Invelo 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Invelo

4.4

(5)

Pricing

Pricing available upon request

About Invelo

Invelo helps real estate professionals scale their businesses through technology. It provides a tool to find, organize, and market off-market properties. Invelo is an all-in-one platform that allows users to do everything they need, all in one place. Say goodbye to multiple subscriptions and dated Excel sheets; Invelo keeps everything organized and streamlined.

New investors will love the smart automation and easy-to-use interface that Invelo offers. Preset filters allow new investors to take advantage of a wealth of prospecting knowledge.

Invelo should be in every investor's toolbox if they want access to off-market deals, a comprehensive academy that includes masterclasses from industry leaders, and one central platform that manages their investing from prospecting to close.

Invelo Screenshots

Invelo Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

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Invelo Features

Popular features found in Real Estate CRM
Campaign Management
Client/Property Matching
Contact Database
Document Management
Email Marketing
Lead Capture
Lead Nurturing
Referral Tracking
Reporting/Analytics
Segmentation
Workflow Management
More features of Invelo
Activity Dashboard
Activity Tracking
Calendar Management
Client Management
Contact Management
Customizable Fields
Data Import/Export
Email Tracking
Forecasting
For Real Estate
Interaction Tracking
Investments Tracking
Lead Generation
Lead Management
Omnichannel Communications
Performance Metrics
Pipeline Management
Property Database
Task Management
Third-Party Integrations
Transaction History
Transaction Management
Visual Analytics

Invelo Integrations

Microsoft Outlook

Gmail

Aircall

Invelo User Reviews

Overall Rating

4.4

Ratings Breakdown

40%

60%

Secondary Ratings

Ease of Use

4.6

Value for money

4.4

Customer support

5.0

Functionality

4.0

Have you used Invelo and would like to share your experience with others?

Brandon D.

Verified reviewer

Real Estate

Self-Employed

Used weekly for less than 2 years

Reviewed March 2024

Invelo - The One-Stop-Shop Real Estate Platform

Fantastic. I am excited for the dialing, texting, and additional features to come to fruition, but so far I am very pleased

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Invelo gets TOP marks for support. They are a growing business, with client needs and requests at the very forefront of their feature development. For any question that you have, [sensitive content hidden] and others are at you immediate disposal. I approached their chat with multiple questions and they have replied with specific-to-me screen recorded walk-throughs on how to use the platform. No more guesswork for me. Simply phenomenal to work with.

Cons:

They are still growing. The big appeal of the platform to me in the beginning was that every feature needed for investing (marketing, CRM, tracking, support, research, Investing courses, dialer, etc) was to be included. While they have some of the framework for some features in place, they do not all necessarily function yet. They are quite transparent about their timeline for feature integrations, that being said.

Reasons for switching to Invelo

Too many separate programs/subscriptions to manage with poor cross integration. Invelo promises those.

Grant R.

Verified reviewer

Real Estate

2-10 employees

Used weekly for less than 12 months

Reviewed November 2023

An Excellent Work In Progress

Overall, we like where Invelo is heading. We appreciate how active the [sensitive content hidden] and staff are in the company. It's easy to use, and that was a huge selling point along with the data import functionality. It's not yet ready for prime time; however, it's useful, and in a few ways, better than other options available on the market.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Invelo's interface is well above average in usability and aesthetic, which means less training time. We also love the ability to import data from anywhere very quickly. The List Builder feature is a nice addition, allowing us to have one tool where we previously had two.

Cons:

Invelo is a work in progress; it is still relatively new, and is lacking some key business components. KPIs and tracking are missing, along with several other important features, making good management impossible. There is no mobile app. Integrations are also lacking, although Zapier is now supported for some functions; just keep in mind that's an added cost to make Invelo more functional. The tasks feature doesn't come with any sort of reminders or notifications. Lastly, Invelo will not allow any user, even admins, to be logged in to multiple places, even if they are on a multi-user plan. So moving from my desktop to my laptop to my phone is very frustrating.

Reasons for choosing Invelo

Ease of use, data import functionality, free starter plan, workflow, List Builder

Gabe K.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 12 months

Review source

Reviewed November 2023

Overall well built system for RE investors

I have really enjoyed the user friendly ability throughout the system and the client support with even the [sensitive content hidden] has been great. They care to listen and make change as needed and are always looking for new functionalities to grow the system.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like that is has so many uses within one system, that it can be your data pulling, prospecting tool for new leads, your CRM for managing your deals, your phone system, and you marketing system all in one. It is so nice to have a collectively all in one space vs using multiple different systems.

Cons:

The biggest concern is with owners name and mailing address being correct, as the way the system pulls them in now cause many errors, and has unfortunately created me losing marketing dollars that go spent on useless contacts. I know this fix is in the works, hoping very soon.

Reasons for choosing Invelo

I like the marketing apart of the capabilities

Reasons for switching to Invelo

We made the switch 6 months ago from other systems.

Cory C.

Verified reviewer

Real Estate

Self-Employed

Used daily for less than 12 months

Reviewed December 2023

Invelo Makes marketing Easy

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Invelo made it easy to to set up multiple marketing touches and repeating campaigns

Cons:

I wish you could search in the CRM for all phone #'s, not just the primary phone #

Nathan M.

Verified reviewer

Real Estate

Self-Employed

Used weekly for less than 12 months

Reviewed January 2024

Easy to learn

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to pull a list straight from Invelo is a huge plus. No more finding a list from an outside source and importing if you don’t want to! Also, the ability to skip trace within the same operating system is amazing.

Cons:

Have not run into any issues that have prevented me from using this platform.

Showing 1 - 5 of 5 Reviews