# Realvolve Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Realvolve the right CRM solution for you? Explore 47 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/151889/Realvolve/reviews

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Realvolve

4.3 (47)

[View alternatives](https://www.capterra.com/p/151889/Realvolve/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of Realvolve

Ease of use

3.9

Customer Service

4.2

## Pros and Cons in Reviews

MD

Mike D

RealtorReal Estate, 10,001+ employeesUsed the software for: More than 2 years.

“Super frustrating. And I'll need to switch to another CRM, but I've invested so much time into this one that it will be difficult. “

October 3, 2022

tm

tarek m

captenSports, Self-employedUsed the software for: Less than 6 months.

“There is also sometimes a slow data download, and unfortunately the customer service is not always cooperative“

August 25, 2021

Patrick C

Realtor®Real Estate, 2 - 10 employeesUsed the software for: 6-12 months.

“I built, from scratch, two workflows for transaction/business management and they are VERY difficult to build if you're not a computer engineer.“

October 31, 2020

JH

Jason H

BrokerReal Estate, 2 - 10 employeesUsed the software for: More than 2 years.

“Tech supports will not call you back if you ask them.“

September 24, 2020

## Showing most helpful reviews

Showing 1-25 of 47 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Dava B.  
Broker  
Real Estate  
Used the software for: Less than 6 months

### "Not just another Real Estate CRM"

October 17, 2018

4.0

Working on streamlining work flows and simplifying contact management.

Pros

Thorough, comprehensive and addresses a lot of functions most other R. E. CRMs don't tackle. So much more than an electronic address book.

Cons

In every software there are ways to improve. Can't think of anything specific now.

Review Source

KK

Kristal K.  
Broker Associate, Chief Techie Person  
  
Used the software for: 6-12 months

### "The more I work with it, the more I like it! The possibilities are endless!"

July 7, 2017

5.0

Pros

I like being able to customize the workflows for "best practices" in my real estate follow up. My intentions are always good, but sometimes life gets in the way and things that should get done, don't. Using RV I can come back to the dashboard and get back on track asap! The flexibility the user has is wonderful. I've used a variety of CRM programs and always I had to adjust to the CRM rather than the other way around. BTW the support is outstanding. Whenever I have a question, which is often, I use the live chat feature and get my issue worked out within a few minutes. The training materials are good to, there's both written and video tutorials outlining all the program can do. It is robust program, more robust than I even imagined when I first bought into it. Now I am getting ready to put my entire office on the system. We will have workflows from prospect to post closing followup, including workflows for staff to do transaction management and listing coordination. Where else can you find something like this? Realvolve is the best! Thank you all for building it!

Cons

I would like the ability to add my own Merge Fields. I know that's not possible but in Colorado we use different terminology and sometimes the merge field I want is not there.

Review Source

AD

Andrea D.  
Closing Manager  
Real Estate  
Used the software for: 1-2 years

### "Do not use this product-Support is terrible"

December 11, 2023

1.0

We are still stuck with them and they owe us money that they overcharged.

Pros

The auto response and seemingly simple use--but they proved to be not useful because the system was not good

Cons

Support, lack of communication and response, input was delayed by minutes after entering into contact or calendar

Review Source

CE

Chandra E.  
Realtor  
Real Estate  
Used the software for: 1-2 years

### "I'm a tech junkie and have tried many CRMs. This is by far the best and the tech support is amazing!"

May 11, 2017

5.0

The biggest benefit is the superior workflows. Because of the workflows, transaction management has become 100 times easier and also gives the client a better experience during the transaction.

Pros

Unbelievable workflows, google integration, superior transaction management, beautiful user interface, tech support is unbelievable, they actually listen to their users, the CEO and engineering team are actually very in touch with their customers, they are always improving and adding useful features to the CRM, amazing tutorials, webinars, facebook group and resources. This more than a CRM. You can build a business and run it all from within Realvolve.

Cons

May take a while to set up and customize and still waiting on a better mobile application. Would love if it had reporting for transactions, lead sources and email open / unsubscribe rates. Also, a Dotloop, RPR and better Evernote integration would make me the happiest person in real estate! lol

Review Source

Response from Realvolve

May 11, 2017

Chandra! You're too kind. Great feedback and suggestions. Dotloop integration is already in the works! There's been an interesting discussion about Evernote Business and a more robust integration there. We'll keep you posted!

