--- title: Realvolve Reviews meta_title: 'Realvolve Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 19 reviews by the users' company size, role or industry to find out how Realvolve works for a business like yours. aggregate_rating: rating_value: 3.6 review_count: 19 scale: '5' date_modified: '2026-06-14' parent_category: name: Real Estate url: https://www.g2.com/categories/real-estate --- # Realvolve Reviews **Vendor:** Realvolve **Category:** [Real Estate CRM Software](https://www.g2.com/categories/real-estate-crm) **Average Rating:** 3.6/5.0 **Total Reviews:** 19 ## About Realvolve Realvolve equips real estate teams and agents to scale their businesses by reducing time and effort on processes, tasks, and communication. ## Realvolve Reviews ### 1. Realvolve is a great tool to grow your business, but I experienced a bad time. **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2023 **What do you like best about Realvolve?** Workflow included when the system works, daily reminder of who to contact. This could be a great tool if all functions as it is supposed to. I am disappointed. I invested so much money and time, I don't have the courage and time to learn a new system. **What do you dislike about Realvolve?** I can't send mass emails efficiently, there's a system bug all the time, and no customer support on the phone. Everything is via email and it takes too long to help fix the issues. It's too expensive. **What problems is Realvolve solving and how is that benefiting you?** The system is hard to learn and operate. The transaction on property should be able to be set from the contact or on the property directly. The system bugs all the time and there is no support system we can call to help when we need. ### 2. Great program, just some shortfalls, but better than most!! **Rating:** 4.0/5.0 stars **Reviewed by:** Ted S. | Realtor, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2022 **What do you like best about Realvolve?** Workflows - they are amazing and keep the business detailed for all parties so we do not miss a beat! I love the dynamic "groups" too - really helps makes the deal go smoothly. **What do you dislike about Realvolve?** It's hard to see the workflow in a linear fashion. It's not set up to be very visual, which I am. It's difficult to do audits and improvements because of this layout. **What problems is Realvolve solving and how is that benefiting you?** Keeping the process standard and making sure nothing gets dropped when it comes to contracts and customer service. ### 3. Made Running A Real Estate Office Much Easier! **Rating:** 4.5/5.0 stars **Reviewed by:** Ashley V. | Executive Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2021 **What do you like best about Realvolve?** Realvolve was probably one of the better task management systems I've ever used. It allowed us to set up work flows, assign users to certain tasks, and then set up campaigns that sent targeted emails to certain clients based on their actual needs vs. just blasting everyone with the same information. I enjoyed the ability to check off my part and then it would instantly kick it over to the next person in the chain of events so we were all on track. It made adding clients simple and then adding additional family members or spouses later. Many CRM systems don't allow you to drill down on client information quite as far when creating a marketing campaign, or even just sending holiday cards, but realvolve made that very quick and simple. **What do you dislike about Realvolve?** Creating the work flows could be very complicated. Once they were in place they were WONDERFUL! But getting them there was something that you had to be an expert at. There were really only 1 or 2 people in the office that knew how to do it so individual agents couldn't really do that part for themselves. **What problems is Realvolve solving and how is that benefiting you?** Actually keeping track of clients and where they are in their buying process is something that can be very difficult in a busy office. As the marketing manager it's so important to know the who, what, when, where, and why of each client so that they can be given a personal experience that will make them want to generate that word of mouth referral business and realvolve allowed us to classify everyone based on what was most important to them and how we could meet that need. I could set up multiple campaigns with ease and once they were enrolled in that campaign it was smooth sailing from that point forward with the client. ### 4. Over priced, clunky, not intuitive, no refunds **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2021 **What do you like best about Realvolve?** That it is a real estate specific CRM and handles transactions. **What do you dislike about Realvolve?** I thought this would be good for drip campaigns and handling transactions but it does neither well. The drip campaigns that come with it are a joke. The UI is just too clunky and it's hard to see things at a glance. I found myself dreading using it and because I paid annually they refuse to refund me for the remaining 6 months. I don't intend on using it and I am now searching for a better replacement. Do yourself a favor and use another CRM. Actually, ANY other CRM! **What problems is Realvolve solving and how is that benefiting you?** It doesn't meet my needs for an all-in-one CRM for real estate. ### 5. Do not subscribe to Realvolve **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2021 **What do you like best about Realvolve?