EstateWorks vs. Realvolve Comparison


EstateWorks EstateWorks Systems	Realvolve
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EstateWorks	Realvolve
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EstateWorks: About EstateWorks is case management, workflow and operational management software for Trust & Estate law firms, banks, trust companies and other fiduciary organizations. It supports estate settlement, estate administration and estate planning by bringing matter information, contacts, responsibilities, processes, tasks, dates and financial records into a shared system. Users can configure reusable checklist templates, assign work by role, set task dependencies and due dates, and adapt tasks for individual matters. Dashboards, calendars, alerts and reports help teams track matter progress, deadlines and workload across an organization. EstateWorks also supports document and form generation, curated state probate forms, and data exchange with valuation and tax-preparation products. It is designed to complement, rather than replace, broader practice-management, billing and fiduciary-accounting systems.	Realvolve: About Realvolve is a web-based real estate CRM software that is ideal for realtors and real estate businesses. With Realvolve, users can scale, connect, and thrive easily. Realvolve features include task management, contact management, property transaction management, and connectivity with third-party software. Realvolve enables users to record each contact's professional and personal information. Realvolve also allows users to manage their deadlines and capture important dates.
EstateWorks: Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Realvolve: Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
EstateWorks: Audience Trust & Estate law firms, banks, trust companies and fiduciary organizations managing estate settlement / administration and estate planning.	Realvolve: Audience Real Estate (Residential)
EstateWorks: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Realvolve: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
EstateWorks: API Offers API Not Supported	Realvolve: API Offers API Not Supported
EstateWorks: Screenshots and Videos View more images or videos	Realvolve: Screenshots and Videos View more images or videos
EstateWorks: Pricing $1,200/user/year Standard users cost $1,200–$1,600 per user annually, based on user count; Notes users cost $600 annually. One-time setup, configuration and online training cost $3,000 for 1–5 users and $5,000 for 6–10 users, with larger teams priced by tier. Optional fees include curated state probate forms from $700 per state annually, data uploads typically $1,000–$5,000, and additional state settlement checklists for $1,000 each. Free Version Not Supported Free Trial Not Supported	Realvolve: Pricing $59.00/month/user Starting price $49.00/month/user Free Version Not Supported Free Trial Supported
EstateWorks: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Realvolve: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

EstateWorks: Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported	Realvolve: Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
EstateWorks: Company Information EstateWorks Systems Founded: 2012 United States EstateWorks.com	Realvolve: Company Information Realvolve Founded: 2009 United States realvolve.com
EstateWorks: Alternatives Probate Plus Law Systems	Realvolve: Alternatives Top Producer CRM Top Producer Systems 4.2 out of 5 stars
EstateWorks: AccountAbly	Realvolve: Follow Up Boss
EstateWorks: TotalTrust Exhibit One Software	Realvolve: RealOffice360 RealOffice360 (Home Investment Advisors Ltd.)
EstateWorks: Prolegis Prolegis Solutions	Realvolve: Realty Vista
EstateWorks: Prolegis Estate Plan Prolegis Solutions View All	Realvolve: Realiti.io 4.0 out of 5 stars View All
EstateWorks: Categories Legal Case Management Supported	Realvolve: Categories Real Estate CRM Supported
	Realvolve: Show More Features Real Estate CRM Features Campaign Management Supported Client / Property Matching Not Supported Contact Management Supported Dashboard Supported Email Marketing Supported Interaction Tracking Supported Lead Management Supported Property Alerts Not Supported Referral Tracking Supported Segmentation Supported
EstateWorks: Integrations CCH ProSystem fx Supported Cloud Agent Suite Not Supported DecisionVault Supported Evernote Not Supported Formstack Documents Not Supported Gmail Not Supported Gravity Forms Not Supported Happy Grasshopper Not Supported Lacerte Supported LeadsBridge Not Supported Nexa Not Supported PropertyRadar Not Supported Real Geeks Not Supported Spacio Not Supported Stackreaction Not Supported StreetText Not Supported Thomson Reuters ONESOURCE Supported Wufoo Not Supported Zapier Not Supported zipForm Plus Not Supported Show More Integrations View All 4 Integrations	Realvolve: Integrations CCH ProSystem fx Not Supported Cloud Agent Suite Supported DecisionVault Not Supported Evernote Supported Formstack Documents Supported Gmail Supported Gravity Forms Supported Happy Grasshopper Supported Lacerte Not Supported LeadsBridge Supported Nexa Supported PropertyRadar Supported Real Geeks Supported Spacio Supported Stackreaction Supported StreetText Supported Thomson Reuters ONESOURCE Not Supported Wufoo Supported Zapier Supported zipForm Plus Supported Show More Integrations View All 22 Integrations
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