Relio CRM

Relio CRM is a real estate-focused customer relationship management platform designed to keep all your data in one accessible place. It helps you manage contacts, properties, team collaboration, communications, and analytics, enabling streamlined prospecting and relationship-building for real estate brokers, agents, and property managers. The system emphasizes team collaboration, data enrichment, AI-assisted insights, and scalable pricing for different business sizes.

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Key Capabilities

• Centralized data: manage contacts, properties, and team members in one platform
• Communication tracking: consolidate emails, phone calls, messages, and other interactions with contacts
• AI-assisted enrichment: automatic data enrichment via integrations with Clearbit, FullContact, and more
• Team collaboration: share meetings, tasks, and documents; keep everyone in sync
• Property management insights: track owners, sales, leases, and property history
• AI Assistant and lists: generate lists and query data about properties and contacts
• Dashboards and analytics: monitor tasks, calls, pipeline progress, and overall performance
• Import support: CSV, Excel, and more for quick data onboarding
• Managed CRM option: maintain organized activity, tasks, and calendar events across devices
• Customer testimonials: trusted by brokers, agents, and property managers globally

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How to Use Relio CRM

1. Import Data: Bring in contacts, properties, and lists via CSV, Excel, or other supported formats.
2. Organize & Enrich: Use AI Assistant to create lists and query data; rely on Clearbit/FullContact integrations for enrichment.
3. Collaborate: Assign tasks, share meetings, and keep your team aligned on projects and client engagements.
4. Engage & Track: Send emails, make calls, and log interactions; monitor activity and pipeline analytics from the dashboard.
5. Analyze & Optimize: Use analytics to track tasks, calls, and pipeline progress; leverage insights to improve prospecting and conversion.

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Pricing (Representative Tiers)

• Trial: $0 / month per seat — 30-day access to all tools (no credit card required)
• Standard: $100 / month per seat — ideal for teams automating workflows, includes AI Assistant, unlimited records, and more
• Pro: $199 / month per seat — larger teams with customization, pipelines, dev access, advanced analytics, 24/7 support, enhanced security
• Enterprise: Custom — for large-scale businesses with white-label options and customized dashboards

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Why Real Estate Professionals Choose Relio

• Trusted by brokers, agents, and property managers globally
• Comprehensive toolkit that reduces tool fragmentation
• AI-driven data enrichment and intelligent lists to accelerate prospecting
• Intuitive interface designed for real estate workflows

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Core Features

• Centralized CRM for contacts, properties, and teams
• Communication management: emails, calls, messages tracked in one place
• AI-powered data enrichment with Clearbit, FullContact, and more
• Team collaboration: shared meetings, tasks, and documents
• Property management tools: track owners, sales, leases, and property history
• AI Assistant for list creation and data queries
• Robust dashboard analytics: tasks, calls, and pipeline visibility
• Easy data import (CSV, Excel, etc.) and seamless onboarding
• Managed CRM option for consistent cross-device experience

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Safety and Compliance

• Data privacy and security features aligned with typical real estate operations
• Clear terms of service and privacy policy references are available on the Relio site

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Sample Client Feedback

• “Relio is a game-changer for prospecting and client management.”
• “The AI enrichment and dashboards have significantly improved our productivity.”