Welcome Series

Top 5 features real estate pros love most in Invelo

Discover the tools top investors rely on to streamline their workflow, automate marketing, and close more deals with confidence.

Whether you’re just getting started or looking to take your investing operations to the next level, Invelo’s powerful tools are built to help you work smarter, faster, and more efficiently.


Here are the top 5 features that real estate pros love most—and how each one can elevate your business.


1. AutoPilot – Marketing That Runs Itself

 

AutoPilot takes the heavy lifting out of your marketing. Just set your desired property type and target area, and Invelo will automatically find motivated sellers using over 10 key seller motivations.

 

Once your list is ready, AutoPilot launches a full marketing campaign for you—no manual setup, no guesswork.

 

Set it and forget it — AutoPilot builds your list, targets motivated sellers, and launches marketing campaigns automatically.

 

Learn more about how AutoPilot works


2. AI Driving for Dollars – Find Distressed Properties from Anywhere

With AI DFD (Driving for Dollars), you can identify distressed properties without ever leaving your desk.


Powered by Google Street View, the tool automatically scans neighborhoods and flags potential distressed homes based on visible signs—like boarded windows, overgrown yards, or property neglect.

 

This means you can scale your lead discovery efforts and uncover more off-market deals in less time.

 

Leverage Invelo's AI Driving for Dollars tool to instantly identify distressed properties—without ever hitting the road.

 

Learn more about AI DFD


3. Campaigns – Complete Control & Visibility Over Your Outreach

Invelo’s Campaigns feature gives you the power to automate and personalize your outreach.


With custom templates, detailed campaign settings, and real-time analytics, you have full visibility into what’s working—so you can optimize your marketing with confidence.

Custom Templates

Create and personalize your own marketing templates to match your voice and goals. Whether you’re sending emails, texts, or direct mail, custom templates allow you to:

  • Reuse your best-performing messages

  • Maintain consistent branding across campaigns

  • Save time by avoiding repetitive setup
    You can build templates from scratch or modify existing ones to fit different lead types or campaign objectives.

Campaign Settings

Take full control of your outreach with flexible campaign settings. From here, you can:

  • Manage batches: Choose how many leads to include in each send, making it easy to control volume and pacing and decide how often messages go out and how much time to leave between touchpoints.

  • Plan, Schedule, and Track Your Marketing Outreach:  The Marketing Calendar gives you a clear visual timeline of your active and scheduled campaigns, showing what’s being sent, when it’s going out, and how many leads are included. It helps you stay organized, avoid overlaps, and maintain consistent outreach across all your campaigns.

  • Adjust timing: Schedule campaigns for specific days or hours to match your audience’s engagement habits, plus explore other settings to fine-tune your outreach.



Real-Time Analytics

 

Track performance as it happens with real-time analytics. You’ll see insights like open rates, response rates, and engagement trends so you can quickly identify what’s working and make data-driven adjustments on the fly.

 

Whether it’s direct mail, email, or SMS, Invelo helps you reach your audience effectively and track every touchpoint from start to close.

 

Launch direct mail, SMS, and email campaigns with complete control, personalized templates, and live performance insights.

 

See how to get started with your campaigns

Learn how to create a marketing audience


4. Workflows – Automate Your Follow-Up & CRM Maintenance

Workflows are your automation powerhouse inside Invelo.


Use them to automatically follow up with leads, update your CRM data, trigger skip tracing, assign tasks, and more—saving you hours of manual work every week.

 

You can build smart automations that nurture leads, clean up your database, and ensure no opportunity slips through the cracks.

 

Discover how to build workflows in Invelo


5. Dialer – Talk to More Leads, Faster ( Still in Beta)

The Invelo Dialer streamlines your call outreach by allowing you to contact leads directly from your Invelo account.


Easily track call outcomes, update statuses, and keep your communication history organized—all in one place.

 

The full Dialer feature is currently in beta, with exciting updates coming soon to enhance calling efficiency and reporting.

 

Learn more about Invelo Dialer


Next Steps

These tools work even better together. Start by exploring AutoPilot or AI DFD to build your pipeline, then automate your follow-up with Workflows and connect your marketing through Campaigns.

 

You’ll be operating like a top-producing investor in no time.

Need help? Contact our customer success team at support@inveloapp.com