The Commercial Real Estate CRM built for deal teams.

Relio gives acquisitions, brokerage, and investment teams a real estate CRM with map-first territory coverage, relationship intelligence, and CRE-native pipelines.

Territory & Map View

Your territory, mapped and connected.

Draw boundaries on an interactive map. See every parcel inside them. Click a parcel to see the property record, the owner, and the deal status. Color-code by pipeline stage, property type, or custom tags. This is how territory-first teams cover ground.

  • Draw custom territory boundaries
  • Parcel-level data overlay
  • Color-coding by pipeline stage or property type
  • Contact card flyouts from map pins
  • Multi-territory management for teams
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Relio map view with drawn territory, colored pins, and parcel boundaries
Relationship Intelligence

Relationships are the asset. Treat them like one.

Every contact has a connection strength score, a full activity timeline, and linked records across properties and deals. One owner controls multiple parcels? You see them all. An assistant, attorney, or spouse involved? They're linked too. No more guessing who knows who.

  • Connection strength scoring
  • Full activity timeline per contact
  • Cross-linked records (owner → parcels → deals)
  • Relationship mapping for associates, attorneys, spouses
  • Interaction history and next-action prompts
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Contact record showing connection strength, linked properties, and activity timeline
Deal Pipelines

From qualification to close, in one view.

Track every deal with linked properties, contacts, and activities. See deal value, probability, and next actions at a glance. Kanban or table view, your choice. Custom stages that match your actual workflow, not a generic sales funnel.

  • Kanban and table views
  • Custom stages matching CRE workflows
  • Deal cards with property + contact links
  • Value, probability, and next-action tracking
  • Pipeline analytics and velocity metrics
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Pipeline kanban view with deal cards showing property thumbnails and contact avatars
Data & Enrichment

Stop researching. Start closing.

County parcel data, owner lookup, contact enrichment, skip tracing, valuations, and 200+ enrichment fields, built in. Relio fills in the details so your team can focus on conversations, not data entry. Structured data entry means less cleanup. Enrichment means less research.

  • County parcel data integration
  • Automated owner lookup
  • Contact enrichment (email, phone, company)
  • Skip tracing, valuations, and re-enrichment
  • Deduplication and data hygiene
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Property record showing enriched data fields, parcel details, and financial metrics
Property Intelligence

Every property record, enriched automatically.

Ownership history, tax assessments, zoning classification, transaction history, skip tracing, and lender-grade valuations, all accessible from the property detail page. Re-enrich anytime and compare updated data side-by-side. No more toggling between county websites, skip trace tools, and your CRM.

  • Ownership and transaction history
  • Tax assessment data
  • Zoning and land use classification
  • Skip trace, AVM, and re-enrichment
  • Linked contacts and active deals
Learn more
Property detail page showing ownership, tax, zoning, and transaction history panels
Integrations

Connect with your existing tools.

Import from CSV, sync with your calendar, and connect your email. Relio works alongside your existing workflow, not against it.

  • CSV import and export
  • Email integration
  • Calendar sync
  • API access (Pro and above)
  • Webhook support for custom workflows
Learn more
Integrations settings page showing connected services and import options

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