Realvolve CRM is specialized CRM software designed for real estate teams. Real estate agents can use Realvolve as a one-stop shop for all of their software needs, including automated marketing campaigns, maintaining a database of current transactions and leads, and keeping a team calendar for important dates.

Realvolve’s main advantages over other real estate CRMs are its deeply personalized customer service and consulting and its advanced automation features. It is not the cheapest CRM on the market, but if you have the scale and budget to take full advantage of it, you can automate most of your repetitive work, saving time and money for your organization.

Additionally, its Navigator and Concierge pricing tiers come with dedicated consulting services, which are great for mid-to-large real estate teams looking for a CRM that is continually tweaked to remain aligned with their business strategy.  

In this Realvolve review, we will be diving deep into the various features that make Realvolve one of the best CRMs for real estate in 2022. We will also delve into each pricing tier of Realvolve, to help you decide which plan is best for you and your real estate team.

Realvolve CRM: Plans and pricing

*get two months free if you pay annually instead of monthly

Realvolve’s plans can be purchased on a monthly or annual subscription. For any plan, you receive two months free if you buy the annual subscription. 

The Basic plan is actually quite robust—you get access to a fully functional CRM with the ability to create automated workflows. If you want pre-made workflows, a guided onboarding process, and the ability to import contacts from Gmail or Outlook you will need to upgrade to the Accelerate plan.

The Navigator plan provides personalized one-on-one guidance during setup, as well as ongoing consulting support. 

The Concierge plan goes one step further. You receive direct access to a dedicated concierge to handle your customer service requests, ongoing role-based training, and access to fly-to-you personal training. With fly-to-you training, you can request a training session with Realvolve as needed, and they will fly a representative out to your location.

Realvolve CRM: Features

Let’s take an in depth look at how Realvolve and its 4000+ third party integrations can help you manage your schedule, track contacts, leads, and transactions, and automate repetitive processes.

Automated Workflows

Automated workflows are Realvolve’s standout feature. With Realvolve’s workflows, you can automate repetitive processes like email marketing campaigns or booking follow-ups to save time and money.

For example, the Essential Active Buyer Workflow helps your team take a new buyer through every step of a new home purchase. To start, it will alert an agent to set up an initial consultation with the client and will schedule said consultation into your Realvolve calendar. It will then automatically set follow-ups and send email or text reminders to the client if needed.

Workflows integrate automation with every part of the Realvolve environment, connecting seamlessly with your database, templates, and contacts.

Contact and Lead Management

You can record contacts in your company database, and link them to properties and any current transactions. Contacts can also be linked to automated workflows, like marketing campaigns through email or SMS.  

For contacts that are a potential sales lead, Realvolve provides an area to keep track of the associated property value, the probability of the lead closing, and the assigned agent.

Realvolve CRM: Features and Benefits

Calendar

The calendar tab can be used to track important events like closings, follow-ups, and meetings. You can also filter to the calendar to view events for individual salespeople or even individual contacts or properties.

When you use Realvolve’s calendar, you have access to your company database on the same screen. If you have a meeting coming up, you can pull up your notes on that client from previous meetings, or look up their property details with just a few clicks.

Transaction tracking

Transactions have their own category in Realvolve. This way, you can keep track of multiple transactions involving a single customer separately, and keep notes and correspondence that is specific to each transaction separate from the others.

Transactions can also be integrated with your calendar to keep track of important dates. Additionally, each transaction entry will keep track of the commissions for associated agents.

Transactions, like all other features, can be created in the database, and modified, via automated workflows.

Integration

Customers with an Accelerate license or above can automatically sync contacts from their phones, Gmail accounts, or Outlook profiles to the Realvolve database with just a couple of clicks.

Realvolve has over 4000 integrations, the majority of which are through a third-party program called Zapier. Some examples of Zapier enabled Realvolve integrations are Mailchimp, Google Docs, Zillow, and Evernote.

Realvolve CRM: Interface and in use

Setup

Realvolve was easy to set up. We had to provide our names, the name of our agency, and an address. Afterward, we were also given the option to link our Google account with Realvolve. The entire process took about two minutes, and afterward, Realvolve was ready to use.

Ease of Use

Realvolve’s interface is clean and easy to navigate. Everything starts with the dashboard screen, where you can access your contact list, see ongoing deals, start new workflows, and read notes and correspondence. 

Doing basic activities like adding a new entry to your database proved simple and intuitive. Clicking the plus sign on the dashboard led to an Add New dropdown menu, where we could choose to create a new contact, property, transaction, or document. We chose to add a property for this example. 

The following screen looked a little cluttered at first, but populating it was super easy. Every field was clickable, and you could fill them out in any order. Adding an image was simple too—we could either click on the image field and choose a file or drag an image file in from our desktop.

After adding the property, we were able to look it up in our database, add notes, or associate it with a transaction.

