AI TOOL PROFILE
RealOffice360 Review: Real Estate CRM Software
- Real Estate
- CRM
- Solo real estate agents
- Real estate teams
- Real estate brokerages
- New REALTORS®
Pricing
Plans start at $12/month for the Essentials solo plan. Higher tiers include Premium Solo ($25/month), Premium Team ($50/month), and Brokerage plans ($125/month for up to 20 agents).
At a glance
- Best for
- Solo real estate agents, Real estate teams, Real estate brokerages, New REALTORS®
- Key use cases
- Deal Pipeline Tracking, Relationship Maintenance, Lead Capture and Organization, Team Collaboration
- Integrations
- Google import, Outlook import, Excel import, Gmail integration, Microsoft 365 integration
- Official website
- Visit Realoffice360 official website
How AI is used
RealOffice360 is a CRM designed for REALTORS®, agents, and real estate brokerages. It focuses on relationship marketing by combining contact database management with a visual deal pipeline to track clients from lead to closing.
The platform supports a range of users, from solo agents to larger brokerage teams. It includes tools for daily organization such as task calendars, income goal tracking, and reminders for client birthdays and home anniversaries.
Buyers can use the tool to organize client notes, store files, and manage communications via email integration and AI-assisted drafting. Data is hosted on AWS in North America with SOC 1 and SOC 2 certifications.
Buyers should confirm the specific limitations of the Essentials plan, such as the limit on concurrent active pipeline deals, to ensure it fits their deal volume.
Key Features
Visual Pipeline Workflow
A drag-and-drop interface to track the progress of leads, buyers, and sellers through various deal stages.
Smart Follow-up Reminders
Notifications for client birthdays, wedding anniversaries, and home purchase anniversaries.
Contact Database Management
Centralized storage for client profiles, including notes, communications, and uploaded files.
AI Assistant
Tools to help draft emails, respond to clients, and create communication templates.
Income Goal Tracking
Features for setting yearly sales targets and tracking potential commission income per deal.
Bulk Email & Templates
Supports sending customized email templates to groups of leads or clients.
Use Cases
Deal Pipeline Tracking
Moving prospective buyers and sellers through a visual funnel from initial lead to closing.
Relationship Maintenance
Using reminders for home anniversaries and birthdays to stay in touch with a sphere of influence.
Lead Capture and Organization
Importing online leads from websites or lead providers into the CRM database.
Team Collaboration
Sharing contacts, groups, and pipelines among multiple agents within a brokerage or team.
Integrations
- Google import
- Outlook import
- Excel import
- Gmail integration
- Microsoft 365 integration
- Mailchimp integration
FAQ
Is there a free trial for RealOffice360?
- Yes, there is a 14-day free trial available that does not require a credit card to start.
Who is the Essentials plan best for?
- The Essentials plan is designed for newer agents or those managing fewer than five concurrent active deals who do not require advanced customizations.
How is client data secured in RealOffice360?
- Data is hosted on Amazon Web Services (AWS) in North America using AES-256 encryption and is audited under SOC 1 and SOC 2 standards.
Can users export their data from the system?
- Yes, users own their data and can export their client database at any time.
Source category: Real Estate
Source subcategory: CRM
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