Realvolve Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

easy to integrate my clients into the system - templates are cool Review collected by and hosted on G2.com.

somethings feel like i'm doing them in duplicate and that is rather annoying Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

1. Email Marketing can't really be done on a large scale via Realvolve

2. They are still working on their app Review collected by and hosted on G2.com.

I love the features the CRM provides - easy to use and automated Review collected by and hosted on G2.com.

Setting up workflows and templates can be challenging Review collected by and hosted on G2.com.

Being able to link the transaction events to Google calendar for busy agents Review collected by and hosted on G2.com.

The website can have long loading times. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

There is a heavy learning curve with the Realvolve system. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

It’s not as pretty as other CRM’s like wise agent. I haven’t found any pretty header or footers or newsletters. Review collected by and hosted on G2.com.

Keeps me on track and focused for each transaction. Review collected by and hosted on G2.com.

Hard to find any dislikes, this program is very user friendly. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Great for a CRM program, creating robust workflows to streamline your process, and follow up with your clients. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

It is still young and being developed. It relies on zapier for integration with other tools and lacks good connections to other tools. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

I wish it had a better integration with gmail. Review collected by and hosted on G2.com.