The kvCORE platform is described by the vendor, Inside Real Estate in Draper, as a next-gen solution for modern brokerages and enterprises to run their entire business on one platform.
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CosmoLex
Score9 out of 10
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CosmoLex in New Jersey offers their legal practice management application which supports all business administration needs, as well as accounting and billing internally, without needing to integrate with accounting software.
I think if you have a very large brokerage and can afford to pay for a fully customized set up then it may be worthwhile. I would make sure you have a dedicated support team, not an account manager. In my opinion, the account managers are worthless and will not respond most of the time. We are on our second account manager in 9 months of using the system and cannot get in touch with him. In my experience, the account managers have no knowledge of how the system works or how anyone in real estate would want it to work. Obviously, I can only say this for the two managers we have had so far. I would steer clear of this system unless you want to spend a few thousand a month for a system that, I feel, will impede your business rather than improve it.
Because it is cloud based, CosmoLex is well suited for a lawyer starting up a practice as there is no need for a server. It is also very easy to use from home as it doesn't require a remote session to login, but can be used from any device. It is not well suited for a practice that requires a very fast pace for accounting as it takes a bit of time for each transaction to load, frustrating the user and causing them to lose momentum. On the other hand, if time is taken to set things up, there are a few tools that make importing expenses much quicker, and time can be made up by just taking some time to set things up.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It sends unwanted canned responses to potential clients that you haven't approved. You must figure out how to use it to make them stop. This was day 1.
If you like to learn using many many different videos to learn a product, then this maybe for you.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Their support is good, but wait times can be long. They want you to use their chat, but then when you ask your question, it can be a several hour wait time between responses. The people are nice and resolve your issue. But I think chat is for quick back and forth communication, not something with a long delay. Also, you can only really do it effectively on your computer, not on your phone.
It's proving very tough to track leads from campaigns we are running ourselves. If your website converts a lead, it really just gives you the website source, and even that only some of the time. It would be great to create custom sources and have kvCORE track that traffic and lead via some sort of UTM tag or URL parameter.
Some of the load times aren't great. When I load up my database, it takes a while to actually display. Also, when a lead is claimed in a pond, you have to refresh to be able to contact them. Then once you add a campaign, you have to refresh again to see the tasks that fire. This is a bit clunky.
The app is great, but there is still some limited functionality. It would be great to access and claim leads from a pond on the mobile app. Also if you could get push notifications when new leads are added. Our time to lead sucks, and that's because kvCORE doesn't alert you super quickly.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It doesn't deserve a zero because you can access contacts and get reminders to contact them. In my experience, you can not use the system for proper communication with both prospects and their spouses.
There is far too much reliance on symbols versus words, and it is sometimes difficult to navigate to the function you need. CosmoLex offers great support, knowledge base, and training, but sometimes you just don't have an hour to spend learning how to do a basic function that you have forgotten, and you just need it to WORK. It would be great to have the option of having word labels instead of picture symbols. It would also be great to have full functionality in the smartphone app. It just is not good. Not good. Pretty much everything keeping me tied to CosmoLex is on the money management side.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I love kvCORE's support. Having the little chat feature in the bottom right of my screen the whole time I'm working takes away any stress or worry about using it. When I first started using it, I learned its features by clicking and trying things, and more than once I had to go into the chat support and ask how to undo or fix what I had done. I don't think I've ever waited more than 5 minutes to get a reply back and it being almost instant and right there on my screen allowed me to continue working and know immediately when my question had been answered.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I think that CosmoLex actually relies so much on its stellar support infrastructure that it forgets we don't actually want to have to use it. Just make the darn thing easier to navigate and understand, and you won't need all that client-facing support. You can choose chat, email, phone, knowledge base, embedded training videos within the different pages, but darn it all, I just want it to be more intuitive instead.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Konversion and BoomTown are the only two I have used. Both have their things to recommend. Since I used Konversion, using kvCORE was simpler and I was able to upload my contacts seamlessly. This made adopting a new system easier and less likely to have a gap in contacting customers.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I used CosmoLex over PC Law mostly because it was cloud-based, and I used it over Clio because the accounting for Clio required the use of both Clio and QuickBooks which made for very inefficient data entry. CosmoLex is slower than PCLaw when inputting entries, but I believe that in the long run, it will be better as CosmoLex is better situated to move forward with new technology.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
