Realvolve vs Pipeliner CRM

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

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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Pipeliner CRM is a visually oriented customer relationship management solution that stands out for its intuitive interface and feature set. The platform excels in customization, allowing businesses to tailor the CRM to their specific needs without requiring extensive technical knowledge.

Key features include reporting tools, mobile functionality through native iOS and Android apps, and team collaboration capabilities. Pipeliner is well-suited for small to large-sized businesses and sales teams that value visual data representation and ease of use. It can accommodate various industries and use cases, from basic sales tracking to complex, multi-stage sales processes.

User reviews highlight Pipeliner's visual pipeline management as a major strength. Many appreciate the minimal training required to get started with the platform. However, some users have noted challenges with integrations and expressed concerns about pricing relative to available features.

It offers four pricing tiers, ranging from $65 to $150 per user per month when billed annually. The Starter plan, suitable for small teams, requires a minimum of three users. The Enterprise plan at $115 per user per month is the most popular option, offering advanced reporting and customization features.

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$94 Monthly
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$65/User. Monthly
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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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  • Market Leader: According to our research, Pipeliner CRM stands out as the top solution, outperforming competitors like Zoho and Salesforce. With an impressive analyst rating of 88 and a user satisfaction rating of 94%, it delivers functionalities that serve diverse business needs.
  • Enhance Team Collaboration: Our analysts ranked Pipeliner CRM as the top choice for team collaboration. It promotes seamless communication between marketing, sales and operations. The “Feeds” feature acts as a shared workspace, providing a complete history of communications for teams.
  • Boost Client Communication: Pipeliner CRM scored 100 in our analysis for its text messaging capabilities. You can reach contacts individually or in bulk and create custom "Feeds Profiles" to display only text messages.
  • Optimize Partner Management: Pipeliner received a perfect 100 for its partner scorecard tool in our analysis. You can assess partner performance, identify improvement areas and measure contributions using customizable scorecards.
  • Simplify Contract Lifecycle: You can create contracts manually or automatically based on orders and effortlessly track contract details and amendment history. This improves visibility into contractual obligations over time.
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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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  • Lead Tracking and Prioritization: Pipeliner CRM excels in tracking sales leads using pipelines, helping you identify which clients to prioritize. This feature provides a clear visual representation of the sales process.
  • Automation: The platform helps ensure timely follow-ups and simplify repetitive tasks. This helps your sales teams maintain consistent communication without the risk of overlooking important touchpoints.
  • Voice Caller Integration: You can initiate calls directly from the Pipeliner cloud web application. The calling widget displays the dialed number and reminds users of their outgoing number, improving call management.
  • Custom Reports: Pipeliner CRM scored a perfect 100 for its reporting facility. There are three main types of reports: Standard Table, Pivot Table and Advanced Table. Each type offers data analysis and visualization, with options to embed charts on dashboards.
  • Opportunity Creation and Pipeline Management: The platform enables easy creation and tracking of opportunities using a pipeline view. It allows you to move opportunities through sales stages, with optional or mandatory tasks and activities for each stage.
  • Sales Pipeline / Kanban View: Pipeliner organizes opportunities in a Kanban board, offering visibility across all stages in a single view. This helps your team quickly assess the status of all opportunities.
  • Native iOS and Android Apps: The mobile apps offer features like a Notification Center, Document Scanner and Business Card Scanner. You can view accounts and contacts on maps, create new records using their current location, and perform various actions on the go.
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Product Ranking

#21

among all
CRM Software

#25

among all
CRM Software

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Analyst Rating Summary

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88
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100
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Realvolve
Pipeliner CRM
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Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 89 91 100 80 82 91 100 71 73 100 88 99 100 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Excellent User Sentiment 99 reviews
Excellent User Sentiment 790 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.

93%
of users recommend this product

Pipeliner CRM has a 'excellent' User Satisfaction Rating of 93% when considering 790 user reviews from 5 recognized software review sites.

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Awards

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

User Favorite Award

SelectHub research analysts have evaluated Pipeliner CRM and concluded it deserves the award for the Best Overall CRM Software available today and earns best-in-class honors for Opportunity Management, Sales Performance Management and Team Collaboration. Pipeliner CRM stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

Analysts' Pick Award
User Favorite Award
Opportunity Management Award
Sales Performance Management Award
Team Collaboration Award

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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Visual Pipeline Management: Users appreciated Pipeliner's visual pipeline feature, which provides a clear overview of all critical data points.
Ease of Use: The platform is user-friendly and requires minimal training to get started.
Customizable Features: Pipeliner offers extensive customization options, allowing users to mold the software to their exact needs and easily adjust as their business evolves.
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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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Limited Integrations: Users mentioned challenges with integrating Pipeliner with other business apps.
Pricing: Some users expressed concerns about the pricing, saying they expected more features for the price point.
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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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Through our thorough analysis and tests, we've found Pipeliner CRM to be a reliable and user-friendly solution that stands out in several key areas. Its visual approach to pipeline management makes it easy to track and manage sales opportunities at a glance. We were particularly impressed by how intuitive the interface is — you can get up and running quickly without extensive training.Pipeliner's customization capabilities let you tailor fields, create custom modules or design specific workflows, adapting to your business needs effortlessly. The mobile apps for iOS and Android are also noteworthy, offering full functionality on the go.Pipeliner excels in promoting team collaboration, with features like the “Feeds” that keep everyone on the same page. The reporting tools are comprehensive, allowing for detailed insights into your sales processes.However, it's worth noting that some users have reported challenges with integrations. While Pipeliner likely offers integration options, they may not be as extensive as some other CRMs in the market, like Zoho, Salesforce or Hubspot. Additionally, a few users felt the pricing was on the higher side for the features offered.All around, Pipeliner CRM is well-suited for organizations that value a clear, visual representation of their sales pipeline and need a system that can grow and adapt to their business. While it offers many advantages, potential users should consider their specific integration needs and budget constraints when evaluating the software.

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