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Ociate vs Vault RE

Vault RE (now MRI Vault) is one of the most-deployed CRMs in Australia and New Zealand. MRI cite 3,950+ offices and 64,700+ users on the platform. Its strengths are trust accounting, the REA buyer-lead feed, and Xero sync. AI is limited to property-description generation; there's no autonomous SMS or voice handling.

最后更新 April 2026

Ociate Ociate
Vault RE 由 MRI Software 提供
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我们打造了 Ociate。 We'll still tell you when Vault RE is the better fit. Every section below calls out where each tool wins. Pricing and features come from Vault RE's public site and review platforms (links at the bottom).

摘要

您应该选择哪一个?

在以下情况选择 Ociate

Inbound SMS and calls are slipping through the cracks, and you want AI to run the conversation end-to-end rather than schedule another templated email sequence.

在以下情况选择 Vault RE

A mid-to-large agency that needs sales CRM, trust accounting, and Xero sync in one audit-ready platform with strong REA integration.

两者皆可,如果

Your business runs both sales and PM, and you'd rather add AI to the sales side than tear out trust accounting to do it.

一览

逐项功能,正面比较。

功能 Ociate Vault RE

AI auto-reply on inbound SMS (autonomous)

AI voice agent (answers inbound calls)

Bulk SMS campaigns

Vault has SMS automation but not autonomous two-way handling.

AI content generation (listings, descriptions)

Trust accounting

Vault's flagship strength. Full audit-ready ledger with Xero sync.

Property management module

Vault has lighter PM; MRI sells PropertyTree as the dedicated PM product.

Xero 2-way sync (accounting)

realestate.com.au buyer-lead feed (direct)

Vault has a direct purchase-readiness feed via REA's CRM integration.

Mobile app

CSV import for contacts/listings

Published pricing

图例: 可用 · 部分 / 通过集成 · 不可用

优势

各自的优势所在。

Vault RE 成交于
  • Trust accounting is core. Full compliance ledger with Xero 2-way sync, sales trust, advertising, and invoicing.
  • Direct buyer-lead feed from realestate.com.au with purchase-readiness signals (272k+ leads delivered since launch, per MRI).
  • Sales CRM, trust accounting, listings, and reporting all live in one platform.
  • Large install base. 1 in 3 AU/NZ agencies, with vendor stability and 1,000+ available integrations.

Vault RE 的不足之处

  • Reviewers describe a steeper learning curve than newer competitors.
  • AI is limited to listing descriptions. No autonomous SMS, no AI voice.
  • Mobile workflows lag behind some competitors (e.g. Rex claims 90% feature parity).
  • Pricing is opaque. Quote-based, with an enterprise sales motion.
Ociate 成交于
  • AI auto-reply on inbound SMS, which Vault doesn't offer.
  • AI voice agent that answers inbound calls, qualifies leads, and books appointments.
  • Bulk SMS campaigns with two-way AI handling, not just templated drips.
  • Modern UI built in 2025 to 2026, not adapted from a 2010s codebase.
  • Published pricing. Vault requires a sales call for any number.

Ociate 仍在追赶的方面

  • No trust accounting. Vault's core strength is exactly this gap in Ociate today.
  • No REA buyer-lead feed integration. Vault has the better portal pipe.
  • Smaller install base, so fewer years of edge cases ironed out.
  • No Xero 2-way sync.

定价

您需要支付的费用。

以下日期各供应商网站上公布的价格摘要。签约前请与供应商确认。

Ociate

~$500/month

典型办公室 · 每条短信另加约 10 分

  • 短信 AI 自动回复,已包含
  • 批量短信营销活动(每条约 10 分)
  • 语音助手 + 转录
  • 无锁定合约
预约演示 →

Vault RE

Not published

Per-user, custom (not published)

MRI Vault uses an enterprise sales motion. No tier pricing on the public site. Quotes are based on agency size and modules. AU sales line: 1300 657 700.

最佳匹配

各自的目标用户群。

Vault RE 最适合

Mid-to-large AU/NZ agencies that need sales CRM, trust accounting, and Xero in one platform with audit-ready compliance and the strongest REA buyer-lead integration on the market.

Ociate 最适合

Sales-led agencies whose biggest gap is response time on inbound SMS and calls. Teams that would rather pay for AI conversation handling than another templated email module.

切换中

正在从 Vault RE 迁移到 Ociate。

哪些内容可以沿用、哪些需要重建,以及大致需要多长时间。

顺延

  • Contacts and lead history via CSV export
  • Property listings via CSV / REAXML
  • Notes and contact history (CSV)

需要重建

  • Workflow automations (rebuilt as Ociate sequences)
  • Email and SMS templates
  • Trust accounting stays in Vault if you keep it for that workflow

预计时长

1–2 weeks for the sales-side workflows

从启动到您第一个由 AI 处理的潜在客户。

咨询我们关于数据迁移 →

问题

关于 Ociate 与 Vault RE 对比的常见问题。

还在犹豫?预约一次 15 分钟的通话,我们带你了解两个方案。

Does Ociate replace Vault RE's trust accounting?

No. Vault's trust + sales accounting and Xero sync are the strongest in this category, and we don't compete on that. Many agencies keep Vault (or Eagle / PropertyMe) for trust + PM and run Ociate for AI lead handling on the sales side.

How does Ociate's AI compare to Vault's AI?

Vault's AI writes listing copy. It generates property descriptions. Ociate's AI is conversational: it replies to leads on SMS and answers inbound calls. Different category of feature.

Can I import my contacts from Vault?

Yes. Vault exports contacts and listings to CSV, and our import flow handles standard fields. Custom workflows and trust ledgers don't move (and shouldn't, since you'll likely keep Vault for those).

Does Ociate integrate with realestate.com.au like Vault does?

Vault has a direct buyer-lead pipe from REA today, which goes further than Ociate's portal handling. If your inbound funnel depends entirely on REA buyer-lead enrichment, Vault is the stronger fit on that axis.

What's MRI Vault vs the old VaultRE name?

Same product. VaultRE was acquired by MRI Software and rebranded as MRI Vault under their 'Living for Agencies' portfolio. Functionality is the same; positioning is now MRI-led.

Can I trial both?

Yes. Ociate's 14-day free trial has no credit card. Many agencies route a portion of inbound SMS through Ociate alongside their existing Vault setup to compare AI handling against current process.

将 Ociate 与 Vault RE 对比查看。

在决定是否切换之前,先看看 AI 如何处理您的来访潜在客户。

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