Home Investment Advisors

RealOffice360


4.5 / 5
39 reviews

Who Uses This Software?

Real estate agents wanting their business made sexy, simple. Able to get running in minutes. And have their business, all in one place.


Average Ratings

39 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Version
    Yes
  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Home Investment Advisors
  • realoffice360.com
  • Founded 2015
  • Canada

About RealOffice360

RealOffice360 is a FREE and unbelievably simple CRM, business tracker, and daily planner for real estate agents. Rather being just a data dump for client information, RealOffice360 helps you visually build your business plan, cultivate your database towards your goals, and ultimately keeps you focused on what matters most, your deals and your clients. We built RealOffice360 for real estate agents seeking a comprehensive yet simple tool to make their lives easier.


RealOffice360 Features

  • Campaign Management
  • Client/Property Matching
  • Contact Management
  • Email Marketing
  • Interaction Tracking
  • Lead Management
  • Property Alerts
  • Referral Tracking
  • Segmentation

RealOffice360 Reviews Recently Reviewed!


Quantum Leap CRM

Mar 04, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: -- Client organization and ease of access --

RO does a great job keeping your clients and the priorities pertaining to each client front of mind and organized.

-- Front of mind Goal tracking--

Through statistics, the RO team has developed an easy and trivial method of setting your commission goals for the year. The RO philosophy then directs you towards a specific clientele goal to have within your managed database.

-- B2B Partnerships --

Within the platform, you will be able to connect to the MLS statistics for easy to download images of macro & micro markets. There are also partnerships with website developers & mass email marketing agencies, such as Mail Chimp.

-- Blue Ocean Strategy --

Once you've gotten an understanding behind how RO was founded, you'll soon realize the powerful Blue Ocean Strategy behind the brand. So long as you're able to stay disciplined and execute on the strategy.

Cons: -- Self Customization Required --

This gripe is also a pro, as all CRM's aren't made equal and often I've found the need to customize the system to fit my own needs. When decided the 'process' by which you take each client through, RO has a templated check point system. However this will surely require your own customization.

-- No Mass Communication --

Unlike newer CRMs that are beginning to come up. The ability to mass communicate with your database through multiple avenues (text, email, voice mail) isn't available.

Vendor Response

by Home Investment Advisors on March 08, 2019

Hi Graham,

Thanks for your awesome review! We are so pleased to hear that you are loving the platform. We should point out a few things just for clarity:

1) You can text, email, mass email and call using RealOffice360! You can do this from your mobile device using the App or your browser! As for the mass email, we integrate directly with MailChimp, the worlds leader in Email Marketing!

2)The Market Stats are only available in select MLS markets so it isn't a core trait to the platform.

Other than that thank you once again and we look forward to helping you grow your business with our CRM!

Sincerely,
Mike McAra, CEO

Unlimited Potential But Falling Short

Jan 31, 2019
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Right from the start they were onto a great concept, easy to use but limited functions. They have expanded areas that have improved the functionality of the CRM but IMO they still have a way to go to make it really robust and contend with other CRM's such as IXACT, Top Producer, Realvolve They are more in line currently with the functionality of Buffini's CRM. I want this to be great, but it still has a way to go.

Cons: Still several years in and very "glitchy" I came back yesterday hoping the improvements had been ironed out. I have had to contact support for issues not being able to add and save Property Info, Condo Info, Payment details, unable to merge contacts after import etc. While they have corrected these issues it has taken a lot of time away from work to deal with this and we need a glitch free CRM which this is still not.

Very regional in many of the un-customizable fields such as property types ( we have semi detached here, and closest match is attached residential, which I would think of as a TH, - Freehold TH, Condo TH, POTL) While I would not expect RO360 to input all of these, if we could instead add customized fiends it would make it more user friendly. Same issue with parking types and garages, so you may well need to just deal with it, but makes for very inaccurate record keeping. One very necessary IMO field that is completely missing is you are not able to input any notes in the property area such as if it is tenanted, rents, recent reno's, dates of mechanical updates, issues with house etc

Overall: Frustrating. Wanting them to succeed as it is a great concept and when it works it is really easy to use. They are nearly there on the basics but still have a good way to go.

Vendor Response

by Home Investment Advisors on February 04, 2019

Thank you for your response Dewi.

