Invelo's Help Desk

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Invelo's Help Desk

CRM - 2.0

CRM - 2.0

Manage leads effortlessly with our CRM. Track interactions, set reminders, and streamline follow-ups to close more deals efficiently.

Manually import a property address

Filter your records

Understanding deal analytics

Contacts

Manually add a contact

Property & Contact Records

Manage property records from prospect, to lead, to deal

Upload a file to a property or contact record

Importing & Exporting

Export records

System & Settings: Actions- Importing

Import a CSV file

Property Record View

Create a profit analysis

System & Settings- Sender Profiles

Create and manage sender profiles

System & Settings: Settings: Templates

Create and manage custom outreach templates

System & Settings: Settings

Create and manage external sources

System & Settings: Actions

Skip trace a record