Relio CRM

What is Relio CRM?

Relio CRM is a real estate CRM platform designed to elevate prospecting and lead management. It serves as a one-stop solution for all real estate needs, allowing users to keep all their data in one place and access it anywhere. It helps manage contacts, properties, and teams, streamlining various aspects of a real estate business.

How to use Relio CRM?

Users can manage contacts, properties, and teams, track communication (emails, calls), enrich data with AI integrations, send mass emails, and collaborate with team members on projects. The platform also offers property management features, pipeline tracking, and dashboard analytics. Data can be easily imported from formats like CSV and Excel.

Relio CRM’s Core Features

Prospecting and Lead Management Contact, Property, and Team Management Team Collaboration (meetings, tasks, documents) Communication Tracking (+100 calls, emails) AI Data Enrichment (integrations with Clearbit, FullContact) Mass Email Functionality Property Management (track owners, sales, leases, history) Sales Pipeline Management (track proposals, listings) Dashboard Analytics (tasks, calls, pipeline progress) Managed CRM (activity, tasks, calendar events view) Easy Data Import (CSV, Excel support)

Relio CRM’s Use Cases

• Elevating prospecting and lead management for real estate professionals.
• Keeping all real estate data (contacts, properties, team) in one centralized location.
• Managing and tracking all communication with contacts, from emails to phone calls.
• Automatically enriching contact data using AI integrations.
• Facilitating team collaboration on projects, meetings, and documents.
• Tracking new owners, sales, leases, and maintaining property history.
• Managing property progress by status through a visual pipeline.
• Analyzing business performance with dashboard analytics for tasks, calls, and pipeline.