JS

Jennifer S.  
Director of Operations  
Real Estate  
Used the software for: 2+ years

### "Allows us to do production at the highest level with consistent standards."

July 7, 2017

5.0

Pros

I love that the data repetition is minimized and the data integrity/accuracy is maintained through the use of template emails, leading to a more efficiently run business where each client receives the same consistent service.

Cons

I find it difficult to run reports of lead generation source, and other sort fields since there is no way to export data from transaction and property files into usable formats (excel). You can only download from the contact files to excel.

Review Source

Response from Realvolve

July 24, 2017

Hello Jennifer, we are working to expand reporting capabilities. I'll let you know when they are available.

JH

Jason H.  
Broker  
Real Estate  
Used the software for: 2+ years

### "you can not talk to tech. support on the phone, only use email to contact, no phone support"

September 24, 2020

3.0

I asked for the tech. support to call me back and no one call back. They only use emails. They do not have a tech support phone line for the paid users. I am thinking about swtich to a tech. support friendly CRM.

Pros

dashbaor is good, transaction management is good, but no tech. support phone number to call, answer my questions with other different answers, ask them to call me back and never did.

Cons

They do not have a tech support phone line to contact. Tech supports will not call you back if you ask them. Tech. support only use emails to contact users who has the question

Review Source

KB

Kat B.  
Realtor- President of our Team  
Real Estate  
Used the software for: Less than 6 months

### "The happiest day in the years of being in business was discovering Realvolve! "

May 11, 2017

5.0

Pros

I absolutely LOVE the videos and training that is available. I LOVE the support that Realvolve offers. You NEVER have to wait for help!! They are the most authentic and genuine people and truly care about their customers. I love their positive attitude and that they LISTEN to their customers and the enhancements we'd like to see. I'm telling you...whatever CRM you're currently using....get rid of it today and sign up for Realvolve!! If, you're not using a CRM...(what?!!) sign up today and start using it!! Every realtor (in my opinion) should be using Realvolve. We have spent over $25k on CRM's and this is "hands down" the BEST! LOVE....LOVE....LOVE.....shall I say it again?!

Cons

I wish that I had more ability to customize the client's contact page. I'd also like it if I could tag my vendors differently. Right now they show up as a person instead of the name of the company. I would like it if you could do a continuous scroll through the pages of contacts vs. having to click on the page number. I'd also like it if when you entered clients birthdays and home anniversary's that it would be an automatic event on the calendar.

Review Source

Response from Realvolve

May 11, 2017

Hi Kat! Wow! Thanks so much for the kind words. Contact views and vendor tagging is coming very soon! We love your suggestion about home anniversaries and birthdays! We should chat about it! See you in the Facebook community!

SY

Stephanie Y.  
Owner  
Real Estate  
Used the software for: 2+ years

### "Great System"

October 17, 2018

5.0

Love it and when I left my job to start my own business I decided to continue using the system!

Pros

I love that I can personalize all of my emails. The Tech support is Awesome!!! Anytime I don’t know how to do something they are always willing to point me in the right direction. They are open to suggestions and in the two plus years I have used this system I have seen many of the feature requests added to the system! The app is fantastic too! I have all parties to a transaction at my fingertips!

Cons

It can be a little slow at times. And occasionally something doesn’t “stick” but it is rare and they support is always willing to help figure out the issue.

Review Source

BS

Brendan S.  
Broker  
Real Estate  
Used the software for: Less than 6 months

### "Realvolve allows me to breath and not let things fall through the cracks! "

May 12, 2017

5.0

Systemized my business. Allowed for me to take on an assistant. Manage 11 transactions at one time and not have to have it all in my head. Keep on the important dates. Not miss things! and really will allow me to grow my company which I am now doing.

Pros

The ability to have reminders / tasks accounted with different events and dates is huge. This workflow setup is the best in the business and is what has made me actually use a CRM. My level of service has gone up and I can breath easier. I love this thing.

Cons

the cons, is they are still young on a few features... but really the core transactional managment is so good, I am 100% ok with that. The areas that are a bit still lacking I think will be sorted out in time. The RV team is always rolling out updates and constantly listening to their users and making improvements. I just supplement these areas with a few other tools. And I am fine with that. I have tried a ton of CRM's and none hold a candle to what this has done for me. Lastly I will say to really get the most out of the software, it does require a good amount of thought on the user, BUT, thats only because you can systemize your business!!! This is so much more then just a repository.

