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.

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.

“The real estate CRM I waited 20 years for!”

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.

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.