** The sales pitch was great. The system requires a lot of knowledge. A lot of time spent to learn how to use it. After a few glitches, I decided to cancel my subscription and they refuse to give a refund on the unused months. They have no transparency when you sign up and then refuse to address your concerns. **What do you dislike about Realvolve?** Customer service. Tech support sends info that issues have been solved when they have not been. Then they refuse to refund you money for cancelation of 1-year subscription. **What problems is Realvolve solving and how is that benefiting you?** It was supposed to help me keep in touch with my SOI, but there were too many unresolved glitches. Now they refuse to refund me for a cancelled subscription. ### 6. The real estate CRM I waited 20 years for! **Rating:** 5.0/5.0 stars **Reviewed by:** Linda C. | Designated Broker, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2019 **What do you like best about Realvolve?** Predictive Analytics & Workflows. Everyone in sales knows they should work their database, stay in touch with past clients and their sphere. In real estate I never meant to Not keep in touch, but as a solo agent it is hard to be the I.T., advertising, marketing, sales, secretary and admin departments, give the clients you are working with top service AND stay in touch. Staying in touch in a regular way always paid the price by default of 50+ hour work weeks. No longer. Once I entered my 23 years int he business database/sphere/past clients/current clients, and past sales, the predictive analytics in Realvolve kicked in and showed me just how much I should make in the next 12 months just by working my existing database at the same avg sale price/commission/churn rate. Talk about a paradigm shift! That is a new kind of daily energy and is making such a difference in my business: not only am I staying in touch because the workflows automate it for me, it has made my days, weeks and months more efficient at the same time being able to Do more. Honestly there Are other CRMs that offer 'workflows' so when demo-ing a new CRM that was not some huge news to me......as a now almost 25yr real estate veteran, it was the Predictive Analytics that Sold me! I love the workflows and the integrations with video platform, texts, email, calendar, etc. as well. I'm sold on Realvolve. **What do you dislike about Realvolve?** The learning curve is intimidating and some days a little overwhelming. If you're newer in the business, maybe not so much. I've entered ALL my files/people/sales going back to 1995. That took a hot minute to not only verify all info as current, but obtain current emails, birthdays, cell numbers, work, social media And then tag everyone correctly.....well that took me several months. It was Totally worth it, but still pretty time intensive. I do wish Realvolve would take their Workflows (the ones included with subscription And the ones you've paid for) and allow you a screen view of the entire workflow at once. This would make it Incredibly easier and more intuitive to modify and customize. This is probably my biggest dislike. **What problems is Realvolve solving and how is that benefiting you?** 1) Transitioning to doing ALL emails and texts with my database from within Realvolve has taken awhile to get used to, simply because I am not used to it. But again, the more you use it the more the analytics abilities pay off....as well as keeping all your communication associated with that client much easier than creating folders within your mail/outlook, etc. 2) I expect to greatly increase my total volume over the next 10-12 months beyond what I thought would be possible without a full time assistant and keep my weekly work hours the same or less. Quality of life is reward beyond dollars. ### 7. While my team loves it, its meh for me **Rating:** 3.0/5.0 stars **Reviewed by:** Marc A. D. | Broker Associate / Partner in Real Group Real Estate Team, Enterprise (> 1000 emp.) **Reviewed Date:** June 17, 2019 **What do you like best about Realvolve?** easy to integrate my clients into the system - templates are cool **What do you dislike about Realvolve?** somethings feel like i'm doing them in duplicate and that is rather annoying **What problems is Realvolve solving and how is that benefiting you?** Transaction management is being solved so far ### 8. Best CRM for Real Estate & Improving **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2018 **What do you like best about Realvolve?** It's built specifically for brokers & agents so every step of transaction communication and management is incorporated. They're continually upgrading the platform and adding connections to other resources via Zapier so it's becoming a one-stop solution. The dashboard, tagging, true CRM, workflows, samples and templates make it highly productive. Responsive support is first class. We chose RealVolve because they were responsive, have the most tools ready to deploy. RealVolve has a kick-ass manual of everything you need to know about how to set it up and get it going. They seem to be adding more training videos and features all the time. **What do you dislike about Realvolve?** I believe RealVolve is addressing a couple of issues such as automated email marketing campaigns. Setting them up and scheduling the date for automated sending on that date is needed so you don't have to go back in and click send. Like any new software the learning curve takes some time and attention. We looked at 4-6 different CRMs for real estate clients and none had everything. Unlike some, RealVolve seems to be addressing the gaps more than others that have been around a while and are getting stale. **Recommendations to others considering Realvolve:** Take a true test drive of the CRMs you are considering. Do a side by side comparison and when you make a commitment, devote the time to set-up and start using the platform. Your business and you deserve to focus on the benefits and advantages you'll get when you use RealVolve. **What problems is Realvolve solving and how is that benefiting you?