RealOffice360 is a simple CRM designed to help real estate agents streamline their business and boost productivity. Its intuitive interface makes it easy to get up and running quickly.

Some standout features include automated reminders to keep in touch with clients, the ability to build customized pipelines and processes, and AI-powered communications. Lead capture tools pull in prospect information from various sources to create a centralized database. A mobile app provides agents with fast access on the go.

In testing out the CRM platform, I found it reasonably priced for the functionality, and the interface was very user-friendly. Some areas for improvement are the email marketing capabilities and the limited third-party integrations currently. But overall, RealOffice360 offers a solid set of core CRM features tailored for busy real estate professionals looking to better manage client relationships and grow their business.

RealOffice360 core capabilities

RealOffice360 provides a robust set of client management capabilities. Its all-in-one contact database lets users easily add and manage real estate clients. Contacts can be imported from various sources like Google, Outlook, iPhone, Excel, or other CRM software. The system also allows categorizing contacts with group labels and favorites to keep the database well-organized.

The client profile in RealOffice360 acts as a central hub, housing notes, communications, files, property details, and even family information all in one place. I particularly like the smart follow-up reminders for important dates like client birthdays, home purchase anniversaries, and wedding anniversaries — this enables agents to effortlessly keep in touch with past clients.

Another strength is the CRM's client communication features. It syncs emails, enables bulk emailing, provides an AI assistant to help craft professional emails, and supports customizable email signatures. Having all client interactions and touchpoints logged in one system is invaluable.

Beyond contact management, RealOffice360 CRM offers capable deal tracking functionality. Users can manage the full sales cycle, from lead capture and follow-up to commission calculations and tax handling. The visual sales pipeline with drag-and-drop controls makes it simple to advance deals to close.

Rounding out the feature set are tools for daily task management and scheduling via the built-in calendar and to-do lists. The system also provides email marketing, note-taking, data storage, and more.

But while RealOffice360 covers the CRM essentials and requirements for real estate quite well, the feature set feels a bit limited compared to some more mature mainstream players that offer deeper customization, extensibility, and third-party integrations.

How easy is RealOffice360 to use?

RealOffice360 shines in its simplicity and intuitiveness. The software takes a streamlined approach, stripping away unnecessary complexity to provide a clean and modern interface that is easy to navigate. Even users with minimal technical skills can quickly get up to speed and start managing their client relationships effectively.

But RealOffice360 also allows you to tailor the CRM to your specific workflow and preferences. You can create custom fields, views, and pipelines to match how you do business. The flexibility means you're not forced into a rigid one-size-fits-all system. Instead, the CRM adapts to you, enhancing your work style.

The thoughtful UI design carries through to mobile, with a responsive interface that is just as intuitive on a smartphone as on a desktop. Whether you're in the office or on the go, you have full access to your client data, communications, and deal pipeline. Updates sync seamlessly so your whole team is always on the same page.

Onboarding is refreshingly painless thanks to the software's inherent simplicity. RealOffice360 provides a library of concise tutorial videos that walk you through the key features and configuration options. In my experience, most users can dive right in and learn by doing, with the videos there as a fallback for any stumbling points. The time from setup to full productivity is remarkably short compared to more complex CRM systems.

As your business evolves, RealOffice360 scales smoothly alongside you. The well-organized settings allow you to adjust your account as needed, without technical headaches. You can add new users, tweak permissions, and expand your usage while maintaining the same core interface your team is familiar with.

Sure, RealOffice360 may lack some of the advanced features found in higher-end CRM suites. But those bells and whistles often come at the cost of usability. For the vast majority of small to midsize real estate businesses, RealOffice360 delivers exactly what's needed in a package that's intuitive, accessible, and easy to adopt.

Integrations

RealOffice360 has been putting in more effort into making the CRM integrate with other business software, which is important for any modern CRM. The product supports pre-built integrations with popular apps like Gmail, Outlook, Slack, QuickBooks, and more, allowing data to flow seamlessly between systems.

RealOffice360 also has an open API that enables developers to build custom integrations. While the API documentation could be more comprehensive, it does cover the core CRM objects and allows pulling data into 3rd party apps. The API supports both REST and Webhooks for real-time notifications.

For non-technical users, RealOffice360 offers integration with Zapier, a leading iPaaS. This opens up connections to 1000s of apps without needing to write code. Setting up Zaps was relatively intuitive when I tested it. RealOffice360 has provided Zapier triggers for common events like new lead created, deal updated, etc., which can then kick off actions in other apps.

One area I'd like to see RealOffice360 improve is the breadth of its pre-built integrations. Several CRMs that I've reviewed have marketplaces with hundreds of apps that integrate out of the box. RealOffice360's selection is more limited currently. Expanding this, as well as creating more comprehensive docs for the API, could make the platform even more extendable.

How good is RealOffice360 support?

RealOffice360 offers a few key channels for users to get assistance, such as email, chat, and self-service.

Live chat support is available, allowing customers to get quick answers to their questions or concerns directly through the platform. This is a convenient option that can provide more immediate help compared to other methods.

In terms of self-service resources, RealOffice360 maintains a fairly comprehensive online knowledge base. This searchable support hub contains helpful articles, tutorials, and FAQs across a range of topics. It's a good first stop for users looking to troubleshoot issues on their own or learn more about certain features.

