Realvolve vs PipelineDeals

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

PipelineDeals Software Tool

Product Basics

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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Designed to serve small and midsize businesses, PipelineDeals is equipped with sales-focused features, enabling sales teams to automate redundant tasks and nurture relationships with customers. With an intuitive user interface, it helps set up scalable processes, resulting in improved productivity and increased profitability.

Deal management and sales acceleration tools expedite the sales cycle, and help set and track targets. A sales dashboard offers a 360-degree view of performance status, while lead management capabilities help streamline lead generation and nurturing. Customizations ensure enhanced experience and expanded functionality.
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$94 Monthly
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$29 Annual, monthly, quote-based
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Tailored to your specific needs
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Windows
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Android
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Cloud
On-Premise
Mobile
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Product Assistance

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

Product Insights

  • 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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  • Improves Business Outcomes: Get detailed visibility into customer accounts to nurture relationships, recognize upsell opportunities and grow business. Also, manage project details, key deliverables, deadlines and milestones. 
  • Supports Collaboration: Team-centric accounts enable knowledge transfer across teams, ensuring collaborative strategizing. 
  • Grants Full Pipeline Control: Track multiple sales workflows accurately, gain control of pipelines with visual reporting, track each deal's progress and view activities in real time using a visual sales pipeline. Map, record and see every stage of a sale using these details. 
  • Streamlines Lead Management: Gain efficiency by having all the information required to track the progress of each lead. Facilitate better communication, faster responses, sharing of real-time updates with team members and customizable status tracking. 
  • Optimizes Selling: Maximize pipeline opportunities with the ability to see when leads are at risk and know which items are most important to prioritize. Make informed business decisions with this visibility. 
  • Enables Efficient Sales Processes: Guide sales reps and set objectives for them using team management tools. Eliminate delays, confusion and redundancy by designing a framework for collaborative sales efforts and organizing the collective knowledge of the team.  
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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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  • Automation: Sales reps can free up time to engage leads across multiple channels and increase sales by adding efficient workflows. With suggested next steps and activity reminders, they can focus on the most valuable tasks. It’s also possible to share progress reports across teams as leads move through the pipeline leading to closed deals. 
  • Reporting: Actively measure business health through data-driven reports that are shareable across teams. Comparison charts show which team members and lead types bring in the most revenue, as well as the success of business deals over the lifecycle. Track team performance, types of deals acquired and custom data points. 
  • Email Sync: Save time and streamline workflows by managing emails in the sales pipeline. A complete history of sales communication is viewable in an easy-to-filter place so that fewer deals are missed out on. 
  • Mobile App: Manage sales pipeline while on the go using Android and iOS apps. Sales-focused features include: 
    • Smart search
    • Talk-to-text records
    • Real-time notifications
    • Tasks and calendars
    • One-click activity notes
    • A mobile business card scanner
    • Nearby geolocation
  • SuperShare: Enhance productivity and enable faster deal closing by letting users collaborate from the dashboard in real time and add activities to deals. Grant access and share deals with outside partners. 
  • Customization:  Boost the sales process by customizing details based on unique business needs. Customize field names, choose which data to see first, assign permissions to team members, prioritize important customer details and use templates. The system color and theme can also be changed to match company branding. 
  • Integrations: Integrates with popular software including Mailchimp, Google apps, Outlook, Excel, QuickBooks, Zapier, Paycove, Help Scout, ActiveDemand and more. 
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Product Ranking

#21

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#36

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User Sentiment Summary

Excellent User Sentiment 99 reviews
Great User Sentiment 1475 reviews
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.

87%
of users recommend this product

PipelineDeals has a 'great' User Satisfaction Rating of 87% when considering 1475 user reviews from 5 recognized software review sites.

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5.0 (14)
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4.3 (842)
4.41 (45)
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4.7 (40)
4.4 (605)
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4.0 (1)
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3.5 (13)

Awards

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

User Favorite Award

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Synopsis of User Ratings and Reviews

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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Ease of Use: The system is simple to navigate and user-friendly, as observed by 97% of reviewers who mention usability.
Organized Data: According to 95% of reviewers who talk about this feature, it’s easy to look for information about deals, companies, clients and more very quickly in a centralized place.
Deal Management: This feature helps organize deals, track clients, make notes, manage priorities, and offers immediate view of deal status and reminders for timely follow-up, as observed by every user referencing it.
Customization: It’s easy to customize, according to more than 85% of reviewers who talk about this feature.
Customer Support: The support team is helpful and responds quickly, according to 92% of reviewers mentioning the aspect.
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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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Technical Glitches: Every user mentioning this aspect noted the platform has issues with contact deletion, sifting through older notes and more.
Interface: The interface is unappealing and needs improvement, as noted by 75% of reviewers.
Search: Every user referencing search felt the process isn’t effective, as accurate results aren’t displayed even when using exact titles.
Slow Loading: Every user talking about this aspect noted the system becomes slow or tends to hang at times, such as when switching pages.
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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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Equipped with sales-focused features, PipelineDeals enables sales teams to automate redundant tasks and nurture relationships with customers. The system is easy to navigate and customize, and the support team is very responsive, as noted by most reviewers. It also helps manage deals and client information efficiently. However, it suffers from technical glitches, and tends to hang at times. Reviews also observed that the search process isn’t accurate and that the interface needs improvement. Overall, the system is a good fit for small and mid-sized businesses looking for efficient deal management.

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