G2

Ashley V.

Executive Administrative Assistant

Small-Business (50 or fewer emp.)

11/16/2021

"Made Running A Real Estate Office Much Easier!"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.