Introduction

Welcome to Relio 101! This guide is your first step in mastering Relio—the CRM purpose-built for commercial real estate professionals and teams.

For a live demo and Q&A about Relio, join our Getting Started: Relio 101 session with members of our Success and Support teams. Register in the Relio Community.

What is Relio?

Relio is the CRM designed specifically for commercial real estate. With a flexible data model and intuitive interface, Relio empowers brokers, asset managers, and investment teams to manage deals, properties, contacts, and communications—all in one place.

Whether you're tracking complex transactions, managing a portfolio, or building relationships with clients and investors, Relio adapts to your workflow and scales with your business.

When we set out to build Relio, we started from the ground up, rethinking what a CRM should be for commercial real estate. The result is a platform that feels different from traditional CRMs—more powerful, more flexible, and built for your industry.

Course goals

By the end of this course, you'll have a solid understanding of:

• Relio's organization and structure
• Navigating the Relio interface
• The fundamentals of Relio's data model for commercial real estate
• Setting up your Relio organization for your team

With these building blocks, you'll be ready to explore Relio's advanced features and unlock its full potential for your business.