We highly value your feedback and will use it as we strive to get better! As we mentioned in our support conversations, unfortunately the glitches with your account did appear to be unique which made them difficult to prevent and troubleshoot. As we worked with you over the course of two days it was now our understanding that we have resolved your issues however we can sympathize with your frustration in this process. We will continue to improve towards our potential. Thank you once again and we hope to one day earn back your business.

Sincerely,
Mike M.

Does what it does CRM for Real Estate Agent

Jan 04, 2019
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: I have tried multiple CRM such as ZOHOCRM, HUBSPOT and BITRIX24 and none suit my needs for real estate agent. RealOffice is the choice for real estate agent as it has all the functionality and featured ready for use and tailor made for real estate agent. I would have save a lot of times if I have found out real office earlier.

Cons: It will be good if there is a multiple select or select all to execute an action to selected group of contact. Currently I have to click one by one to change some of the field columns.

Overall: Overall experience is good, take me less than 30 mins to get it running and import all my contact. It's easy to use. Now, I can spend more time on marketing and sales.

Vendor Response

by Home Investment Advisors on January 11, 2019

Hi Kenneth,

Thank you very much for your review. We are so pleased to hear that you believe RealOffice360 is much better for your business (and other Realtors business) than ZohoCRM, Hubspot and Bitrix24. We are also thrilled to hear that you were able to set up your entire platform, including import, in less than 30 minutes! Time is money so we are so happy with this!

In addition, we have added your feedback regarding the multi-select to our roadmap for future enhancements as we strive to get better each day! Please keep the feedback coming!

Sincerely,
Mike McAra, CEO

Affordable Real Estate CRM

Dec 17, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: RealOffice360 is intuitive, easy to use and fast to set up. I was able to export my contacts from multiple sources, and in less than 30 minutes, I had my database in one place. RealOffice360 is affordable and simple.

Cons: I currently use the free version, so some of the functionality that I would like to have would be available to me if/when I upgrade.

Overall: I have been using RealOffice360 for about 6 months and I love it. It helps me keep my entire database in one easy to use place. I love that I can set reminders for follow ups, birthdays, special events, etc. I have tried other more expensive, complicated platforms and they were just too much for me to learn and manage. This meets my needs perfectly!

Vendor Response

by Home Investment Advisors on December 19, 2018

Thank you for your review Julianne! We are so pleased to hear that your setup was so simple to do. We strive for an elegant simplicity that allows you to focus on what matters, your business! We are so happy to hear that we have nailed it for you!

We will strive to continue to impress you more each day with RealOffice360!

Sincerely,

Mike McAra, CEO

Much easier to use than Top Producer

Dec 19, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I love that it is intuitive, visual, and easy to find what you are looking for quickly and efficiently. Most other CRM systems seem to lose clients into the abyss. Here you can track steps, and move clients along the stages. Makes tracking and staying on your A game a breeze.

Cons: Some functions are a click or two deep, like addresses, contact info, leaving a note, etc. Could be easier to get into, but its a couple clicks, not a big deal.

Overall: So far so good, will continue to use for the foreseeable future.

Vendor Response

by Home Investment Advisors on January 11, 2019

Hi Ryan,

We are absolutely elated to hear that you find RealOffice360 much easier to use than Top Producer! We focus each day on making sure we keep RealOffice360 as simple yet comprehensive as possible.

With regards to your feedback on a few items being a click or two too deep. We have tasked our team to investigate this further and we hope to have an update which makes the relevant data even closer to your fingertips in our future releases!

Thank you once again!

Sincerely,
Mike McAra, CEO

Great for new agents like my self!!

Dec 07, 2018
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The website on the computer is really easy to understand and use, I have told a couple of co-workers about it that are paying for their CRM and they actually liked it and one of my co-workers started to use it after telling him of it.

Cons: I downloaded the app but it doesn't really work good for me, I can not get to the notes from it and it frustrates me because I have important notes that I need to read on the go.

Overall: I happen to read about it on an email from my board of realtors and I decided to tried it and I love it

Vendor Response

by Home Investment Advisors on December 10, 2018

Thank you very much for your review Oscar! It makes us so happy to hear that you have been telling your co-workers about us and that some have even switched! This is the ultimate compliment!

