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Realvolve
Relationship-focused CRM and automated workflow engine built for real estate agents.
What it does
Automates multi-step real estate transaction workflows and critical task deadlines. Centralizes contact histories, communication logs, property files, and referral networks. Provides built-in email and SMS templates along with AI-assisted messaging tools. Monitors transaction stages from initial listing to closing with real-time status tracking.
Why it works
Cross-dimensional workflow engine links contacts, properties, and transactions dynamically rather than as isolated tables. Focus on sphere-of-influence relationship building drives higher repeat and referral business. Pre-built automation packages minimize setup time for new agents entering the platform. Native AI features generate content and surface intelligent task reminders.
Category: Business & Operations
Team Size: 26-100
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As of 2026
Business & Operations
Revenue: $1M-$10M ARR
Relationship-focused CRM and automated workflow engine built for real estate agents.
Overview
Realvolve is a cloud-based customer relationship management (CRM) and workflow automation platform tailored specifically for real estate agents, brokers, and teams. Blending contact management, property tracking, and transaction management, the platform helps agents nurture long-term client relationships rather than just managing short-term lead funnels. Its predictive workflow engine automates repetitive tasks, transaction deadlines, and communications while maintaining personalized touchpoints.
Funding status: Funded
Revenue source: Subscriptions
Customer type: B2B
Pricing: Subscription
Tech stack: JavaScript, Node.js, React, Cloud Infrastructure, MySQL, REST API
Platform: Web • iOS • Android
Integrations: Google Workspace, Microsoft Outlook, Zapier, Mailchimp, DocuSign, Facebook, REST API
Founder story
Realvolve was founded in 2011 by Dave Crumby and Martin Streicher in Denver, Colorado. Having worked extensively in real estate technology and sales, Crumby recognized that standard CRMs focused heavily on cold lead conversion while ignoring the long-term relationship lifecycle. They built Realvolve to provide agents with a human-centered operating system that automates background operations while deepening client connections.
What it does
- Automates multi-step real estate transaction workflows and critical task deadlines
- Centralizes contact histories, communication logs, property files, and referral networks
- Provides built-in email and SMS templates along with AI-assisted messaging tools
- Monitors transaction stages from initial listing to closing with real-time status tracking.
Who it's for
- Residential Real Estate Agents
- Real Estate Team Leaders
- Independent Brokerages
- Transaction Coordinators
Why it works
- Cross-dimensional workflow engine links contacts, properties, and transactions dynamically rather than as isolated tables
- Focus on sphere-of-influence relationship building drives higher repeat and referral business
- Pre-built automation packages minimize setup time for new agents entering the platform
- Native AI features generate content and surface intelligent task reminders.
Growth strategies
- Direct sales targeting real estate coaching programs and high- producing agent networks.
- Freemium sandbox access combined with custom onboarding packages like Smart Launch.
- Integration partnerships with real estate marketing platforms and lead generation vendors.
- Content marketing focused on workflow optimization, client retention, and real estate systems.
Alternatives
Comparison overview
- Realvolve focuses heavily on complex workflow automation and long-term client relationship management.
- Unlike lead-gen heavy CRMs such as Follow Up Boss or Lofty, Realvolve structures data around multi-dimensional relationships connecting people, properties, and deals together.