Yes! Realvolve is the CRM with the workflows!

*IMPORTANT: These workflows are Realvolve CRM add-ons!  They do not work independently (you need to be a Realvolve CRM subscriber).

The journey that real estate agents take with buyers and sellers are certainly repeatable, but no two processes are alike. The path for every process may change at any time; that’s why many other CRMs struggle to automate the touch points that you create for your clients.

Workflows, however, are tools that take our CRM to an entirely different level. Workflows actually pause at just the right moments and wait for response mechanisms to trigger next steps.

What this means is that your automation is highly dynamic, your clients get an authentic experience with you, and nothing ever falls through the cracks.

Workflow Packages by Type
Lead Conversion | Listing Management | Transaction Coordination | Sphere of Influence | Past Client Follow-up

  • Lead workflows include:
    • Open House Buyer Lead
    • Open House Seller Lead
    • Buyer Lead Gen - Listing Campaign
    • Lead Gen - Internet Lead
    • Lead Gen - General Non-Responsive
    • Realvolve’s - Power Prospecting
    • Lead Auto Response
    • Lead Response - Web Portal Seller Lead
    Buyer Workflows include:
    • Realvolve Active Buyer
    • Buyer Escrow (contract through close)
    • Buyer After Close
    Seller Workflows include:
    • Listing Appointment
    • Listing Marketing
    • Listing Maintenance
    • Listing Process Offers
    • Seller Escrow (contract through close)
    And finally, your past clients and current database contacts:
    • 10 Year Relationship Nurture
    • Check-in Bi-Weekly
    • Check in Weekly
    • Get Reviews
    • Neglected Client Re-Engagement Campaign
  • Included in this package is: LEAD GENERATION Workflows- Lead generation works with swift and persistent follow-up. Lead generation KILLS if the follow up is specifically tailored to that inquiry. The Lead Generation workflows are tailored to maximize the different lead generation avenues with specific emails, texts, and scheduled calls. Everything is timed and automated to maximize your time, allow you to delegate to an assistant, buyer's agent or inside sales person and stand out as an agent that delivers true value to a prospective buyer or seller. Also included: 2 handy all-purpose workflows that generate calls 1x a week or 2x a month. Sometimes simpler is better and you just need the reminder to follow up. LISTING Workflows- Listings are the engine that drive our business. They require the bulk of our time, money and human resources. The Listing Suite is designed to make the listing process efficient and automatic, with complete, just-in-time tasks that can be assigned to your appropriate staff member. Many actions are automated with pre-written emails and texts—ensuring that all of your vendors and participants are informed and prepared. The result is less deal drama, happier and calmer clients, more referrals, and more time for you. Also included is a seller lead follow-up plan for the listing appointment that ends in a "no decision." Stay in front of that potential seller with pre-written emails, scheduled calls, and scheduled updates on the market activity. BUYER CONTROLLED ESCROW (Contract through closing process)- Running a great escrow process is like being a general on a huge battlefield. A multitude of different players must be deployed, managed, and supervised for a successful outcome. This workflow ensures that everyone is informed and prepared; you can easily hold people accountable to actions and deadlines; and your client will know at all times what to expect in a normal situation. Automating all of the "normal" situations leaves you free to deal with the inevitable surprises with more care and attention. REFERRAL GENERATOR- Almost all agents earn the bulk of their clients through repeat and referral business. But most people only need a realtor once, maybe twice, in a generation. How do you stay relevant and top of mind without being "that guy" constantly whining for referrals? We have spent years trying to crack that code. There is nothing in this industry that gave us any clue how to do this in a meaningful and authentic way. Until now. REALVOVE BUYER AFTER CLOSE is 6 years worth of meaningful and valuable emails and scheduled calls. Each letter is designed to anticipate where your client might be in their home ownership journey and offers advice and resources they can truly use. The expertise and authority you established through the buying process continues for years, ensuring that you are the ONLY person they think of when it comes to real estate. Referrals are the inevitable outcome.
  • Included in this package:
    • Listing Appointment
    • Listing Marketing
    • Listing Maintenance
    • Listing Escrow (Contract Through Close)
    • Buyer Escrow (Contract Through Close)
    • Check in Bi-Weekly
    • Check in Weekly
  • Sale!

