Dynamics 365 CRM vs Realvolve

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Our analysts compared Dynamics 365 CRM vs Realvolve based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Dynamics 365 CRM Software Tool

Product Basics

Dynamics 365 CRM streamlines customer relationship management through a cloud-based platform. Tailored for mid-size to large businesses, it centralizes interactions, automates workflows, and fosters data-driven insights. Key benefits include sales force automation, marketing campaign management, and service case tracking. Popular features like social listening and lead scoring help nurture potential customers. User reviews within the CRM landscape praise its robust customization options and seamless integration with other Microsoft products. However, the subscription-based pricing model, starting at per-user monthly fees, can be a cost consideration for smaller businesses.

Pros
  • Robust customization
  • Seamless Microsoft integration
  • Strong sales automation
  • Intuitive interface
  • Mobile app functionality
Cons
  • Potentially complex setup
  • Higher learning curve
  • Subscription-based pricing
  • Limited reporting options
  • Occasional performance issues
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Realvolve is a comprehensive software platform designed to empower real estate agents in managing their businesses effectively. Its primary purpose is to streamline operations and boost productivity through a suite of features, including CRM, lead generation, marketing, and accounting functionalities. Realvolve caters to real estate agents seeking an all-encompassing solution to optimize their workflows. The platform's user-friendly interface and customization options make it adaptable to individual needs.

Notable benefits of Realvolve include its robust CRM system for tracking leads and managing contacts, diverse lead generation tools encompassing email marketing and social media engagement, and a comprehensive accounting system for monitoring income and expenses. Realvolve's standout feature lies in its advanced automation capabilities, enabling agents to automate repetitive tasks and save valuable time. Pricing for Realvolve is considered to be on the higher end of the market; however, its extensive features and time-saving automation may offer a compelling value proposition for real estate professionals seeking a comprehensive solution.

