
Dynamics 365
Comparable platform as Salesforce, but with richer integration to the Microsoft family of products including Office 365. Also, significantly less expensive, both...
Simple, effective, and efficient tools to organize and automate your work. What can Realvolve do? Take a look. Contacts: Record each contact’s personal and...
simple, effective, and efficient tools to organize and automate your work.
what can realvolve do? take a look.
contacts: record each contact’s personal and professional information and keep a journal of notes and correspondence. maintain a collection of documents and files per person. monitor each of your contact’s facebook, linkedin, and twitter feeds. send email, sms, and social media messages directly from the application. track referral and lead sources
properties and transactions: enter and review all vital information in a simple, clean user interface. list all parties participating in the sale or purchase of a property. maintain an album of photos and a portfolio of pertinent documents. keep track of your important tasks and activities. track important events, such as listing expiration and closing dates. keep detailed records of services performed for seller reporting. calculate net commissions on each transaction
calendar and tasks: manage your deadlines and capture important dates. use the peritem calendar to view the dates and tasks for a single contact, property, or transaction. use the system calendar to see all your events. use powerful workflows to systematize repetitive tasks
communication: send and log incoming and outgoing posts, sms messages, and email. customize and send bulk email messages to your contacts. collaborate and assign tasks to other members of your team. choose what information you share with colleagues create/edit html document templates for easy mail merge
connectivity: synchronize your contacts, calendar, and tasks with google apps, and synchronize your notes with evernote. add annotations and attachments to your data directly via email. import information from almost any other crm application automate processes with customized zaps in zapier.com. export contacts to google drive to print avery labels and envelopes
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