Realvolve CRM

Features

Here are some of the specifically designed features that Realvolve offers:

Contacts

• Maintain individual files on each person you work with
• Use the application to send emails, SMS and social media messages to these contacts
• Track leads and referrals

Calendar and tasks

• See all your events with the system calendar
• View dates and tasks for specific contacts/properties/transactions with the per item calendar
• Use Realvolve’s signature ‘workflows’ to systematize repetitive tasks

Connectivity

• Import information from other CRM applications
• Synchronise your contacts, calendar and tasks with Google Apps and synchronise notes with Evernote
• Use email to add annotations and attachments to your data
• Automate processed with customised zaps in Zapier.com

Property and transactions

• List all parties involved in the sale or purchase of a property
• Keep track of important dates such as listing expiration and closing dates
• Keep detailed seller report records
• Calculate net commissions on each transaction

Communication

• Send and log all incoming and outgoing emails, SMS messages and posts
• Customize and send bulk email messages
• Assign tasks to other members of your team for collaboration

Utility

• Add files and images via drag and drop from your desktop
• Use the search feature to find contacts, addresses and names fast
• Categorise data with tags to help with searching

Answering some of your questions…

Still not convinced that our CRM for real estate is the best on the market? Here are a few popular questions answered.

Does the Realvolve CRM do everything older legacy CRMs do?

Yes. It does everything and more. You won’t find any features missing when moving to our real estate CRM and you don’t have to worry about things being overcomplicated – we understand that innovative software shouldn’t come at the expense of simplicity and that some classic features should be left as they are.

Can I use Realvolve on a mac?

Yes, and on a PC. Our product is compatible with both.

Can I keep important emails in Realvolve?

You certainly can. Whilst many CRMs try to put everything in the same place, they often forget about email. Our application allows emails to be stored on it for easy reference so that you don’t lose track of important information.

Can I send texts and social media posts through this application too?

Yes. Our CRM can also be directly used for sending SMS text messages to contacts. You can even send Tweets directly from our application.

Can I add users to my account as part of a team?

Yes. For those that have trusted partners and employees that they want to share information with, Realvolve allows you to add users to one account so that everyone has access to the same data. As a result, it can be a great tool for encouraging collaboration and keeping everyone on the same page.

Can I cancel/downgrade/upgrade my account at any time?

Yes. We are always tweaking our product in order to meet our customers’ CRM real estate needs and we have made it easy to upgrade. Meanwhile, if you decide our software isn’t for you or you don’t like the latest version, you can cancel or downgrade at any time.

Do I really need a CRM?

Definitely! If you’ve never used a CRM before, you may be reluctant to adopt such technology, however by not using this technology you could be letting your competitors race ahead. Many realtor companies, big and small, are now using a CRM to help simplify their business and take on more clients. A real estate crm such as ours could help you to stay ahead of the curve.

Try us out today

To see how great Realvolve is for yourself, why n? Our free trials last 14 days, can be cancelled at any time and require no credit card.

Alternatively, you could try booking a demo to further get to know our product.