RealOffice360's documentation doesn't specify average first response or resolution times, which would be helpful to know. Responsiveness and the speed at which issues get resolved are important factors in evaluating support quality.

From the user reviews I came across, it seems that support does earn some praise. Several customers mentioned that the support team was helpful and ensured their problems were solved. Of course, a broader set of testimonials would paint a clearer picture.

One potential limitation is that live support via chat and email is only available on weekdays from 11 am-7 pm EST. Round-the-clock coverage would be better for users in different time zones or those who need assistance outside regular business hours.

The free plan also has a slower 48-hour maximum response time, compared to higher tiers. While understandable, it's something for free users to keep in mind.

RealOffice360 pricing and plans

The first thing that stands out to me about RealOffice360 is their very generous 14-day free trial, which doesn't even require a credit card to get started. This makes it easy and risk-free to fully test drive the platform before making any financial commitment.

Once you're ready to upgrade, their paid plans start at a very reasonable $12 per month for solo agents on the Essentials plan. This gets you access to their core CRM features for managing your contacts, properties, and transactions.

Stepping up to their Premium plan at $25 per month unlocks some powerful automation capabilities, like email syncing and customizable workflows, that can really streamline your business. For an individual agent, this tier likely provides the best bang for your buck.

Small teams will appreciate the affordability of RealOffice360's Team plan, which supports 2 users for $50 per month, with additional seats at $30 each. So a team of 5 could get everyone up and running for around $140 monthly. The inclusion of team-oriented features at this level, like shared calendars and pipelines, adds a lot of collaborative value.

Larger brokerages with many agents have access to volume pricing starting at $125 per month for unlimited users. This allows bigger firms to take advantage of RealOffice360's capabilities at scale.

Other factors that enhance RealOffice360's pricing attractiveness are the lack of any long-term contracts or cancellation penalties, and the ability to save up to 20% by opting for annual billing. All in all, RealOffice360 delivers robust CRM functionality at price points that should fit comfortably within most real estate businesses' budgets.

RealOffice360 CRM review: Final verdict

After an in-depth evaluation, RealOffice360 emerges as a solid CRM contender purpose-built for real estate professionals. Its intuitive interface and streamlined feature set make it easy to adopt and use on a daily basis to manage contacts, properties, and deals.

A major strength lies in RealOffice360's ability to facilitate collaboration among real estate teams. The software allows assigning properties, tasks, and commissions to specific team members, ensuring clarity and accountability. The visual deal pipeline is also a standout, enabling agents to easily track and advance sales opportunities.

RealOffice360's customer support is another bright spot. The company offers live chat and phone support on weekdays, along with a searchable online knowledge base for self-service.

However, RealOffice360 does have some room for improvement in terms of customization and integration. The platform provides limited ability to personalize data fields, reports, and pipeline views. Additionally, while it offers essential integrations with email and calendar tools, the breadth of third-party app connections trails some competitors. Security-conscious firms may also find the lack of two-factor authentication problematic.

Brivity is a real estate-focused CRM and marketing automation platform that aims to streamline the daily workflows of agents and brokerages. Its integrated suite of tools covers lead generation, contact management, transaction management, and team collaboration.

Brivity enables agents to efficiently manage client relationships with customizable action plans, mass emailing, unique single property websites, a client portal, and more. The CRM platform also includes a built-in dialer and texting functionality to facilitate client communication.

In addition to the CRM, Brivity provides a customizable IDX website, text-to-lead capture, CMA reports, and even open house automation. While this breadth of functionality is impressive, it may come with a learning curve for users. Customer reviews praise Brivity's feature set, but adopting the full platform requires a commitment to learning the system.

Brivity CRM core capabilities

Brivity is a comprehensive real estate CRM that provides agents with a centralized hub to manage their contacts, transactions, marketing, and productivity.

The platform makes it easy to keep track of leads from various sources in one place. Lead details, behavior insights, and communication history are readily accessible. You can set up custom filters, tag,s and alerts to stay on top of hot prospects.

I found the messaging center quite useful for client engagement. It allows you to send personalized texts and emails using templates, and even set up auto-responses. The email sync with Gmail is also very handy.

Where Brivity really shines is transaction management. It provides a clear pipeline view of all your deals, with quick access to contacts, documents, tasks, and key dates for each transaction. I like how it automatically notifies clients of status updates.

Another standout is the customizable dashboard. At a glance, you can see how many new leads you've gotten, upcoming appointments, messages that need a reply, and priority tasks. It's a great way to plan your day.

While not groundbreaking, the MLS search and property pages are well-integrated into the CRM. You can easily add listings and share them with clients. The built-in comparative market analysis tool is also nice.

Other notable features include drip campaigns, single property websites, virtual tours, social media marketing, and team collaboration tools. There's no built-in dialer, but Brivity makes up for it with a wide range of integrations and an app marketplace for the CRM.

Brivity covers all the essential functions of a real estate CRM and adds quite a few extras. The interface is modern and intuitive, though the sheer number of features can feel overwhelming at first. But once you get the hang of it, Brivity can be a massive time-saver and productivity booster for a busy agent.

How easy is Brivity to use?

