Rillo
Request a demo 30 minutes, with a person

Nine industries

Not on the list? Tell us what you sell

Rillo CRM · Realtor

Every listing. Every buyer. Every showing.

People, the homes they own and every showing, one record.

  • From $49 a seat
  • 30 days free, no card
  • Try it

A preset changes the words, the stages and the tools. The records stay.

rilloapp.com/olsen-realty/home
CRM Search people, notes, quotes 3 waiting

Good morning, Dustin

Today

Your daily brief is ready Grant Fritz saw the Alder Lane house and wants a second showing Saturday. 23 people in your sphere have not been touched in 90 days. Two anniversaries this week.
8 Active buyers 5 Listings 23 Sphere gone quiet
3 calls queued Built from what's overdue and gone quiet. Jamie Moody first.
Lead Generator Daily report Start a trip Debrief a call
Today
9:00 Alder Lane buyer · today Brief ready: the open offer is 12 days old Brief
11:30 Natalie P. · Maple Court seller Confirm the visit Call
› More on your day
Your week
Touches 31
Closed 3 · $1.4M
Trailing 7 days, from the records in your own workspace.
HomeExpand · Close
Your daily brief is ready Grant Fritz saw the Alder Lane house and wants a second showing Saturday. 23 people in your sphere have not been touched in 90 days. Two anniversaries this week.
Today
9:00 Alder Lane buyer · today The open offer is 12 days old Brief
11:30 Natalie P. · Maple Court seller Confirm the visit Call
2:00 Aimee L. · Sphere, Oak Hill Quote expired, follow-up drafted Review
Waiting on your yes 3 waiting
✓Maple Court seller · Monday Visit notes filed, next step set Approve
✓Alder Lane buyer · today The offer and a follow-up, drafted Approve
✓Sphere, Oak Hill · today A come-back note, drafted Approve
Ask Rillo Grant · today+ New chat
RILLO

Hi Dustin. You have 6 open, 23 have gone quiet, 2 follow-ups are due today. Want the list?

Helpful · Off the mark
Showed the Alder Lane house to Grant Fritz. She loved the kitchen and wants a second showing Saturday at ten.
RILLO

Got it. Here's what I wrote, waiting on your yes:

Contact updated Grant Fritz, Buyer · Alder Lane
Note filed Alder Lane house. The kitchen.
Follow-up set Second showing, Alder Lane, Saturday 10:00 AM
Draft written Address text to Grant, waiting on your tap
+Message Rillo, or talk

Prospects

128 active

Prospects 128 Clients 96 Coworkers 3 Edit
Name Company Last touch Next
Grant Fritz Alder Lane buyer Today Sat 10:00 Showing
Natalie Posey Maple Court seller 3 days Today 11:30 Listed
Aimee Lawson Sphere, Oak Hill 22 days Today 2:00 Gone quiet
Trista Fields Buyer, Cedar Point 8 days Fri Prospect
Jamie Moody Sphere, Pine Ridge 41 days·Stale
Saved views New view
23 Sphere gone quiet Who to call before someone else does Open
8 Active buyers From your own records Open

Trips

Talk to Rillo as you spend. It writes the report.

Scan a receipt+ New trip
Just say it."Dinner was 47 with Grant." "Filled up, 68 in gas." "Drove 220 miles today." Rillo files it against the open trip, ties it to the customer, and flags anything over per diem.
East Valley loop · today Open
$Gas · $68.10 Filed to the trip · under per diem Receipt
mi 220 miles $154 at $0.70 · 3 stops Map
$Dinner · $47 Alder Lane buyer · flagged: over $30 Fix
Last week · 3 days out Filed
$$412 across 9 receipts Every receipt read by Capture, tied to its customer Report
mi 640 miles $448 at $0.70 · 11 stops Map

Search

People, companies, notes, quotes, receipts, calls. One box.

Recent Clear
⌕Alder Lane buyer · today The account, its people, 12 notes and the open offer Open
⌕Trista F. · Buyer, Cedar Point Card scanned last week, asked for pricing Friday Open
⌕Jamie M. · Sphere, Pine Ridge Last note: call after budget Open
Ask it the way you would say it
? Who have I not called in a month? 23 clients, from your own records Ask
? Active buyers this month 8, from your own records Ask
? Receipts from this week 4 receipts, $214, filed to the trip Ask

Call queue

Built this morning from what's overdue and gone quiet.

