HOW REALVOLVE WORKS

Real Relationships

Realvolve studies your connections so you can focus on building true relationships — the foundation of a strong business.

Actionable Intelligence

Realvolve guides your activity and predicts the impact on your business.

Limitless Automation

Realvolve automates your work in timely precision with the most powerful workflow platform in the industry.

YOUR BUSINESS. EVOLVED.

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POWERFUL FEATURES DESIGNED
SPECIFICALLY FOR REAL ESTATE

Yes, we’re the CRM with the ‘workflows’!

CONTACTS

Record each contact’s personal and professional information and keep a journal of notes and correspondence
Maintain a collection of documents and files per person
Send email, SMS, and social media messages directly from the application
Track referral and lead sources

CALENDAR AND TASKS

Manage your deadlines and capture important dates
Use the per-item calendar to view the dates and tasks for a single contact, property, or transaction
Use the system calendar to see all your events
Use powerful workflows to systematize repetitive tasks

CONNECTIVITY

Synchronize your contacts, calendar, and tasks with Google Apps, and synchronize your notes with Evernote
Add annotations and attachments to your data directly via email
Import information from almost any other CRM application
Automate processes with customized zaps in Zapier.com
Export contacts to Google Drive to print Avery labels and envelopes

PROPERTIES AND TRANSACTIONS

Enter and review all vital information in a simple, clean user interface
List all parties participating in the sale or purchase of a property
Maintain an album of photos and a portfolio of pertinent documents
Keep track of your important tasks and activities
Track important events, such as listing expiration and closing dates
Keep detailed records of services performed for seller reporting
Calculate net commissions on each transaction

COMMUNICATION

Send and log incoming and outgoing posts, SMS messages, and email
Customize and send bulk email messages to your contacts
Collaborate and assign tasks to other members of your team
Choose what information you share with colleagues
Create/Edit HTML document templates for easy mail merge

UTILITY

Search for anything: names, addresses, tag, words, phrases
Categorize freely, using tags, to organize your data into searchable sets
Add files and images via drag and drop from your desktop

TRY FREE FOR 14 DAYS

No Credit Card Required. Cancel Anytime.

START A FREE TRIAL

Every account is safe, secure, and backed-up twice a day.

WORK SMARTER

Workflows that go way beyond checklists and drip campaigns.

The power of The Realvolve Workflow Platform lies in its flexibility to handle everything from the most common systems to more sophisticated, conditional based workflows for your entire team, making your brokerage or personal practice more productive and efficient.

CONNECTION, CONNECTION, CONNECTION

Realvolve integrates with the most popular applications on the Web.

Google+

Leverage the information you’ve already amassed in Google Contacts and Google Calendar. Realvolve exchanges contacts and events with Google’s services with a click of a button.

Twitter

Never miss a tweet again. Realvolve monitors Twitter for you and highlights new tweets in the Radar. Of course, you can direct message anyone right from the Realvolve application. Better yet, all correspondence — email, posts, tweets, text messages — is stored for future reference.

Evernote

Real estate agents on-the-go love to record and recall ideas with Evernote. Connect any Evernote notebook with an item in Realvolve to synchronize notes in both systems.

Email

Need to send a quick message to a client? Send email directly from Realvolve. Better yet, every person, property, and transaction in Realvolve has its own mailbox and email address, perfect for capturing important attachments or email that originates in other email applications.

SMS

Nothing gets attention as fast as a text message. Send, receive, and save SMS messages without ever reaching for your telephone.

Zapier

Have another application to connect to Realvolve? Zapier can help. Build a Zapier “zap” for your software and exchange data in real time with Realvolve?

MEASURING UP: QUESTIONS?

Here are some answers.

Do you need a CRM?

Yes. While you can earn a living generating leads and selling homes without a CRM – if you want to build a True Business that lasts and performs in any market conditions, a CRM is essential.

Is Realvolve a Game Changer in Real Estate?

Yes. Realvolve improves on every aspect of CRM software. Realvolve builds on technology you use daily (such as the Web, email, Google Apps, and more) and helps you work smarter and more effectively, so you can focus on what matters most. People.

Does the Realvolve CRM do everything older legacy, industry CRMs do?

More is not better…Better is better. We intentionally and deliberately keep things simple. We do less and ensure each feature we offer is thoughtful, practical, and beautiful.

Does Realvolve offer drip campaigns?