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$65/User, Monthly
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Tailored to your specific needs
$94 Monthly
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Tailored to your specific needs
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Windows
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Android
Chromebook
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Mac
Linux
Android
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Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Gain a 360-Degree View: Sales and marketing benefit from a single source of customer data to provide a consistent experience for buyers. Customer service teams also get a view of every customer’s journey across all touchpoints. 
  • Execute Multichannel Campaigns: Target a number of channels for lead generation, including email marketing, events, SMS, landing pages and more. A connector to lead gen forms for LinkedIn enables audience targeting, lead nurturing and buyer journey creation using LinkedIn information. 
  • Deliver Exceptional Service: Predictive care tools and AI insights provide customer service agents with data to tackle issues proactively and reach the best outcomes. Other tools include intelligent case routing, gamification elements that encourage high performance, self-service options, agent performance metrics and more. 
  • Boost Conversion Rates: Scoring models help determine which contacts are most likely to convert, and smart scheduling capabilities ensure reps reach out at the best time. Sales reps can view lead score, lead trend and lead grade metrics to determine the status of each contact and target the hottest opportunities for better win rates. 
  • Personalize Messaging: Leverage embedded insights to use the most relevant, personalized messaging. Use in combination with segmentation to ensure tailored content reaches the right audience. Customize landing pages using prospects’ data. 
  • Connect With LinkedIn Sales Navigator: Create trust with contacts and conduct relationship selling using relevant data and rich profiles, such as related leads. 
  • Optimize Content: Know which contacts open emails, reply, click links and interact in other ways through metrics. Make informed email strategies, provide relevant content and reply with timeliness. Understand customer needs accurately using customer surveys. 
  • Use Other MS Tools: Microsoft Dynamics 365 has Office 365 apps built in, facilitating work with familiar tools like Excel and Outlook. 
  • Streamine Processes:: AI-driven prompts simplify data entry for records, and playbooks centralize sales techniques, ensuring more focus on selling. 
  • Coordinate Marketing and Sales: Ensure a smooth hand-off from marketing to sales, and automatically send leads to sales reps once lead scores reach the predetermined level. 
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  • Automated Communication: Streamline the process of staying in touch with clients. Log and send incoming and outgoing emails, posts and messages; create and edit templates for mail merge; customize and send bulk email to contacts; select what information to share; and assign tasks and collaborate. 
  • Scalability: Designed to fit evolving business needs, it’s built to grow and scale alongside changing requirements. 
  • Accountability: Account owners can coach and consult team members effectively with the ability to log in. 
  • Smarter Work: Receive guidance on activities through actionable insights and predict impact on business. 
  • Enhanced Relationships: Gain a deep understanding of clients and nurture them in order to develop strong customer relationships. 
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  • Campaign Builder: Set up and execute campaigns via a visual building tool, and design customer journeys by arranging templates using the drag-and-drop interface. It’s also possible to set triggers based on a range of rules, choose segmented groups, assign emails, include events or surveys, and more. 
  • Dashboards: Access a host of metrics related to leads, revenue and other data sources from dashboards and customize them to show the most important KPIs. Dashboard types include: 
    • User Dashboards: Visible to and controlled by individual users. 
    • System Dashboards: Visible to everyone, with the option to reduce visibility to certain roles. Customized and controlled by system admins. 
  • Lead Nurturing: Account-based marketing features provide capabilities such as customer segmentation, personalized email content and performance metrics. Build buyer journeys and set rules that define a lead’s score based on the individual lead record, the related contact or the related account. 
  • Integrations: Apart from the Dynamics 365 toolset and other MS applications, the platform integrates with partner systems. Integration with Zapier offers access to more than 1,500 apps, ensuring greater extendability. 
  • Event Management: Control all aspects of events, from registrations and speakers to sessions and venue logistics from an event portal. It integrates with ON24 and other providers to support running webinars. 
  • Customer Service Insights: Powered by AI, machine learning and BI tools, this feature helps track KPIs visually for at-a-glance insights. Monitor: 
    • Customer satisfaction levels
    • A range of case metrics
    • Backlog trends
    • Incoming support topics
    • Engagement patterns
    • Support agent performance
  • Customer Insights: This add-on feature uses AI to support marketing efforts. 
    • Use Microsoft Graph to input audience intelligence.
    • Build triggered workflows with Microsoft Flow.
    • Customize reports and dashboards with the Power BI connection.
    • Microsoft PowerApps enables custom app creation.
    • Governance tools and security features ensure GDPR compliance and data privacy.
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  • Automated Workflow: Handles common as well as sophisticated processes. It also offers conditional workflows that help brokerages or personal practices work more efficiently and productively. 
  • Contact Management: Improve the organization and management of contacts by recording personal and professional information, as well as keeping a journal of notes and correspondence. Maintain a collection of files for every individual; send SMS, email and social media messages directly from the application; and track lead and referral sources. 
  • Property and Transaction Management: Capabilities include performed services recording for seller reporting, net commissions calculation and tracking of important events like closing dates and listing expirations. Also helps: 
    • Stay on top of properties and transactions.
    • List parties that participate in the sale or purchase process of a property.
    • Enter and revise vital information.
    • Maintain portfolios of pertinent documents and albums of photos.
    • Keep track of important activities and tasks.
  • Task Management: View tasks and dates for a single contact, property or transaction as well as manage deadlines and keep track of events using a central calendar. Workflows help systematize repetitive tasks. 
  • Utility: Organize data into searchable sets and categorize them using tags; search for anything, like addresses or names; and add images and files. 
  • Connectivity: Synchronize calendar, tasks and contacts with Google Apps and notes with Evernote. Import data from other CRM applications, attachments and annotations. Export contacts to Google Drive to print labels and envelopes, and automate processes with customized zaps in Zapier. 
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Product Ranking

#4

among all
CRM Software

#21

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 5825 reviews
Excellent User Sentiment 99 reviews
82%
of users recommend this product

Dynamics 365 CRM has a 'great' User Satisfaction Rating of 82% when considering 5825 user reviews from 5 recognized software review sites.

90%
of users recommend this product

Realvolve has a 'excellent' User Satisfaction Rating of 90% when considering 99 user reviews from 3 recognized software review sites.

