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Realvolve

by Realvolve · Since 2012
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ActiveAvailable globallyCloud
Quick facts
VendorRealvolve
Year launched2012
StatusActive
Location5445 DTC Parkway, 475, Greenwood Village, CO 80111, US
Countries servedGlobal
Languages12
Integrations8+
Free tier
Free trialYES
Contact sales

About Realvolve

Realvolve is a CRM software from Realvolve that provides capable automation, intelligent workflows, and personalized relationship management for real estate professionals. It combines contact management, task automation, and email marketing so users can manage their relationships and improve productivity effectively. With Realvolve, users can also track transactions, set reminders, and create custom workflows tailored to their business needs. The platform is designed to scale with a growing real estate business, ensuring that users have the tools they need to succeed at every stage. Key capabilities: contact management task automation email marketing transaction tracking custom workflows Best for: real estate professionals that need to manage client relationships and simplify their business processes.

Realvolve is a cloud-based CRM software thoughtfully engineered to meet the specialized needs of the residential real estate industry, particularly focusing on the unique challenges faced by individual agents and real estate teams. Unlike generic CRMs that often require extensive customization to suit real estate workflows, Realvolve comes pre-configured with features and automation designed specifically for this sector. The software positions itself not merely as a contact database but as an intelligent assistant that actively manages the complex and often detail-heavy processes involved in client relationship management, internal communication, and transaction oversight. This approach is well-suited to the fast-paced nature of real estate, where timely follow-ups, coordinated team efforts, and efficient pipeline management are critical to success. While the available information does not provide an in-depth description of Realvolve’s user interface, the emphasis on automation and streamlined communication strongly implies a system built for efficiency and ease of workflow management. In real estate, users typically need quick access to contact information, deal stages, and communication history, and Realvolve likely offers a well-organized dashboard to meet these needs.

Pros & Cons

What users like
  • +Highly customizable, making it adaptable for various user needs
  • +Workflows allow automation and decision-based branching
  • +Cleaner user experience compared to other CRMs
  • +Ability to segment database and manage tasks effectively
  • +Integrates with Mailchimp, Google Drive, QuickBooks, and more
  • +Strong customer support (historically), with responsive and evolving updates
  • +Relatively easy to use once onboarded
What users flag
  • Customization can feel overwhelming, especially for new users
  • Customer support has declined significantly after a company merger
  • Some users report glitchy interface issues, including window popups and scrolling problems
  • Learning curve for workflows may be steep initially
  • Support responses have become delayed or absent in some cases

Features

Key features

Automated Internal and External Communication
Realvolve offers dynamic automation that manages communication between team members and clients in one place, ensuring critical conversations are never missed. This goes beyond simple contact storage by actively managing interactions.
Scalability for Evolving Teams
The platform is designed to grow with a real estate team, acting as a consistent "assistant" that can automate numerous daily tasks, even while the team is not actively working. This ensures consistent operational support as the team expands.
Admin Account with Team Member Insights
A unique feature allowing admin account owners to log in as any team agent. This provides team leads with the ability to effectively coach, consult, and gain insights into individual team member activities for improved performance.
Emphasis on Team Processes and Automation
Realvolve is specifically built for real estate teams and focuses on enabling finely tuned and automated processes for both internal operations and client interactions. This highlights a core design principle centered around team efficiency.
Workflow Automation
The software explicitly mentions automated workflows, indicating the ability to set up and manage sequences of actions and communications triggered by specific events. This automation likely streamlines various real estate processes.

Additional features

Real Estate CRM
Realvolve is a Customer Relationship Management system specifically designed for the residential real estate industry, catering to the unique needs of agents and teams.
Automated Workflows
The platform offers automated workflows, allowing users to create sequences of actions and communications to streamline real estate processes.
Internal Automated Communication
Realvolve automates communication processes among team members, helping to keep everyone informed and aligned.
External Automated Communication
The CRM automates communication with clients, ensuring timely and relevant interactions without manual effort.
Contact Management
While not explicitly detailed, the mention of storing and managing contacts implies a standard CRM contact management system.
Team Scalability Support
Realvolve is built to adapt and grow as a real estate team scales its operations and membership.
Admin Account Permissions
Admin account owners have special permissions within Realvolve.
'Login As' Agent Feature
Admins can log in as any agent on their team.
Team Member Insights via Admin Accounts
The admin 'login as' feature provides insights into individual team member activities.

Pricing

Free trial
Free version
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Monthly plans

All-Inclusive

USD 99

Countries & Languages

Global
Countries served
12
Interface languages
6
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseDutchRussianChineseJapaneseKoreanArabic

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY

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