Migrate your Realvolve data
Real Estate CRM built around transactional workflows and relationship tracking. Geared toward agents who want automation that adapts mid-process, not just drip sequences.
In its favor
Why people choose Realvolve
The signal that keeps Realvolve on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Workflow automation that branches dynamically based on client responses — users cite this as the core differentiator from simpler drip-email CRMs.
Built-in transaction management with escrow tracking and document storage eliminates the need for a separate transaction coordination tool.
Contact search and organization handles high-volume spheres well; agents report being able to find a contact by any remembered keyword.
CSV import from Top Producer and other real estate CRMs is pre-programmed, reducing migration friction for teams switching from established platforms.
Monthly ready-to-send client newsletters and built-in dialer bundle common agent tasks into one subscription rather than three separate tools.
Steep learning curve cited in competitor comparisons; some agents report the platform requires more upfront training investment than alternatives like Follow Up Boss or Shaker.
Cannot add custom merge fields in all markets, limiting personalization for agents who use region-specific terminology.
Function reliability issues cause some users to lose confidence in the automation; one reviewer described being 'disappointed' after money and time investment.
Pricing at $59+/month plus per-feature workflow packages can exceed budget for solo agents who only need basic contact management.
Reasons to switch
Why people leave Realvolve
The recurring reasons buyers give for replacing Realvolve. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Realvolve fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Realvolve pricing overview
Realvolve charges per user per month starting at $59, with optional one-time workflow package add-ons ranging from $449 to $1,499 depending on the suite. Teams typically pay $59–$118/month base plus one package fee for full automation coverage.
Starter
Tier 1 of 4
$59/user/month
What's included
Need help selecting your CRM?
Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Realvolve's schedule — see our quote-based pricing →
What gets migrated
Realvolve object support
Object-by-object support for Realvolve migrations. Per-pair details surface during scoping.
Contacts
Fully supportedStandard person records with name, email, phone, address, social handles, and birthday/anniversary fields. Supports multiple contact roles per transaction. We migrate Contacts 1:1 with all standard fields intact.
Transactions
Fully supportedThe core object in Realvolve linking a Contact to a property deal. Tracks status, stage, and parties involved. We preserve transaction-contact associations and stage history during migration.
Workflows
Mapping requiredRealvolve's flagship feature: branching automation sequences tied to Contacts and Transactions. Workflows include Activity steps, email templates, and conditional logic. We copy workflow structure and map Activity records to the destination's equivalent task or engagement object; some conditional branches may require destination-side rebuilding.
Documents
Mapping requiredFiles attached to Contacts or Transactions via Realvolve's file manager. We export document metadata and binary files, then attach them to the corresponding migrated records in the destination.
Activities
Mapping requiredLogged touchpoints (calls, emails, meetings) tied to Contacts or Transactions. Realvolve tracks activity history with timestamps and user attribution. We map Activities to the destination CRM's engagement or activity log, preserving date and type.
Dynamic Groups
Mapping requiredRealvolve segments Contacts into named groups based on criteria (e.g., buyers, past clients, hot leads). Group membership is computed dynamically. We capture the group definitions and write static group memberships to the destination's list or segment object.
Merge Fields
Mapping requiredPersonalization tokens used in email templates and workflow emails. Realvolve ships a set of pre-defined merge fields; custom merge fields are not fully supported in all regions. We map available merge fields to destination template tokens; unsupported custom fields are flagged for manual replacement.
Users
Fully supportedAgent and team member accounts with login, name, email, and role/permissions. We map Users to Owners or Members in the destination, preserving role assignments.
Calendar Events
Mapping requiredImportant dates (birthdays, anniversaries, follow-up dates) synced to calendar. We migrate date-type fields and recreate calendar events in the destination where supported.
Integrations / App Marketplace
Not in this platformRealvolve connects to MLS boards, Zapier, and other third-party services. These external integrations are not stored as exportable records and are not migrated. We document integration names for customer reference so they can be reconnected manually at the destination.
| Object | Support | Notes |
|---|---|---|
| Contacts | Fully supported | Standard person records with name, email, phone, address, social handles, and birthday/anniversary fields. Supports multiple contact roles per transaction. We migrate Contacts 1:1 with all standard fields intact. |
| Transactions | Fully supported | The core object in Realvolve linking a Contact to a property deal. Tracks status, stage, and parties involved. We preserve transaction-contact associations and stage history during migration. |
| Workflows | Mapping required | Realvolve's flagship feature: branching automation sequences tied to Contacts and Transactions. Workflows include Activity steps, email templates, and conditional logic. We copy workflow structure and map Activity records to the destination's equivalent task or engagement object; some conditional branches may require destination-side rebuilding. |
| Documents | Mapping required | Files attached to Contacts or Transactions via Realvolve's file manager. We export document metadata and binary files, then attach them to the corresponding migrated records in the destination. |
| Activities | Mapping required | Logged touchpoints (calls, emails, meetings) tied to Contacts or Transactions. Realvolve tracks activity history with timestamps and user attribution. We map Activities to the destination CRM's engagement or activity log, preserving date and type. |
| Dynamic Groups | Mapping required | Realvolve segments Contacts into named groups based on criteria (e.g., buyers, past clients, hot leads). Group membership is computed dynamically. We capture the group definitions and write static group memberships to the destination's list or segment object. |
| Merge Fields | Mapping required | Personalization tokens used in email templates and workflow emails. Realvolve ships a set of pre-defined merge fields; custom merge fields are not fully supported in all regions. We map available merge fields to destination template tokens; unsupported custom fields are flagged for manual replacement. |
| Users | Fully supported | Agent and team member accounts with login, name, email, and role/permissions. We map Users to Owners or Members in the destination, preserving role assignments. |
| Calendar Events | Mapping required | Important dates (birthdays, anniversaries, follow-up dates) synced to calendar. We migrate date-type fields and recreate calendar events in the destination where supported. |
| Integrations / App Marketplace | Not in this platform | Realvolve connects to MLS boards, Zapier, and other third-party services. These external integrations are not stored as exportable records and are not migrated. We document integration names for customer reference so they can be reconnected manually at the destination. |
Gotchas
What to watch for in Realvolve migrations
Issues we've hit on past Realvolve migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
No documented public REST API
Workflow structure requires destination-side rebuild
Merge field divergence by market
Top Producer export must be imported unedited
| Severity | Issue |
|---|---|
| High | No documented public REST API |
| Medium | Workflow structure requires destination-side rebuild |
| Medium | Merge field divergence by market |
| Low | Top Producer export must be imported unedited |
Leaving Realvolve?
Where Realvolve customers move next
12 destinations Realvolve can migrate to.
How a Realvolve migration works
Four steps, Realvolve-specific
Connect
Not publicly documented into Realvolve. Scopes limited to read-only on the data we move.
Map
We translate Realvolve-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Realvolve quirks before production.
Migrate
Full migration with Realvolve rate-limit handling. Rollback available throughout.
FAQ
Realvolve migration FAQ
Answers to the questions buyers ask most during Realvolve migration scoping. Not seeing yours? Book a call.
Can't find your answer?
Walk through your Realvolve migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationReady when you are
Migrate Realvolve.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your Realvolve setup and destination — written quote back within a business day.