As for your experience with the notes on the app, we will have the team look at this immediately and hope to have it resolved as soon as possible! Thank you for letting us know and if you ever have any other feedback we would love to hear it! Thank you.

Good Program

Jan 14, 2019
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The amount of content that you can add about your clients. The planner, and the idea of using mail chimp. Great on line support as well. They are fairly prompt with having to help with any problems you may have.

Cons: The program seems to have a glitch. It its open for too long without use, it will not let you add any more content. You have to signout and sign back in which becomes a pain.

Overall: My experience has been very good. We are happy with the program still.

Vendor Response

by Home Investment Advisors on January 16, 2019

Hi Alex!

Thank you very much for your review. We are so pleased to hear that you find RealOffice360 to be a comprehensive real estate customer relationship management platform and that it is quite effective with the MailChimp integration for email marketing! We are also pleased to hear that you have enjoyed our online support as we strive to make RealOffice360 the best CRM for real estate!

Regarding your comment about the system timing out, for security reasons we have purposefully added this time-out as a feature. Much like a banking account, if your CRM is left open and unattended it could become compromised. Given the sensitive nature of client data, we purposefully decided to have the system "time-out" when not in use as an added security feature. I trust that you understand.

Thank you once again for your review and I look forward to making RealOffice360 better with each passing day!

Sincerely,
Mike McAra, CEO.

Best CRM I've used

Jan 21, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Unlike other CRM software I've tried, RealOffice360 is easy and intuitive to use.

Cons: I really don't have any cons. Anytime I have contacted customer service to ask a question about functionality, they have added what I needed almost immediately.

Overall: The customer support team is extremely helpful! There is no unnecessary fluff to the program- just excellent database and marketing organization that is helping me devote time to building my business. I love having the app, as well. I cannot recommend this CRM enough!

Vendor Response

by Home Investment Advisors on March 08, 2019

Hi there Mystery Agent!

We are so happy to hear that you find our real estate so easy to use and intuitive! This is one of the best compliments we can get...second to hearing that you cannot recommend us enough! We are just so pleased to hear such accolades and we will continue to do our best to make RealOffice360 better each and every day!

Sincerely,

Mike McAra, CEO

RealOffice360

Dec 18, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love that this was developed by agents and with the feedback of agents. It has a very intuitive interface and is easy to navigate and track business.

Cons: The same information is displayed in multiple pages and it feels redundant. It also can be confusing as page titles change.

Vendor Response

by Home Investment Advisors on December 19, 2018

Thank you so much for your review! We are so pleased to hear that you are enjoying RealOffice360 and that you can tell that it was built by agents! That makes us feel so proud. We strive daily to try and ensure that everything we do will make agent's days easier and more productive. That said, we completely understand that the changing of names within the platform can be frustrating. We will try to make fewer changes in the future as we continuing innovating and continue to make RealOffice360 better daily!

Sincerely,
Mike McAra, CEO

Best CRM that I've tried thus far!

Dec 17, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This has been the best CRM that I've tried thus far and it's super affordable! It's extremely easy to use, user friendly, and has a great dashboard. Most importantly, it helps to keep me organized and stay in touch with my clients. As one who is afraid of long term commitment, this is money well spent especially as I'm getting into the habit of using it on a consistent basis.

Cons: Unlike some other CRMs, I wish this had built in templates to use. However, I know that would come at a higher fee.

Overall: All in all, it's been a great tool for my business and I. I'm so glad that I stumbled across it and will continue to recommend it to others.

Vendor Response

by Home Investment Advisors on January 11, 2019

Hi Lakeisha,

Wow, we are gushing with appreciation for your amazing review of RealOffice360! We are so happy to hear that RealOffice360 is the best real estate CRM that you have ever tried and that you find it so easy to use!

As for your comment on templates, you are absolutely correct and we are working on something pretty exciting in the coming months which I think will make you very happy! Stay tuned.

Thank you once again!

Sincerely,
Mike McAra, CEO.
RealOffice360

It makes me a better Realtor

Dec 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: My business at a glance!

Showing me where I am at and where I'm heading with client and sales activity is incredibly empowering. The tracking methodology is efficient and easy to use.

Cons: Can't fault this software in any way! There have been features I would like to see and once I suggest it, provided it offers a measurable advantage to users, it gets added.