Review Source

Response from Realvolve

May 12, 2017

Thanks for the feedback, Brendan. Your input on Facebook continues to help us learn and grow and develop Realvolve into an even more useful tool! We appreciate you!

Kaela M.  
Realtor  
Real Estate  
Used the software for: Less than 6 months

### "Realvolve is the perfect system to manage your database & deals"

February 9, 2017

5.0

I had been searching for a system to manage my database - clients, leads, vendors, etc. plus my deals. However, the things I was finding was quite expensive then I stumbled across realvolve, and fell in love. I have my business all in one place. I love how I can connect the social media, personal info, deals & deadline, the syncing of the emails, text...I'm so in love!!! if you are looking for a system that is great & budget friendly, you need Realvolve.

Pros

Everything in one place

Cons

It does not have an app!

Review Source

Response from Realvolve

April 14, 2017

Hi Kaela, Thanks for the kind words. We're glad to hear that you enjoy the "All-in-one" functionality of Realvolve. I've got great news, we've already got an iOS app out and an Android app on the way. Stay-tuned on our Facebook Community for updates. Dale Warner, COO

SH

Simon H.  
Owner  
Real Estate  
Used the software for: 6-12 months

### "Great product......but huge learning curve with massive benefits"

October 17, 2018

5.0

Simply the best

Pros

IT DOES EVERYTHING!! It does as much for you as a part-time assistant

Cons

It is very complex and it is not really Canadian......however, if you can figure out how it works an use all that it has to offer, it is the best CRM ever.

Review Source

SB

Shannon B.  
Broker agent  
  
Used the software for: Less than 6 months

### "Everyone has been very helpful "

July 12, 2017

5.0

Pros

I have found the product to be very easy to use. I have also found that it can do everything I need plus more. I can't say enough about how helpful everyone is when I need to reach out for help! Great product with great support!

Cons

I look for to having my work flows built. I am new to the product and need to carve out the time to insert my drip campaign so it is automated.

Review Source

Response from Realvolve

July 24, 2017

Hello Shannon, Thanks for the feedback, let us know if we can help with building workflows for your drip campaign.

tM

tarek M.  
capten  
Sports  
Used the software for: Less than 6 months

### "Iam glad to find it"

August 25, 2021

4.0

I think it's a good experience

Pros

It allows me to grow my company, which I have already started, and it helps me to run the business. Transactions become faster and easier with customers

Cons

It is definitely not complete There are problems with customer service not always good There is also sometimes a slow data download, and unfortunately the customer service is not always cooperative

Review Source

ML

Manuel L.  
Realtor  
Real Estate  
Used the software for: Less than 6 months

### "Realvolve is great, just wish adding video was better"

October 26, 2019

4.0

Overall I really like Realvolve on how easy it is to use, truly one of the best CRM systems out there. Just work on the video part though :)

Pros

I love how easy Realvolve is to use, from importing my databases to creating templates to send emails out.

Cons

I do not like that you cannot input videos into your emails, only way you can do this is by signing up with BombBomb which is another added expense.

Review Source

MS

Markus S.  
Realtor  
Real Estate  
Used the software for: Less than 6 months

### "Good Crm"

October 17, 2018

4.0

Pros

Workflows make things automatic and easy.

Cons

Paying for the workflows is not fun. When you pay for the system, you should get the tools to make it most effective.

Review Source

HJ

Heidi J.  
Associate Broker  
Real Estate  
Used the software for: 2+ years

### "Former Realvolve User"

September 12, 2024

2.0

Overall, it was functional for the time I had it but would not use it again

Pros

It was easy to use after thorough onboarding

Cons

The system was quite glitchy and customer service declined severely during use

Switched from

[RealtyJuggler](https://www.capterra.com/p/152177/RealtyJuggler/)

I had outgrown my old database and needed something with more functionality.

Review Source

Patrick C.  
Realtor®  
Real Estate  
Used the software for: 6-12 months

### "Jack of all trades, master of none"

October 31, 2020

3.0

In my opinion, they are trying to be a one stop shop and they have built a system that can't do it all well. And, because they are so deep into their model, changing to make the user experience better would be a complete overhaul, they just keep putting bandaids on it. This program is VERY inconsistent and an absolute waste of time and money. I wasted several thousand dollars on a program that on the surface looks amazing but is just not. It's incredibly time consuming. It cost me thousands of dollars to do the navigator program, but the money that it cost me in time on the program is likely in the tens of thousands. If you're not REALLY software savvy, this is likely not a good fit. If you like doing software and not making calls, go for it!

