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The Future of
Lead Follow-Up Automation

Workflows

Invelo Workflows empowers real estate professionals to automate lead follow-up, organize communications, and maximize conversions. From quick outreach to long-term nurturing, streamline every step and focus on growing your portfolio.

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Seamless Lead
Follow-Up

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Intelligent Task Management

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Effortless CRM Management

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Dynamic Notifications

Trusted by 10,000+ Real Estate Investors
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Essential Workflow Actions for Real
Estate Professionals

Invelo workflows are designed
to handle the most critical
actions for your real estate
business, helping you stay on
top of leads and manage
procedures.

Be the First to Contact Distressed Owners

Timing is everything in real estate.

Automate outreach as soon as a preforeclosure or vacant property enters your database. Instantly send mail, texts, or voicemails to connect with leads before your competitors.

Be

Simplify Property
Closings with Team
Task Automations

When a property goes under contract, your to-do list grows quickly.

Create workflows to automate key tasks like notifying attorneys, scheduling inspections, and coordinating utilities. Invelo keeps your team on track for seamless property closings.

Simplify

Automate Follow-Ups
for Unresponsive
Contacts

Leads often go silent—but that doesn’t mean they’re gone.

Keep your pipeline active with automated follow-ups after 15, 30, or 60 days of no response. Send direct mail, texts, emails, or voicemails to nurture leads until they’re ready to act.

Automate

Know When Your
Marketing Efforts
Need Adjusting

Make Smarter Adjustments with Real-Time Workflow Metrics.

Invelo empowers you to track workflow enrollments and key performance metrics, helping you identify what’s driving results and what needs adjusting. Allocate resources smarter and focus on strategies that work.

Know

Automated Workflows
Triggered by
Your Data

Invelo workflows take action based on key triggers within your data,
ensuring you never miss an opportunity to engage or follow up.

Workflow Triggers Include

Property

Comprehensive Lead
Follow-Up

Invelo empowers you to connect with
leads across multiple channels while
automating key steps in your pipeline.

Be the First to Hit their Mailbox.

Automate postcards and letters to reach preforeclosures, vacant properties, or any high-priority lead segment instantly. Forget about delays or manual procedures—your workflows are triggered the moment new data enters your system, ensuring you’re always a step ahead of the competition.

Be

What Else Can
Workflows Do?

Take full control of your lead
and property management with
advanced workflow actions
designed to go beyond the
basics. Here’s what else you
can automate.

Update

Update Property Records

Automatically adjust property details as new data is added, keeping your records accurate and up-to-date

Create

Create Tasks

Schedule walkthroughs, follow-ups, or task reminders directly from your workflows.

Delay

Delay Actions

Introduce time gaps between automated steps for a natural lead nurturing process.

Add/Remove

Add/Remove Lists & Tags

Add or remove a tag to or from a record.

Send

Send Text Message

Send an automated text message to a contact.

Send

Send Email

Send an automated email to a contact.

Send

Send To Webhook

Send data to an external system via webhook.

Enroll

Enroll Into Campaign

Enroll a property or contact record into a marketing campaign.

Enroll

Enroll Into Workflow

Enroll a property or contact record into a different workflow.

Workflow Use Cases
for Real Estate Professionals

Invelo workflows are purpose-built to solve real-world challenges in real estate.
Here’s how top professionals use them to stay ahead.

Be The First To Act

Be The First To Act

Automatically send outreach when a new preforeclosure or vacant property is added to your database.

Re-Engage Cold Leads

Re-Engage Cold Leads

Trigger automated follow-ups after 15, 30, or 60 days of no contact, using text, email, or voicemail.

Keep Your Team Aligned

Keep Your Team Aligned

Create and assign tasks when a property is updated, such as preparing documents or coordinating with attorneys.

Simplify Contract Closings

Simplify Contract Closings

Notify your team when a property goes under contract and trigger actions like scheduling inspections or contacting utility companies.

Improve Outreach Efficiency

Improve Outreach Efficiency

Automatically assign leads to specific workflows based on their status or property characteristics.

Why Invelo Workflows?

With dynamic workflows driven by real estate-specific triggers, Invelo puts your lead follow-up and property management on autopilot. From first contact to closing the deal, automate the hard work so you can focus on growing your portfolio.

Close More Deals
with Confidence

The highest-rated platform
built for real estate pros.

"I've used just about every real estate software out there. Invelo has redefined simplicity and focus. The tools just work."


Brandon Turner

Open Door Capital & Former Host of the BiggerPockets Podcast

Brandon Turner

"Invelo has changed the game for real estate investors. My team can easily see what is happening at every stage of our sales and marketing cycle and review key metrics to make sure we are hitting our goals."


Cody Hofhine

Utah Sell Now

Cody Hofhine

"The Invelo team knows what they're doing! This system removes all the complexities with a clean design and clear guidance that will get any real estate investor operating at the top of their game."


J Scott

Bar Down Investments

J Scott

"Invelo has been instrumental in my business.One of my favorite features is that it helps me understand who the most likely sellers are so I know who to market to more frequently. The system also makes it simple to be consistent with my marketing, which has been key to the growth of my business."


Brian Hemmerle

Kentucky Sell Now

Brian Hemmerle

"Before Invelo I would have to use 5 different systems for finding prospects, running marketing, and managing leads. Now it's all in one place."


Tucker Merrihew

TTM Development Co

Tucker Merrihew