RealNex CRM Reviews & Product Details

I like that RealNex CRM syncs with my Google Calendar, which helps me schedule follow-ups with both existing clients and prospects. It's also great for building out a database and allows me to scale my business. Review collected by and hosted on G2.com.

The Google Calendar sync will send duplicates every time that it syncs. Once that is cleaned up, it will be much easier to use. Review collected by and hosted on G2.com.

I have used just about every commercial real estate CRM and this one is hands down the most comprehensive. While taking CI 102, RealNex was introduced to me. Once I saw the demo I was astounded that something this good existed. It has been seven years and haven't looked back. Matt Smith has played a tremendous role in my adoption of the program and together we helped a national firm of over 2500 brokers adopt the platform. I have never received such responsive customer service and training from a CRM company. Everything is connected and populated through my email client and contacts, I utilize the app when I am in the field, and able to document communication with prospects easily. RealNex is agile and constantly optimizing and developing new features. Support is easy to request and I can suggest features in real time. Work flows are automated through the timelines feature and I can easily modify as needed, creating a marketing plan and communicating it clearly to my clients and team. All tasks are loaded into my calendar and I can schedule them or choose "timeless" to drag and drop each into my day to stay on task. I love the new feature that allows me to see who I haven't contacted within a certain time frame. Client reporting is easy through the reports feature so my clients are always in the loop. I can easily modify my dashboard to show only what I need to see at a glance. I can edit entries with one click. I can see my pipeline and know what to expect for income within any timeframe. I can see trends in property and company types, workflow efficiency, and probability data to manage my business more effectively. I can customize most fields, creating as detailed data or as simplified as I like. The projects feature connects contacts, companies, properties, and spaces in one place where I can push to prepare presentations, document sharing, comps, and accounting. Everything can be imported from Excel and exported to pdf or Excel easily. I can make calls, send texts, and emails with one click and a history box pops up to take notes and create a follow up task or event. I don't know why any CRE broker, investor, or syndicator would use anything else. Thank you for creating such an amazing system!!! Review collected by and hosted on G2.com.

I wish there was a check box when creating a new company to add the primary contact so I don't have to go back and add the contact after saving because sometimes I forget. It would be nice if clients could upload their financials to the deal room for security purposes. Review collected by and hosted on G2.com.

RealNex CRM is reliable and user friendly. Customer Support is always available. Big thanks to Matt Smith for all his hard work. Review collected by and hosted on G2.com.

I have little to no complaints for RealNex CRM. Review collected by and hosted on G2.com.

RealNex is a complete package that is easy to use. RealNex provides all of the key functions brokers need to make our life easier and close more deals. From creating and sending out brochures (Which are created on the platform)

To compliment the depth of services the CRM provides, the customer service and support is first class. When I need help, they are always there. Review collected by and hosted on G2.com.

I would like them to add notifications when emails are opened. That being said, RealNex main features are CRM and they do a great job of it Review collected by and hosted on G2.com.

It's an all-in-one platform, but primarily excels in record keeping and function from a commercial real estate perspective. All of my prospect calls, projects, and day to day work is easily integrated through RealNex. It's the lifeblood of my business, and it's the first tab I open when I sit down at my desk every day. Matt and his team are always available, and incredibly helpful. Review collected by and hosted on G2.com.

The GUI in very rare instances needs some updating, but it's hardly noticeable. Review collected by and hosted on G2.com.

RealNex is designed for brokers. It’s not overloaded with features I don’t need—it’s focused, intuitive, and built to support how we actually work: prospecting, following up, managing deals, and staying organized. Review collected by and hosted on G2.com.

I love everything about the product. It’s AWESOME! Review collected by and hosted on G2.com.

Great Technical Support and easy to use CRM Review collected by and hosted on G2.com.

Nothing stands out, I have been using Realnex since is inception as REA over 30 years ago, and never had any real issues. Review collected by and hosted on G2.com.

Super easy to use, with a nice end product. Review collected by and hosted on G2.com.

Honestly, I have nothing negative to say about it. Review collected by and hosted on G2.com.

Everything in one place; easy to track and identify rent, locations, Sq footage, etc.. Review collected by and hosted on G2.com.

No options to send and receive comments instanteniously, no reminders Review collected by and hosted on G2.com.

They have a desktop application that when working is great. It has a ton of options within it to customize fields. Review collected by and hosted on G2.com.

A LOT! I was a customer for years and never got any sort of comfort with the software. If you are stuck in 1998 this is perfect for you. However, if you want to have a database that seamlessly syncs with your desktop and the cloud then I would look elsewhere. I would have issues at least every month with the system. If you have multiple users on the system and your computer is the host of the database your computer must always be running for them to access it. You also have to make sure when you restart your computer that you open the "live sync" and the server settings for Realnex on your computer literally every time. It wil take you 2 or 3 calls to Customer Service to figure it out. Live sync isn't really live because it bugs out all the time and you have to manually sync to the cloud (so much for "live") all the time. The Realconnex is great in theory until you realize anyone from across the country can send you emails about listings, so I hope you are ready to receive an email about that small retail listing in a market you have never heard of before! Let's put it this way I literally bought another CRM service while still under contract because it is that terrible. Too many issues to ever consider using. You are better off just buying the stock MS Access and customizing it yourself. Review collected by and hosted on G2.com.