Brivity makes ease of use a top priority for its CRM. Upon signing up, you provide some basic details about your team and intended usage, then dive right into the platform as soon as billing is verified. While the array of tools and features may feel a bit overwhelming at first glance, Brivity's interface is thoughtfully designed to be easy to navigate on both desktop and mobile.

The main dashboard is divided into six core tabs that provide quick access to key functions like your calendar, contacts, transactions, and marketing tools. I found it simple to move between these areas and locate the specific features I needed. The Brivity Go mobile app is also well-designed, allowing agents to stay productive on the move - responding to messages, tracking web activity, finding prospects, and more.

What really impressed me was the level of user support Brivity provides to help new users get up to speed quickly. There's a dedicated support phone number and email address for any questions that come up. The Help Center is packed with detailed video tutorials and FAQs covering essential topics like initial setup, key features, and CRM best practices. You can also tap into the knowledge of the Brivity community by joining the Brivity Masterminds Facebook group to connect with other users, share tips and tricks, and stay updated on new feature rollouts.

While it offers an array of customization options to tailor the platform to your specific needs and workflow, Brivity’s essential functions are very approachable and don't require extensive setup to start using them effectively. Common tasks like logging contact interactions, setting up email campaigns, generating market reports, and managing transactions are quite straightforward.

The learning curve comes with exploring more advanced capabilities and optimizing your configuration. But overall, I'd estimate that a new user could get comfortable with the core day-to-day functions within a few hours, thanks to the intuitive design and breadth of learning resources. More advanced users will appreciate the ability to set up custom dashboards, data fields, pipelines, and more to suit their needs.

Integrations

Brivity offers a number of ways to sync data and automate workflows with external applications.

First, Brivity connects natively with Gmail, allowing users to send and receive emails directly within the CRM interface. This eliminates the need to switch back and forth between separate email and CRM apps.

Additionally, an in-app store provides access to multiple pre-built integrations that can be enabled with just a few clicks. Popular options include syncing contacts and events with Google, automating email campaigns via MailChimp, posting video updates with BombBomb, and importing leads from Zillow.

For more advanced use cases, Brivity supports integration with iPaaS tools Zapier and Make (formerly Integromat). This opens up possibilities to connect the CRM with hundreds of other SaaS apps and create custom automated workflows.

Real estate-specific integrations are available too, such as RealSynch for syndicating listings data and Callingly for automating lead follow-up calls. Clicking a lead capture form on a website can instantly trigger a call that connects the lead with an available agent, with the call data saved to Brivity.

Under the hood, Brivity provides a REST API that enables developers to programmatically insert and update data within the CRM. So companies with development resources can build fully customized integrations if needed.

In my testing, setting up basic integrations was simple and worked smoothly. Zapier automations reliably added or updated records without any noticeable sync delays. The breadth of turnkey integrations with common real-estate and productivity tools is impressive.

On the downside, API documentation is quite limited and hasn't been updated recently. So, more complex custom integrations may require some trial and error to implement. The interface for managing active integrations could also be improved; it's not always clear which integrations are enabled and how to troubleshoot issues.

How good is Brivity customer support?

Brivity offers solid customer support options to assist users with any questions or issues they may encounter while using the CRM platform.

In terms of live support channels, Brivity provides a dedicated support phone line that users can call to get help from a real person. The support number is 855-427-4848, staffed during regular business hours. Email support is also available by contacting support@brivity.com. While live chat doesn't appear to be offered, the phone and email support should meet the needs of most customers.

For those who prefer to troubleshoot issues on their own first, Brivity maintains a knowledge base with FAQs, how-to articles, and video tutorials. This self-service resource library enables users to quickly find answers and solutions without needing to contact a support rep. However, discussion forums where customers can interact with each other don't seem to be available.

Details on Brivity's average first response and resolution times are not readily published. But many user reviews praise the CRM provider for its prompt and helpful customer service. While response time data would provide a clearer picture, the glowing customer testimonials suggest most users are very satisfied with the speed and quality of support they receive.

As someone who has tested dozens of CRM systems over the years, I'm impressed by how Brivity's executives make themselves personally accessible to customers who need support. That level of leadership involvement and commitment to customer success is rare.

So while it may not have every support channel or resource one could want, Brivity still delivers high-quality customer service overall. Between the live phone support, email assistance, self-help knowledge base, and responsive team that even includes the company's leaders, most customers should feel well taken care of. The rave reviews from real users further boost confidence in Brivity's support.

Brivity CRM plans and pricing

Brivity takes a tiered subscription approach to pricing its CRM platform, with the cost and features steadily increasing across its plan lineup. The plans — Growth, Accelerate, Expand, Mega, and Custom — scale from 1 user up to 25+ users. Exact pricing is no longer provided since Brivity revamped its pricing, so you'd just have to request a demo to get those details.

On the low end, Brivity’s Growth plan provides core CRM functionality for up to 2 users. This could work for a solo agent or small team just getting started. Stepping up, Brivity Accelerate ups the user limit to 5. For larger teams, the Expand plan supports 10 users. There’s also a Large plan for 25 users and a Custom plan for more than 25 users.

