About Realvolve
Overview
Realvolve is a real estate CRM built for agents and teams that want to turn relationships into a lasting business. It brings clients, transactions, messages, tasks, and your day together in one view, with every touchpoint, note, and conversation stored in a full contact history.
Founded by CEO Dave Crumby, Realvolve has served tens of thousands of agents since 2011. The platform pairs automated workflows with an AI assistant that surfaces priorities, drafts personal messages, and recommends next actions.
Key Benefits
- Everything in one view: clients, transactions, messages, and tasks organized in a single workspace.
- Full contact history: notes, files, emails, and texts tied to the right person and instantly retrievable.
- Automated workflows: follow-ups, reminders, and processes run on their own so no step falls through.
- Built-in messaging: send, save, and organize emails and texts without switching apps.
- AI assistant: surfaces who to call, flags at-risk deals, and drafts messages that sound like you.
- Team coaching: the 'login as' view lets leaders see each member's screen and teach without micromanaging.
How It Works
Agents capture contacts, notes, and messages inside Realvolve, and the system logs every interaction to each person's history automatically. Workflows handle follow-ups and reminders, while the AI assistant reviews past deals and relationships to suggest the next best action.
Use Cases
- Solo agents: keep every client relationship and follow-up organized without manual tracking.
- Team leaders: monitor each member's pipeline and coach through the 'login as' view.
- Brokerages: standardize deal processes so every transaction follows the same proven steps.
- Listing and buyer agents: automate reminders so no showing, offer, or deadline slips.
- Transaction coordinators: track documents, tasks, and deadlines in one timeline.
Why Choose This Product
Realvolve positions itself as a foundation that grows with an agent's career rather than a tool to outgrow. Its combination of contact history, workflow automation, and AI guidance is designed to help real estate professionals stay personal at scale, and users can get started for free.
Realvolve Pros & Cons
- Limitless automation for follow-ups, reminders, and workflows
- Full contact history capturing notes, files, emails, and texts
- AI assistant drafts messages and surfaces priority actions
- Team coaching with 'login as' visibility
- Free to get started
Key Features
All-in-One View
Clients, transactions, messages, tasks, and your day are organized in one place.
Full Contact History
Notes, files, emails, and texts are tied to the right person and instantly retrievable.
Smart Task Tracking
Due dates, follow-ups, and critical reminders are managed in context.
Automated Workflows
Repeated manual steps run automatically so nothing falls through the cracks.
Built-In Messaging
Emails and texts are sent, saved, and organized without hopping between apps.
AI Assistant
Realvolve's AI surfaces priorities, drafts messages in your voice, and predicts your next best action.
Team Coaching
The 'login as' view lets leaders see exactly what each team member sees so they can coach without micromanaging.
Realvolve Pricing
Pricing extracted from the product website and may change. Check the source for current details.