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19 Realvolve Reviews
Overall Review Sentiment for Realvolve
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I love all of the functions and automation that Realvolve provides. When used correctly, it is able to automate a large part of the process for your business and save you time Review collected by and hosted on G2.com.
There is a heavy learning curve with the Realvolve system. Review collected by and hosted on G2.com.
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I like that it’s not a linear. It has an “If then” component where if something happens in a transaction then this happens in the CRM and if somethzing doesn’t happen then something else will happen via the CRM. It’s all automated. Review collected by and hosted on G2.com.
It’s not as pretty as other CRM’s like wise agent. I haven’t found any pretty header or footers or newsletters. Review collected by and hosted on G2.com.
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Once you get the handle of things, Realvolve has a lot of infornation stored in its database for each person and its relatively easy to upload new contacts. Review collected by and hosted on G2.com.
I dislike that you're unable to add custom fields for each person. Like at our real estate office, we ask clients for their favorite restaurant so we can send them a gift card and we cannot add this info to their profile easily. Review collected by and hosted on G2.com.
I like the automation. If I set up my workflows and templates correctly, my task time is significantly reduced. Just a couple clicks versus several. Review collected by and hosted on G2.com.
Being a Realvolve user requires a lot of time, patience and a very tech savvy user. To me, creating templates feels a lot like writing code because of the merge fields. That's a double edged sword, because those codes are what automate and make the program great!
Other dislike is that the sources don't copy over for contacts that are linked to each other. The tags are, but not the sources. Strange. Review collected by and hosted on G2.com.
Great for a CRM program, creating robust workflows to streamline your process, and follow up with your clients. Review collected by and hosted on G2.com.
Layout needs some 21st century updates. I have to click and scroll way too much to do what I need to do. Support is awesome and very response, but anytime I have a have an issue I get "submit a feature ticket". Well, their feature tickets are voted on, and so you have to get the votes to get the feature. They need to just hire more people so they can take it from good to great. Review collected by and hosted on G2.com.
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Overall Realvolve is a very good crm.and has lots of flexibility, but it has a steep learning curve to really implement this power. Workflows can branch, and the crm can help track transactions from start to finish. Overall it's very solid and reliable. Review collected by and hosted on G2.com.
It is still young and being developed. It relies on zapier for integration with other tools and lacks good connections to other tools. Review collected by and hosted on G2.com.
how it groups each of my transactions together and keeps all of the players in the same spot. Also I don't have to send the same e-mail to 4 people - i just write it once Review collected by and hosted on G2.com.
I wish it had a better integration with gmail. Review collected by and hosted on G2.com.