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. Custom stages that match your actual CRE workflow.

[Hero Screenshot]

Pipeline kanban view with deal cards showing property thumbnails, contact avatars, deal values, and stage progression

Key capabilities

Pipeline tools designed for how CRE deals actually move.

CRE-Native Stages

Canvassing → Qualification → LOI → Due Diligence → Close. Stages built for how CRE deals actually move.

Kanban & Table Views

Drag deals across stages in kanban view. Switch to table for bulk filtering and sorting. Your choice.

Linked Records on Every Deal

Every deal card shows the property, the primary contact, the activity history, and the next action.

How it works

Deal cards with full context

Every deal in your pipeline is more than a name and a number. Relio deal cards show the linked property with key details, the primary contact and their connection strength, the full activity history, and the next scheduled action. Click any deal to see the complete picture — or hover for a quick summary.

  • Property thumbnail and key metrics
  • Primary contact with connection strength
  • Deal value and probability
  • Next action and due date
  • Full activity history

[Screenshot]

Pipeline kanban view with expanded deal card showing property thumbnail, contact avatar, deal value, and next action

See your pipeline on the map

Where are your deals, geographically? Relio’s pipeline map overlay colors every deal on the map by stage. See which neighborhoods are heavy in qualification, where your LOIs are, and where you’ve already closed. It’s pipeline intelligence meets territory intelligence.

  • Color-coded pins by pipeline stage
  • Filter by stage, value, or team member
  • Geographic pipeline distribution
  • Identify territory gaps and clusters

[Screenshot]

Map view with color-coded deal pins showing pipeline stages across a city territory

Pipeline analytics that matter

How healthy is your pipeline? Relio tracks the metrics CRE teams actually care about: total value by stage, probability-weighted revenue, average time in stage, stalled deals that need attention, and team velocity. No BI tool required — just open the dashboard.

  • Total value by stage
  • Probability-weighted revenue
  • Average days per stage
  • Stalled deal identification
  • Team velocity and activity trends

[Screenshot]

Pipeline analytics dashboard showing value by stage chart, velocity metrics, and stalled deal alerts

The numbers speak.

5CRE-native pipeline stages
2Views: kanban + table
1Map overlay for every pipeline
$39/mo for unlimited pipelines

Track every deal from qualification to close.

CRE-native pipelines with linked properties, contacts, and map views. Free to start.