How do I know which plan is right for me?

The short answer… schedule a demo and chat with our team about your business.  You can also take a look at the “BEST IF” descriptors at the top of each pricing package and see which aligns best with your business needs.

If you are trying to decide between the Basic and Accelerate Packages, note that very few people choose the Basic package because of the additional value you receive in Accelerate for just $5/month more.

Although there’s a large price jump from Accelerate to Navigator… don’t be too quick to judge this.  If you are closing more than 20 transactions/year, you should seriously consider the Navigator package.  More than 30% of our clients choose Navigator because they want to offload as much of their CRM & technology work as possible.  With Navigator, you get 1-on-1 support to guide you every step of the way.

The Concierge package is designed for the very top teams in the country and requires an application process.  You can schedule a demo and ask how to apply.

How much do additional user seats cost in each package?

The price per user seat depends on the package you choose and the number of user seats you need.  Generally, as you add more seats, the cost per seat goes down.  The best way to get specific pricing for your team, as well as to determine which package is best for you, is to schedule a demo with our team.

What is the 4D Automation Engine (workflows)?

Learn more about our unique automation here.  Most people underestimate what workflows can do for their business and have their “aha” moment during their personal demo.  You can schedule your demo here.

What is rFactor Relationship & Revenue Prediction?

Bottom line, rFactor will help you see the value of the contacts in your database.  Our proprietary technology analyzes your data and shows you individual relationship scores, overall database score, predicted transactions, and predicted revenue.  While it’s never going to be perfect, you’ll be shocked just how accurate this tool is.

What is the Contact Cross Section?

This is your “fail-safe” notification for contacts that may have slipped through the cracks.   While most contacts should be on some form of workflow to remind you to call, email or visit – the Contact Cross Section displays those people that have not been Called or Visited in a specified number of days based on their contact type.

We divide the contacts into groups based on the Contact Stage and Status. Contacts in different stages will typically need to be touched at different intervals. The widget will notify you when a contact has exceeded a specified number days from your setup screen.

How do team leaders, coaches, and agents share their best processes & templates with me?

Our extensive workflow library is always growing as our internal team and external coaches and clients add more to it.  Many Realvolve clients enjoy sharing their workflows, which gives you access to hundreds of options.

What’s the difference between the workflows included in the packages?

As you move up in the package levels, additional workflows are introduced.  The higher package workflows are more advanced and specific to automate more of your business.  You also receive extra guidance to personalize your workflows to your needs.

Our Basic package includes a solid base of workflows you need to get started.

The Accelerate package hands over the proven processes of some of the best coaches, agents and teams for you to tweak for your business.

The Navigator package offers you more advanced workflows paired with the 1-on-1 guidance of our strategists who are former transaction coordinators and agents themselves.

How does Realvolve help me with onboarding?

Your onboarding experience will be based on the package you choose.

In the Basic package, you are provided with a comprehensive set of training videos and you have access to our support team.  It’s best to consider the Basic package as a do-it-yourself onboarding experience.

The Accelerate package includes the same set of training videos and support from Basic as well as the proven processes of some of the best coaches, agents and teams.  You will also get live coaching sessions where our experts will walk you through key account setup like importing contacts, personalizing settings, connecting integrations, and how to use the basics of Realvolve.  Once completed, you will be offered ongoing training on how to customize these workflows for your business.

What separates the Navigator package from Accelerate is you will be paired 1-on-1 with a Navigator Strategist. They will import all your contacts and set up integrations for you as well as train you on the basics of Realvolve.  After setup, you will receive a project plan that includes a consultation to identify where your business could benefit most from automation.  What makes Realvolve’s workflows so amazing is that everyone can make them as customized to their business as they want.  In order to achieve a high level of customization, our strategists need your input along the way.  Your strategist will also train your team (if applicable) to ensure everyone understands how to get the most out of this technology.  Once your workflows are completed, you continue to meet with your strategist to find ways to improve your workflows and optimize your templates.  They will also act as an accountability partner to ensure you are using the platform and getting the full value from it.

The Concierge package includes everything from the Navigator package, but takes each point to the next level with fly-to-you training as well as ongoing role-specific training.  You will have a personal connection to every member of the leadership team and direct access to our Product Manager.  Realvolve is the most innovative and customizable technologies available.  To top it off, we will help you build out your own suite of workflows to be branded and resold in our workflow library.

Why is the Navigator Package so much more than Accelerate?

Although there’s a large price jump from Accelerate to Navigator… don’t be too quick to judge this.  If you are closing more than 20 transactions/year, you should seriously consider the Navigator package.  More than 30% of our clients choose Navigator because they want to offload as much of their CRM & technology work as possible.  With Navigator, you get 1-on-1 support to guide you every step of the way.  Schedule a demo with our team to see if Navigator is a fit for your business.

You can also learn more about our Navigator 1-on-1 training here.

Can Realvolve’s CRM replace my current CRM?

In most cases, yes.  In fact, some clients are able to consolidate and replace multiple products with Realvolve.  Some teams find Realvolve is the missing key to their tech stack and simply add it in to leverage the power of our 4D Automation.

With Realvolve’s CRM, you can manage your contacts, properties, and transactions in one place.  This allows you to automate more processes to make you and your team much more efficient with your effort.  There’s even more to explore, so schedule your demo to learn about features like our universal search, Contact Cross Section, rFactor, and many other unique tools that allow our clients to do so much more than other real estate CRMs.