Learn how to create and manage workflows in Invelo for efficient CRM and task management
Getting Started with Workflows
Workflows Overview
Invelo's Workflows feature helps real estate investors automate key tasks, streamline their processes, and stay organized throughout the acquisition journey. By setting up automated actions—such as follow-up reminders, status updates, and marketing sequences—investors can ensure consistent engagement with prospects and leads while reducing manual effort. Workflows enable seamless task management, improve efficiency, and allow investors to focus on high-value activities that drive deal conversions. With Invelo’s automation tools, managing your pipeline becomes more efficient, scalable, and effective.
Workflows Tutorial Video
Coming soon!
Why Workflows is Important
Workflows in Invelo are essential for automating key tasks, improving efficiency, and ensuring a smooth real estate acquisition process. Here’s why they matter:
- Saves time a d reduces manual work: Automates repetitive tasks like follow-ups, status updates, and marketing sequences, allowing investors to focus on high-value activities.
- Ensures consistent lead nurturing: Keeps prospects and leads engaged with timely emails, SMS, and reminders, increasing the chances of conversion.
- Improves organization and task management – Automatically assigns tasks, updates statuses, and triggers actions to keep deals moving forward without missing key steps.
- Enhances team collaboration – Streamlines processes across team members by assigning responsibilities and ensuring accountability.
- Reduces missed opportunities – Ensures no lead or prospect falls through the cracks by automating follow-ups and outreach efforts.
- Optimizes marketing and outreach – Helps execute strategic campaigns with pre-set actions, ensuring leads receive the right message at the right time.
- Scales business growth – Allows investors to handle a larger volume of leads and deals without increasing workload, making their business more scalable.
By leveraging Workflows in Invelo, investors can automate their pipeline, improve efficiency, and close more deals with ease.
How to Access Workflows
- Log into your Invelo account.
- Navigate to Workflows on the left-hand menu.
Using Workflows
- Set workflow trigger conditions: Define when a workflow should start, such as when a new lead is added, a status changes, or a task is completed.
- Add actions to your workflow: Choose actions like sending messages, updating statuses, or assigning tasks to streamline your process.
- Use conditional logic for smart workflows: Customize workflows based on lead actions, engagement, or response history.
- Assign tasks to team members: If you're on the Growth or Professional plan, you can automatically delegate follow-ups, calls, or document reviews to a team member.
- Monitor and optimize performance: Track workflow effectiveness and make adjustments to improve efficiency.
- Keep workflows simple and focused: Start with basic automations and refine them as needed.
Next Steps
Now that your workflows are set up, it's time to put them to work! Automate follow-ups, streamline lead management, and stay on top of every opportunity. Log into Invelo now to refine your workflows and watch your real estate business run more efficiently than ever!