Getting started with Calling

Learn how to organize, track, and improve your calls with Invelo’s built-in calling tools

Calling is one of the most powerful ways to connect with potential leads, build relationships, and close deals faster. Invelo’s built-in Calling feature helps you manage and track your calls with ease—so you always know what’s working and where your leads are coming from. 

With Calling, you can:

• Set up tracking numbers to measure campaign performance and know exactly which marketing efforts are generating calls.

• Capture and manage voicemails so you never miss an opportunity to follow up with a lead.

• Use call scripts to stay consistent, professional, and confident in every conversation.

This guide will walk you through everything you need to get started—from setting up your tracking numbers to making your first call—so you can maximize your outreach efforts right inside Invelo.

Overview of the Invelo Dialer

The Invelo Dialer allows you to:

• Make outbound calls directly from your browser
• Record calls and generate AI-powered summaries
• Use local presence numbers for better connection rates
• Track inbound calls and SMS through provisioned numbers

Usage limits:

• Max 10,000 outbound calls/month per user
• Max 1,000 contacts per dialer session
• Max 75 calls/day per phone number

If users ask: inbound SMS/voice is supported via tracking numbers, but compliance limits apply equally.

Built-in dialer and calling features tutorial video

Using the built-in dialer for calling

Invelo’s built-in dialer enables you to connect with property owners and contacts directly from the platform—no third-party integrations required. Designed for convenience and efficiency, it lets you make outbound calls, and automatically log every interaction under the corresponding contact record. With this tool, you can manage your outreach efforts in one place and ensure that no conversation slips through the cracks.

You can read more about Invelo's built-in dialer here: Using Invelo’s built-in dialer for your outreach

Setting up tracking numbers

Tracking phone numbers in Invelo allow you to measure the effectiveness of your marketing campaigns by tying inbound calls and messages back to their source. Whether you’re sending direct mail, running ads, or using external lead sources, tracking numbers give you clear insights into which campaigns are driving engagement.

You can read more about tracking numbers here: Tracking phone numbers in Invelo

Managing voicemails

Invelo’s built-in voicemail feature allows you to streamline your outbound calling process by using a pre-recorded voicemail message instead of recording one manually during each call. This helps you maintain consistency, save time, and keep your outreach more professional and efficient.

You can read more about managing voicemails here: Understanding Invelo’s built-in Voicemail feature

Utilizing call scripts

Call Scripts feature allows you to create, edit, and manage customized call templates directly within Invelo. Each script can be tailored to a specific campaign, lead type, or call purpose, and can be formatted with emphasis or structure for better readability during calls.

You can read more about utilizing call scripts here: Setting up and using call scripts in Invelo

Tracking call outcomes using Call Results

Invelo’s Call Results feature helps you capture what happened during each call and take the right next steps based on the outcome. By categorizing every call as positive, neutral, or negative, you can keep your communication history clear, track lead engagement, and update records instantly—all without leaving your workflow.

You can read more about tracking call outcomes using Call Results here: Tracking and managing call outcomes with Invelo’s Call Results feature

Managing your Do Not Contact list

Invelo’s Do Not Call (DNC) list feature helps you maintain compliance and uphold best practices when contacting leads. Whether you’re conducting cold calls or following up with existing contacts, this feature ensures you don’t unintentionally reach out to individuals who have opted out of communication.

You can read more about managing your DNC list here: Managing your leads responsibly with Invelo’s Do Not Call (DNC) list