While the features across the plans appear to be similar, higher prices get you more user seats. That said, a few features like lead capture, lead pricing, and dedicated success manager support aren’t available on the entry-level plans. And, if you need more than just a CRM, Brivity offers three additional tools: Virtual Assistant, Lead Generation, and Recruiting. These are available as add-ons on top of the base plan.

Unfortunately, I didn't see any discounts advertised beyond the savings from paying annually instead of monthly. And it doesn't look like Brivity offers a free plan or even a free trial to test the software first. Contacting the sales team for a custom demo without any idea of the pricing can be frustrating, but consider that Brivity’s entry-level plan used to be priced at $99.90/month for 2 users before the revamp.

Overall, Brivity's pricing seems reasonable if you just need a basic CRM for a small team. The entry-level plan should suffice for most independent agents or small agencies. But costs can add up quickly if you require more users or additional features beyond the core CRM. And not having transparent pricing or a trial for its more robust plans makes it hard to evaluate the full value you'd be getting.

Brivity CRM review: Final verdict

Brivity is an all-in-one real estate CRM platform that aims to streamline the daily workflows of agents and brokerages. In my experience testing the software, I found that it covers all the core functions needed to manage client relationships and transactions.

The platform is thoughtfully designed to be approachable for new users, with key tools organized into six main tabs. Helpful video tutorials, detailed guides, and a responsive support team make it easy to get up and running quickly. That said, being a real-estate CRM, Brivity’s interface is not as modern as some mainstream competitors.

Brivity also offers an impressive set of features for its price point. Agents can efficiently manage contacts, automate email and text communication, collaborate on transactions, build custom websites, generate market reports, capture leads, and more. The mobile app and Gmail integration are especially useful for staying productive on the go.

While the sheer breadth of functionality is powerful, it may feel a bit overwhelming for some users at first. The main learning curve comes with leveraging Brivity's more advanced marketing and customization capabilities. But overall, most agents should be able to adopt the core CRM tools with ease.

Brivity's pricing is reasonable for small teams, starting at $99/month for up to 2 users. However, costs can add up for larger teams or those needing add-on features beyond just the CRM. The lack of a free trial makes it difficult to fully assess the value before buying.

All in all, I see Brivity as an excellent choice for agents and small brokerages seeking an affordable yet comprehensive platform to orchestrate their daily operations. It checks all the boxes for core CRM functionality, while offering some compelling extras for marketing and productivity. If you're willing to invest a bit of time learning the ins and outs, Brivity can be a big asset for efficiently managing and growing your real estate business.

As a realtor-focused customer relationship management (CRM) platform, Chime, now known as Lofty, aims to streamline the entire lead-to-deal process. Its intuitive interface and all-in-one feature set make it a compelling option for realty businesses looking to grow their pipelines and close more sales.

Chime's key capabilities span lead generation, contact management, and deal tracking. The platform offers an IDX website builder, AI-powered marketing automation, and a mobile app for on-the-go access. While these comprehensive features may come with a learning curve, they enable realtors to qualify leads, prioritize follow-ups, and gain visibility into team performance metrics.

During my review, I found it to be a robust CRM platform for realty teams wanting to consolidate their tech stack. Regular product updates, good user feedback, and a niche focus provide strong evidence of Chime's customer-centric approach. For growing realtor businesses, Chime warrants strong consideration.

Chime CRM core capabilities

Chime's core CRM capabilities strike me as quite robust, well-suited for the needs of most real estate businesses. It covers all the essential features you'd expect in a comprehensive CRM system.

For contact management, Chime offers solid lead generation and capture tools. The AI Assistant can automatically match new leads to appropriate listings and set up customized property alerts based on their behavior. This intelligent lead nurturing helps keep prospects engaged.

I was impressed by Chime's pipeline tracking capabilities as well. The platform provides a good overview of your sales pipeline, with visual reports on the status of deals. You can create customizable "Smart Plans" to automate workflows and keep transactions moving smoothly.

Another standout is Chime's forecasting algorithm, which uses agent performance data and historical trends to predict future sales. As an analyst, I always appreciate a CRM that offers strong reporting and analytics. Chime lets you monitor key metrics like volume, closings, and revenue in real-time.

For agents frequently in the field, Chime's mobile app is indispensable. It provides access to critical CRM features on the go, including the ability to contact leads and use the built-in Power Dialer.

If I had to critique Chime, I'd say the depth of its sales analytics could be stronger compared to some enterprise-grade CRMs. But for most real estate teams, it likely provides ample insights to optimize performance.

Overall, Chime appears to be a well-rounded CRM platform. By combining essential contact management, deal tracking, and reporting capabilities with industry-specific features, Chime positions itself as a solid contender in the real estate CRM space. While it may have some room for improvement, Chime's core functionality is more than enough for most agencies.

How easy is Chime CRM to use?

Chime CRM shines with its clean and intuitive UI that even CRM novices can navigate with little training. The well-organized layout and ample white space make it simple to find the tools and data you need. Performing essential tasks like updating contacts or placing a call only requires a few clicks.

Chime's mobile app brings the desktop version's core functionality to your smartphone, enabling agents to work efficiently on the go. This accessibility is a huge plus for busy real estate professionals constantly juggling client meetings and property showings.

The CRM offers a solid range of customization options, letting you tailor dashboards, reports, and workflows to match your unique business processes. However, it may take some time to fully explore and configure these features to optimize your setup.

