Can I use Invelo as a CRM?

Is Invelo a CRM?

Absolutely! Invelo allows you to store your records and move them through your sales pipeline:

  1. You store records with potential as Prospects.

  2. When you make contact with the owner, you move them to a Lead.

  3. When you're ready to close, you move them to a Deal.

Within Leads and Deals, you can also manage records in statuses (like follow up, offer made, etc.) to keep better track exactly where each record is in your process.