Realvolve Reviews & Pricing

Key Features

• 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. 

Limitations

•  Challenging to set up workflows and templates. 
•  Website can have long loading times. 
•  Set up and customization takes time. 

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