Realvolve Reviews & Product Details

Realvolve Overview

What is Realvolve?

Realvolve's all-in-one CRM platform for Real Estate blends elegant design and emerging technologies that will evolve as you do.

Realvolve Details
Website
Product Description

Realvolve's all-in-one CRM platform for Real Estate blends elegant design and emerging technologies that will evolve as you do.


Seller Details
Seller
Realvolve, LLC
Company Website
Year Founded
2012
HQ Location
Denver, CO
Twitter
@realvolve
705 Twitter followers
LinkedIn® Page
www.linkedin.com
37 employees on LinkedIn®
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Realvolve Reviews

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Designated Broker
Real Estate
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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Broker Associate / Partner in Real Group Real Estate Team
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

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

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

Transaction management is being solved so far Review collected by and hosted on G2.com.

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CR
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

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. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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CR
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

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. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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Licensed REALTOR
Accounting
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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

What do you dislike?

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

Recommendations to others considering the product:

It will help your business Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Follow up with leads is easier with Realvolve Review collected by and hosted on G2.com.

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AR
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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

What do you dislike?

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

Recommendations to others considering the product:

It's definitely worth the money each month to stay on top of things without spending too much time on nonsensical work. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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UE
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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

Recommendations to others considering the product:

Be ready to spend time learning the system in order to fully implement. The learning curve is steep but worth the effort! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Automating our transaction management and follow up campaigns. Review collected by and hosted on G2.com.

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Broker Associate / Realtor
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

It’s worthwhile if you build out and figure out the workflows. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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UR
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

Realvolve keeps my workflows for each transaction organized. The email reminders each day make sure that I'm on top of each transaction. Review collected by and hosted on G2.com.

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Owner
Consumer Electronics
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

It’s a big learning curve to understand it but you’ll get it! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We looked at different software to run auto-drip campaigns and Realvolve was recommended by other realtors to do this. Review collected by and hosted on G2.com.

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UR
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

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). Review collected by and hosted on G2.com.

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AR
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

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. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Workflows to streamline processes. Client database and follow-ups. Reminder tasks. Review collected by and hosted on G2.com.

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RVA HomePRO - Licensed Real Estate Broker (Associate Broker)
Real Estate
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

Be ready to invest time to set it up. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Tracking clients information and tracking activities with clients. Review collected by and hosted on G2.com.

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UR
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

need of a better CRM - saved the Review collected by and hosted on G2.com.

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