Navigation

Realvolve has four tabs at the top for your dashboard, calendar, workflows, and templates. It has a sidebar to the left that allows you to search the database for contacts, properties, transactions, or documents. This is great because we could access the database at any moment from any of the four screens, saving a lot of unnecessary clicks.

The database itself came with a nifty tagging feature. You can sort your properties, transactions, or contacts with custom tags. For example, you can create tags for different kinds of homes, such as detached, semi-detached, and RVs. You can then access the tags menu to see how many homes you have under each tag.

Realvolve CRM: Support

The level of customer support you receive from Realvolve depends on your subscription tier. Basic customer support via email is available to all users at support@realvolve.com. Realvolve also has an extensive self-service knowledge base with reference articles, FAQs, and training videos.

Subscribers at the Accelerator tier and above can participate in weekly Ask-me-anything sessions with a Realvolve representative, which can be used to address service concerns.

Navigator and Concierge subscribers receive a dedicated representative to help during the initial onboarding process, as well as proactive ongoing database and workflow health checks from a Realview consultant. 

Concierge tier subscribers get a direct line to a dedicated concierge, who can resolve their customer service concerns on demand.

Overall, while every Realview subscriber gets access to some basic customer service, advanced users with many regular service inquiries would strongly benefit from an upgrade to the Navigator or Concierge tier.

Realvolve CRM: The competition

The real estate CRM market is very saturated, with hundreds of platforms to choose from. We decided to compare Realvolve to two other popular real estate CRMs, Wise Agent and BoomTown! 

Unlike Realvolve, but like most real estate CRMs, BoomTown! does not provide a free trial. However, it does provide some features that Realvolve does not.

One such feature is the landing page designer, which includes some general website design features, so BoomTown! may be a better option if design features are a priority for you.

WiseAgent, like Realvolve, offers a 14-day free trial. At $32 monthly it is much cheaper than a Realvolve subscription, and offers unlimited training and 24/7 customer support. It also comes with a landing page designer if you purchase an annual subscription.

On the other hand, Realvolve’s automated workflows can be used to automate almost any repetitive task, while WiseAgent’s automation is limited to marketing campaigns. Overall, Realvolve is a more powerful automation platform, but is also more expensive.

Realvolve CRM: Final verdict

Realvolve is powerful real estate CRM software with unparalleled workflow automation features. It is priced on the higher end for its market, but will save you time and money in the long run through its automated workflows.

You can use Realvolve as a company database, team calendar, and automated marketing tool. Many users may find that a single Realvolve subscription can do more than several software platforms at once, making it a better deal overall.

Our biggest criticism would be the lack of a landing page builder or any kind of website design features. If designing marketing materials through your CRM platform is a priority, consider an alternative product.

Realvolve’s higher pricing tiers offer unparalleled customer service in the form of a dedicated concierge and consultant. Overall, Realvolve is ideal for mid-to-large real estate teams who can take full advantage of its personalized customer service and advanced automation features.

The best CRM for real estate combines core CRM functionality, such as contact and pipeline management, with industry-specific features that help realtors nourish client relationships and close more deals. RealOffice360 CRM offers an intuitive real estate-focused software suitable for small-to-midsize businesses that want to easily update customer and property details while tracking individual agent progress.

RealOffice360 reviews such as the one below can help you figure out whether this system’s features, usability, support, and pricing plans suit your current business needs.

RealOffice360 CRM: Plans and pricing

RealOffice360 CRM offers four main plans, including a forever-free plan with basic functionality for realtors who are starting out or have a small client base. 

For its paid plans, RealOffice360 CRM bills on a monthly or annual basis. For Premium, it’s $29 per month billed monthly, versus $19 per month billed annually; for Team, it’s $50 per month billed monthly, versus $40 per month billed annually. Or, get a discount of 20 to 34% when paying upfront by the year. 

A free 14-day trial is offered for the Premium and Team plans. 

For the Brokerage plan, you must contact the provider for a bespoke plan and pricing.

RealOffice360 CRM: Features

We’ve tested RealOffice360’s CRM tools, from basic contact imports to the more time-consuming workflow editing, and found that they do a straightforward job up to a point. While the program’s user interface is accessible, customizing page layouts is not possible. Below, we outline its top-line features and the benefits you can expect to get.

Client Management

You can add unlimited contacts on all RealOffice360 CRM plans, which you won’t get with many CRM solutions. Uploading records is done via .csv upload or integration with Google Contacts only, so, for instance, you can’t sync contacts from Microsoft Outlook.

Relationship labels—such as partner or housemate—are used to link contacts, which is useful if, say, a client’s significant other calls for sale updates. You can also add property details, link them to contacts and pipeline stages, and assign them to one or more agents.

Pipeline management

The pipeline management feature, also known as deal tracking, is basic but effective. It lacks the complexity of competitors such as Insightly, which has overviews of multiple pipelines and automated pipeline progression based on triggers. 

However, RealOffice CRM’s intuitive design when performing drag-and-drop, adding new deals, and linking deals to contacts and properties means agents can achieve tasks quickly without getting sidetracked.

