Organize. Track. Close.
The CRM Built for
Real Estate Pros
Who Mean Business
Invelo’s CRM simplifies every stage of your pipeline—Prospects, Leads, and Deals—while offering complete data transparency for ultimate control. Stay organized, stay in control, and focus on what matters: closing more deals, faster.
Prospect Management
Lead & Deal Tracking
Automated Workflows
Team Collaboration
Real Estate Professionals
The CRM That Keeps
Your Deals on Track
Stop losing leads. Start closing deals.
Without Invelo
- Scattered leads and lost opportunities
- Manual tracking that wastes time
- Disorganized data and confusion
- Missed communication and chaos
- No clear insights or performance metrics
With Invelo
- Centralized pipeline for Prospects, Leads, and Deals
- Automated lead tracking and follow-ups
- Complete data transparency for ultimate control
- Streamlined collaboration with your team
- Real-time KPIs to optimize your next move
Take Control of Every
Stage of Your Pipeline
From prospects to leads to deals—Invelo keeps you on track.
Identify Opportunities That Matter
Build and target highly effective lists with detailed property insights.
- Filter by property details, ownership, and more
- Organize your prospects seamlessly
- Start your marketing with confidence
Lists, Tags, and
Custom Fields
Segment, stack, and customize
your data with ease.
Track and Target with Smart Lists
Create precise lists that drive results:
- Track property origins like absentee owners, vacancies, and tax delinquency or preforeclosure
- Smart Lists: Automatically update and filter your lists in real-time
- List Stacking: Combine multiple filters to find the most motivated sellers
Simple, Powerful Categorization
Track What Matters Most
Advanced Filtering, Data Management,
and
Contact Organization
Everything you need to manage
properties,
contacts, and
opportunities with precision.
Advanced Filters & Presets
Quickly Identify And Organize Your Leads
Find the right leads fast with precise filters or ready-to-go presets like "Returned Mail" and "Need Skip Tracing"—gaining actionable insights in one click.
Skip Tracing
Up-to-Date Owner Information
Skip trace and update contact details—compliant with DNC regulations—to ensure your outreach hits the right people.
Custom Pipelines
Tailored Workflow Management
Track properties across every acquisition and disposition stage with pipelines built to match your unique process.
Communication Tracking & Activity Logs
Never Miss a Detail
Log every call, text, email, or interaction automatically. Stay informed, organized, and ready for the next step.
Customizable Lead Intake Forms
Capture and Qualify Leads Faster
Build forms to gather key details like Property Condition, Motivation, and Price—so you focus only on qualified leads.
File & Image Uploads
Centralize Your Data
Store documents, images, and important records directly within property and contact profiles for easy access.
Automate the Busy
Work. Focus on
Closing
Deals.
Work smarter with intelligent
real estate automations.
Stay Informed Automatically
Receive real-time updates on property changes every day—no manual effort required.
Manage Offers. Maximize Profits.
Streamline Deals.
Powerful tools to take control of
your acquisitions.
Offer Management System
Track offers from initial submission to closing, ensuring nothing gets lost. Manage both Purchase Offers and Sales Offers with detailed records of multiple offers, including the date, amount, status, and more. Whether buying to flip or rent, Invelo’s offer tracking helps you stay on top of every opportunity.
Purchase & Profit Analyzer
Analyze properties across different strategies, including Fix and Flip, Wholesale, Buy and Hold, and Lease Options. Track details for each strategy with sections like Purchase, Financing, Construction Costs, Holding Costs, Rental Income, Operating Expenses, and more.
Comping Tools
Quickly analyze comparable sales data to make informed, data-driven offers. Get a detailed understanding of the local market and assess property value effectively with our fully functional comping tools.
Contact Linking
Link contacts directly to specific properties, adding context with roles like contractor, agent, buyer, or attorney. This feature allows you to easily see who is associated with each property and their role.
