Product Overview of Realvolve
Realvolve is a comprehensive Client Relationship Management (CRM) platform specifically designed for the residential real estate industry. It stands out as a robust tool that combines the functions of a personal assistant, marketing guru, and networking expert, all tailored to enhance the productivity and success of real estate professionals.
What Realvolve Does
Realvolve is engineered to streamline and automate various aspects of real estate operations, from lead generation and client engagement to transaction management and team collaboration. The platform focuses on building and maintaining strong relationships, guiding activities, and predicting business impacts through its advanced features and automation capabilities.
Key Features and Functionality
Team Management
Realvolve excels in team management, providing tools that foster collaboration and efficiency among real estate teams. It allows for customizable dashboards, individual and team goal setting, seamless communication, task delegation, and progress tracking.
Workflow Automation
One of the core strengths of Realvolve is its powerful workflow automation. The platform enables users to create complex, conditional-based workflows that automate repetitive tasks, such as follow-up emails, text messages, and scheduled calls. This automation ensures that no critical steps are missed and that client interactions are timely and personalized.
Marketing Templates
Realvolve integrates marketing templates to streamline the creation of engaging marketing content. These templates help maintain brand consistency, save time, and present a professional image. They can be customized to match specific campaign goals and target audiences, enhancing overall marketing efficiency.
Document Management
The document management feature in Realvolve increases organization and efficiency by allowing agents to add checklists within CRM workflows. This ensures that all necessary documents are completed and tracked, reducing the risk of missing important steps in transactions.
Automated Text Messaging
Realvolve’s automated text messaging feature boosts client engagement by automating text message communications within workflows. This includes appointment reminders, updates on new listings, and other critical client interactions.
Contact and Lead Management
The platform offers robust contact and lead management tools, allowing users to record personal and professional information, track referral and lead sources, and manage communication through email, SMS, and social media.
Calendar and Task Management
Realvolve integrates calendar and task management features, enabling users to manage deadlines, capture important dates, and use per-item calendars to view dates and tasks for single contacts, properties, or transactions.
Integration and Connectivity
Realvolve seamlessly integrates with popular applications such as Google Apps, Evernote, and Zapier, allowing for the synchronization of contacts, calendar events, and notes. This ensures that all critical information is accessible and up-to-date across different platforms.
Reporting and Analytics
The platform provides reporting and analytics tools to help users track performance, predict business impacts, and make informed decisions. Customizable dashboards and role-based permissions further enhance the usability and security of the system.
Mobile Access and Customization
Realvolve offers mobile access, ensuring that users can manage their business on-the-go. The platform is highly customizable, allowing users to tailor workflows, dashboards, and other features to meet their specific needs and goals.
Additional Benefits
- Scalability: Realvolve is designed to grow with your business, adapting to changes in your team and operations.
- Client Portal: The platform includes a client portal to enhance client engagement and provide a centralized point for communication and document sharing.
- Social Media Integration: Realvolve integrates with social media platforms, allowing users to send messages and track interactions directly from the application.
Overall, Realvolve is a powerful and customizable CRM solution that automates and streamlines real estate operations, enhancing productivity, client relationships, and business growth. With a 14-day free trial available, users can experience the platform’s extensive features firsthand.