1 Jamie M. · Sphere, Pine Ridge 41 days quiet · last: "call after budget"Call
2 Aimee L. · Sphere, Oak Hill 22 days · offer expired Call
3 Trista F. · Buyer, Cedar Point Asked for pricing Friday Call
Done today
✓Alder Lane buyer · today Called, offer sent, follow-up Saturday Open
✓Maple Court seller · Monday Visit logged by voice, next step set Open
Why this order

Longest quiet first, then quotes about to expire, then the callbacks you promised.

Rebuilt every morning from your records.

Capture

Photo it, it's a record. Works offline. 5 kinds in this preset.

Buyer, Cedar Point
Trista Fields Buyer
480-555-0118 · trista@example.com
Try it

Point the phone at a card. Rillo reads it, matches the company, and files the contact to your People and your Rillodex. Nothing typed.

Trista Fields added Buyer, Cedar Point matched · in People and your Rillodex · follow-up drafted
Document

Listing document or disclosure

A listing agreement, a disclosure or any signed form.

Receipt

Showing expense

A showing, staging, sign or lockbox expense.

Photo

Property photo

A photo of the property, filed on the listing.

Card

Business card

A client, agent or vendor card.

Note

Handwritten note

A note from a pad, a whiteboard or a napkin.

Coach

Scored debriefs, and what to say next time.

Last 10 calls 7.8+0.6
Asked the timeline 6/10+2
Next step set 9/10+1
8.5 Alder Lane buyer · today Strong on discovery. Missed the timeline question. Open
7.0 Maple Court seller · Monday Good close. Price came up too early. Open
6.5 Aimee L. · Sphere, Oak Hill Talked before asking what they need. Open
Say this next time
→Ask when they need it before you talk price From the two calls where price came up first
→Name the next step before you hang up It moved 9 of 10 calls forward this month

Pipeline

Biggest open deals All deals
$Jamie M. · Sphere, Pine Ridge $24,000 · quoted, waiting on budget Open
$Natalie P. · Maple Court seller $18,400 · verbal yes, paperwork Friday Open
$Trista F. · Buyer, Cedar Point $9,600 · new, pricing sent Friday Open
Slipping
! Aimee L. · Sphere, Oak Hill Quote expired 3 days ago. A follow-up is drafted for your yes. Review

Toolkit

What this preset carries. Layout lets you move it.

Phone Not on yet

Rillo Phone

Your number, every call logged.

Signals

Nine watchers

Renewals, silence, permits, hires.

Inbox

Inbox

Email in, per department.

Inventory

What you stock

Units and parts, and what is due.

Hiring

Careers page

Post, applicants, hire.

Documents

Documents

Quotes, contracts, signed.

Capture

Five kinds of capture

Card, receipt or page in.

Trips

Trips and expenses

Say the spend, it files.

Coach

Playbook

What to say next time.

Settings

Company, team, billing, connectors.

Co Company Olsen Realty · Real Estate preset · Phoenix Edit
4 Team Dustin (Broker-owner), Ruth (Team lead), Michelle and Jorge (Agents) Manage
$Billing 4 seats · $196 a month · Stripe Open
⇄Connectors Google Calendar, Outlook, Twilio Open
@Inbox Email in, by department Open
⇩Your data Export everything, any time Export
Who sees what
O Broker-owner Everything, money included Edit
M Team lead The team's book and its week Edit
R Agent Their own book, nothing else Edit

A live demo. The laptop and the phone are one book.

9:41
Ask Rillo After the call
Done. Nothing typed.

You said Showed the Alder Lane house to Grant Fritz. She loved the kitchen and wants a second showing Saturday at ten.

9:42
Grant Fritz Alder Lane · Buyer
Buyer
Grant Fritz
Listing
Alder Lane house
Liked
The kitchen
Next step
Second showing

Filed by Rillo. Nothing typed.

9:42
This week Follow-up added

Second showing, Alder Lane Saturday, 10:00 AM

Saturday 10:00
RILLO now
Showing at 10:00, Alder Lane

Grant is coming back for a second look.

Address text to Grant is ready

Talk to it

Talk after the call. The record writes itself.

Say what happened in your own words. Rillo fills in the contact, sets the follow-up and writes the email, and nothing goes out until you tap yes.

What it does for realtor

Your sphere, with their homes

Who owns what, when they bought, what they said about moving. The person is the record.