To smooth the onboarding process, Chime provides helpful training videos that walk new users through the basics of the platform. These resources can significantly reduce the learning curve and help your team hit the ground running.

That said, given its extensive capabilities, it's realistic to expect an adjustment period as you get acquainted with all the bells and whistles. Mastering advanced features and fine-tuning automated sequences will likely require some trial and error.

In my experience, most users can become comfortable with Chime's core functions within a couple of weeks. But reaching peak proficiency and fully customizing the system to your needs may take a month or two of consistent use.

While not without a learning curve, Chime CRM's thoughtful design and educational resources make it an accessible, user-friendly choice for real estate teams. With a bit of practice and exploration, you'll be leveraging this powerful tool like a pro in no time.

Integrations

Chime offers several pre-built integrations out of the box with popular real estate tools and services. This includes lead capture and parsing integrations with Zillow, Trulia, and Realtor.com, email integrations with Gmail and Exchange, calendar sync with Google Calendar and Outlook, and transaction management tie-ins with Brokermint, Dotloop, and Skyslope.

The CRM also integrates with marketing automation and video tools like BombBomb, MailChimp, Cloud CMA, and Dubb. Based on my experience, most of the key applications real estate teams would need seem to be supported natively.

For more custom integrations, Chime does offer an API. However, documentation on its full capabilities is limited. The main use case highlighted is accessing queue and agent availability data from the Chime support desk. While useful, this is a fairly narrow integration scenario.

Where Chime really shines is its support for iPaaS tools like Zapier. Using Zapier, you can connect Chime with 1000s of other web apps and automate data syncing and workflow steps between them. I found several examples of real estate teams using Zapier to integrate Chime with tools like ClickFunnels for lead capture and Roomvu for lead qualification.

So while Chime's custom API is lacking, the combination of pre-built integrations with key industry tools and extensive Zapier support make it a very extensible platform overall. It should meet the integration needs of most real estate businesses without heavy technical lifting.

How good is Chime CRM support?

Chime CRM provides several live support channels, including phone and email, but it seems to lack a live chat option based on my research. While they do offer a knowledge base with articles and tutorials, there doesn't appear to be an active user forum or community for peer-to-peer support.

Where it really struggles is in the quality and responsiveness of the customer service. Many user reviews mention slow response times, with support agents often just reading from scripts rather than providing personalized assistance. Some customers report waiting weeks to get critical account issues resolved.

Chime touts a 96% customer satisfaction rate on its website, but that figure seems suspect given the numerous complaints I came across on sites like TrustRadius and G2. On TrustRadius, Chime's support is ranked poorly compared to other major CRM brands. One reviewer called their service "awful" and said it made the platform nearly impossible to use.

Reddit contains several threads with users venting frustrations about Chime's "atrocious" and "joke" of a support experience. Agents apparently say anything to get people off the phone without actually resolving problems. Tax issues and account lockouts are cited as common issues that linger unaddressed.

I think Chime has built a powerful CRM product, but they have seriously dropped the ball when it comes to backing it up with quality customer service. For a tool that is so critical to a business's operations, I would have major concerns about relying on Chime based on these support shortcomings.

Response and resolution times are clearly well below industry standards, and the lack of live chat and community forum options is disappointing for a modern SaaS company. Until Chime makes major investments in expanding and upleveling their customer service, I would be hesitant to recommend them over competing CRM platforms with better reputations for support.

Chime CRM pricing and plans

Chime offers three main pricing plans to suit different types and sizes of real estate teams. The pricing model is subscription-based, with a monthly fee that varies depending on the plan and number of users.

The starter "Core" plan is priced at $499 per month and is designed for solo agents and small teams just getting started with a CRM. It includes core CRM features like lead management, marketing automation, and reporting.

The most popular "Premier" plan starts at $700 per month for up to 15 users. Additional users can be added for $25 each per month. This plan unlocks advanced capabilities like custom dashboards, API access, and dedicated support.

For larger teams, the "Enterprise" plan starts at $1500 per month for up to 100 users, with each additional user costing $12/month. It offers the full suite of Chime features plus extras like white-labeling and a dedicated success manager. The Enterprise plan also has a one-time $2000 setup fee.

On top of the base subscription fees, there can be additional charges for certain premium add-ons and integrations, like advanced analytics or third-party data enrichment services. The costs for these extras are not openly published.

Chime does not offer a free plan but does provide a 14-day free trial on all plans so potential customers can test drive the platform before committing. Discounts may be available for annual contracts paid upfront, but the details are not public.

Overall, while not the cheapest option on the market, Chime's pricing seems reasonable given the comprehensive feature set and strong track record with real estate professionals. The tiered plans provide flexibility to accommodate different team sizes and budgets. But the lack of transparent pricing for enterprise-grade features and add-ons is a bit disappointing.

Potential buyers will definitely want to take advantage of the free trial and get a custom quote to determine the true long-term costs for their specific needs before signing up. For smaller teams and solo agents, there may be more affordable alternatives to evaluate as well.

Chime CRM review: Final verdict

Lofty, also called Chime, is a robust real estate CRM platform that combines essential contact and deal management features with advanced marketing automation and analytics tailored for the industry.