Overall: The whole experience with RealOffice360 is exceptional; it's intuitive, keeps me focused, fantastic responsiveness from the support group, and simply how slick it is to use. It's like having an assistant everywhere I go. Overall, this tool keeps me accountable to my business.

Vendor Response

by Home Investment Advisors on December 10, 2018

Thank you so much for your review, Sandy! You have given us the ultimate in compliments and we can't wait to continue to deliver an amazing platform for you and your business! Thank you!

Easy to use and great visuals

Dec 17, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I love the visual aspect of the deal page. It's helpful to be able to access that page daily and see the pending opportunities helping me to focus on the highest and best use of my time; focusing on clients on deal "pathway".

Cons: The database still feels a bit clunky. I would like a better way to track my communication with my clients

Overall: Very positive. I started with the free option and upgraded within a month.

Vendor Response

by Home Investment Advisors on January 11, 2019

Hi Matthew,

Thank you so much for your glowing review. We are so happy to hear that you love the visual aspect of the Opportunity Tracker! We agree that being able to view your entire business from one page is so cool!

We are continuing to work on the Database view and we have just recently updated the tracking of communication with clients so I would encourage you to check it out! We are always looking to improve so keep the feedback coming!

Sincerely,
Mike McAra, CEO
RealOffice360

Capterra loader

Outstanding Customer Care with RealOffice360

Jan 16, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: How simple to use for the busy real estate agent!

Cons: It's not team friendly yet, but I heard that they are working on it;-)

Overall: Our lead capture prospects are automatically imported in to this program and with the support and ease of use that offers the tools you need to get the deal done in a timely manner. RealOffice360 is a serious CMA for all real estate professionals.

Vendor Response

by Home Investment Advisors on March 08, 2019

Hi Peter,

We are elated to read your amazing review. We are so happy to hear that you find RealOffice360 so simple to use and that our Customer Care team is outstanding! You are right, we are working on the team feature and we can't wait to show it to you soon!

Sincerely,
Mike McAra, CEO

CRM for Realtors

Dec 07, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Very user-friendly with a focus on real estate transactions and relationships. Love the simplicity and sleek design. Pages are easy to navigate and are constantly being updated to reflect users suggestions.

Cons: Missing a team function to link team accounts, however I know that they are in the process of working on this. They even called me asking my needs to see this function come to life.

Overall: My experience has been great thus far! Enjoying using this program for my business. Can't wait for the team function to become available.

Vendor Response

by Home Investment Advisors on December 10, 2018

Thank you so much for your review Alan! We are so pleased to hear that you are enjoying our simple and sleek design surrounding the transaction and client relationships! As you point out, we are in the process of building a team function which we hope to release in early 2019!

Really Great and Helpful for New Agents!

Apr 07, 2019
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I love how RealOffice360 is designed specifically for Real Estate Agents. The helpful hints along the way and tracking tools are an excellent way to keep you focused and on task. This CRM makes client management a fun and engaging task!

Cons: In my market I have alot of rental clients. Currently I do not see a built in function to track rental clients. I have reached out to customer service for this and hope this function will be added.

Overall: I highly recommend this CRM!

Capterra loader

Great CRM

Dec 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The user interface is fantastic. Well designed and with all the features needed for an agent of any level. The customer support has always been great. Also, the continue to add new features all the time.

Cons: With a couple added features, this CRM would be unstopaable!

Overall: The design of the program makes it easy to track your business and see it visually. It has helped keep everything organzied and the market stats help greatly!

Vendor Response

by Home Investment Advisors on December 10, 2018

Thank you so much for your amazing review Michael! We work tirelessly to create a simple and beautiful platform to start to finish so it is so great to hear that you agree.

Regarding those couple of features that would make us unstoppable...they are definitely in the works as we want to be better each and every day! Thank you!

Amazing CRM

Feb 19, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use, great tools and top notch customer service!

Cons: Any question or concern was resolved so quickly that there truly isn't a least favorite. Hoping to get my mls on board for extra tools!

Overall: This system is great! Keeps me on top of daily tasks and client follow up as well as prospects and deals

Vendor Response

by Home Investment Advisors on March 08, 2019

Hi Monique,

Thank you for much for your amazing review. We are so happy to hear that you find RealOffice360 so easy to use, comprehensive and that our customer service is top notch!

