Relio

Relio: The Commercial Real Estate CRM Built for Growth

What is Relio? Relio is a purpose-built CRM (Customer Relationship Management) platform designed specifically for commercial real estate (CRE) brokerages. It aims to empower brokerages to manage deals, nurture client relationships, and accelerate transactions, all within a modern and user-friendly interface.

Relio provides a comprehensive suite of tools tailored for the unique needs of CRE professionals. By consolidating data and communication into a single platform, Relio helps brokerages streamline their workflows, improve team collaboration, and gain actionable insights to drive business growth. The core goal of this tool is to help commercial real estate brokers close more deals, build stronger client relationships, and streamline every step of the brokerage process.

How does Relio work?

Relio works by centralizing all your commercial real estate data – properties, contacts, deals, and team communications – into one accessible platform. Key features include:

• Contact Management: Detailed records of all interactions and correspondence in one place.
• Property Management: Organize and track property details, listings, and related activities.
• Deal Management: Create, assign, and track tasks linked to properties or contacts to manage every follow-up.
• Task Management: Assign tasks to contacts or properties and never miss a follow-up.
• Shareable Notes & Fliers: Build and share public notes or single-page fliers with clients.
• Import & Export: Seamlessly import and export data across platforms.
• AI Assistant: Uses AI to create lists and answer queries about your data.
• Dashboard Analytics: Track tasks, calls, and pipeline progress.

Key Features and Benefits

• All-in-One Communication Hub: Manage email, phone calls, and team conversations within the platform.
• Actionable Insights: Detailed analytics on communication to inform data-driven decisions.
• AI-Powered Data Enrichment: Automatically enrich data using integrations with Clearbit and FullContact.
• Streamlined Team Collaboration: Bring teams and clients together, manage projects professionally, and create a company intranet.
• Managed CRM: Manage contacts, properties, and activities in one place.

Why is Relio important for Commercial Real Estate Brokers?

Relio addresses several critical challenges faced by CRE brokerages:

• Data Silos: By centralizing data, Relio eliminates information silos and ensures everyone has access to the latest information.
• Inefficient Workflows: Relio streamlines workflows, reducing the time spent on administrative tasks and freeing up brokers to focus on client relationships and closing deals.
• Lack of Visibility: Relio provides detailed analytics on communication and pipeline progress, giving brokerages valuable insights into their business performance.

Who is Relio for?

Relio is designed for commercial real estate brokerages of all sizes, from boutique agencies to global franchises. It is particularly well-suited for:

• Brokers: Individual brokers looking to improve their productivity and efficiency.
• Teams: Teams of brokers collaborating on deals and client relationships.
• Brokerages: Brokerages looking to improve their overall performance and profitability.

Relio comes with a perfect set of tools to help you grow your business, with features like the AI Assistant, Managed CRM, and Dashboard Analytics. You can import contacts and properties with ease using CSV and Excel.

Pricing Plans

Relio offers a range of pricing plans to suit different needs:

• Free: For single users with limited features.
• Growth: For growing teams, with unlimited contacts, properties, and pipelines, as well as access to Relio AI and organization collaboration features. Priced at $790 per user/month, billed annually, with a 30-day free trial.
• Enterprise: For large organizations, with priority support, custom integrations, and a dedicated account manager. Contact sales for pricing.

What Customers Are Saying

Leading CRE brokers are praising Relio for its impact on their business:

• Nick Kazemi, First Vice President Investments at Marcus Millichap: "This CRM is a game-changer! It has revolutionized the way we approach problem-solving and decision-making in our organization."
• Tyler Leeson, Executive Managing Director at Marcus Millichap: "It's incredibly intuitive and easy to use. Even those without technical expertise can leverage its power to improve their workflows."
• Drew Holden, First Vice President Investments at Marcus Millichap: "Absolutely revolutionary, a game-changer for our industry. It has streamlined our processes and enhanced our productivity dramatically."

How to use Relio?

1. Sign Up: Visit the Relio website and sign up for an account.
2. Import Data: Import your contacts and properties from CSV or Excel files.
3. Explore Features: Familiarize yourself with the platform's features, such as contact management, deal management, and task management.
4. Start Using: Begin using Relio to manage your deals, nurture client relationships, and track your progress.

Conclusion

Relio is a modern, all-in-one CRM designed to empower commercial real estate brokerages. By streamlining workflows, improving team collaboration, and providing actionable insights, Relio helps brokerages close more deals and build stronger client relationships. If you're looking for a CRM that's specifically tailored to the needs of the commercial real estate industry, Relio is definitely worth considering.