 employees

Industry: Real Estate

Time Used: Less than 6 months

Review Source: GetApp


Ease-of-use

1.0

Value for money

1.0

Customer support

1.0

Functionality

1.0

March 2018

Response from Realvolve

Replied July 2018

Hi Mark, We regret the circumstances under which your account was cancelled. The Realvolve Support Team and Leadership team tried to work with you to get you back on track after using our platform to send SPAM emails. When we tried to help you improve your email content and targeting, you informed us that you would continue to SPAM. Our reputation with email inbox providers and spam lists is placed in jeopardy with situations like this . Despite official personal warnings, you sent subsequent spam email, again acknowledging that you understood that your account could be terminated, but proceeded anyway. When offered the option to continue using Realvolve without spamming you informed us that these SPAM emails were the primary reason you were using Realvolve. Again, we regret the outcome of this situation but you placed Realvolve at risk and we could no longer permit your account to remain open.

May 2017

Chandra from Keller Williams Realty Premier Properties

Company Size: 2-10 employees

Industry: Real Estate

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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

Replied May 2017

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!

October 2018

Laura from Keller Williams Premier Realty

Company Size: 10,000+ employees

Industry: Real Estate

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2018

We Love Realvolve!

The biggest thing for me is customer service and tech support. I have not had to use either very much but when needed they are johnny on the spot and I have never ever been disappointed with the outcome. The webinars and training are outstanding as well. I recommend it to agents in our office all the time.

Pros

Love the dashboard and the functionality of being able to use the search bar with almost every criteria you can think of. My husband actually uses it! While we haven't mastered complex workflows we do use a couple simple examples that keep us on track with sphere follow up. Love that it integrates with BombBomb which we use every day.

Cons

Complex workflows confound me. Really just need to devote time to working through them.