Instead of the phone contacts, the mailer list

Touch list, every morning

Anniversaries, people who mentioned moving, buyers who went quiet after a showing.

Instead of the Sunday call block

The showing, written down

Say what they liked and did not. The note is filed and the next showing is proposed.

Instead of the car voice memo

The rest of Rillo CRM is on every seat. Everything that is built · See full pricing. Book a demo, 30 minutes with a person:

Three people use it. Same book, three views.

The agent talks, the team lead sees the week, the broker-owner sees the money in realtor. Nobody enters anything twice.

Agent · at a showing
Showings 3
Follow-ups 5
10:00 Alder Lane house second showing
3 offers waiting on your yes approve
● Hold to talk
Home Queue 3 People More

Today's touches, what they said at the last showing, the note filed.

Team lead · the week
Listings 5
Under contract 6
Leads quiet 9
Michelle 11 showings on pace
Jorge 4 showings 3 leads quiet
Team 2 closings Fri review
Home Queue 3 People More

Every active buyer and listing, showings this week, who is quiet.

Broker-owner · the money
Closed GCI $96k
Pending 8
Expiring 3
Q4 forecast $310k GCI from records
Buyers 58% of volume growing
Signals 4 listings expiring nearby new
Home Queue 3 People More

Volume by agent and source, sphere coverage.

What Rillo holds for realtor

What each preset starts a workspace with.

Real Estate

Calls the people clients and each piece of work a listing.

Stages, fields and outcomes
Pipeline
NewContactedShowingOfferUnder ContractClosed
Each client carries
Budget min, Budget max, Area or zip, Beds, Baths, Timeline, Financing type
Each listing carries
List price, Beds, Baths, Sqft, Zip, Days on market, Seller motivation
A deal ends because
Accepted offer, Lost to competing offer, Buyer financing fell through, Seller withdrew, Price

What Coach starts from

Coach, in beta, begins with a playbook for the trade, then adds your own competitors, strengths and objections. This is the playbook it begins with.

Who you sell to

Buyer household (often two decision makers plus a parent or lender), Seller household, Relocation coordinator (corporate moves), Investor (rentals and flips), Referral partner (lender, attorney, past client).

How a sale runs

For a buyer: lead, consultation and written agreement, showings, offer, under contract, closing, then the household for life. For a seller: consultation, pricing, listing, showings, offer, under contract, closing. Speed to a new lead decides conversion; the pricing conversation decides the listing. Typically 30 to 120 days.

What to ask first

  • What has to be true about the next home that is not true about this one?
  • When do you need to be moved, and what is driving that date?
  • Have you spoken to a lender, and do you know what you are approved for?
  • Who else is part of this decision?

What you will hear, and where to steer it

  • Why should I pay a buyer's agent now? Since the August 2024 practice changes the buyer agreement is written and the fee is negotiated up front; explain what the fee buys (search, showings, offer strategy, inspections, closing) and how it can be paid. Never wave it away.
  • Another agent will list it for less. Ask what that agent will do for it: photography, staging, marketing budget, negotiation. Compare net proceeds, not the percentage.
  • I think it is worth more than your price. Walk the comps together and show the price index for the area; agree on a price-reduction schedule up front so the conversation at day 21 is already had.
  • I will sell it myself. Do not argue; offer the market analysis for free and a call in thirty days. Many FSBO sellers list after the first low offer.

How price comes up

A fee negotiated in writing for each sale, set in the listing agreement (seller side) and the written buyer agreement (buyer side); referral fees between agents.

How to follow up

A new lead gets a response in minutes, not hours. A showing gets same-day feedback to the listing agent and the client. An under-contract file gets every dated deadline on the calendar with reminders. A closed household gets the anniversary, the tax-season touch and the market update, for years.

The calendar

Listings and showings peak from March through June; a second smaller peak after Labor Day; December and January are slow for showings and busy for planning conversations. Seller consultations sell in winter for spring listings.

Next to what you use now.

Their prices, from their own pages.

Starts at Free to try AI
Rillo $49 a seat a month, or $39 billed yearly 30 days free, no card In every seat, no credits
HubSpot Free for 2 users. Professional $90 a seat billed yearly, plus $1,500 onboarding Free plan, no card Credits: $9.00 per 1,000, billed yearly
Badger Maps Business $58 a user, billed yearly 14 days free AI features listed on Business

Checked on 3 October 2026. Every comparison, including where they are better.