Infusionsoft vs Realvolve

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Our analysts compared Infusionsoft vs Realvolve based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Infusionsoft Software Tool

Product Basics

Infusionsoft was rebranded as Keap in 2019. Learn more about Keap.

It's a comprehensive software platform designed to help small businesses save time and grow revenue. Rated as a top sales product for SMBs in 2019, this vendor brings automation and organization to sales and marketing activities.

The available toolkit allows small businesses to gain extensive control over their efforts to help form personal, lasting connections with their customers. This product is suitable for individual business owners or small teams looking to scale and handle an increasing task load. The implementation includes a required kickstart package (available in three different price tiers) that helps users get set up with the program and positions them for success.
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Realvolve is a comprehensive software platform designed to empower real estate agents in managing their businesses effectively. Its primary purpose is to streamline operations and boost productivity through a suite of features, including CRM, lead generation, marketing, and accounting functionalities. Realvolve caters to real estate agents seeking an all-encompassing solution to optimize their workflows. The platform's user-friendly interface and customization options make it adaptable to individual needs.

Notable benefits of Realvolve include its robust CRM system for tracking leads and managing contacts, diverse lead generation tools encompassing email marketing and social media engagement, and a comprehensive accounting system for monitoring income and expenses. Realvolve's standout feature lies in its advanced automation capabilities, enabling agents to automate repetitive tasks and save valuable time. Pricing for Realvolve is considered to be on the higher end of the market; however, its extensive features and time-saving automation may offer a compelling value proposition for real estate professionals seeking a comprehensive solution.

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$159 Monthly
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Tailored to your specific needs
$94 Monthly
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Tailored to your specific needs
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Product Assistance

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Email
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Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • Free Up More Time: Infusionsoft simplifies and streamlines time-consuming tasks such as following up after a lead enters the pipeline or staying in touch to reduce churn. 
  • Monitor Your Business's Health: Reports help you stay on top of key metrics. Marketing reports share campaign performance, conversions and other data, while admin reports capture the big picture. With over 20 included reports for orders and billing, you can track income, spot unpaid invoices, determine customer lifetime value and more. Sales reports bring together key points from a set of data, including projected revenue, sales rep performance, revenue by criteria and other sources. 
  • Capture More Leads: You can embed web forms in a number of places to increase visibility and win more leads. Forms are easy to configure using the WYSIWYG editor, which allows you to change elements such as the layout, fields and the follow-up "Thank You" page. 
  • Send Targeted Messages: Ensure leads and customers only receive relevant content by creating different lists based on a range of factors. Because Infusionsoft also captures and stores personal details, you can automatically personalize emails (e.g., using a contact’s first name). 
  • Customize the Customer Experience: Unlimited landing pages and custom domains let you sell targeted offers. Configure the links, checkout pages and email campaigns for each segment of your audience. 
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  • Automated Communication: Streamline the process of staying in touch with clients. Log and send incoming and outgoing emails, posts and messages; create and edit templates for mail merge; customize and send bulk email to contacts; select what information to share; and assign tasks and collaborate. 
  • Scalability: Designed to fit evolving business needs, it’s built to grow and scale alongside changing requirements. 
  • Accountability: Account owners can coach and consult team members effectively with the ability to log in. 
  • Smarter Work: Receive guidance on activities through actionable insights and predict impact on business. 
  • Enhanced Relationships: Gain a deep understanding of clients and nurture them in order to develop strong customer relationships. 
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  • Customer Relationship Management: Infusionsoft’s CRM platform acts as the central hub for sales and marketing efforts. From it, you can segment lists, automate lead data entry, sync client emails from your other accounts to the correct contact record and identify the best opportunities with lead scoring tools. 
  • Marketing Automation: Build efficient processes using a variety of marketing automation settings. Campaign sequences are easy to create using the drag-and-drop interface, and you can set up workflows by defining triggers based on user actions. A/B testing is also supported. 
  • Sales Pipeline: The software allows sales reps and managers to nurture leads through the pipeline. The Infusionsoft by Keap app facilitates the creation and management of custom quotes, which customers can accept with a single click. 
  • Online Sales: Using this feature, you can generate unique landing pages. The interface is drag-and-drop, and templates make the process quick and easy. Add elements like text and images, as well as define which products to include. The system is also equipped to process online payments and will send automatic follow-ups to customers based on the sequence you choose. 
  • Integrations: Infusionsoft plugs into a host of third-party apps that extend your capability. E-Commerce integrations include Magento, WooCommerce and Shopify. You can also connect the platform to Zendesk, QuickBooks, Xero, Zapier, Vimeo, WordPress and a host of other tools. 
  • Payment Collection: Simplify the process of collecting payments on time. The system allows you to set up automated reminders and shows which customers have paid and which have outstanding balances. The connected platform removes the need to juggle multiple tools. Infusionsoft offers a flat rate for every transaction. 
  • Analytics: Take the pulse of your business with the analytics dashboard. It tracks a number of KPIs such as email conversions, quarterly sales and number of contacts. This provides insight into every aspect of your marketing and sales efforts, along with informing decisions. 
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  • Automated Workflow: Handles common as well as sophisticated processes. It also offers conditional workflows that help brokerages or personal practices work more efficiently and productively. 
  • Contact Management: Improve the organization and management of contacts by recording personal and professional information, as well as keeping a journal of notes and correspondence. Maintain a collection of files for every individual; send SMS, email and social media messages directly from the application; and track lead and referral sources. 
  • Property and Transaction Management: Capabilities include performed services recording for seller reporting, net commissions calculation and tracking of important events like closing dates and listing expirations. Also helps: 
    • Stay on top of properties and transactions.
    • List parties that participate in the sale or purchase process of a property.
    • Enter and revise vital information.
    • Maintain portfolios of pertinent documents and albums of photos.
    • Keep track of important activities and tasks.
  • Task Management: View tasks and dates for a single contact, property or transaction as well as manage deadlines and keep track of events using a central calendar. Workflows help systematize repetitive tasks. 
  • Utility: Organize data into searchable sets and categorize them using tags; search for anything, like addresses or names; and add images and files. 
  • Connectivity: Synchronize calendar, tasks and contacts with Google Apps and notes with Evernote. Import data from other CRM applications, attachments and annotations. Export contacts to Google Drive to print labels and envelopes, and automate processes with customized zaps in Zapier. 
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Product Ranking

