Open To Close vs REALM

Open To Close is a transaction management platform for real estate professionals, available on Android, iOS, and the web. It organizes tasks, emails, documents, and dates in one place. Task templates can send email or text messages when tasks are completed and notify users about overdue tasks. Email templates support merge fields, contact and file roles, and automatic addition of contacts and files. Document tools include custom buttons, merging and splitting documents, emailing and receiving documents by email, and folder organization. Users can assign global permissions and task responsibilities within transactions. Listed integrations include Google Workspace, Outlook, Follow Up Boss, SkySlope, Dotloop, Brokermint, and Stripe. The API supports reading and writing platform data, and Zapier and API Nation are named as workflow synchronization examples. E-signatures, document templates, deadline automation, and approval workflows are listed. Grow costs $99 a month, with one user included; each additional user is $69 per user per month. A free 30-day trial is offered, and Premium Support is included in Scale.

REALM is a real estate platform for agents, teams and brokerages that combines CRM, transaction management, compliance, e-signature, communications, marketing and EVE AI. EVE can answer leads, prepare documents, track transactions, draft follow-ups and record actions against the records it reads. Users can choose Suggest, Guided or Autopilot modes, while offers, pricing, contracts, financing, legal questions, complaints and opt-outs are routed to a human. CRM tools combine lead routing, automatic nurture and email, text and calls in one thread per client and transaction. Marketing Studio drafts and schedules listing and brand content; agent websites include lead capture and analytics. Shared Rooms let clients and other transaction parties join by link without an account, password or app. REALM lists web and browser extension access, as well as a mobile app. Integrations include Gmail, Outlook, Slack, Teams, QuickBooks, Xero, lead sources and Zapier. Listed options include REALM Sign at $15 per user per month, EVE X at $49 per seat per month and REALM AGENT at $249 per seat per month. Availability information identifies Arizona-based agents and brokerages for the platform.