Realvolve
The Real Estate CRM for Professionals.
Overview
Realvolve is a CRM platform designed specifically for real estate professionals with a strong emphasis on workflow automation and process management. It allows agents to build detailed, repeatable workflows for every aspect of their business, from lead nurturing to transaction coordination. This ensures a consistent and professional experience for every client and helps agents stay organized and on top of their tasks.
✨ Key Features
- Workflow Automation
- Contact Management
- Transaction Management
- Task Tracking
- Email Marketing and Templates
- Calendar Sync
- Property and Listing Management
🎯 Key Differentiators
- Powerful and highly customizable workflow engine.
- Focus on creating systems and repeatable processes.
- Ability to manage deep and complex relationships between contacts, properties, and transactions.
- Includes a 4-week 'Ignition' onboarding program.
Unique Value: Empowers agents to systematize their entire business through powerful workflows, ensuring no detail is missed and every client receives a consistent, high-quality experience.
🎯 Use Cases (3)
✅ Best For
- Building a detailed workflow for a new listing, with automated tasks for every step from signing to closing.
- Creating a buyer consultation workflow to ensure all key information is gathered and communicated.
- Using workflows to manage post-closing follow-up and ask for reviews and referrals.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Agents looking for a simple, basic contact manager.
- Users who need an all-in-one platform with a website and lead generation.
- Those unwilling to invest time in setting up and customizing workflows.
🏆 Alternatives
While other CRMs have task lists and basic automation, Realvolve's core is its workflow engine, which offers a much deeper level of process automation and customization for agents who think in systems.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
💰 Pricing
✓ 14-day free trial
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