** Our clients are able to manage their client tracking, communications, transaction workflow and segmentation for retention, reviews and referrals in one place. They can also track revenue and their teams' progress. It's helpful to be able to see how your partners (mortgage officers, inspectors, etc) are staying on top of things or if closing dates are being delayed so they can make sure their partners are serving clients well too. ### 9. Fantastic Real Estate CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2019 **What do you like best about Realvolve?** Every CRM has it's pros and cons but the main thing about RealVolve is that 1. They have great support 2. It is formatted for what agents really need. **What do you dislike about Realvolve?** 1. Email Marketing can't really be done on a large scale via Realvolve 2. They are still working on their app **Recommendations to others considering Realvolve:** Have your Contact/Client Spreadsheet formatted the way they want it to be uploaded. For marketers helping agents, make sure your client knows exactly the tags they want attributed before they start the onboarding process. **What problems is Realvolve solving and how is that benefiting you?** RealVolve is fantastic for client tracking and communications. It has a streamlined layout that makes it easy for you to track communications and documents throughout the sales process. ### 10. Works very well - support is great **Rating:** 4.0/5.0 stars **Reviewed by:** Trevor D. | Licensed REALTOR, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2019 **What do you like best about Realvolve?** I love the features the CRM provides - easy to use and automated **What do you dislike about Realvolve?** Setting up workflows and templates can be challenging **Recommendations to others considering Realvolve:** It will help your business **What problems is Realvolve solving and how is that benefiting you?** Follow up with leads is easier with Realvolve ### 11. Fantastic Way to Organize Real Estate Transactions **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Enterprise (> 1000 emp.) **Reviewed Date:** January 24, 2019 **What do you like best about Realvolve?** Being able to link the transaction events to Google calendar for busy agents **What do you dislike about Realvolve?** The website can have long loading times. **Recommendations to others considering Realvolve:** It's definitely worth the money each month to stay on top of things without spending too much time on nonsensical work. **What problems is Realvolve solving and how is that benefiting you?** I'm solving potential missed deadlines in the transaction that could ruin it. I've realized that I can include customized templates and save general contact info for different parties that I reuse in transactions. ### 12. Great In Depth CRM product **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Executive Office | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2018 **What do you like best about Realvolve?** I love all of the functions and automation that Realvolve provides. When used correctly, it is able to automate a large part of the process for your business and save you time **What do you dislike about Realvolve?** There is a heavy learning curve with the Realvolve system. **Recommendations to others considering Realvolve:** Be ready to spend time learning the system in order to fully implement. The learning curve is steep but worth the effort! **What problems is Realvolve solving and how is that benefiting you?** Automating our transaction management and follow up campaigns. ### 13. Savvy crm **Rating:** 4.0/5.0 stars **Reviewed by:** Crystal S. | Broker Associate / Realtor , Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2018 **What do you like best about Realvolve?** I like that it’s not a linear. It has an “If then” component where if something happens in a transaction then this happens in the CRM and if somethzing doesn’t happen then something else will happen via the CRM. It’s all automated. **What do you dislike about Realvolve?** It’s not as pretty as other CRM’s like wise agent. I haven’t found any pretty header or footers or newsletters. **Recommendations to others considering Realvolve:** It’s worthwhile if you build out and figure out the workflows. **What problems is Realvolve solving and how is that benefiting you?** It’s hugely solving my not following up problem with it being automated. It’s also allowing me to enter things into my calendar and keeping me on track. ### 14. Helpful Workflow Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2019 **What do you like best about Realvolve?** Keeps me on track and focused for each transaction. **What do you dislike about Realvolve?** Hard to find any dislikes, this program is very user friendly. **What problems is Realvolve solving and how is that benefiting you?** Realvolve keeps my workflows for each transaction organized. The email reminders each day make sure that I'm on top of each transaction. ### 15. Complex but useful **Rating:** 3.5/5.0 stars **Reviewed by:** Kevin S. | Owner, Consumer Electronics, Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2018 **What do you like best about Realvolve?