Welcome to Invelo: Start Here!

Welcome to Invelo — your complete real estate acquisition platform for managing, marketing, and growing your real estate investing business.

Invelo helps investors manage every step of the acquisition process, from pulling targeted lists and identifying motivated sellers to launching and tracking marketing campaigns that convert.

This guide is your starting point for learning how to set up and use Invelo effectively.

With Invelo, you can:

• Pull targeted lists and find motivated sellers
• Automate your list building
• Manage your crm
• Automate your outreach campaigns
• Automate your lead follow-up
• Track performance with real-time analytics

“Your Getting Started Roadmap” Section

Step 1: Explore Invelo

Get familiar with the platform, watch demos, and understand how it works.  

• Invelo video tutorials
• Justin, our CEO, favorite features
• Automate Your Marketing with AutoPilot
• What you can do in Invelo (right away!)
• Top 5 features real estate pros love most in Invelo

Step 2: Set Up or Migrate Your CRM 

If you’re coming from another system, these guides help you import and organize data.

• Easily Import Your Data with a CSV File
• CRM Migration Guides

Step 3: Build Your Lead Lists

Learn how to use List Builder to find motivated sellers.  

• Getting Started with List Builder
• Pull targeted lists and find motivated sellers
• Pull high-performing industry lists
• Find high-motivation leads with multiple indicators

Step 4: Create Marketing Campaigns

Start marketing with direct mail, email, and SMS campaigns.  

• Getting Started with Marketing Campaigns
• Create your sender profile
• Create or choose your marketing audience
• Edit a pre-made Invelo direct mail template
• How to send a personalized direct mail campaign
• How to send personalized text messages (SMS) in your campaigns
• How to send personalized emails in your campaigns
• Invelo marketing campaign troubleshooting

Step 5: Track Performance and Optimize 

Review analytics to understand what’s working and improve your outreach. 

• Getting Started with Analytics
• What metrics can you track using Invelo's analytics dashboard
• Reviewing Prospecting Overview
• Track marketing performance
• Analyze data to optimize your outreach strategy
  
  

"Recommended Reads" Section

Next steps..

• Automate Your Marketing with AutoPilot
• Automate your list building
• Virtually scout distressed properties using AI Driving for Dollars tool
• Upload your lead list via CSV file import
• What you can do in Invelo (right away!)
• Automate your lead follow-up