#3

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CRM Software

#21

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CRM Software

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User Sentiment Summary

Great User Sentiment 2245 reviews
Excellent User Sentiment 99 reviews
82%
of users recommend this product

Infusionsoft has a 'great' User Satisfaction Rating of 82% when considering 2245 user reviews from 5 recognized software review sites.

90%
of users recommend this product

Realvolve has a 'excellent' User Satisfaction Rating of 90% when considering 99 user reviews from 3 recognized software review sites.

5.0 (20)
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4.1 (930)
4.1 (14)
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4.41 (45)
4.1 (1061)
4.7 (40)
4.3 (15)
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3.8 (219)
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Awards

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Realvolve stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Process Automation: Every user who mentions this feature notes the system has vast automation scope including automating customer acquisition and marketing processes.
Campaign Builder: It offers a robust, flexible and feature-rich campaign builder with excellent controls, as observed by 85% of reviewers who reference campaign management.
Email Marketing: According to almost 90% of reviewers who mention email marketing, Infusionsoft by Keap has a responsive, user-friendly interface that aids segmentation, sends mass emails and offers templates.
Contact Management: 85% of users who reference managing client databases feel it’s possible to manage databases efficiently with the ability to create, organize and configure contact lists.
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Workflow Automation: Realvolve's strength lies in its ability to automate repetitive tasks, saving users time and effort. Users can create intricate workflows that trigger actions based on specific events, such as sending follow-up emails or scheduling appointments, ensuring no lead falls through the cracks.
Customization: The platform's flexibility allows users to tailor it to their unique business needs. From custom fields and tags to personalized dashboards and reports, Realvolve empowers users to organize and manage their data in a way that aligns with their workflows.
Relationship Management: Realvolve goes beyond basic contact management by focusing on building and nurturing relationships. Users can track interactions, set reminders for important dates, and gain insights into their network, fostering stronger connections with clients and prospects.
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Learning Curve: The system is confusing to learn, requires a lot of training and has some features that are hard to find, as noted by more than 80% of customers who refer to training.
Price: The cost of the software is on the higher side, according to 90% of reviewers who mention pricing.
Custom Fields: It’s difficult to search fields and the platform doesn’t support more than 100 fields, according to every user who mentions custom fields and tools.
Document Storage: It doesn’t store documents or client information internally or in the cloud, as indicated by each customer who mentions storage.
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Steep Learning Curve: The platform's interface can be overwhelming for new users due to its extensive customization options and complex workflows. This complexity can lead to a longer onboarding process and require additional training resources.
Mobile App Limitations: The mobile app currently lacks some of the features and functionality available on the desktop version, which can hinder productivity for users who rely on mobile access to their CRM data.
Integrations: While Realvolve offers integrations with various third-party tools, the available options may not cover all the specific needs of every business. Users may find themselves needing to utilize workarounds or additional software to achieve their desired level of integration.
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Infusionsoft by Keap is a comprehensive CRM platform that helps SMBs automate processes, connect with prospects and customers, and increase ROI. As many reviews noted, the price is on the high end for a small business, and it has some features that work best for enterprises. It also has a learning curve and limitations with storage and custom fields. However, it provides robust email marketing and campaign management tools, and its wide range of automations can save users a lot of time. There are mixed reviews about customer service, as some find it satisfactory while others believe it’s inadequate. Overall, the product can be a good choice for companies with a large enough budget.

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Realvolve has been making waves in the CRM world, and for good reason. Users rave about its user-friendly interface, making it a breeze for even the least tech-savvy folks to navigate. The software's ability to integrate with other platforms is a major plus, saving you time and effort by eliminating the need to juggle multiple systems. But where Realvolve truly shines is in its powerful workflow automation. Users can create customized workflows that streamline tasks and ensure nothing falls through the cracks. This is especially beneficial for real estate professionals, who can automate client communication, transaction management, and more. However, no software is perfect. Some users find Realvolve's pricing to be a bit steep compared to competitors. Additionally, while the software offers a wide range of features, it may lack some specialized functionalities that certain businesses require. Realvolve's customer support has received mixed reviews, with some users praising their responsiveness and others experiencing delays or difficulties reaching a live person. Despite these drawbacks, Realvolve remains a top choice for businesses seeking a robust and adaptable CRM solution. Its intuitive interface, extensive integrations, and powerful automation capabilities make it ideal for teams looking to streamline their operations and boost productivity. If you're ready to take your business to the next level, Realvolve might just be the missing piece of the puzzle.

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