Realvolve

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.

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.

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.

Alternatives

• Follow Up Boss
• Wise Agent
• Top Producer
• Lofty

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.