Looking for a CRM that offers transaction management?
Then Realvolve is one of the few that help you manage deals from lead nurturing to sale and payment.
And since the whole sales transaction can be complex, this could be the CRM that you need to make your job much easier.
But is it the perfect software for YOU?
In this Realvolve review for real estate, we’ll look at its features, pricing, pros, and cons. This way, you’ll know what to expect and can determine if it fits your style.
So let’s see what this CRM can provide.
About Realvolve
Realvolve was founded in 2011 by Dave Crumby, who has had over 20 years of real estate experience.
Despite having a long career in the real estate industry, Crumby moved into marketing systems development and web development. This is what led him to start Realvolve.
A few years after the company was founded, he was joined by Mark Stepp, who is now their Chief Innovation Officer.
Stepp created Advantage Xi, a Windows-based CRM. This software became the basis of Realvolve’s core features and design.
Realvolve Features
There are a few things that make Realvolve stand out among several CRMs. Let’s talk about them here.
Workflow Focus
If you’ve been hanging out at Realvolve’s website, you probably would have noticed that there is one feature the company is always putting a spotlight on – Workflow.
Workflow is a feature that lets you plot the list of lead-nurturing tasks you need to do for a certain type of lead.
For example, if you have a certain client that has just engaged with your listing but didn’t message, you can plot the certain steps you need to take to close a deal.
The tasks you create will be automated with Realvolve’s email and SMS tools.
Transaction Management
Another unique feature that Realvolve has is its Transaction Management.
This feature lets you track all the documents needed for a property to be sold (this can be customized based on a state’s rules, too).
The documents that will be shared between you, the seller, and the buyer, can be placed in a folder inside the software.
And to top it all off, you can compute your commissions once the sale is made!
Zapier Integration
Zapier integration is pretty common among CRMs. So there’s nothing new here.
But why are we mentioning it still?
This is because Zapier’s integration with Realvolve allows the latter to integrate with other apps that it isn’t capable of doing itself.
Admittedly, Realvolve’s software doesn’t allow a lot of integrations, especially with listing sites. But when you have Zapier, you can funnel your leads to your account and set up workflows for them.
Take note, though, that Zapier is paid separately, making you pay more if you’re using more than 5 integrations.
Nonetheless, Realvolve’s Zapier feature allows you to customize your operations to make them more seamless.
Realvolve Pricing
Realvolve has 4 plans that vary in the number of features available.
Here is a summary of the plans:
| Plan | Price per Month* | Best For |
| Basic | $74 | Individuals who want to set up their workflows themselves without additional help |
| Accelerate | $79 | Individuals who want to make use of the templated with a little guidance with a Realvolve representative |
| Navigator | $849 | Teams who want 1-on-1 help from a Realvolve representative when creating customized workflows |
| Concierge | $2099 | Teams who want 1-on-1 help, consulting services, and training to be given to your team |
All plans can be availed on a monthly or yearly basis. If you’re planning to get an annual subscription, you automatically get two months free.
Realvolve offers a free trial, too. But take note that the plan you’re going to be trying out for 14 days is the Basic plan.
Check out the free trial here.
Realvolve Pros
- The Basic plan’s features already cover a lot of operational work
- Has a pre-built workflows library to make processes faster
- Excellent customer service
It’s obvious that one of Realvolve’s advantages is its list of features. Even on the basic plan, you already get automated workflows, templates, and SMS capabilities.
It also comes with built-in transaction management.
Because of the comprehensive list of features, solo agents can already get 80% of their operational work done with just a monthly fee of $74.
And in all of its plans, it even comes with pre-built workflows.
If you’re worried about spending a lot of time doing the workflows, the templates will make it a lot faster and easier.
And then there’s great customer service.
Realvolve’s customer service is very responsive and knowledgeable. However, we found that you won’t need to contact them often because the company also has a lot of how-to and training videos.
Realvolve Cons
- Creating workflows takes a lot of time if you aren’t using templates
- Does not have a lot of integration tools within the software
- Lacks analytical tools
Despite the templates, there are instances when you have to set up a workflow from scratch.
Unfortunately, there is no shortcut for this and you really have to spare some time setting this up. Some people take a few days to finish a single workflow.
It can be that time-consuming. But of course, this depends on how complex your workflows are.
Another disadvantage of Realvolve is the lack of integration and analytical tools.
Without Zapier, there aren’t a lot of sites that you can sync with the software. If you’re getting your leads from a bunch of sources, you have no choice but to get Zapier.
As for the analytical tools, there is just none. Despite having marketing templates available, there is no “smart” side of Realvolve.
This means that you won’t be given recommendations on what can be improved or how your performance is doing.
Final Thoughts
As you can see here, Realvolve’s features make it a great CRM, especially for people who want to focus on creating automated workflows and having additional assistance on transactions.
But of course, choosing Realvolve should be a choice you have to make based on your needs and preferences.
So we hope that this has helped you understand what Realvolve can do for you.