Pros

In an ideal world, this software is it! But it's not. I really like the workflow IDEA and how you can assign people to different workflows, you can customize workflows for your transactions by working with a "navigator" or go it on your own. You'll need a bit of an engineers mind though. This is a very complex program and is not simple in the least to operate. The tagging aspect of the program is VERY efficient however, be careful, if you mistype a tag as you're searching for one to assign, you'll create a new one.

Cons

There are many. This program is NOT simple to operate and takes quite a bit of time to learn, even with the videos. It's partially intuitive, partially not. If you are like me and like to be unique in your field, (or just have good business practices) the ability to customize the workflows is great BUT it's clunky. I built, from scratch, two workflows for transaction/business management and they are VERY difficult to build if you're not a computer engineer. This is not an intuitive program to use. Just understand that your downtime to learn this will be huge. My biggest complaint, inconsistency! The widgets NEVER worked consistently. But the worst part was when I had transaction management workflows disappear! Hours of work on transactions GONE. I hit a wall of frustration with this and had to bail. Just so you know, when I switched BACK to a different, less complex CRM, I was up and running in a day and right back to making calls and taking notes on my clients, setting reminders, etc. That won't happen if you move here. Also, their ticket response is terrible. YOU CAN'T TALK TO A LIVE PERSON ON THE PHONE!!! This fact alone is a huge negative. Their chat is pretty good and pretty responsive. However, once you miss them, or get back into the ticket realm, good luck. They close tickets when they never responded, etc. No bueno!

Reason for choosing Realvolve

I THOUGHT it would be better, but it was not.

Switched from

[Wise Agent](https://www.capterra.com/p/20680/The-Wise-Agent/)

I was looking for something more consistent and easier to use.

Review Source

VR

Verified Reviewer  
Realtor  
Real Estate  
Used the software for: 2+ years

### "Great Features, Horrible Execution"

October 3, 2022

1.0

Terrible customer service. Will respond fairly quickly, but if it's not an extremely simple fix, they will just not respond after initial contact. Super frustrating. And I'll need to switch to another CRM, but I've invested so much time into this one that it will be difficult.

Pros

Endless options for automation on follow up, and contract to close automation. Eliminates the need for an assistant or transaction coordinator if set up correctly.

Cons

I've been using Realvolve for almost 5 years, and the CRM has gotten progressively worse when it comes to uploading information within a contact. In this CRM, there's a tab that has all notes, and sent texts or emails for that contact. When you're calling a prospect, it is important to be able to review previous notes, and this CRM is terrible with loading the notes. I'm guessing it is due to not enough servers for the program. They need to resolve this as it has a massive negative impact on my ability to efficiently lead generate.

Review Source

RW

Robynne W.  
Realtor  
Real Estate  
Used the software for: 1-2 years

### "What happened to support? "

May 22, 2021

4.0

Great program, implementation takes some time, support practically nonexistent.

Pros

Workflows, task reminders, ability to segment database

Cons

Lack of support. I first used Realvolve in 2017. Back then, company \[SENSITIVE CONTENT HIDDEN\], CRM guru, were involved and actually responded to support requests. I switched to another CRM, which proved too light, and moved back to Realvolve in 2019. Their support was great, and we also used the Navigator program to help set up. All awesome. Now, after the Firepoint merger, it seems that support has gone. A technical error with Google sync keeps recurring. We got one response to our requests for support--did what they suggested, didn't work. Since MARCH I've been sending emails to support@realvolve.com--the only way to get support now (except for "chat," which never seems to be manned by a human)--and the only responses I've gotten are a message that the problem is being sent to their engineering department. This lack of support is a serious flaw and one that has me rethinking CRMs.

Alternatives considered

[IXACT Contact](https://www.capterra.com/p/130605/IXACT-Contact/)

Reason for choosing Realvolve

My partner didn't like IXACT Contact. I preferred it. Thinking of switching back. Their support is outstanding, or at least it used to be.

Switched from

[Referral Maker CRM](https://www.capterra.com/p/161832/Referral-Maker-CRM/)

Referral Maker too lightweight, not flexible enough.

