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Managing contact activities in Invelo

Track, communicate, and follow up effectively to turn leads into deals

In real estate, deals are won not just by finding leads, but by staying organized and consistent with communication. Invelo helps you manage every interaction with your contacts—from notes and tasks to calls and texts—so you never miss an opportunity. Understanding why each activity matters can dramatically improve your follow-up, increase your deal conversion, and give you a clearer picture of your pipeline.

Creating notes to log interactions

Logging notes is more than just keeping a record—it’s building institutional memory for your business. Every conversation, insight, or seller preference is valuable data for your next interaction.

Why it matters:

  • Prevents forgetting important details about leads.

  • Helps you personalize future outreach, increasing engagement and trust.

  • Keeps your team aligned if multiple people are contacting the same lead.

  • Provides context for decision-making, e.g., knowing a seller’s motivation or timeline.

How to add a note:

  1. Open a contact record.

  2. Navigate to Notes.

  3. Click the Note section to begin typing a note.

  4. Enter interaction details and insights.

  5. Save.

📌 Tip: Specific notes (“Seller wants $250K, open to seller financing, follow up in 2 weeks”) are more actionable than vague notes (“Spoke with seller”).

Task management

Tasks are the backbone of consistent follow-up. They ensure you take the right action at the right time. Without tasks, leads can slip through the cracks, even if you had a promising conversation.

Why it matters:

  • Keeps your workflow structured, preventing missed opportunities.

  • Helps prioritize outreach based on urgency or lead stage.

  • Tracks follow-up activities for accountability and efficiency.

  • Makes your workflow scalable—you can manage dozens or hundreds of leads without losing control.

How to create a task:

  1. Open the contact record.

  2. Click Tasks.

  3. Choose the task type: Follow Up, Appointment, To Do, Call, Text, Email. Add a title for the task.

  4. Set due date/time and add relevant notes.

  5. Save.

Tasks appear in your task list and dashboards, allowing you to plan your day strategically.

Call and text features

Calling and texting are often the most direct ways to engage leads. Using Invelo’s built-in communication tools ensures that all outreach is logged and trackable, giving you a complete history for each contact.

Why it matters:

  • Ensures nothing is missed—every call and text is recorded.

  • Provides accountability and insight into lead engagement.

  • Helps refine messaging over time by tracking what works.

  • Supports compliance by keeping a clear record of communications.

Making a call or logging a call

Whether you call through Invelo or log an external call, capturing these interactions ensures your pipeline reflects reality, not assumptions.

Why it matters:

  • Tracks attempts and outcomes, so you know which leads are hot, warm, or cold.

  • Prevents repeated calls that could annoy leads.

  • Helps plan follow-ups effectively based on past interactions.

  • Supports team collaboration—everyone knows the latest with each lead.

How to make or log a call:

  1. Open contact record.

  2. Click Call (or Log Call for external calls).

  3. Record notes, outcome, and follow-up actions.

  4. Save.

Note: You would need an active smrtPhone integration to be able to make calls from within the property or contact record.

Sending a text or logging a text

Texting is often faster and more convenient for busy sellers. Logging texts keeps a complete record of your outreach.

Why it matters:

  • Provides a record of conversations for reference.

  • Lets you track which messages generate responses.

  • Keeps your outreach professional and organized.

  • Helps maintain consistent communication even across team members.

How to send or log a text:

  1. Open the contact record.

  2. Click Text (or Log Text for external messages).

  3. Type your message or paste a template.

  4. Save.

Note: You would need an active smrtPhone integration to be able to send and receive SMS from your contacts.

Why managing contact activities matters overall

When you consistently log notes, create tasks, and track calls and texts:

  • No lead is forgotten: You know exactly where each contact is in your process.

  • Your follow-ups become strategic: Timing and personalization improve engagement.

  • You build stronger relationships: Leads feel understood and valued.

  • Your business scales: You can manage more leads without losing quality or control.

In short, managing contact activities isn’t just administrative—it’s the foundation of converting leads into profitable deals. Invelo makes this process simple, centralized, and actionable.