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Realvolve is a powerful tool for real estate professionals that helps streamline processes and increase efficiency. With the ability to …
Overview
What is Realvolve?
Realvolve is a comprehensive CRM platform designed explicitly for Real Estate businesses. The software offers an all-in-one solution, which includes contact management, task management and transaction tracking features. All the information related to clients such as personal and professional details...
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What is Realvolve?
Realvolve is a residential real estate CRM boasting automated workflows, from the company of the same name in Greenwood Village.
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- Premium Consulting/Integration Services
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Product Details
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- Tech Details
What is Realvolve?
Realvolve is a comprehensive CRM platform designed explicitly for Real Estate businesses. The software offers an all-in-one solution, which includes contact management, task management and transaction tracking features. All the information related to clients such as personal and professional details along with relevant past communications are recorded within the application.
Realvolve integrates smoothly with third-party programs that cater to specific business requirements. It prepares customized marketing campaigns based on social media profiles by sending emails or SMSs about available deals in real estate market to clients at regular intervals.
Apart from reminders for important events like listing expiration or contract closing dates, Realvolve has an automation feature that takes care of repetitive tasks using workflows. Users can manage people, contacts, documents, and listings in one place without any hassle while keeping detailed records of every service performed for every client. Moreover, it also provides easy access to previous correspondence between clients and the company via a central hub. With its customizable HTML document templates, users can create unique business documents quickly by dragging images/files from their desktop directly into the interface.
Realvolve Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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Realvolve is a powerful tool for real estate professionals that helps streamline processes and increase efficiency. With the ability to easily classify clients based on their needs, the software allows for a personalized experience that generates word-of-mouth referrals. Realtors can set up multiple campaigns with ease and once clients are enrolled, they can be easily managed and communicated with. This streamlines tracking of revenue, team progress, and partner performance.
One of the key business problems solved by Realvolve is the automation of transaction management and follow-up campaigns. This saves time and ensures that nothing falls through the cracks. The software also features customized templates and saved contact information for different parties that can be included in transactions, making the process more efficient. Realtors can rely on Realvolve’s reminder tasks and email notifications to ensure they stay on top of each transaction and follow-up, which increases productivity. Other realtors highly recommend Realvolve as a CRM solution due to its effectiveness in auto-drip campaigns which saves workflows and improves overall task management.
Efficient Task Management: Reviewers have found Realvolve to be an efficient task management system that allows them to set up workflows, assign users to specific tasks, and send targeted emails. Some reviewers appreciated the ability to instantly kick off completed tasks to the next person in the chain of events. The tagging, true CRM, templates, samples and dashboard made it highly productive.
Excellent Client Integration: Users appreciated that Realvolve makes adding clients simple and easy by drilling down on client information. They could create marketing campaigns or send holiday cards easily. The automation features were highly praised as they allowed for a large part of the process for user's business to be automated saving time.
Tailored for Brokers & Agents: Realvolve was built specifically for brokers and agents which incorporated every step of transaction communication and management. This has led many reviewers to find their support first-class and responsive leading them to choose this system over others available in the market.
Difficult Workflow Creation: Several users have mentioned that creating workflows in Realvolve can be difficult and requires expert knowledge, making it hard for individual agents to use. Some users found the process time-intensive and overwhelming, with a steep learning curve.
Clunky User Interface: Many reviewers have pointed out that the user interface of Realvolve is clunky and not easy to navigate. It can be challenging to view things at a glance, which makes modifying and customizing workflows difficult.
Ineffective Drip Campaigns: A significant number of users felt that the included drip campaigns are ineffective, and email marketing cannot be done on a large scale via Realvolve. Some also struggled with setting up workflows and templates, as well as finding it challenging to work with merge fields used in templates.
Users commonly recommend the following when using RealVolve:
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Take a true test drive and do a side by side comparison: Thoroughly test RealVolve and compare it with other CRM options before committing to it. This allows users to assess whether RealVolve meets their specific needs.
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Invest time in learning and implementing the system: Be prepared to spend time learning and fully implementing RealVolve, as the learning curve can be steep. Despite this initial challenge, users believe that the effort is worthwhile in order to make the most of the platform's features.
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Be ready to set up and customize workflows: Build out and figure out workflows within RealVolve. Invest time in setting up the system according to your specific requirements, including formatting the Contact/Client Spreadsheet as desired before starting the onboarding process. This ensures that RealVolve aligns with your existing processes and maximizes its effectiveness.