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.

Filter your records

Additional pipeline examples based on your investment strategy

Prospects

Getting started with prospects

Leads

Getting started with leads

Lead Intake Form

Create a profit analysis

Deals

Getting started with deals

Contacts

Getting started with 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

Import a CSV file

Manually import a property address

Export records

Naming fields when Importing Property Records

Importing Complex Lists

File import limits for property and contact records

See more

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