Realvolve is a CRM built for real estate professionals. It centers on automation and intelligent workflows for personalized relationship management, aiming to help agents save time and grow their business.
Key Features
Contact management — Clients, transactions, messages, tasks, and daily activity organized in one place, with full contact history including notes, files, emails, and texts tied to each person.
Workflow automation — Automate follow-ups, reminders, and multi-step workflows so deals follow your established process without manual chasing.
Task and reminder management — Tracks due dates, follow-ups, and critical reminders in context so nothing falls through the cracks.
Integrated messaging — Send, save, and organize emails and texts from within the CRM, with all communications automatically captured against each contact.
AI-powered intelligence — Surfaces high-priority items like at-risk deals and contacts to reach out to, and drafts personalized emails and follow-ups based on communication style and past deal patterns.
Team collaboration — Includes a "login as" feature so managers can see a team member's perspective for coaching without micromanaging.
Pre-built workflow templates — Ready-made workflows for lead conversion, sphere-of-influence management, listing management, transaction coordination, and past-client follow-up.