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Relio

SaaS

Relio CRM is a real estate CRM for tracking contacts, properties and deal pipelines, with team collaboration, communication logging and data enrichment.

reliocrm.com
Relio homepage screenshot

About Relio

Relio is a CRM for real estate brokers, agents and property managers. It keeps contacts, properties and team activity in one place, logs email and phone communication with each contact and supports mass email. Property records track ownership, last sale and sales and lease history, and a pipeline manages deals by status such as proposals and listings.

Dashboard analytics track tasks, calls and pipeline progress, team collaboration shares meetings, tasks and documents, and contacts and properties can be imported from CSV or Excel and exported to CSV. AI-assisted enrichment uses integrations such as Clearbit and FullContact. The site shows a waitlist sign-up.

Key features

  • Contact and property records in one place
  • Email and phone communication tracking
  • Pipeline by property status
  • Dashboard analytics for tasks and calls
  • Data enrichment with Clearbit and FullContact
  • CSV and Excel import and export
  • Team collaboration on contacts

Good fit for

  • Brokers tracking property owners and prospects
  • Teams sharing tasks and meetings around a deal
Tags
crm
real-estate
pipeline
property-management
contacts
enrichment

Relio: questions and answers

What is Relio used for?
Relio CRM is a real estate CRM for tracking contacts, properties and deal pipelines, with team collaboration, communication logging and data enrichment. It is a good fit for brokers tracking property owners and prospects, and teams sharing tasks and meetings around a deal.
How much does Relio cost?
Paid plans for Relio start at $100 per seat per month, and there is no free plan. A free trial is available.
Is Relio open source?
No. Relio is proprietary (closed-source) software and can't be self-hosted. In the CRM category, open-source options include Atomic CRM, Twenty and Monica.
What are some alternatives to Relio?
Relio competes with Follow Up Boss, BoldTrail and Lofty.

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