Realvolve is one of the most powerful real estate CRMs with unparalleled workflow automation features. However, it is priced on the higher end for its market and may not be right for all teams.
The Realvolve platform allows users to organize and automate relationships to get more referrals and close more deals. It also lets you see year-to-year and year-to-date revenue values to help you manage your leads more effectively.
1. Automated workflows
If you’re struggling with manual processes in your business, workflow automation is a great way to streamline them. Workflows can save time and money, and eliminate errors.
Realvolve offers a range of automated workflows to help you manage your schedule, track contacts, properties, and transactions, and automate repetitive processes. It also lets you organize data into searchable sets, create folders, and add images or files.
You can also use Realvolve to plot lead-nurturing tasks for each type of lead. These tasks can be triggered automatically with Realvolve’s email and text tools.
2. Automated communication
Automated communication offers a variety of ways to help you connect with customers. Some examples include sending notifications to clients about specials and new products, delivering important information via email or social media, and scheduling appointments for team members to meet with prospective clients.
The best automated communications will also include reports that help you track engagement and optimize future communication campaigns. This can be done using automated email messages and text alerts.
Realvolve is a contact relationship manager (CRM) that helps real estate agents keep track of their contacts, listings, escrows, tasks, and files. The software is a breeze to use and allows you to easily customize workflows to help your team work more efficiently.
3. Automated follow-ups
If you’re a sales professional, automated follow-ups can help to increase your conversion rate by keeping products and services top-of-mind. They can also help to build trust and credibility with your customers, and may even convince them to make a purchase.
Automated follow-ups can be set up once, and then sent automatically to each of your customers. This can save you time and effort, and allow you to focus on other aspects of your sales process.
Realvolve offers a wide variety of automation features, including workflows and activity tracking. These features can help you to automate common as well as complex tasks, making it a powerful and dependable tool for your team.
4. Automated tasks
The best real estate teams automate tasks that are time-consuming and repetitive. This frees up mental energy that can be better used to brainstorm ways to improve a product, service, or customer experience.
Another reason to automate tasks is to avoid errors and inconsistencies. These mistakes can lead to a lot of problems for an organization.
Moreover, they can also lead to issues such as unauthorized access to resources, miscommunications between team members, and data breaches.
The best way to find out which tasks should be automated is to identify what you do the most often and how they are time-consuming. Once you have a list, look for an automation tool that suits your needs and budget.
5. Automated reports
If you are a real estate professional, then you must be aware of the need to generate reports on a regular basis. If you do not automate these tasks, then you may have to wait for days before you get access to the data that you need to make decisions.
The best way to get rid of this problem is to implement a report automation system. This will save your organization time and money.
It will also provide your team with the necessary information they need to perform their job better. This will increase their productivity and help them grow your business.