RealOffice360 Review: Real Estate CRM Software
RealOffice360 helps real estate agents and brokerages maintain client relationships and track deals through a visual pipeline. It is designed for teams requiring shared contact management and follow-up reminders.
At a glance
- Category
- Real Estate
- Best for
- 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).
- 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
- realoffice360.com
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
A drag-and-drop interface to track the progress of leads, buyers, and sellers through various deal stages.
Notifications for client birthdays, wedding anniversaries, and home purchase anniversaries.
Centralized storage for client profiles, including notes, communications, and uploaded files.
Tools to help draft emails, respond to clients, and create communication templates.
Features for setting yearly sales targets and tracking potential commission income per deal.
Supports sending customized email templates to groups of leads or clients.
Use Cases
Moving prospective buyers and sellers through a visual funnel from initial lead to closing.
Using reminders for home anniversaries and birthdays to stay in touch with a sphere of influence.
Importing online leads from websites or lead providers into the CRM database.
Sharing contacts, groups, and pipelines among multiple agents within a brokerage or team.
Best For
Integrations
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).
FAQ
Yes, there is a 14-day free trial available that does not require a credit card to start.
The Essentials plan is designed for newer agents or those managing fewer than five concurrent active deals who do not require advanced customizations.
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.
Yes, users own their data and can export their client database at any time.
Source category: Real Estate
Source subcategory: CRM
