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      3. About Invelo

      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.