In reviewing it firsthand, I was impressed by the breadth and depth of its feature set. The platform offers all the core CRM functionality you'd expect, like contact management, task assignment, and pipeline tracking. But it really shines in its real estate-specific tools, such as the ability to create IDX websites, intelligently match leads to listings, leverage targeted online ads, and automate personalized lead nurturing.

Chime's interface is clean and intuitive, with solid customization options to adapt it to your workflow. The built-in onboarding and training resources also help flatten the learning curve. Integrations are another strength, with an extensive library of pre-built connections and a flexible API. However, customer support gets mixed reviews on responsiveness.

That said, Chime (or Lofty) is best suited for growth-focused real estate teams and brokerages seeking a fully-featured industry-specific CRM to manage their businesses. Budget-conscious solo agents may find it a bit overkill.

Creatio is a comprehensive CRM platform that aims to streamline sales, marketing, and service processes for businesses of all sizes. I found its no-code approach to workflow automation and customization really interesting.

The platform is divided into three main modules — Sales, Marketing, and Service — each offering a robust set of features. From lead management and opportunity tracking to multichannel marketing campaigns to customer support ticketing, Creatio covers a wide range of CRM functionalities. However, this breadth of capabilities comes at a price, both in terms of cost and complexity.

Its extensive customization options, while beneficial, can be overwhelming for those seeking a more straightforward CRM. But if you like the idea of building your own no-code CRM by rigorously customizing different aspects of the application, all without resorting to actual coding, this might be a great option.

Creatio CRM core capabilities

As a CRM, Creatio allows users to create detailed customer profiles with a 360-degree view of each contact, including communication history, associated deals, and relevant documents. But the real standout here is its no-code nature, which allows users to customize the platform and create new applications without extensive programming knowledge.

Creatio consolidates information from various touchpoints, providing a complete picture of customer interactions across sales, marketing, and service departments. The platform provides tools to capture leads from multiple sources and guide them through a customizable sales funnel.

I appreciated the ability to set up automated lead scoring rules, which help prioritize prospects based on their likelihood to convert. As leads progress, Creatio allows sales teams to track potential deals, associate them with specific accounts, and manage all related activities in one place.

Creatio CRM uses your historical data and current pipeline information to generate accurate sales predictions. I was impressed by the AI-driven forecasting capabilities, which analyze patterns and trends to provide more precise estimates.

It also offers a wide range of pre-built reports and dashboards covering various aspects of sales, marketing, and customer service performance. That said, where the platform really shines is the drag-and-drop report builder, which lets you customize reports to an uncanny degree.

Apart from the no-code CRM, Creatio has a few things that make it stand apart from most competitors. It offers tools for creating and managing multi-channel marketing campaigns, case management tools, a knowledge base for self-service, and even a visual process designer to automate complex business processes across departments.

There’s a wide range of pre-built connectors to integrate with popular third-party applications, plus custom integration support through an open API.

For employees in the field, Creatio’s mobile app provides access to key CRM functions on-the-go, including contact management, opportunity tracking, and activity logging. I appreciated the offline mode, which allows users to continue working even without an internet connection, with data syncing once connectivity is restored.

How easy is Creatio to use?

Creatio CRM combines powerful features with a user-friendly design, making it a great choice for businesses. While its many capabilities can feel a bit overwhelming at first, I found the interface welcoming and modern, following the latest design trends.

Navigating the platform is easy, thanks to a clear layout and a navigation bar at the top that gives quick access to sections like Sales, Marketing, and Service. Users can customize their home dashboard, arranging widgets and data visuals based on what matters most to them.

Creatio embraces a no-code approach, making it simple to adjust layouts and fields, or even create new sections in the CRM without needing programming skills. The drag-and-drop interface designer is a fantastic tool, allowing users to quickly tailor the CRM to fit their needs. However, those who prefer simpler systems might feel a bit lost with so many options.

Data entry is typically smooth, with smart features that help fill in fields and detect duplicates to keep information accurate. However, during busy times, I did notice some slight delays in data updates, which could be frustrating for users working with urgent tasks.

Creatio has made impressive strides in accessibility, yet there is still room for growth. The platform supports keyboard navigation and has some screen reader compatibility, but certain dynamic elements might be tricky for users who rely on assistive technologies. The overall color contrast is good, which helps with readability, but some areas could use a little more work to fully meet WCAG Guidelines.

The Creatio Academy is a fantastic resource, offering many e-learning courses that cover everything from basic navigation to advanced customization techniques. I particularly enjoyed the guided learning programs. They provide interactive, instructor-led training sessions that focus on practical tasks, which can be very helpful for users eager to master the platform's more complex features.

In general, Creatio works by guiding users through predefined workflows that can be tailored to fit specific business processes. This helps ensure consistency across sales, marketing, and service operations in an organization. However, it may require adjustment for users used to a more flexible way of working.

Integrations

Creatio CRM stands out with its impressive integration capabilities, showcasing its dedication to creating a connected ecosystem for businesses. From my experience, Creatio makes it easy for both technical and non-technical users to navigate its integration features.

The Creatio Marketplace is a treasure trove, offering over 700 ready-to-use add-ons, connectors, and templates. Its range of options helps businesses quickly link Creatio with popular tools and platforms, without extensive development work. I found the setup for these pre-built integrations simple, often just requiring a few quick configuration steps.