Yes…but better. We offer you the ability to create any kind of campaign/plan/workflow that you like, limited only by your imagination. We don’t offer pre-written drip campaigns because we don’t feel that people like to be “dripped on” with generic meaningless messages. However, many of our Realvolve’rs have created workflows and share them with the Realvolve community for free in our rapidly growing workflow library. If you like one, it only takes a few clicks and it’s installed!

Can I…?

…import my contacts from Gmail, Outlook, and standard address formats?
…send an SMS text message to a contact?
…get task reminders via email on my mobile?
…keep important emails in Realvolve?
…forward important emails directly to Realvolve?
…tag a group of contacts so I can easily find them later?

…use Realvolve to remind me of a client’s birthday?
…add users to my account as part of a team?
…keep track of the last time I talked to someone?
…send my contacts a Tweet?
…set a reminder to call someone back in 30 days?
…see a map of where a contact is located?

…manage the tasks, dates, people and documents in an escrow?
…attach documents and contracts to items stored in Realvolve?
…write and archive notes for contacts, escrows and listings?
…use Realvolve on a Mac? A PC?
…upgrade, downgrade, or cancel my account at any time?

Yes, You Can!

TESTIMONIALS

See what our users think

The CRM Real Estate has been waiting for. Finally!
Krisstina Wise Good Life Real Estate

Realvolve is like having a digital transaction coordinator, assistant, and secretary working 24 hours a day.
Brett Baker Realtor & Broker

Realvolve is the only CRM I have eyes for. Its the best platform to help get me organized, and on point with helping my clients. There is no other CRM for me.
Rosemary Buerger Broker Associate at ERA Strother Real Estate

Realvolve is on it's way to being the holy grail of real estate CRMs.
Kendyl Young DIGGS

Realvolve is so simple. We love every aspect of this CRM.
Brad C. Schaible Schaible Realty

While other software were limiting, Realvolve has no ceiling in my business. It's beautifully simple yet infinitely powerful.
Ryan Conway The Realty Advantage Team

The Best CRM I've seen in Real Estate. Period.
Gwen Daubenmeyer
The Integrity Team - RE/MAX Defined

The Realvolve CRM is a huge step-up in productivity from Top Producer.
Teri Pacitto
Teri Pacitto Group - RE/MAX Olson & Associates, Inc.

Happy Friday! Just a note to let you know that I never should have broken up with RV! After leaving and coming back -- you are seriously a step ahead of everyone else in the game. ...I LOVE, LOVE, LOVE this CRM! Just sold a 16-plex apartment building in 24 hours using RV to connect with my clients. I'm "a lifer" now!
Amber Salmon
Amber Salmon Real Estate Team - RE/MAX Real Estate Concepts

Realvolve is THE best tool that I found to streamline my systems and real estate consciousness. It's deeper and more robust than the many glorified rolodex crm platforms out there but it's become the backbone of my business.
Jack Attridge William Raveis Real Estate

Agents are not stagnant; we learn, we grow, we find new and better ways of doing things; we are ever changing...why should our CRMs be any different? The beauty of Realvolve is that it meets the needs of the agent you are today and has the depth and flexibility required for the agent you may become tomorrow.
Amy Curtis Coldwell Banker Residential Brokerage

We love Realvolve because of its functionality, easy to use and accessible from our phones. It gives us more time to focus on our clients! Highly recommended.
Cherie Moore Berkshire Hathaway

I have been waiting for a CRM tool that goes beyond a mere address book. Realvolve helps me build stronger and lasting relationships - the foundation of my business. Realvolve is for the real estate agent who strives to create a professional and exceptional business practice.
Rose Linda Gonzales Dilbeck Realtors

Realvolve is the essential Real Estate CRM and task management tool that has taken me from being a good agent to being a great agent. I’ve tried many others, but nothing comes close to Realvolve.
Waynette Hoover Araj
RE/MAX Central Realty

I can’t say enough about the Realvolve CRM. The workflows and fast automated responses allow me to remain top of mind to my clients and prospects. Hands down the best real estate CRM on the market and the customer service and technical support are exceptional.
Brad Kirkendall
RE/MAX Allegiance

REALVOLVE IS BROUGHT TO YOU BY:

Dave Crumby

Founder | CEO

Mark Stepp

Chief Innovation Officer

Dale Warner

Chief Operating Officer

Michael Fernihough

Inside Sales

Sophie Noorts