Realvolve

Realvolve is a sophisticated real estate CRM and workflow automation platform designed to help agents and teams manage their business more effectively. Realvolve focuses on building genuine relationships, providing actionable intelligence, and offering limitless automation to streamline tasks and enhance productivity. The platform integrates with popular applications, enabling seamless connectivity and data synchronization.

Main Features:

  1. Contacts Management:

    • Store personal and professional details
    • Send email, SMS, and social media messages
    • Track referrals and lead sources
  2. Calendar and Tasks:

    • Manage deadlines and important dates
    • View per-item and system-wide calendars
    • Automate repetitive tasks with workflows
  3. Properties and Transactions:

    • Simple interface for vital information
    • Track all parties in a transaction
    • Maintain photos and documents
    • Calculate net commissions
  4. Communications:

    • Automated communication for internal and external messaging
    • Bulk email customization and HTML templates
  5. Connectivity:

    • Sync with Google Apps and Evernote
    • Import/export data with other CRM applications
    • Automate processes with Zapier
  6. Utility:

    • Advanced search capabilities
    • Organize data with tags
    • Add files and images via drag and drop
  7. Scalability:

    • Adapts to growing teams
    • Admin accounts for oversight and coaching
  8. Accountability:

    • Insights into team member activities
    • Permissions for effective team management
  9. Integration:

    • Connects with Google, Twitter, Evernote, email, SMS, and Zapier

Realvolve is designed to help real estate professionals build a sustainable business by leveraging advanced automation and intuitive workflows. Its emphasis on scalability and team collaboration makes it a versatile tool for growing real estate businesses.





2024-05-29 16:57:01: Office Hours: 5-29-2024 - Workflow Activities, Actions and Calendar Youtube
2024-05-22 16:20:58: Office Hours: 05-22-24 - Filters & Tags Youtube
2024-05-15 19:36:04: Office Hours: 5-15-2024 - Importing (Best Practices) Youtube
2024-05-08 18:11:37: Office Hours: 5-1-2024 - Q&A / Updates Youtube
2024-05-08 18:11:12: Office Hours: 05-08-2024 - Users & Permissions Youtube
2024-04-29 18:02:58: Office Hours: 4-17-2024 - Updated Zapier Integration Youtube
2024-04-29 18:01:42: Office Hours: 4-10-2024 - How to use Relationship Scoring Youtube
2024-04-29 17:56:38: Office Hours: 3-27-2024 - Building Blocks for Workflow Activities Youtube
2024-04-29 17:55:42: Office Hours: 4-3-2024 - Recent Updates Youtube
2024-03-13 17:21:28: Office Hours: 3/13/2024 - Printing Workflows with Integrations Youtube

Alternatives

Freshservice
Tidio Chat
Monday.com
iDobraCRM

Videos