It is even more music to our ears to see that the tasks and client flows are working so well. We will continue to get even better for you and we thank you once again for using RealOffice360!

Sincerely,
Mike McAra, CEO

Ps. We are still working to get your MLS going!! Stay tuned.

Ninja Selling Based CRM

Dec 19, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy of use with following Ninja Selling System Principles

Cons: Some bugs and slow speed, especially for iphone app

Overall: Realty enjoy using the system and developers team is great in implementing new features and ideas.

Vendor Response

by Home Investment Advisors on January 11, 2019

Hi there,

Thank you so much for your review and response. We are so happy to hear that you are finding value when using RealOffice360 as your CRM when practicing the Ninja Selling philosophy!

Regarding your comment on speed and bugs, we continually release new versions and as of today (January 11, 2019) we have yet another new version which is much faster and updated all known bugs. We highly value your feedback!

Thank you once again.

Sincerely,
Mike McAra, CEO.
RealOffice360

Has great potential

Dec 18, 2018
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Layout, very visually pleasing and easy to use

Cons: A mobile app would be great, something that would log all of your text messages and emails so when you click on a contact you see what you've said last time

Overall: Customer service is second to none!! Keep doing what you are doing guys

Vendor Response

by Home Investment Advisors on December 19, 2018

Thank you very much for your review! We are so pleased to hear that you love how beautiful and visually pleasing we have made it for you! We are always striving to improve and we have added your feedback into our future development roadmap as the ability to log texts and calls directly from an app would be great! Stay tuned as we strive to get better every day!

Sincerely,
Mike McAra, CEO.

So far so Good!

Apr 14, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It places everything where it needs to go without me having to keep reentering the information.

Cons: I am still on the free trial, it is hard to get a feel for how it will work long term and keep everything moving effectively and efficiently. Using it for the real estate industry, it takes time to build your clientele and put your systems in place.

Overall: So Far so Good!

Pleased with App

Dec 18, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like the ability to keep track of my customers and be able to retrieve phone numbers and email addresses. I have experienced no problems and appreciate the software being available to me.

Cons: There are no problems or issues that I have encountered with the software.

Vendor Response

by Home Investment Advisors on January 11, 2019

Hi Fred!

Thank you so much for your review. We are so pleased to hear that you are loving RealOffice360 and that you have no issues with it!

We love hearing from our clients so please feel free to let us know if you have any suggestions in the future as we are always striving to get better!

Sincerely,
Mike McAra, CEO
RealOffice360

Just getting started

Jan 30, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I am literally just getting started in this software. It is pretty self explanatory and easy to use. Easy to navigate and see everything and eaasy to set up.

Cons: A little clunky. Have to click some items twice to actually get to the window or pane you want for adding items such as notes. I wish there was a "next" button for navigating from client to client without having to close the client window and then click on the next client to get into their info. Maybe an autosave feature to allow a smooth transititon from client to client .

Vendor Response

by Home Investment Advisors on March 08, 2019

Hi Vicki,

Thank you so much for your wonderful review. We are so happy to hear that you find the CRM self explanatory and easy to use...we literally debate how to do this constantly on our team! We are so happy to hear that those debates pay off!

We do agree that some parts are still clunky but rest assured we are working tirelessly to make this better each and every day including taking feedback like yours and incorporating it into future versions!

Sincerely,
Mike McAra, CEO

Feedback

Dec 11, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It's easy to use, user friendly and I like the fact they are taking feedback from users to improve the system which is an ongoing journey

Cons: 1. Integration of emails with G suite: I can see the emails sent and received in the CRM for a contact off G suite, right now I can only see what was sent from the CRM. The email signature needs to have the office tel number field added as well as the capability of removing the brokerage (Text based without mandatory fields).

2. I'd like to have integration with google drive where I store my files but that's not the end of the world.

3. Opportunities: add a second name, right now I can only put one spouse's name. Eg. "Amy Ross" but not "Amy & Stephen"

4. Add an assistant login where they can add data but not see the sales/income figures

Overall: Being user friendly encourages me to use the software which is key in getting the most out of any CRM.

