What is useRelio used for?

useRelio is a real estate CRM for staying in touch after closing, with follow-up reminders, move-in anniversaries, closing gift prompts and client memory for solo agents. It is a good fit for remembering client move-in anniversaries and turning past clients into referrals.

How much does useRelio cost?

Paid plans for useRelio start at $9 per month, and there is no free plan. A free trial is available.

Is useRelio open source?

No. useRelio is proprietary (closed-source) software and can't be self-hosted. In the CRM category, open-source options include Twenty, Monica and Krayin CRM.

What are some alternatives to useRelio?

useRelio competes with Follow Up Boss, Lofty and BoldTrail.

useRelio: features, pricing and alternatives

About useRelio

useRelio helps agents keep relationships going after a deal closes. It tracks follow-ups, move-in anniversaries and other milestones, and shows a daily view of what to do, such as sending a message on a client's first move-in anniversary. A Time to Reconnect list highlights clients you have not contacted for a while, and a calendar shows upcoming milestones over the next 30 and 90 days.

Client memory stores contact names, notes, personal details and the context of each relationship together, and the workflow tracks who you have helped and what happened next. Reminders are meant to feel thoughtful and arrive while the moment still matters, so a text, gift or check-in turns into future referrals. The site contrasts this with spreadsheets, scattered notes and one-off calendar events.

It is built for solo agents and boutique teams rather than large brokerages, avoiding a giant CRM layer or marketing engine. The service is hosted and includes a 30-day free trial with no setup call, and the site stresses a calm, lightweight workflow without complicated setup.

Key features

Follow-up and anniversary reminders
Move-in milestone tracking
Client notes and personal details
Time to Reconnect list
Calendar of upcoming milestones
Closing gift prompts

Good fit for

Remembering client move-in anniversaries
Turning past clients into referrals

Tags: real-estate; crm; follow-ups; client-relationships; reminders; agents; referrals

useRelio: questions and answers

What is useRelio used for?: useRelio is a real estate CRM for staying in touch after closing, with follow-up reminders, move-in anniversaries, closing gift prompts and client memory for solo agents. It is a good fit for remembering client move-in anniversaries and turning past clients into referrals.
How much does useRelio cost?: Paid plans for useRelio start at $9 per month, and there is no free plan. A free trial is available.
Is useRelio open source?: No. useRelio is proprietary (closed-source) software and can't be self-hosted. In the CRM category, open-source options include Twenty, Monica and Krayin CRM.
What are some alternatives to useRelio?: useRelio competes with Follow Up Boss, Lofty and BoldTrail.