reliocrm.com

What it does

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.

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)

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.