Realvolve Vital Statistics:
Out of beta & started selling: 2014
Company name: Realvolve, LLC
What kind of sales is this for?: Residential, Agents, Teams, Brokerages
Support: M – F, 9:00:00AM – 8:00PM EST by Support Ticket (email) and Live Chat with Screen Sharing
Updates & Fixes: Click here for a list of them. Handy little tool.
Have you used this CRM? Rate it – but please be professional. Thanks!
Clean! Just really crisp and clean and such an efficient layout. I’m sorry but I’m going to have to gush about this one. The whole flow is just different than any other CRM I’ve seen and it’s really efficient. And yes in this case different is a good thing. When you first look at Realvolve, it seems like there is not enough there. Like things are missing. But not only is it not missing anything, but it’s got some goodies no one else has.
Note the Search Anything box. You can key in anything you want and it will find it almost anywhere in the program. The vast majority of Real Estate CRMs do not have this feature.
Note the Recently Viewed on the left. This is one of my favorite CRM features and surprisingly it is not in most Real Estate CRMs.
Update 8/4/15: Some months ago, Mark Stepp (one of the people creating Realvolve) shared an image of the their proposed new desktop with me and it was a radical and exciting departure from what they have and from the “norm” if you will. And now it’s almost here! They’re at Inman now – announcing it. Below is an image of it. From their announcement:
“Our new system is no regular “dashboard”… it’s the world’s first “Predictive Revenue Engine.” Based on the scientific principals of propinquity, our heads-up display quantifies the return of your activities, the value of your relationships, and the value of your people portfolio as a whole. The Real Estate industry has never had such a tool. We believe it will direct you towards better relationships, more income, and in turn, a healthy business and life.”
This is not just marketing. I just attended their webinar (9/29/2015) showing how this works and it is a much needed evolution in CRM. We’ve been gathering all this data on our contacts/clients for years. It has served us well in doing some target marketing and follow-up but what other uses have we put it to? Realvolve is now making use of it! If you record lunch appointments with Joe Client, and emails and you have a lot of notes and on and on… This uses all this information to give you valuable insights into not just that single contact but your whole database. One of the things it does is evaluate your relationship with someone and then it will remind you to call them based on a compilation of all the information available on the person. This is not the place to get into too much detail but I am here to tell you that this is nothing short of revolutionary in the industry. Very Cool!
Unique or Notable Features
♥Workflows/Activity Plans – Best in Class! Advantage Xi has far and away the most powerful workflows (it calls them Task Series) of any CRM I have ever seen, with the possible exception of Salesforce. That said, using Workflows in Salesforce requires far more patience and practice than Realvolve. I’m going to let the pictures do the talking.
Realvolve has several features to it that no one else does. One is that Tags are incorporated into them. Another is that you can create a list within the task and set options as to the completion of the list. The more you dig the more options you find. It has the most powerful Workflows in the industry and teams are loving it for it’s scalability.
Content Library – Realvolve has a number of Workflows included such as the Keller Williams 33 Touch Points and 8 X 8, as well as the “Client Services Workflows which is comprised of 13 commonly used ones such as a Closing when it’s your buyer or your seller or when you have both sides as well as a Listing Workflow and many others. Additionally, you may purchase one of a large number of workflows and templates from the likes of Dave Beson or Gwen Daubenmeyer. All the products can simply be turned on for use when purchased because they are already formatted and installed by Realvolve. They plan to continue to add choices for content here.
♥Calendar – Best in Class! The power and flexibility of the activities in Realvolve are going to knock your socks off! Realvolve knows how some of you are seriously organized and have become dependent upon color coding on your calendar because Outlook has had it forever. So they have it.
This is where many agents eyes will glaze over and they’ll lose interest. But some of you are going to start salivating. This is one of the times that Mark’s extensive background in Real Estate CRMs shines. Look at the Activity image. There are several unique features in it. One is that a single activity can actually include a Checklist. So you can partially complete a checklist and have it come up a pre-determined number of days later.
Look at the Create Actions field. All other CRMs have the regular trigger dates for activities. Listing Date, Expiration Date, Contract Date, Closing Date, etc. Realvolve has so many more of them that I am not going to bother listing them all.