Real office switch

Feb 19, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: Very clean layout and platform. I love the ease of use factor and the autofill address actually saves a lot of time.

Cons: The storage limits make me somewhat nervous. Would love to see a few tweaks i.e tracking notes/calls to clients

Overall: Cleanest CRM with almost all features of previously tried

Vendor Response

by Home Investment Advisors on March 08, 2019

Hi Billy,

Thank you so much for your review. We are so pleased to hear that you find RealOffice360 so clean and easy to use. We are constantly making tweaks to the platform so I am confident we will get it to the right place in time!

Sincerely,
Mike McAra, CEO

Capterra loader

GREAT Product!

Jan 24, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Super easy to use and still robust! Out of the box usability.

Cons: Did not connect with Zillow.com and a Premier agent with them I do need that connectivity option.

Overall: Should be a first choice as a CRM or client management program.

Vendor Response

by Home Investment Advisors on January 25, 2019

Thank you so much for your review Sean! We are so happy to hear that you love our product! I am happy to let you know that we are currently working with Zillow to bring your leads directly into RealOffice360 so we should have more on that soon!

Thank you once again and welcome to RealOffice360!

Sincerely,
Mike McAra, CEO

360 Review

Dec 14, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The software helps to keep you on rack with daily schedule. It has many functions of other top selling software but better price.

Cons: I wish it had easier options to import maybe local MLS member data for CRM (mailings).

Overall: Staying on task. Getting more done.

Vendor Response

by Home Investment Advisors on December 19, 2018

Thank you very much for your review! We are so happy to hear that RealOffice helps you keep on track and that you see us as a much better value option compared to the rest! We are always looking to improve however I should point out that you can do marketing with our integration via Mailchimp!

We are a little disappointed to see that you gave us 0 out of 5 on Customer Support as the majority of agents have noted that this is actually where we are the best they have ever had! We will strive to do better and if there was anything in particular that made you give this score, please contact us directly as we are always happy to help.

Sincerely,
Mike McAra, CEO.

360

Dec 07, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love how easy it is to use and to be motivated. The reminders are awesome and being able to customize your own is great.

Cons: That I can't set a reoccurring condition that we often use and make me input it every time. Would me nice to automatically sync with my phone calendar, I'm still fresh so might need to looking into it more.

Overall: Keeping organized and on top of my to do list is a must, having a lot of clients and staying on track is tough, this product has helped me be more efficient and keep great communication with my clients.

Vendor Response

by Home Investment Advisors on December 10, 2018

Thank you so much for your review Devan, we are absolutely elated to hear your kind words!

As for a recurring condition, we will reach out to you directly as you can do this in the platform however we clearly need to explain this a little better!

Thank you once again and we will be in touch!

great for newbis

Feb 27, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Great for my new agents with < than 10 clients.

Cons: free plan is fairly useless if you have more than 10 contacts

Vendor Response

by Home Investment Advisors on March 08, 2019

Hi Lanika,

Thank you so much for your kind words, they mean the world to us! We are so happy to hear that your new agents are finding our platform so helpful in their business! I should point out that you can have unlimited contacts on the free plan and we only limit the number of concurrent opportunities! In short, your agents can add their entire database, make notes, track deals all for free until they have more than 10 active clients on the go! I hope this helps!

Sincerely,
Mike McAra, CEO

starting out

Feb 11, 2019
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: seems easy and complete. There are so many crm out there.

Cons: would like a longer trial period for the paid version. 3 mo? maybe

Overall: seems simple

Vendor Response

by Home Investment Advisors on February 13, 2019

Thanks for your review Matt,

We are so pleased to hear that you are enjoying the simplicity and completeness of RealOffice360 as your real estate CRM. I should point out that we offer our initial plan as not a trial but rather Free for Life so you don't have any limits!

As for the paid plans, we don't offer a trial however we do offer credit for referrals and various milestones completed!

Thank you again and welcome to the RealOffice360 Community!

Sincerely,

Mike McAra, CEO

Real Office 360

Dec 14, 2018
3/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: The interface is simple and easy to use. Most features are intuitive and allow for quick implementation.

Cons: At heart, this is a database interface. The marketing of the product comes down to offering features, but restricting access. At one time unlimited "opportunity" tabs were available on a basic subscription. Now, even the top tier subscription limits the opportunities to what I would consider a bare minimum for an active realtor.

