Realtyjuggler Reviews 

Written by the company

RealtyJuggler is an affordable, fully featured, easy-to-use CRM built for real estate professionals. It combines contact management, lead and prospect follow-up, transaction management, marketing, communications, business organization, and more than 500 integrations into a single cloud-based platform. Complimentary onboarding and phone support, including one-on-one training, are included. The 90-day free trial requires no credit card and does not automatically convert to a paid membership. RealtyJuggler has been in business since 2004. More than 150,000 real estate professionals have used RealtyJuggler since then. The company has maintained an A+ rating with the Better Business Bureau since 2006. RealtyJuggler is designed for real estate agents, investors, commercial real estate professionals, appraisers, loan officers, builders, and others who need real estate-specific functionality without the complexity and cost of a large enterprise CRM. RealtyJuggler co-founder Scott Schmitz has written the definitive book on real estate CRM’s called “Real Estate CRM Secrets”, which is part of a 2 book series. Information on that book is available at: https://realestatecrmsecrets.com RealtyJuggler serves individual agents, agents with assistants, larger teams, and entire offices. Brokers can assign leads, agents can share information with assistants, and tasks can be delegated while keeping information in a single system. Pricing is per seat, allowing organizations to add or remove users as needed without paying for unused seats. RealtyJuggler provides a central database for contacts, prospects, clients, and other professional relationships. Users can organize contacts by category, record notes and communication history, schedule appointments and tasks, and set reminders and recurring follow-ups. Agents can track prospects from the initial handshake through closing. They can schedule calls and build daily call lists. Automatic reminders cover birthdays, closing anniversaries, deadlines, and appointments. Leads can be imported from spreadsheets, MLS and tax records, other CRMs, and third-party sources. Valet Import automates field assignments for recurring imports, enabling future imports to be completed with a single click. Email Feed automatically converts lead emails into Prospect records, reducing data entry and enabling agents to follow up quickly. This is especially useful for automatically routing leads from IDX websites into RealtyJuggler. Built-in follow-up and marketing tools support lead incubation, deal flow, and long-term relationship management. Activity Plans, also called Task Plans, schedule follow-up activities and time-released drip campaigns to automate the sending of emails and printed letters. Marketing tools include bulk email, mail-merged letters, mailing labels and envelopes, eCards, real estate flyers, and branded communications. The built-in real estate content library provides ready-to-use prospecting and client follow-up materials, and users can also create and customize their own content. Emails can include formatted text, images, videos, and personalized mail-merge data. During complimentary onboarding, RealtyJuggler staff can configure letterhead, company logos, portrait photos, signatures, and contact information to ensure consistent branding. The system tracks email opens, invalid addresses, unsubscribes, opt-outs, and spam complaints. RealtyJuggler provides tools for listings, buyers, deals, offers, closings, commissions, expenses, and other real estate activities. Listing records track expiration dates to help prevent listings from being overlooked. Agents can request showing feedback via email feedback forms and provide sellers with service reports summarizing promotional activity and buyer feedback. This information helps keep sellers informed and identify when a pricing adjustment is advisable. Closing records track parties, deadlines, contingencies, inspections, and other transaction activities. Users can upload PDFs, such as contracts and inspection reports, for storage and sharing. The commission calculator handles splits, referral fees, and franchise fees. Expense tools track business and recurring expenses, mileage, taxes, and contractor payments. Additional calculators cover mortgage payments, maximum loan amounts, rent-versus-own analysis, buyer and seller net calculations, comparative market analysis, and commissions. These tools can assist with buyer prequalification and with identifying properties that may require a short sale. Rental management tools track rents, expenses, administrative fees, and work orders. Continuing education features track completed credits and remaining requirements for license renewal. Agents can compare historical income and expenses with projections, use their lead pipeline to estimate future cash flow, and work toward year-over-year goals. Leads and deals can also be tracked by source to identify which sources generate revenue. Through its partnership with Twilio, RealtyJuggler supports SMS conversations with clients and prospects. Users can view text threads in RealtyJuggler and automatically link them to the appropriate contact and transaction. SMS notifications alert agents to fresh leads, appointments, tasks, and deadlines. Twilio is optional, and usage charges are billed separately from the RealtyJuggler membership. Call Capture provides real-estate-specific lead capture for property inquiries. A dedicated number provides property information via voice or text, captures caller ID, notifies the agent, and automatically creates a Prospect record. Callers can also be automatically connected directly to the agent, making the feature useful for buyer inquiries generated by yard signs and property marketing. Click-to-call is also supported on iPhone, Twilio, Google Voice, Zoom Phone, Dialpad, JustCall, and RingCentral. RealtyJuggler provides bidirectional synchronization with Google Contacts and Google Calendar, keeping contacts and appointments in sync across RealtyJuggler, computers, iPhones, iPads, Android phones, and tablets. This creates a unified address book and calendar. As a cloud-based system, RealtyJuggler runs in modern web browsers and adapts to different screen sizes. Multi-user sharing supports assistants, partners, staff, and teams. Automatic upgrades and redundant backups are included, along with modern security, encryption, and networking technology. RealtyJuggler supports more than 500 integrations with lead sources, IDX websites, contacts and calendars, marketing and mailing, dialers, communications, MLS, and property data. Supported sources and services include Zillow, Realtor.com, Facebook Leads, IDX websites, Zapier, Google Contacts, Google Calendar, Mailchimp, and many others. Email Feed parses incoming leads, while Valet Import ingests data from spreadsheets, databases, MLS and tax records, and other CRM systems. RealtyJuggler can import data from many competing and general-purpose CRMs, including Top Producer, IXACT Contact, Wise Agent, Follow Up Boss, BoldTrail/kvCORE, Lofty, HubSpot, Salesforce, and others. Staff can help migrate contacts and leads during complimentary onboarding, and Valet Import can create reusable workflows for recurring sources. This integration support lets RealtyJuggler serve as the central CRM while agents continue using specialized lead-generation, marketing, and transaction services. RealtyJuggler includes complimentary phone support and onboarding. Onboarding may include importing contacts and leads, merging duplicates, adding letterhead and signature branding, and configuring smartphone synchronization. Complimentary one-on-one and group training is available for individuals, teams, and offices and covers all RealtyJuggler features. Video tutorials and written manuals provide additional training resources. Phone support is available in the United States and Canada, while email support is available more broadly. Agents can start using RealtyJuggler’s core functions and gradually learn to use additional tools, such as bulk email and birthday tracking. The consistent interface makes new features easier to learn, and agents can become productive after less than an hour of phone-based training. RealtyJuggler brings together contacts, leads, follow-ups, transactions, marketing, communications, tasks, calendars, commissions, expenses, documents, property information, and integrations in one system. Membership includes onboarding, support, training, upgrades, backups, and real estate-specific functionality. The 90-day free trial requires no credit card, allowing professionals to evaluate the full system before deciding whether it fits their business. Membership can be canceled at any time for a prorated refund. RealtyJuggler is designed to manage the day-to-day operations of a real estate business without requiring multiple applications. It combines a full feature set, ease of use, personal support, and affordability in a system that is powerful enough for a real estate business yet simple enough to use consistently.See more