EstateWorks vs. Realvolve Comparison


EstateWorks EstateWorks Systems	Realvolve	+	+
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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.	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.
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	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
Audience Trust & Estate law firms, banks, trust companies and fiduciary organizations managing estate settlement / administration and estate planning.	Audience Real Estate (Residential)
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
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	Pricing $59.00/month/user Starting price $49.00/month/user Free Version Not Supported Free Trial Supported
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	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

Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information EstateWorks Systems Founded: 2012 United States EstateWorks.com	Company Information Realvolve Founded: 2009 United States realvolve.com
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AccountAbly	Follow Up Boss
TotalTrust Exhibit One Software	RealOffice360 RealOffice360 (Home Investment Advisors Ltd.)
Eternal Pro	Realty Vista
Case UI View All	Realiti.io View All
Categories Legal Case Management Supported	Categories Real Estate CRM Supported
	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
Integrations APIANT Not Supported CCH ProSystem fx Supported Cloud Agent Suite Not Supported Cognito Forms Not Supported Evernote Not Supported Gravity Forms Not Supported Happy Grasshopper Not Supported Lacerte Supported Nexa Not Supported PropertyRadar Not Supported Real Geeks Not Supported Spacio Not Supported Stackreaction Not Supported TRIBUS Not Supported Thankster Not Supported Wufoo Not Supported X (Twitter) Not Supported Zapier Not Supported zBuyer Not Supported zipForm Plus Not Supported Show More Integrations View All 3 Integrations	Integrations APIANT Supported CCH ProSystem fx Not Supported Cloud Agent Suite Supported Cognito Forms Supported Evernote Supported Gravity Forms Supported Happy Grasshopper Supported Lacerte Not Supported Nexa Supported PropertyRadar Supported Real Geeks Supported Spacio Supported Stackreaction Supported TRIBUS Supported Thankster Supported Wufoo Supported X (Twitter) Supported Zapier Supported zBuyer Supported zipForm Plus Supported Show More Integrations View All 22 Integrations
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