Can I use Invelo as a CRM?

Is Invelo a CRM?

Yes—and you can do so much more with Invelo!

Invelo can absolutely be used as a Customer Relationship Management (CRM) tool to manage your leads, contacts, and deals. But it’s more than just a CRM—it’s a complete real estate investing acquisition platform designed to help you find, market to, and manage property leads from start to finish.

Here’s what makes Invelo go beyond a traditional CRM:

• Lead Management: Capture and organize all your property leads in one place. Track their status, motivation level, and communication history.
• Property Insights: View detailed property and owner data, including absentee status, equity, last sale date, and so much more! 
• Marketing Automation: Create and send direct mail, email, and SMS campaigns, all within the platform.
• Task & Workflow Automation: Set up follow-up sequences, automate status changes, and ensure no lead slips through the cracks.
• List Building & Filtering: Build targeted property lists based on your investment criteria using thousands of public records and filters.
• Analytics & Reporting: Track your performance, campaign results, and ROI in real time.

In short, Invelo functions as your CRM, marketing hub, and lead generation engine, all in one easy-to-use platform.

If you’re currently using a separate CRM, you might find that Invelo can fully replace it while giving you powerful tools tailored specifically for real estate investors.