Realvolve vs Cirrus Insight

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

Cirrus Insight Software Tool

Product Basics

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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Cirrus Insight makes it easy for Salesforce users to manage all sales and marketing tasks on one dashboard. Users can track emails, schedule meetings, set follow-ups and more from their inbox. Android and iOS apps enhance productivity. Users can create or update contact information, see email performance, check their inbox, mark meetings on calendars and view customer profiles.

Salesforce integration provides additional functionality for sales professionals, and 16 certified Salesforce Admins are available to answer questions. An organization-wide deployment model helps align work for all users and teams.
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$94 Monthly
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$14/User, Monthly
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Tailored to your specific needs
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On-Premise
Mobile
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Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
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Videos
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Email
Phone
Chat
FAQ
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Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • 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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  • Unified Integration: Easily handle commonly used apps through one Gmail account by integrating all required apps on a single dashboard. This helps track all activities through one single page so no tasks are missed. Syncs with all Salesforce applications, along with a few other commonly used ones such as Adobe, Ambition, Eloqua, Drawloop, HubSpot and many more. 
  • Time Saver: Save hours of manual work by automatically syncing apps and useful data. It auto-updates data and sends notifications about tracked emails, scheduled meetings, upcoming follow-ups and a lot more. 
  • Enterprise-Centric: Leverage a range of services for enterprise-level companies to enhance productivity and performance. Capabilities include validation rules, custom objects, record types and dependent picklists, which aid smarter work. 
  • Free Trial: Use free for 14 days to gauge functionality and features and determine if the product is a good fit based on company needs. Doesn’t require entering credit card information. 
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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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  • Sales Insights:
    • Offers detailed insight into the customer buying journey with features such as link tracking, quotes and reminders on upcoming proposals.
    • Supports scheduling client meetings that avoid time zone conflicts and other issues.
    • Presents company information right across emails, helping gain fruitful sales and marketing outcomes.
  • Salesforce Integration: Makes usability and data more reliable and uncluttered. 
    • Automatically sync inbox with Salesforce to create new leads, surface contact profiles while in the email interface and pull email templates from Salesforce.
    • Sync calendar events with Salesforce and updates contact records without having to log in to Salesforce.
  • Enterprise Scheduling: Simplifies the process of managing meetings and busy schedules. Allows scheduling meetings in advance and lets prospects choose a suitable date and time to reschedule another meeting. 
  • Flight Plans: Helps users of any technical skill engage with prospects using drip campaigns and set up a timeline for productive results. Has capabilities for nurturing client relationships, such as email tracking, customized messaging, and one-click calls and meetings. 
  • Attachment Tracking: Keeps sales and marketing teams aligned by providing a repository of approved content to use. Also provides analytics that measure reader engagement and allows taking back documents after they’ve been sent, making it easy to rectify errors. 
  • Analytics: Delivers insights into prospect data, which managers can use to build and share useful marketing and sales collaterals with their teams. 
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Product Ranking

#21

among all
CRM Software

#79

among all
CRM Software

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User Sentiment Summary

Excellent User Sentiment 99 reviews
Great User Sentiment 1471 reviews
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.

84%
of users recommend this product

Cirrus Insight has a 'great' User Satisfaction Rating of 84% when considering 1471 user reviews from 4 recognized software review sites.

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5.0 (11)
4.1 (14)
4.2 (1312)
4.41 (45)
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4.7 (40)
4.2 (102)
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4.1 (46)

Awards

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

User Favorite Award

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Synopsis of User Ratings and Reviews

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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Integration: Connection with G Suite, Salesforce account management, streamlined admin assistance integrations and more make the product’s functionality easy, mention 100% of reviews about integrations.
Sync and Scheduling: Syncing with a calendar and adding client correspondence directly to Salesforce helps schedule meetings and collaborate with clients, according to 66% of reviews on this topic.
Navigation and Tracking: The software is easy to navigate and tracks emails opened, providing knowledge of engagement for the intended audience, note 87% of users mentioning these features.
Workflow: Aligned workflows help boost productivity in the experience of 80% of users mentioning workflows.
Automation: A map sync feature automatically records everything into Salesforce, saving time and making the application easy to use, according to 66% of users referring to automation.
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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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Difficult Customization: Users can only assign one standard object besides the contact, which makes it difficult to customize, according to 66% of users writing about customization.
Cumbersome: The platform keeps logging out after each session, making the system slow, suggest 61% of users reviewing this feature.
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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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Cirrus Insight helps Salesforce users track email activity and streamline tasks like scheduling calls. Its chief advantage is its extensive integrations, particularly with Salesforce, to help record data and provide actionable insights. The majority of users also cite its automation and workflows as key elements that save time and enhance productivity. However, customization is restricted and the system requires users to keep logging in for every session, which makes it tedious to use. It’s best for businesses looking to automate their operations and enhance their marketing and sales performance through seamless Salesforce integration.

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