Real estate CRM for independent agents and teams
Keep your relationships personal and your business moving. Connect client conversations, follow-up, and transactions—with customizable workflows and Ellis, your AI operations partner inside Realvolve.
Explore Realvolve with a 14-day trial, or walk through it with our team.
EXAMPLE PAST-CLIENT WORKFLOW
Send a personal thank-you.
After closing · Keep the conversation personal.
Check how the move went.
30 days later · Ask how they’re settling in.
Reconnect with the homeowner.
Six months later · Make time for a check-in.
Remember their home anniversary.
Each year · Stay connected beyond the sale.
Example workflow. Customize the timing and messages.
Watch the Product TourBuilt for residential real estate
Customizable workflows
An independent foundation for your business
From a Realvolve
customer
“Realvolve helps me stay on top of my clients without feeling overwhelmed.”
★★★★★Victor Turner
Google review · More customer feedback
Keep client history, repeatable processes, and transaction details connected—so you can see what needs your attention.
01 / RELATIONSHIPS
Keep contact details, notes, and communication history together. Build a routine for new leads, active clients, and the people you want to stay in touch with.
Contact history · Email & SMS · Follow-up
Explore lead follow-up02 / WORKFLOWS
Turn recurring tasks and messages into customizable workflows. Give your next listing, buyer, or past-client check-in a clear starting point.
Templates · Tasks · Consistent communication
Explore workflow automation03 / TRANSACTIONS
Organize properties, transactions, important dates, and responsibilities. See the work in context instead of piecing it together across separate tools.
Properties · Transactions · Deadlines
See how transactions fitExplore contacts, tasks, workflows, and transactions in the product tour. The listing example shows how you can organize your own repeatable process.
01
Organize property details, preparation tasks, and key dates.
02
Build updates and check-ins into your process.
03
Keep next steps and responsibilities connected to the transaction.
04
Make past-client follow-up part of the plan.
Example process. Customize the steps, timing, and messages for your business.
Bring your current process. See how Realvolve and Ellis can help with your follow-up, workflows, and daily priorities.
A system you choose. A setup you can use.
Talk through your contact import, current processes, and setup options before choosing a plan.
01 / TALK IT THROUGH
Discuss what you use today and which relationships need more consistent attention.
02 / PLAN THE SETUP
Decide which contacts and processes to organize first, and what guidance you need.
03 / PUT IT TO WORK
Start with a repeatable process you can use, then adapt it as your business changes.
Your subscription provides CRM access. Smart Launch is a separate one-time setup fee; optional hands-on coaching is priced separately. Ask us to walk through the options in your demo.
Talk through your setupRead customer experiences with Realvolve and the people who support it.
Choose monthly or annual billing. Setup fees are shown separately, and hands-on coaching is an optional service.
Contacts & essential workflows
For agents who need organized contacts, tasks, and repeatable follow-up.
$49
/ month
Or $490 per year, billed annually.
Plus a $99 one-time Smart Launch fee.
More ways to communicate & coordinate
For agents who want integrated texting and calling alongside their CRM.
$79
/ month
Or $790 per year, billed annually.
Plus a $199 one-time Smart Launch fee.
Transaction Management by Realvolve
Professional contract-to-close coordination, a configured Realvolve CRM, and past-client follow-up.
More time for your clients.
Available for Colorado solo agents. See what’s included, pricing, and how to get started.
Explore Transaction ManagementSubscription prices shown are for one user. For additional seats, workflow add-ons, and SMS or calling costs, talk with our team before choosing a plan. Review billing and cancellation terms at signup.
Both. Individual agents can organize their relationships and processes. Teams can use shared workflows and responsibilities. Ask about pricing for additional users.
Yes. Adapt tasks, timing, and messages to your process. Both subscriptions include 7 Essential workflows; additional workflow packages are available separately.
Bring your current CRM and import questions to a demo. We’ll walk through your contact data, current processes, and available setup options.
Yes. Start a 14-day free trial to explore Realvolve. Compare plans and review setup fees and billing terms before choosing your subscription.
Essential has a $99 one-time Smart Launch fee. Professional has a $199 one-time Smart Launch fee. Optional hands-on coaching is priced separately.
Visit the Realvolve Help Center for product guidance and support resources. If you’re evaluating Realvolve, schedule a demo to discuss your questions.