Review Source

Renee C.  
Business Manager  
Real Estate  
Used the software for: 1-2 years

### "A Dynamic CRM"

October 19, 2018

5.0

Realvolve works best when all members of the team are on board and dedicated to learning and using the program.

Pros

Realvolve is incredibly customizable, making it the perfect CRM for our team. Workflows are the heart of Realvolve and make the experience as simple and as complex as the user chooses. Other CRMs also allow the user to automate emails and tasks but the great thing about Realvolve is that it has the ability to branch and make decisions based on the type of transaction or property so we no longer have inappropriate emails go out to a client or a bunch of tasks we need to ignore due to the nature of the situation. Realvolve is a much cleaner experience and their customer service is second to none! They listen to their customers and are constantly evolving Realvolve to best suit the users.

Cons

Realvolve's capabilities make it a dream to customize but that can also be a huge tasks. Some users feel overwhelmed when they first begin because they want to do it all right away. Realvolve is a software that the user can constantly change and adapt to his or her specific needs. The key is to just start. Start somewhere and keep working on it from there. Don't become stagnant.

Review Source

Christian H.  
Owner / Managing Broker  
Real Estate  
Used the software for: 2+ years

### "Realvolve is the backbone of my business and best CRM EVER!"

December 21, 2018

5.0

Overall experience is great. I use it to manage my future clients, current clients and past clients, not to mention use the workflows for our Buyer & Seller transaction processes, manage my podcast workflow & lead conversion campaigns... and have it integrated into my Mailchimp account, Google Drive, Quickbooks and more.

Pros

Powerful yet also relatively easy to use (usually CRMs are either really simple and easy to use but don't do much or they are super powerful but super hard to use)

Cons

The window in window popups can be glitchy and hard to navigate, to include the scrolling can be very sporadic and unpredictable.

Review Source

Sarah C.  
Closings Manager for the Ellis Schafer Team  
Real Estate  
Used the software for: 1-2 years

### "It's a life saver"

October 17, 2018

5.0

LOVE IT!

Pros

As a virtual assistant and in the real estate industry for over 20 years, I have had the opportunity to use multiple platforms for CRM's and transaction management. Realvolve has changed my life!!! We started using Realvolve in October 2017. I still update my workflows as I think of more ways that it can streamline our processes. Our team averages $50,000,000 in sales per year with close to 280 sides so streamlining is extremely important. We will never use any product now that we have found Realvolve.

Cons

I wouldn't call it a con but the learning curve initially for the workflow. However, once I understood, there was no turning back.

Review Source

Sarah F.  
Realtor  
Real Estate  
Used the software for: 6-12 months

### "Great CRM for the Price"

December 8, 2016

4.0

We use this CRM as our databank for all leads. It has a lot of functionality and we don't use all of it, but it's pretty robust, yet simple at the same time. In addition to managing leads can manage transactions, workflows, etc ... Also has some great training tools!

Pros

Cloud-based and has a lot of functionality

Cons

Doesn't integrate with my MLS - but I've heard that it will in 2017

Review Source

Response from Realvolve

December 9, 2016

Hello Sarah, Thanks for the thoughtful words. We appreciate all comments from our users so we can make realvolve better. The workflows are the most powerful part of Realvolve but do take more training but well worth it. Let me know if you need anything.. Mark Stepp (CIO)

VR

Verified Reviewer  
Realtor with Keller Williams - The Red Door Group  
Real Estate  
Used the software for: 6-12 months

### "This is a great tool for helping you get organized!"

February 15, 2018

4.0

Pros

I love the client information page and the way I can create work-flows to follow-up with clients. I also like how I can create a calendar action in Realvolve and it will copy into my Gmail calendar. Realvovle also keeps track of all my emails sent from my work email as well as Realvolve to all of my clients.

Cons

It does have a bit of a learning curve. I had to play around with many of the features and even contact Realvolve multiple times to figure out how to use some of the features.

Review Source

Response from Realvolve

February 16, 2018

Thank you so much!

Lela H.  
Broker Associate  
Real Estate  
Used the software for: 6-12 months

### "Great customer support"

October 18, 2018

5.0

Not losing track of clients of deadlines

Pros

Easy to get questions answered -- comprehensive management of contacts

Cons

It takes awhile to create the habit of using it daily.

Review Source

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