Creatio also supports popular iPaaS (Integration Platform as a Service) vendors. The Zapier connector available in the Marketplace, for example, makes it easy for users to sync contacts, leads, and other important data across many applications.

For those with more advanced integration needs, Creatio offers a powerful API based on the OData protocol. It allows developers full access to Creatio's data model. But while the API provides great flexibility, new developers may find it a bit challenging to understand Creatio's data structure at first. API documentation is thorough, but adding more real-world examples could really help with practical implementation.

Beyond just data synchronization, Creatio's no-code approach empowers users to build complex, automated workflows across different systems. For example, I successfully set up a process that automatically creates a new contact in Creatio when a lead comes in from a marketing tool, and then triggers a follow-up task in a project management app.

Overall, my experience with data synchronization in Creatio has been mostly positive, with real-time updates working well most of the time. Still, I did notice some occasional delays during busy periods, which businesses with high-volume and time-sensitive data might want to keep in mind.

For larger enterprises, Creatio also provides specialized integration options. A great example is the Snowflake Integration for Creatio available in the Marketplace, which helps businesses connect their Creatio instance with Snowflake data warehouses.

Customer support

Creatio CRM has a strong customer support system across various channels. During my time with the platform, I found that it offers phone, email, as well as chat support. Phone support is available during business hours. But email and chat are accessible 24/7. Chat responses are quick, often within minutes.

The support quality is generally high. Representatives seem to know the platform well, too. They offer step-by-step instructions that help solve even the most complex issues easily. However, response times can slow down during busy periods, which raises concerns for busy teams.

Creatio also has a well-organized self-service knowledge base. It includes articles, videos, and guides on various topics. The search function is particularly useful. Additionally, there’s an active user forum for peer support. That said, official responses in the forum can be slow.

Another key feature is Creatio Academy, offering free courses and certifications. It's beneficial for both new and experienced users, with courses structured around practical exercises. I liked how each course is part of a larger learning program, making it easy to follow along.

But, Creatio could improve by adding more region-specific support. While it supports multiple languages, time zone differences can make live support hard to access. Overall, however, Creatio's support is robust and effective. It combines live support, self-service resources, and training courses well. Despite some areas for improvement, the support quality is a major strength.

Creation CRM pricing and plans

Creatio CRM features a flexible pricing model. This model allows customers to tailor subscriptions to their needs, but the cost is increased complexity. It includes three tiers: Growth, Enterprise, and Unlimited.

The Growth plan starts at $25 per user per month. It's aimed at small-to-medium-sized businesses. It covers basic automation and relationship management features. This plan also includes a no-code interface designer, 5 users, and 1 GB storage per user.

Next is the Enterprise plan priced at $55 per user per month. It's for businesses with complex needs. It offers all Growth features, plus unlimited workflows and custom branding. But the Unlimited plan starting at $85 per user per month is the most advanced of the lot. It caters to large enterprises with complex needs. It also includes unlimited storage and attachment space.

Creatio also introduces different user types, such as Restricted Data Input Users, External Users, and Mobile-Only Users, each potentially with different pricing implications. Its pricing also allows adding extra applications or products, such Customer 360, Lead and Opportunity Management, or Case Management. By creating a modular pricing approach, they make it easier to pay for only the features you need.

However, the flexibility can also complicate pricing. Accurately determining costs may require careful consideration. Businesses with diverse needs might find the discounted bundles more cost-effective, such as Sales Creatio, Service Creatio, or Marketing Creatio.

Creatio offers a 14-day free trial, which is useful. However, it doesn't have a permanent free plan. Discounts are often available. For example, the Unlimited plan includes a "No-code Magic" offer, which covers implementation for the first project from a certified partner. However, it's important to consider the extra charges that apply for additional products.

Creatio review: Final verdict

Creatio CRM is a versatile platform for managing customer relations, marketing, and business processes. Its no-code customization allows businesses to adapt easily, without needing technical skills.

The platform boasts strong features, wide integration options, and ongoing innovation. Its pricing, though complex, offers flexibility for specific needs. However, mastering all its features takes time.

I believe Creatio CRM suits medium to large businesses with complex needs and the resources for a full solution. It's also ideal for those wanting to build custom workflows without coding. Smaller businesses or those seeking a simpler solution might find it too complex.

Some of the best parental control apps try to concentrate on particular areas of expertise, like location tracking or social media monitoring – while others, like MMGuardian, try to do it all.

That’s an admirable aim, and MMGuardian’s list of features is certainly impressive: it monitors messaging and social media apps, it analyzes content for inappropriate messages using AI, and tracks your children’s location – while offering remote device management.

There’s no shortage of apps that offer it all, though, at least on paper – so let’s see if MMGuardian can stand up against big-name offerings from the likes of Norton, Bark and Qustodio.

Plans and pricing

MMGuardian’s most popular pricing tier is an annual family subscription, which costs $99.98/£78.53 for a year of coverage for up to five child device apps. It’s certainly a better option than the monthly subscription, which offers the same protection for $9.99/£7.85 per month.

If you only need to protect one child device, MMGuardian costs $4.99/£3.92 monthly or $49.98/£39.26 for a year of coverage.

