Set up your CRM for success with lists, tags, custom fields and integrations.
To get the best out of Invelo, we recommend that you utilize the features as best as possible, especially when it comes to your CRM.
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All users can create Lists, which we advise should be named based on the motivation that a seller would have to sell their property.
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If you are on a paid plan, you will have the ability to create Tags, which give you further organization capabilities which can improve your strategy significantly.
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For those fields that we do not save in Invelo or provide information for, but you may need them for your marketing strategy or for filtering, you can create a Custom Field, once you're on a paid plan.
- Invelo allows users to connect other apps to the platform using Integrations. The integrations we currently have are for Email, Zapier, Aircall, Sakari, and smrtPhone.
- SMTP/IMAP Custom Email Service: Send email marketing campaigns using your Gmail, Outlook, or Yahoo with SMTP. Available for all plans.
- SendGrid: Send email marketing campaigns using your SendGrid account, allowing users to execute email marketing campaigns effectively. Available for all plans.
- Zapier: Zapier extends the capabilities of Invelo by facilitating automations that connect Invelo with numerous third-party applications. Available for Growth and Professional plans only.
- Aircall: Aircall gives you the ability to call contacts directly through Invelo and track call history for each user on your team. Available for Growth and Professional plans only.
- Sakari: Sakari offers robust SMS capabilities within Invelo, facilitating efficient text communication with contacts. Available for Growth and Professional plans only.
- smrtPhone: smrtPhone is a comprehensive communication solution integrated with Invelo, designed to streamline the process of making sales calls and sending SMS. Only available for Growth and Professional beta plan users as of the moment.
*This video is part of Invelo's Welcome Series for new customers. If you are new to Invelo, we encourage you to watch all of the Welcome Series videos to get started.