All Training Sections in One Document
- Download ALL Training Documents in One
Additional Important Documents (not included above)
- Download WorkflowTutorial.pdf (2/14/2018)
- Download MergeFields.pdf (2/14/2018)
- Download Dashboard 01: Contact Cross Section (Filtered/Unfiltered) (12/19/2017)
- Download 16 Realvolve Workflow Benefits (1/7/2018)
- Download Workflow Worksheet.pdf
- Download Print to PDF.pdf (4/18/2018)
- Download Tagged File Attachments.pdf (4/19/2018)
Training Documents by Section
Account Owner / Admin (Setup)
- Setup Admin 01: Account Settings
- Setup Admin 02: Users & Permissions
- Setup Admin 03: Login As Other Users
- Setup Admin 04: Tips, Tricks & Traps
All Users (Setup)
- Setup User 01: User Settings
- Setup User 02: Importing Contacts
- Setup User 03: Dotloop Integration
- Setup User 04: Auto Send Message
- Setup User 05: My Social Network
- Setup User 06: Google Sync
- Setup User 07: Importing Leads with Zapier.com
- Setup User 08: BombBomb Integration
All Users (Basics)
- Basics 01: Adding Contacts
- Basics 02: Assigning Tags
- Basics 03: Searching the Database
- Basics 04: Filtering Contacts
- Basics 05: View All Contacts in a List
- Basics 06: Radar Tab
- Basics 07: Contact Connections
- Basics 08: Files Tab
- Basics 09: Calendar Tab
- Basics 10: Activities Tab
- Basics 11: Adding Properties (Listings)
- Basics 11a: Creating a Loop (Dotloop)
- Basics 11b: Seller Report Tab
- Basics 12: Adding Transactions (Closings)
- Basics 13: Commissions Tab
- Basics 14: Templates
- Basics 14a: Seller Report Template
- Basics 15: Signatures
- Basics 16: Workflows
- Basics 17: Example Workflow
- Basics 18: Building Your Own Workflows
- Basics 19: Activity Checklists
- Basics 20: Activity Actions without Checklists
- Basics 21: Activity Actions with Checklists
- Basics 22: Branching
- Basics 23: Starting a Workflow
All Users (Best Practices)
- Best Practices 01: Contact Type
- Best Practices 02: Stage
- Best Practices 03: Contact Status
- Best Practices 04: Category (A|B|C|D)
All Users (Dashboard)
- Dashboard 01: Contact Cross Section (Filtered/Unfiltered) (NEW: 12/19/2017)
NOTE: Documents listed below are the same as the indexed list above...
We shall see …. have been doing RE for 25 years and this is my 5th CRM … watched your BombBomb comparison, have been an iXact Contact user of late, tested two of the programs in the comparison video and have decided to dive into Realvolve even though the initial feeling of "overwhelming complexity" is in my head, I am going to give it a try as a challenge.
Joe Rumsey
Watched a live webinar yesterday. Currently digging into a 14 day trial. At 1st glance my initial opinion is that this crm is alot more complicated then the webinar let on. There are ALOT of pdf tutorials that I have to read. I am fairly tech savvy and this is not familiar to what I normally see. This is definitely different so I will reserve a review until I have investigated further. For now, it's not achieving our primary goal of managing data, time, keeping things simple, organized and our overall business efficiently. Will update this info as I move forward.
There's very limited flexibility to customize your existing processes to work with Realvolve. You cannot add to or modify existing fields. Therefore, it's telling you what data you should manage. I expected time to be saved by creating workflows, but all it is, is a glorified check list. Running tasks automatically within a workflow is done manually (no built-in intelligence). You have to set-up workarounds so that your tasks do not flood your calendar, unnecessarily. Workflows have to run in a certain way or else it doesn't work. Lacks alerts & error message to prompt or warn you if it is not going to work. Put on your "programming debugging" hat or somebody who can. The use of "tags" is over the top and being used as a workaround for the fact of its limitations to customize anything. Just "tag it". For instance, tracking contracted buyers can be done simply as listings, as there's no category or tab to quickly access this list. Not efficient and not a time-saver. But hey, they may be working on a new feature, if you submit the request, along with your hundred other suggestions. Bottom line: It has some nice features, but poor overall design, and not enough flexibility. Maybe 3 years away from being good...
A computerized system is only a "fast pencil". I have found that good data in Realvolve will make you money by organizing it and automatically reminding of things that need to be done daily. I am a long way from making it like another "appendage" but, each day I get closer as I build out the structure and learning its nuances. Working daily with any a computer program will build familiarity and increased production. I can feel its increasing value almost daily.
For my entire Real Estate career personal or sphere of influence referrals has been the very best way to do business and a great CRM is the foundation. Others CRMs were good at birthdays and newsletters but, Realvolve adds additional layers along with work plans and daily reminders of calls and notes needed to fertilize the "farm" from the information added daily as it comes to me. Will let you know in about 10 more months. So far so good. Joe