Overall: Lead tracking and development is the primary use and function of the program.

Vendor Response

by Home Investment Advisors on December 19, 2018

Thanks for your review Jonathan! We are so pleased to hear that you find RealOffice360 simple and easy to use. Mission Accomplished!

As one of our earlier customers, you rightly point out that we have made changes to our pricing over time. We continue to try and find the right balance and welcome your feedback!

Sincerely,
Mike McAra, CEO.

RealOffice360

Dec 07, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love that this software is a Canadian company! They have a very nice look, excellent customer service and support and a nice app for on the go

Cons: I wish there was an sms function and better integration with some of my other apps and website but that will come in time. The app is handy but somewhat limited.

Overall: Customer service is wonderful and the owner of the company is very hands on and transparent. They value feedback and really care about the customer experience

Vendor Response

by Home Investment Advisors on December 10, 2018

Thank you so much for your review! We love to hear that you are having a wonderful experience!

I want to also thank you for the idea of having an SMS function! We are constantly improving and this is part of our future development so I can't wait to build it for you!

Real Office is a Must Use CRM!

Dec 10, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use, great layout, pipeline, goal board.

Cons: Linking deals to people, some limits on fields, importing information.

Overall: So far, we're transitioning from Salesforce to RO360 and it has been pretty seamless. Great work with reps and the team, anyone getting started with their database should seriously consider using this software.

I have recommended this software

Apr 11, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use and with app I can get the information at office or home easily. Easier to use than Google contacts because it is real estate specific.

Cons: No specific name for spouse.

No specific place for listing amount.

Overall: It is helping me to become more organized.

RealOffice360

Dec 07, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 6.0/10 Not
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Pros: So user friendly and helps to compile useful stats for clients and listings.

Cons: It would have been nice to be able to customize the templates with branded colours and logos for information that would be sent to clients.

Capterra loader

Great CMA for the price

Dec 14, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: This is a user friendly system that allows you to keep track of your clients and leads.

Cons: Too many changes in a very short time. As soon as I get used to using the system there are changes and I have to relearn it.

Good for starting out with a CRM

Dec 16, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It is geared towards Realtor use more so than any other I've used.

Cons: Still a bit challenging to understand the new changes to the flow of work.

Overall: So far, because it is more Realtor friendly than others I like the system. Importing contacts was a bit challenging, but that always is. Adding notes is very simple. I just need to spend more time on how to take a contact's address, change it to a lead and then move it up the line to a closing. But that is on me, not the system.

Vendor Response

by Home Investment Advisors on December 19, 2018

Thank you very much for your review. We are so happy to hear that you find RealOffice360 to be an excellent choice for agents just starting out and that we are the most Realtor-Focused platform that you have used. We have built RealOffice360 based on agent feedback (I personally was an agent for some time as well) so that is so great to hear.

We are a little disappointed to see that you gave us 0 out of 5 on Customer Support as the majority of agents have noted that this is actually where we are the best they have ever had! We will strive to do better and if there was anything in particular that made you give this score, please contact us directly as we are always happy to help.

Sincerely,
Mike McAra, CEO.

Great

Dec 07, 2018
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: I like the visual aspect of the software and being able to see my leads and move through the pipeline

Cons: I do not like the limit of opportunities you can have

Vendor Response

by Home Investment Advisors on December 10, 2018

Thank you so much for your review Michelle! We really appreciate your kind words. If you want more opportunities you can always refer colleagues which will earn you credit which you can apply to an upgrade or you can close deals which then no longer count towards your limit! Please let us know if you have any further questions as we are happy to help.

Thank you!

Real Estate Tool

Dec 10, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Easy Chart flow of deals and clients. company should add marketing services as well

Cons: within active deals there are too many tasks that are unnecessary and requires user to erase all of them every time

Overall: its great with organization, and business planning

Vendor Response

by Home Investment Advisors on December 11, 2018

Thank you very much for your kind review! I am pleased to tell you that on our Plus plan or higher, you can integrate directly with MailChimp for marketing as well as customize your checklists for all of your deals! Thank you once again!

Great Value

Dec 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love the intuitive nature of this CRM is so easy to use and so many useful features.

Cons: There's nothing I don't like about this product