Relio CRM Howto
Relio CRM is a comprehensive customer relationship management platform designed specifically for real estate professionals, offering contact management, pipeline tracking, and AI-powered data enrichment capabilities all in one centralized solution.
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Sign up for an account: Choose a pricing plan that fits your needs - Trial (free), Standard ($100/month), Pro ($199/month), or Enterprise (custom pricing)
Import your contacts and data: Use the import feature to bring in your existing contacts and data via CSV, Excel or other supported formats
Set up your pipeline: Configure your sales pipeline to track property progress by status, including proposals and listings
Manage contacts and communication: Use the CRM to track all communications with contacts including emails, phone calls, and messages between you and your team
Track analytics: Monitor your tasks, calls and pipeline progress through the dashboard analytics features
Collaborate with team: Share meetings, tasks and documents with team members to keep everyone in sync
Manage properties: Track new owners, sales, leases and maintain property history records
Use AI enrichment: Leverage integrations with Clearbit, FullContact and other tools to automatically enrich your contact data
Monitor activities: Keep track of all activities, tasks and calendar events in one centralized view
Relio CRM FAQs
Relio CRM is a cloud-based customer relationship management solution designed for real estate professionals that helps manage contacts, properties, team collaboration, and pipeline tracking. It's trusted by over 2,000 real estate brokers.
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