** Once you get the handle of things, Realvolve has a lot of infornation stored in its database for each person and its relatively easy to upload new contacts. **What do you dislike about Realvolve?** I dislike that you're unable to add custom fields for each person. Like at our real estate office, we ask clients for their favorite restaurant so we can send them a gift card and we cannot add this info to their profile easily. **Recommendations to others considering Realvolve:** It’s a big learning curve to understand it but you’ll get it! **What problems is Realvolve solving and how is that benefiting you?** We looked at different software to run auto-drip campaigns and Realvolve was recommended by other realtors to do this. ### 16. A TC's take on Realvolve **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2018 **What do you like best about Realvolve?** I like the automation. If I set up my workflows and templates correctly, my task time is significantly reduced. Just a couple clicks versus several. **What do you dislike about Realvolve?** Being a Realvolve user requires a lot of time, patience and a very tech savvy user. To me, creating templates feels a lot like writing code because of the merge fields. That's a double edged sword, because those codes are what automate and make the program great! Other dislike is that the sources don't copy over for contacts that are linked to each other. The tags are, but not the sources. Strange. **What problems is Realvolve solving and how is that benefiting you?** The benefit for me as a transaction coordinator is the time saved in automation and the checklist (aka workflow) keeping me on track (when it is set up correctly). ### 17. Good but not great **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** December 27, 2017 **What do you like best about Realvolve?** Great for a CRM program, creating robust workflows to streamline your process, and follow up with your clients. **What do you dislike about Realvolve?** Layout needs some 21st century updates. I have to click and scroll way too much to do what I need to do. Support is awesome and very response, but anytime I have a have an issue I get "submit a feature ticket". Well, their feature tickets are voted on, and so you have to get the votes to get the feature. They need to just hire more people so they can take it from good to great. **Recommendations to others considering Realvolve:** If you don't know much about software/programming you should be fine. If you do, then you'll be as frustrated as me to know how much better it could be. **What problems is Realvolve solving and how is that benefiting you?** Workflows to streamline processes. Client database and follow-ups. Reminder tasks. ### 18. Very powerful, but steep learning curve **Rating:** 3.0/5.0 stars **Reviewed by:** Michael H. | RVA HomePRO - Licensed Real Estate Broker (Associate Broker), Real Estate, Enterprise (> 1000 emp.) **Reviewed Date:** October 19, 2017 **What do you like best about Realvolve?** Overall Realvolve is a very good crm.and has lots of flexibility, but it has a steep learning curve to really implement this power. Workflows can branch, and the crm can help track transactions from start to finish. Overall it's very solid and reliable. **What do you dislike about Realvolve?** It is still young and being developed. It relies on zapier for integration with other tools and lacks good connections to other tools. **Recommendations to others considering Realvolve:** Be ready to invest time to set it up. **What problems is Realvolve solving and how is that benefiting you?** Tracking clients information and tracking activities with clients. ### 19. It gets all of my tasks done and keeps me neat and tidy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2018 **What do you like best about Realvolve?** how it groups each of my transactions together and keeps all of the players in the same spot. Also I don't have to send the same e-mail to 4 people - i just write it once **What do you dislike about Realvolve?** I wish it had a better integration with gmail. **What problems is Realvolve solving and how is that benefiting you?** need of a better CRM - saved the ## Realvolve Discussions - [What is Realvolve used for?](https://www.g2.com/discussions/what-is-realvolve-used-for) - [View Realvolve pricing details and edition comparison](https://www.g2.com/products/realvolve/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-16+12%3A53%3A31+-0500&secure%5Bsession_id%5D=17c11cbb-96c7-4cf9-835b-72c40500e1d8&secure%5Btoken%5D=2882b5429e9e405d37b71a4de604902783dd802adcefe8cec63450b2939f513a&format=llm_user) ## Realvolve Features **Client Management** - Lead Scoring - Contact Management - Lead Generation **Task Management** - Marketing Automation - Document Management - Third-Party Integration **Platform Features** - Contact & Account Management - Opportunity & Pipeline Management - Task / Activity Management - Listing Management - Email Marketing - Transaction Management - Lead Management - CMA Management - Forecasting & Reporting - Dashboards **Agentic AI - Real Estate CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Proactive Assistance - Natural Language Interaction - Decision Making ## Top Realvolve Alternatives - [Follow Up Boss](https://www.g2.com/products/follow-up-boss/reviews) - 4.6/5.0 (114 reviews) - [Top Producer](https://www.g2.com/products/top-producer/reviews) - 3.1/5.0 (122 reviews) - [BoldTrail](https://www.g2.com/products/boldtrail/reviews) - 4.5/5.0 (1,480 reviews)