It also has a Send a Message area. Many CRMs have this. This is what allows you to schedule an email to go out or a letter to print.
♥Importing Data – Best in Class – Importing is not really all that difficult if you have done it before. But most have not done it before so it can be very intimidating. Mapping fields is not too difficult either but the same applies. So it sure would be nice if the CRM you are moving to has already done all the mapping for you. Realvolve does that for 22 of the most popular CRMs including Advantage Xi, Agent Office, By Referral Only, Cloud Contacts, Insightly, IXACT Contact, Outlook, Top Producer and WiseAgent. So that means if you have any of those programs now, Realvove has made it as easy as possible to get your data in.
♥Email storage: Best in Class – This is a perfect example of why I am so excited about the potential of Realvolve. Mark Stepp knows what you want and this is one of the things you want! You can have a client with whom you have done several transactions over the years. You really want to store any email relevant to those transaction. Having it all stored with the contact is far better than not having it in your CRM at all, but it’s not optimal. While the emails are relevant to the contact, they are far more relevant to the transaction. Storing the emails relevant to a property or transaction with the contact means eventually you have one heck of a lot of emails to sift through to see which ones are relevant to the transaction. So why don’t all the CRMs allow you to store the email with the transaction itself? Because they don’t get it. They’re in the process of getting it. Mark has known this for a long time which is why you could do that in his old CRM Advantage Xi. The other CRMs have it half way there. They give you a coded email address that enables storage with the contact. Realvolve has taken it to the next level. They allow you to create a coded email address for contacts, but also have them for properties and transactions, and they are planning to make it even more versatile. You will also be able to do things like add a note to a contact or create a task, using just email, down the road.
Look to the right of the property address at the top and you’ll see an “i” icon. Because I am hovering over it, it displays the email address specific to that transaction. Clicking on it copies it to the clipboard. In the next shot you see the email I sent where it is stored in the Notes & Correspondence.
♥Relationships: Best in Class – Yet another problem virtually always overlooked in CRMs – but not Realvolve! How do you communicate with a couple, such that when an email is sent, it is sent to both contacts at their respective email addresses?
Below the Connections section is the Personal Details where you can store some important data about the contact. By clicking on the ( + ) plus sign to the right of Relationship status, the system will allow you to connect the spouse or significant other. Choose the relationship type and then Enter the name of the contact. If they are in the database already, you can select the contact or you can just press TAB to leave the field and it will automatically add the contact’s name into a new contact record and link the two contacts. The Greeting and Mailing name fields are used when sending letters and labels to the joint records. Greeting would be “John & Mary” where the Mailing name will be “John & Mary Smith”. The option to make the current contact the primary will change the order in which those fields are displayed. Below the input fields for this section is a set of check boxes to keep Home Address, Home Phone, Kids and Tags the same on both contacts, select those as desired. Outstanding!
Trans-Plans Activity Plans: Realvolve has formatted Trans-Plans such that all the plans/emails/letters install automatically. All you have to do is start using them!
How does Realvolve stack up with other popular features?
Phone/tablet: Google sync to phone. A mobile User Interface is on it’s way.
Lead Capture: As with all of the better CRMs now, Realvolve uses email parsing to accept and auto-populate leads from virtually any source.
New lead display: On contact screen
Lead notification: By text or email
Team capabilities: Yes
Buyer home search: Yes
Internal email software: No
Email Storage: Best in Class – Covered in Unique or Notable Features above.
Blast email: Yes
Email campaign reporting: No.
Capable of building email drip campaigns: Yes
Capable of building activity plans: Covered in Unique or Notable Features above
Included template content: Yes
Social media: Covered in Unique or Notable Features above
Call center: No
Lockbox manager: Yes
Do a screen sharing session with me and see this product or any others in which you may be interested.
All accounts have the use of one account for an assistant. The assistant account is restricted such that all records are owned by the agent/account holder so the assistant account really can’t be used by an active agent who is listing and selling.
14 Free trial after which you will start being billed on Day 15.
Solo – $39/mo. per agent user.
Pro – $89/mo. for up to 3 users.
Pro Plus – $129/mo. for up to 5 users.
Team – $199/mo. for up to 10 users.
Purchase or Trial: Credit card required.
Have a question? Click here and ask away!