It’s easy to see why that annual five-device plan is the most popular option. And if you’re unsure about whether MMGuardian is the right app for you, there’s a fourteen-day free trial.

That pricing aligns well with Bark’s Premium offering, which also costs £99/£78 annually. But Qustodio is a little cheaper – and so is Norton Family, too.

Features

MMGuardian makes a big deal about its web filtering, and it’s easy to see why. There are over 140 categories of inappropriate content to filter out, which is more than virtually any rival offers, and parents can use filters based on age ranges and also manually block or allow particular websites.

On Android, the web filtering works on browsers like Chrome, Firefox and Opera. It’s common for parental control apps to be a little more toothless on iOS, though, and that’s true here: on Apple devices, web filtering only works if you use MMGuardian’s own safe browser.

There are other areas where MMGuardian is just as comprehensive. You can access, monitor and read your child’s sent and received text messages and see the time, duration and number of their phone calls.

Additionally, MMGuardian offers message monitoring for popular services like WhatsApp, Instagram, Kik, Discord, Facebook Messenger, TikTok and Snapchat, so most of the big social media sites are covered.

You’ll get alerts if MMGuardian detects messages featuring inappropriate content, but it’s worth noting that this scanning and notifying is well-supported on Android but a bit patchy on iOS – it works on iMessage and WhatsApp, for instance, but not on Instagram or Snapchat.

MMGuardian can update parents on children’s locations periodically, with parents able to choose how often they get alerts, but this is a rare miss from MMGuardian – unusually, there’s no geofencing available in this app. That means you won’t get a notification when children enter or exit your chosen areas – like arriving at home or school, for instance.

MMGuardian’s screen time limiting has preset schedules for school nights or weekend nights, with the latter offering more leniency, and parents can create their own schedules. Individual apps can also be augmented with usage time limits.

If they contravene limits, they can still call or message parents, but there’s a missing feature here: MMGuardian doesn’t allow parents to define how much time their children are allowed to spend on their devices every day. That’s a very common feature for parental control apps, so it’s disappointing that it’s not available here.

If you want to easily see what your children have been up to, MMGuardian offers comprehensive activity reporting.

Delving into specific areas gives parents loads more data, so there’s no shortage of options for parents who want to monitor their children’s device usage.

Elsewhere, MMGuardian allows parents to lock and unlock child devices remotely and use a siren to help find a lost phone. Android users can also monitor YouTube viewing histories.

It’s also worth noting what’s missing, though. MMGuardian might be great at monitoring messages, but it doesn’t watch over emails – a big miss when it comes to content monitoring.

Also note, if you’re a parent who wants a particular level of control, that MMGuardian sells its own phones in conjunction with Samsung. The A15 and A35 devices are essentially Samsung phones with MMGuardian features layered over the top, and they include advanced GPS tracking, real-time monitoring, instant alerting and built-in protection to stop kids from tampering with the settings.

It’s the best way to get MMGuardian’s full suite of parental control abilities, although it does require quite an upfront cost on the devices – the A15 costs $229/£180 and the A35 is $339/£226.

Interface and in-use

It’s easy to get started with MMGuardian. Download the parents’ app, confirm that you’re the parent and create an account, and you’re good to go.

On child phones, it’s easy enough to link to parent apps – it just involves sending a link – and then it’s just a matter of accepting permissions and getting started.

The Android and iOS apps are easy to use, with settings stored in obvious places. And while there are fewer features available on iOS, that’s typical with parental control tools.

The web interface is just as easy to navigate, and it does a tremendous job of presenting parents with pertinent information.

The only downside here is the aesthetic: MMGuardian’s software is easy to use and well-designed, but it looks a bit archaic.

Support

MMGuardian’s website has an FAQ section with some articles and a glossary of teen slang, and there are installation videos to help Android and iOS users set up their software.

Beyond that, support functionality extends to a support email address that’s accessible on the website and a chatbot that directs questions back to MMGuardian. The chatbot says that MMGuardian usually responds within 24 hours.

It’s a solid support selection, but nothing special – competitors sometimes have phone support at particular product tiers, and many have more extensive article and FAQ sections on their websites.

The competition

MMGuardian tries to offer every kind of mainstream feature found in parental control apps – which means it faces lots of strong rivals.

Take Bark, for instance. It’s great for social media and AI-based content analysis and has a better interface than MMGuardian, but doesn’t provide complete web histories.

Bark and Qustodio both outpace MMGuardian for user interface, too, and Qustodio is a better option for screen time controls and for value.

Norton, similarly, is a cheaper option with a more attractive interface, but it’s weaker on social media and message monitoring.

Final verdict

MMGuardian, then, tries to do everything – and does a pretty good job. Its web filtering, message monitoring and screen time controls are excellent, the pricing is reasonable – even if others are cheaper – and it has comprehensive reporting and decent location tracking.

It doesn’t have geofencing, though, and it misses out on social media abilities and attractive UI when compared to rivals, some of which are cheaper. It’s also far stronger on Android than on iOS.

That said, MMGuardian is certainly a contender. If you’re not concerned about an attractive UI and you’re an Android-based family, compare MMGuardian’s features to Bark, Qustodio and Norton – and this may well be a winning app for you. 

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