Name: Realvolve
Author: Realvolve

Customer Success Management Training

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Performance Testing

Virtual Reality

Development

Online Proctoring Software

Virtual Classroom

Education

Business Intelligence (BI)

Collaboration

Contract Analysis

Emissions Management

Intellectual Property (IP) Management

Internal Communications

Payment Facilitation

Workflow

Enterprise

Accounting

CTRM

Travel Management

Finance and Accounting

Applicant Tracking

Compensation Management

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Design

Change and Configuration Management

Cloud Storage

Custom Software Development Services

Data Deduplication

DevOps

Fraud Detection

Integration Platform as a Service (iPaaS)

Migration

Mobile Identity

Network Performance Monitoring

Privileged Access Management

Requirements Management

Sensitive Data Discovery

Software Composition Analysis (SCA)

Storage as a Service (STaaS)

Time Series Databases

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Email Marketing

Market Research

Marketing Automation

Online Reputation Management

Product Intelligence

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Sales Incentive Compensation Management

Sales Training

Sales

Cloud Infrastructure Entitlement Management

Intrusion Detection

Secure Service Edge (SSE)

Security

Aviation

Church Management

Donor Management

Financial Services CRM

Fleet Management

Hospital Management

Internet of Medical Things

Veterinary

Vertical-Specific

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### CRM Features
Users have expressed varied opinions about Realvolve's CRM functionalities. While some appreciate the predictive analytics and workflows that enhance their sales strategies and efficiency, others have highlighted challenges with the platform's complexity and customization features. The ability to automate tasks and personalize client interactions seems to be a strong point for some users, while others find the system cumbersome and time-consuming to navigate. Ultimately, the CRM features of Realvolve appear to elicit a mix of positive and negative feedback from its user base.

### Client Communication
Users generally express mixed opinions regarding Realvolve's client communication capabilities. While some appreciate the ability to automate workflows and stay in touch with clients efficiently through emails and texts, others find the platform lacking in terms of consistency and ease of use. The predictive analytics feature is highlighted as a strong point, enabling users to forecast their business performance based on client interactions. However, the learning curve and customization options are noted as areas that could be improved to enhance the overall client communication experience within Realvolve.

### Client Retention Strategies
User feedback on Realvolve's client retention strategies is varied. While some users appreciate the system's ability to streamline client interactions and personalize communication, others find the platform challenging to navigate and customize to their specific needs. The feature that stands out for many users is the ease of integrating clients into the system and utilizing pre-designed templates for efficient client management.

### Tech Support Quality
Users have expressed frustration with Realvolve's tech support quality, citing issues such as unresponsiveness, lack of phone support for paid users, and unresolved technical problems. The shift in support quality post-merger with Firepoint has been particularly disappointing, with users reporting recurring technical errors and a significant decline in the level of assistance received. The reliance on email as the primary mode of communication for tech support has also been a point of contention, with users feeling that their queries are not adequately addressed in a timely manner. This consistent feedback highlights a notable decline in the effectiveness and efficiency of Realvolve's tech support services, leading many users to question the reliability and support capabilities of the platform.

### User Experience
Users generally express frustration with the complexity and inconsistency of Realvolve's user experience. They find the program challenging to navigate and time-consuming to learn, particularly noting difficulties in customizing workflows and encountering issues with widgets and transaction management workflows disappearing. The lack of consistent functionality and the absence of live phone support contribute to a negative overall experience for users. Despite some efficient features like tagging, the steep learning curve and technical demands make it a less than ideal choice for those without strong software skills.

Users commonly recommend the following when using RealVolve: 

1. 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.

2. 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.

3. 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.

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.

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 is a residential real estate CRM boasting automated workflows, from the company of the same name in Greenwood Village.

Essentials

Premier

Rocket Matter

Contactually was a CRM for real estate agents and brokerages, that automatically prompted users to take action with the most important people to prevent things from falling through the cracks. Contactually was acquired by Compass in 2019, and is no longer available.

Professional

Accelerator

Contactually CRM (discontinued)

Realvolve

Real Estate

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Overview

What is Realvolve?