4.6 (21)
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3.7 (1433)
4.1 (14)
4.3 (3779)
4.41 (45)
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4.7 (40)
4.5 (23)
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3.9 (569)
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Awards

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Realvolve stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Easy to Use: 98% of reviewers referencing usability felt the software is user-friendly.
Improved Productivity and Efficiency: The system aids efficiency and productivity, as observed by every user who talks about this aspect.
Customer Relationship Management: 95% of the reviewers who reference this aspect noted that it aids a positive customer experience.
Customization: Adding or removing fields is simple and doesn’t require technical help, as observed by more than 85% of reviews mentioning this feature.
Integration: Important integrations such as Power BI, Cortana, Azure and Office are of great help, as noted by 92% of the reviewers who refer to this element.
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Workflow Automation: Realvolve's strength lies in its ability to automate repetitive tasks, saving users time and effort. Users can create intricate workflows that trigger actions based on specific events, such as sending follow-up emails or scheduling appointments, ensuring no lead falls through the cracks.
Customization: The platform's flexibility allows users to tailor it to their unique business needs. From custom fields and tags to personalized dashboards and reports, Realvolve empowers users to organize and manage their data in a way that aligns with their workflows.
Relationship Management: Realvolve goes beyond basic contact management by focusing on building and nurturing relationships. Users can track interactions, set reminders for important dates, and gain insights into their network, fostering stronger connections with clients and prospects.
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Learning Curve: According to 90% of the reviewers talking about this factor, new customers require a bit of training, which is time consuming.
Pricing: Microsoft Dynamics 365 is expensive, as observed by every user mentioning cost.
Slow Performance: At times, the platform takes time to sync and perform simple tasks, as observed by almost 70% of reviewers referring to this aspect.
Navigation: 90% of the reviews about this feature mentioned the navigation is complicated, especially for new users.
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Steep Learning Curve: The platform's interface can be overwhelming for new users due to its extensive customization options and complex workflows. This complexity can lead to a longer onboarding process and require additional training resources.
Mobile App Limitations: The mobile app currently lacks some of the features and functionality available on the desktop version, which can hinder productivity for users who rely on mobile access to their CRM data.
Integrations: While Realvolve offers integrations with various third-party tools, the available options may not cover all the specific needs of every business. Users may find themselves needing to utilize workarounds or additional software to achieve their desired level of integration.
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A mix of praise and critique defines 2023 user reviews for Dynamics 365 CRM. Fans champion its robust customization, enabling precise tailoring to diverse business needs, like adding fields to track specific equipment rentals or crafting workflows for complex approval processes. This flexibility, some say, surpasses competitors like Salesforce, where out-of-the-box options might constrain unique workflows. Yet, this very strength can be a double-edged sword. Detractors find the customization curve steep, requiring significant IT expertise or costly consultant guidance, unlike the more user-friendly setup of HubSpot. Integration shines as a clear win for Dynamics 365. Seamlessly blending with Microsoft's ecosystem, including Outlook and Teams, streamlines communication and boosts collaboration. Imagine pulling CRM data directly into an email or setting up team meetings from contact records – a breeze for Dynamics users, while competitors often require clunky workarounds. However, pricing structure remains a sore spot. While subscription fees are competitive, the extensive customization often necessitates additional add-ons and consultancy, potentially inflating costs compared to more all-inclusive options like Zoho CRM. Ultimately, reviews suggest Dynamics 365 excels for businesses seeking in-depth customization and Microsoft integration, willing to invest time or resources in setup. For those prioritizing ease of use or budget-friendliness, alternatives might be a better fit. The key takeaway? Choose the CRM that complements your unique needs and technical capabilities.

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Realvolve has been making waves in the CRM world, and for good reason. Users rave about its user-friendly interface, making it a breeze for even the least tech-savvy folks to navigate. The software's ability to integrate with other platforms is a major plus, saving you time and effort by eliminating the need to juggle multiple systems. But where Realvolve truly shines is in its powerful workflow automation. Users can create customized workflows that streamline tasks and ensure nothing falls through the cracks. This is especially beneficial for real estate professionals, who can automate client communication, transaction management, and more. However, no software is perfect. Some users find Realvolve's pricing to be a bit steep compared to competitors. Additionally, while the software offers a wide range of features, it may lack some specialized functionalities that certain businesses require. Realvolve's customer support has received mixed reviews, with some users praising their responsiveness and others experiencing delays or difficulties reaching a live person. Despite these drawbacks, Realvolve remains a top choice for businesses seeking a robust and adaptable CRM solution. Its intuitive interface, extensive integrations, and powerful automation capabilities make it ideal for teams looking to streamline their operations and boost productivity. If you're ready to take your business to the next level, Realvolve might just be the missing piece of the puzzle.

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