One source of context — from parcel to principal.
Everything your team needs to cover territory, build relationships, and close deals.
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
[Screenshot]
Map view screenshot with drawn territory, colored pins, parcel boundaries visible
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
[Screenshot]
Contact record showing connection strength, linked properties, activity timeline
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
[Screenshot]
Pipeline kanban screenshot with deal cards showing property thumbnails and contact avatars
Stop researching. Start closing.
County parcel data, owner lookup, contact enrichment — 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)
- Deduplication and data hygiene
- 10,000+ records per market
[Screenshot]
Property record showing enriched data fields, parcel details, financial metrics
Every property record, enriched automatically.
Ownership history, tax assessments, zoning classification, and transaction history — all auto-populated. No more toggling between county websites and your CRM.
- Ownership and transaction history
- Tax assessment data
- Zoning and land use classification
- Building characteristics and financials
- Linked contacts and active deals
[Screenshot]
Property detail page showing ownership, tax, zoning, and transaction history panels
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
[Screenshot]
Integrations settings page showing connected services and import options