    Canadian Workflow Suite

    $599.00

    A Realvolve suite that will take your new leads all the way through closing—helping you automate your real estate business for endless cycles of success.

    Included in this package is: LEAD GENERATION Workflows- Lead generation works with swift and persistent follow-up. Lead generation KILLS if the follow up is specifically tailored to that inquiry. The Lead generation workflows are tailored to maximize the different lead generation avenues with specific emails, texts, and scheduled calls. Everything is timed and automated to maximize your time, allow you to delegate to an assistant, buyer's agent or inside sales person and stand out as an agent that delivers true value to a prospective buyer or seller. Also included: 2 handy all-purpose workflows that generate calls 1x a week or 2x a month. Sometimes simpler is better and you just need the reminder to follow up. LISTING Workflows- Listings are the engine that drive our business. They require the bulk of our time, money and human resources. The Listing Suite is designed to make the listing process efficient and automatic, with complete, just-in-time tasks that can be assigned to your appropriate staff member. Many actions are automated with pre-written emails and texts—ensuring that all of your vendors and participants are informed and prepared. The result is less deal drama, happier calmer clients, more referrals, and more time for you. Also included is a seller lead follow-up plan for the listing appointment that ends in a "no decision." Stay in front of that potential seller with pre-written emails, scheduled calls and scheduled updates on the market activity. Canadian Seller and Buyer Under Contract: Running a great closing process is like being a general on a huge battlefield. A multitude of different players must be deployed, managed and supervised for a successful outcome. This workflow ensures that everyone is informed and prepared; you can easily hold people accountable to actions and deadlines; and your client will know, at all times, what to expect in a normal situation. Automating all of the "normal" situations leaves you free to deal with the inevitable surprises with more care and attention. This will help cover your transactions from your first conditionally accepted contract all the way through firm contract to the closing date!  We also included "Offer Decline" in case those conditions don’t get removed and your buyer decides to walk away from this transaction and you need to go back to the drawing board!   In the Conditionally Accepted Workflow, we have different groups for each condition you may have in a contract. You will be able to uncheck any conditions that do not apply to this transaction:  Buyer Sale of Home, Condo Status, Homeowner’s Insurance, Septic Inspection, Well Inspection, Home Inspection Condition, “other” for those unknown conditions, Referral (to acknowledge and thank your referring person), and Solicitor Condition. Once we have all of those conditions removed, we start the Accepted Firm workflow to make sure we keep all parties (especially our Sellers/ Buyers) in the loop while we wait for our closing and possession date to approach.  After closing, we have a few quick check-in reminders. REFERRAL GENERATOR- Almost all agents earn the bulk of their clients through repeat and referral business. But most people only need a realtor once, maybe twice, in a generation. How do you stay relevant and top of mind without being "that guy" constantly whining for referrals? We have spent years trying to crack that code. There is nothing in this industry that gave us any clue how to do this in a meaningful and authentic way. Until now. Canadian Past Client Package: Follow up for Past clients to include phone calls, text messages, and emails.  A repeating database update reminder, special dates recognition (bday, anniv, home purchase, holidays) as well as a once a quarter call/email/text check in reminder.  This is NOT intended to be your "newsletter" or drip campaign. It's about building relationships. ALL HOLIDAY, SEASONAL and MONTHLY EMAILS ARE SET TO SEND AUTOMATICALLY SO YOU WILL NEED TO EDIT THE TEMPLATES BEFORE STARTING THIS WORKFLOW! Holidays include:  December “holidays”, Boxing Day, Summer Solstice, Canadian Thanksgiving, Remembrance Day, New Year, Winter Equinox, Happy Spring, Labour Day, Fall Equinox, St. Patrick’s Day, Canada Day, Halloween, Family Day, May long weekend/family day
  • 3 Workflows
    • Lead Open House Buyer
    • Lead Open House Seller
    • Seller Open House/Brokers Open
  • Referrals

    $129.00
    Inbound & outbound referrals 1 Workflow 5 Activities 5 Templates
  • 1 Workflow 63 Activities 38 Templates
  • 2 Workflows 35 Activities 12 Templates
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