Welcome to Relivo

How Today, Contacts, Leads and Pipeline fit together, and where everything else lives in Relivo.

Relivo keeps every conversation with a client in one timeline, and each day it shows you who to follow up with first.

How the pieces fit

• Today is your list for the day, in order. New leads nobody has reached yet, listing inquiries waiting for a reply, contacts going quiet and tasks due today or overdue are ranked on one score, so the most urgent one is at the top.
• Contacts holds everyone you work with. Open a contact to see their timeline: the emails, notes, calls and texts you log, and events such as a form they filled in.
• Leads shows the people you are still working to win: active leads who don’t have a deal yet.
• Pipeline holds your deals on two boards, Buying and Selling. Drag a card to move a deal to its next stage.

The rest of the sidebar:

• Inbox: your email conversations with contacts.
• Properties: your listings and their showings.
• Capture: Lead forms, Visitor tracking, Form integrations and Property microsites, the ways new leads reach you.
• Analytics: how your pipeline and lead sources are doing.
• Help: open a support ticket. A real person answers every ticket.
• Settings: your profile, mailbox, notifications and billing.

Find your way around