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Crelio

Paid#134 of 248 in Real Estate CRM SoftwareCommercial Loan Software

Crelio: A commercial real estate CRM that connects origination, underwriting, outreach, and deal execution. Ranked #134 of 248 in Real Estate CRM Software by our editors (3.0/10); pricing: Paid; best for commercial real estate teams handling complex deals.

3.0/10Editor score

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At a glance

Editor score
3.0 / 10
Pricing
Paid
Best for
Commercial real estate teams handling complex deals
Free plan
No
Automated follow-up
Yes
Facts checked
22 Sep 2026

Where it wins
- Combines CRM, underwriting, offering memorandums, and deal rooms
- Supports automated prospecting, follow-up agents, and AI contact research
- Connects with Google Workspace, Gmail, and third-party data providers
Where it doesn't
- Designed for paid seat-based use rather than a free plan
- Available through the web, with no mobile app
- Not positioned around routing or matching workflows

Our verdict on Crelio

Crelio is a commercial real estate origination and CRM platform for brokerages, investment teams, leasing teams, and debt or capital-markets professionals. It brings together records for companies, contacts, properties, and deals with commercial property search, pipeline intake, outreach, underwriting, marketing materials, deal rooms, and engagement tracking. The product is aimed at mid-market and enterprise teams handling transactions from sourcing through closing, rather than general-purpose real estate contact management.

Its strongest differentiator is the breadth of commercial transaction workflows in one cloud platform. Teams can work with T12 and rent-roll underwriting, offering memorandums, BOVs, IC memos, NDA-gated deal rooms, and pipeline tracking alongside CRM records. Automated prospecting and follow-up agents, multi-step outreach sequences, an AI dialer, and contact research extend the platform beyond record keeping. Google Workspace and Gmail support help connect existing communication workflows, while third-party data providers and databases support the platform’s property and prospecting functions.

Crelio uses paid, seat-based pricing rather than named plans, and the published pricing structure shows a 20% discount with annual billing. The platform is web-based and delivered through the cloud, with email listed as a support channel. Its focus is narrow but deep: commercial origination, evaluation, marketing, and deal execution. Teams that need underwriting, offering materials, controlled deal sharing, and AI-assisted outreach should find the feature set closely aligned with complex commercial workflows. Teams seeking a mobile-first CRM or routing and matching capabilities should consider a product built around those priorities instead.

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Crelio pricing

Plans PaidPaid No free plan — trial or paid only. Prices checked 22 Sep 2026.

See plans on crelio.com

All 1 Crelio plans and prices →

Crelio fact sheet

Free plan	No
Paid from	Not verified
Automated follow-up	Yes
Lead routing	Not verified
Property matching	Not verified
Website included	Not verified
Mobile app	Not verified
Email marketing	Yes
Lead import	Not verified
Deployment	Cloud
Platforms	Web
Support	Email
Built for	Mid-market, Enterprise (editorial estimate)
Integrations	3 integrations: Google Workspace, Gmail, Third-party data providers and databases
Pricing	Paid (source)
Website	crelio.com
Facts checked	22 Sep 2026

Crelio integrations

Crelio lists 3 integrations on its own site.

Google Workspace
Gmail
Third-party data providers and databases

Alternatives to Crelio

See all Crelio alternatives →

Also Ranked In

Crelio is ranked in 2 of our directories.

#19Commercial Loan Software20 tools ranked

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The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Crelio for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.

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Featured on iTechGuides

Crelio is listed in our Real Estate CRM Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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Last updated 7 Oct 2026 · How we research and update