Recommended CRM - Realvolve

Modified on Mon, 20 Jan, 2020 at 10:28 AM

Realvolve is our currently recommended CRM (customer relationship manger). We love it for its modern interface, intuitive design, and flexible workflows. But even more than that, Realvolve was designed specifically for the real estate business, which means that its intuitiveness cannot be matched. It is the best and it is what we use ourselves at our associated real estate team Creath Partners, which is why we recommend it to our members. 


For more information on Realvolve go to: http://realvolve.com/paperless-agent

This video gives you a run-down of what Realvolve offers your business: https://youtu.be/BSOj5xF-_sI 


Marketing Club Member Benefit: Workflows


Paperless Agent Marketing Club members receive free access to our three online lead follow-up workflows - a $997 value! You can review the email sequences that comprise these three workflows below (requires you to login to your Paperless Agent account):

  • 11-Point Home Seller Email Sequence - Every contact you have with a potential customer is a step to turning them into a real client. Take the guesswork out of nurturing your seller prospects with this professional email sequence designed to get your readers to reach back out to you.
  • 11-Point Home Buyer Email Sequence - Use this new buyer email sequence to stay in contact with your buyer leads after they submit their information to you online. These messages on this timeline will ensure that you get a call back!
  • 12-Point Expired Listings Email Sequence - Use this email sequence — which comes complete with a timeline of when to send each message — to stay top of mind with your expired listing sellers.



To receive these workflows already created and ready to use in your Realvolve account, follow these instructions:

  1. Register for Realvolve at http://realvolve.com/paperless-agent
  2. Install our email sequences 
  3. Use our installation code. 
    • If you do not have it already, email support@thepaperlessagent.com to get that code)

Additional Resources


Review this article on Paperless Agent Email Sequence Workflow Package Installation:
http://help.realvolve.com/hc/en-us/articles/207446676


RealVolve Help Center

RealVolve Support Queue

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