Task workflow

Each deal stage has a customizable workflow, with tasks such as Sign Listing Agreement, which help optimize agents’ close rates by providing a clear progression and automated notifications. Recurring reminders can also be set for events, including client birthdays, helping to solidify customer relationships.

Achieving tasks is aided by generous file storage varying from from 100MB, on the Free plan, to 100GB on the Team plan. Having essential documents, such as rental agreements and customer records, on the same platform, can help save time and increase success rates.

Lead generation

Premium plans and above include integrations with Mailchimp and Google Contacts, enabling you to set up and track email marketing campaigns straight from your CRM. Your team can prioritize and progress relationships with warm leads based on statistics such as email open rates.

Furthermore, RealOffice360 CRM includes integration with multiple website providers, such as Wordpress, and real estate lead sources, such as iHomeFinder, so you can add new records from your website or partner lead generators.

RealOffice360 CRM: Interface and in use

A name and work email is all you need to start the RealOffice360 CRM free 14-day trial. A pop-up window navigates briefly through the main features, including contact imports and task management. A side navigation bar provides intuitive access to Contacts, Pipeline, Transactions, Schedule, and Settings, while a top-level search bar is ever-present for a quick lookup. 

There are some minor design flaws, such as the Get Started button occupying the dashboard corner, even after tutorials are completed. But, overall, new users should find it straightforward to start using the CRM after signup.

Complete CRM beginners will still find RealOffice very easy to use. When managing your pipeline, for instance, adding a new deal is one click away, and you can seamlessly rename stages by clicking on their existing labels. Drag-and-drop functionality takes prospects or properties from one stage to the next with ease.

Overall, however, features take too long to fully load—for example, dashboard elements appeared after 3 seconds, with an internet download speed of 17 Mbps.

Customization is not a strong suit for RealOffice360 CRM—for instance, you can’t create personalized data fields in contact records. Furthermore, little control over pipeline report contents means you can’t filter data according to business needs—say, analyzing closed deals for 2-bed apartments in a certain town.

However, some flexibility exists in pipeline workflows, where you can edit and schedule tasks according to the deal stage. Task reminders enable agents to take action, thus ensuring deals don’t slip through the cracks.

On Team plans and above, you can delegate and track individual workflows, helping to identify high performers and pipeline bottlenecks, which can be particularly valuable for businesses with multiple business units and locations. Team managers have a business-level overview and can assign properties, tasks, and sales commissions to their teams, which individual users track via their dashboards.

RealOffice360 is also able to set and allocate agent commissions based on deal value, a feature that realtors often find lacking in less industry-specific CRM programs such as Zoho CRM. Overall, RealOffice360 CRM would add value to real estate businesses due to its targeted set of tools, though niche needs like lead qualification could benefit from more specialized solutions, such as BoomTown.

RealOffice360 CRM: Support

Customer support is available by chat and email from Monday to Friday, 11 am to 7 pm ET. On the free plan, the response time is under 48 hours, while paid plans and premium trials get priority support—which, for our inquiry, was within 3 hours. A robust help center and FAQ list are also available.

RealOffice360 CRM: Security

Your RealOffice360 CRM data is secured using Advanced Encryption Standard (AES) 256-bit encryption, which is the industry standard. User data is hosted in North America using Amazon Web Services (AWS).

It’s worth noting that two-factor authentication (2FA) cannot be added to the standard password sign-in, which could pose an increased security risk, considering the sensitivity of CRM information.

RealOffice360 CRM: The competition

Most CRM solutions don’t come ready-made for real estate, but several have advanced customization options you can use to the same effect. For example, Freshworks enables the creation of custom data fields, such as expected sales value or number of rooms, for both contacts and properties. Freshworks has superior automation and reporting capabilities than RealOffice360 CRM, but it may require more skill and setup time to use.

In the realty-specific CRM market, BoomTown is also worth considering, particularly for its lead-generation features, which include cold lead qualification and real-time market insights. However, such specialized features may drive up costs—which BoomTown sets on a bespoke basis for all its plans.

For more info, check out our Freshworks review.

RealOffice360 CRM: Final verdict

RealOffice360 CRM is highly suitable for small-to-midsize realtor businesses that want to bring contact, property, and communication data under one platform. 

If you’re keen on a ready-made real estate-focused solution, RealOffice360 CRM may be preferable to more general CRMs due to its industry-specific features like linking properties to contacts and setting agent commissions. Its intuitive interface makes it easy to retrieve records and create recurring tasks, increasing efficiency in fast-paced realty environments.

However, RealOffice360 CRM lacks customization for reports and contact records, and its third-party integrations are limited, which can reduce usability for businesses hoping to leverage multiple business apps and targeted insights.

For background information on customer relations management software, check out our features What is CRM software? and What is a CRM in real estate? Our buying guides can provide more options for the best CRM software, the best free CRM software, and the best CRM for small businesses.