Elevate CRM Review in 2024: My Honest Opinion and Evaluation

What does Elevate CRM do?

By reducing the need for numerous and separate solutions, Elevate increases productivity (and cuts expenses by providing a cost-effective, streamlined marketing experience to Brokers, Agents, and Teams. 

Users can streamline data flows, encourage flexible contact and data-sharing activities, and optimize internal knowledge management systems with the help of this CRM. Additionally, it provides template design tools to marketing and sales teams to help them create distinctive systems that increase brand awareness and productivity. 

Teams can also find it easier to monitor and modify payment schedules using the commission schemes.

Companies can use the tools for business plans to make budgets and have instant access to performance systems so they can evaluate return on investment. Elevate helps businesses digitize repetitive tasks and enhance workflow systems by offering process automation tools. 

Admins can utilize AI-enabled systems to automatically authorize payout procedures and set up commission monitoring events, thereby improving time, cost, and project management.

Let’s look closely to see if this is the right CRM for your business.

Key Features of Elevate CRM

Elevate isn’t just your ordinary CRM. The majority of competitors in this market place a strong emphasis on managing current contacts and their CRM dashboard as their main areas of business. However, Elevate’s approach considers their CRM to be only a component of their overall system—one that includes:

• A website with IDX support
• A content production agency for your website
• A content production and social media management service
• Optimized paid lead production for either seller, buyer, or both types of leads

Assistive Tasking

In order to determine the optimal task processes for completing deals and keeping clients over a lifetime, Elevate has collaborated with the top agents in the US. With a zero-queue approach, Elevate CRM’s technology helps you navigate the day-to-day and ensures that the seeds of your new client relationships are sown for success.

I love how it offers quick reminders -The system updates the MLS every fifteen minutes. All linked social media accounts receive automatic posts about new listings, sold listings, and price adjustments. Within the system, listings and agent rosters are updated automatically.

Lead Import

When it comes to the lead import processes, Elevate makes it more streamlined by placing a strong emphasis on integrations to ensure a smooth and quick transition:

• Sturdy CSV Import Interface One-Time Addressbook Imports
• Your Elevate Site is Added by Hand from ANY lead source using our Lead-Gen lead parsing system
• They also provide lead scrubbing to assist you in quickly locating the most active leads!

Listing Reports

As for listing reports, as soon as you link a saved search to a lead’s account, you can send them comprehensive, automated MLS listing reports. You, the user, also have the opportunity to identify market trends by delving further and deeper into extremely pertinent data. 

Elevate CRM Plans

Pricing starts at $110 per month. Here is a snapshot of the different available plans:

Elevate Social Pro 

Allows you to automate your social media marketing so you can concentrate on what really matters: expanding your network and closing more deals more quickly.

Elevate DMS (Digital Marketing System)

Allows you to convert, engage, and grow your business with an all-in-one solution meant to capture, engage, and look great.

Elevate DMS Plus (5 – 7 leads per month)

Allows you to get complete functionality of their well-liked DMS product PLUS a “starter” lead-generating add-on for agents trying to expand their clientele on a tight budget.

Elevate Elite (20 – 30 leads per month)

This comprehensive solution includes an intricate IDX website, cutting-edge CRM, a robust blog, email, text, social media marketing, and potent analytics.

Elevate Pro (80 – 120 leads per month)

An all-in-one solution that includes a sophisticated website, cutting-edge CRM, a strong blog, email, social media, text marketing, potent analytics, and a committed success coach to assist you at every stage.

Elevate BOSS 

The first genuine productivity platform for real estate provides a more productive, economical approach to boost output and assist your agents in selling more homes—faster.

Is Elevate CRM Easy to Use?

Yes! I give the Elevate CRM user face and overall user experience a solid 5 out of 5. 

Elevate provides a 1-hour live training webinar that will give you a step-by-step overview of lead management, creating email campaigns, managing your website, social media, CMA’s,

analytics and much more.

Documentation is available to help users navigate the platform, and the onboarding process for new users is quick and easy. 

Available Integrations

Apart from the internal MLS integration, Parsey by LEAP integrates with Elevate CRM.

Elevate CRM Customer Service

Elevate CRM sets the gold standard for customer service with its unwavering commitment to excellence. You’re met with warmth, efficiency, and expertise from the moment you engage with their support team. 

Their proactive approach ensures they address issues swiftly, leaving customers feeling valued and empowered. I rate their customer support as 5 out of 5.

Which Companies Work with Elevate CRM?

• Colorado Springs Homes RE/MAX Properties, Inc.
• Pecora Properties, Watson Realty Corp.
• RE/MAX Southern Shores
• Shoe Realty
• Priority Realty

Last Thoughts

This is an excellent tool for Real Estate professionals who want to streamline their business. Elevate’s value in relation to its price is very strong. Its unique blog and social media content generation and management features could be quite helpful to many real estate brokers.