# Invelo Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Invelo Software - reviews, pricing plans, popular comparisons to other Investment Management products and more.

Source: https://www.capterra.com/p/10015695/Invelo

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# 

 Invelo Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on June 3, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Invelo

## What is Invelo?

With a focus on efficiency and productivity, Invelo provides tools and solutions for Real Estate Investors such as lead generation, customer relationship management (CRM), skip tracing, marketing, tasks management, and analytics. Invelo should be in every investors 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.

## What is Invelo used for?

[Real Estate CRM](https://www.capterra.com/real-estate-crm-software/)[Investment Management](https://www.capterra.com/investment-management-software/)[Real Estate Transaction Management](https://www.capterra.com/real-estate-transaction-management-software/)

Top alternative

Featured

Overall rating

Based on 5 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

### Starting price

Free trial not available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Invelo

4.4 (5)

VS.

[4.7 (100)](https://www.capterra.com/p/186948/AppFolio-Investment-Management/reviews/)

Starting Price

Contact vendor

Starting Price

$650

Other, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.6 (5)

Ease Of Use

4.7 (100)

Value For Money

4.4 (5)

Value For Money

4.8 (90)

Customer Service

5.0 (5)

Customer Service

4.9 (98)

## Invelo alternatives

[4.2 (40)](https://www.capterra.com/p/205125/iHomefinder/reviews/)

Starting price

$160.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

83%

of reviewers

rated it above 4 stars

[4.6 (629)](https://www.capterra.com/p/2732/Rent-Manager/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[3.9 (77)](https://www.capterra.com/p/172896/SkySlope/reviews/)

Starting price

$1.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

71%

of reviewers

rated it above 4 stars

[4.0 (9)](https://www.capterra.com/p/248341/Yardi-Investment-Manager/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

78%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/10015695/Invelo/alternatives/)

## FAQs about Invelo

Overview

### What company size and specific industries is Invelo built for?

Invelo is designed for real estate investors, making it best suited for businesses and professionals in the real estate investing sector. The vendor description does not specify a particular company size, so it appears to serve real estate investment teams of any size that need tools tailored to property investing.

Features and Usability

### What are the key features of Invelo?

Invelo offers lead generation and lead management, plus lead nurturing and omnichannel outreach for campaign activity. It includes contact and client management, property database and client/property matching, and transaction management with transaction history. Reporting/analytics, visual analytics, forecasting, workflow management, task management, and third-party integrations support tracking and coordination.

Talk to an expert

### More questions?

Ask our experts

Integrations

### Which third-party tools and platforms does Invelo integrate with?

Invelo integrates with 3 third-party tools for communication and email: Gmail, Microsoft Outlook, and Aircall. Gmail appears in reviewer feedback, while the catalog also lists Microsoft Outlook and Aircall as supported integrations for managing lead follow-up and outreach.

Answer based on 1 reviews

Getting Started and Support

### What training and onboarding options does Invelo offer?

Invelo provides live online sessions, webinars, and videos to help teams get started. Live online sessions support guided setup and direct instruction, webinars cover product topics in a group format, and videos offer self-paced reference for reviewing features and steps as needed.

Getting Started and Support

### What customer support options does Invelo offer?

Invelo provides Email/Help Desk support for customer questions and issue tracking. No reviewer feedback about support quality is available, so response times, helpfulness, and common frustrations cannot be assessed from user comments.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Data Import/Export

4.6 (5)

100.00% of 5 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

Investments Tracking

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Monitor capital allocation and asset prices over time

Performance Metrics

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Invelo 30 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Track and manage schedules and meetings via an integrated calendar

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Manage contact details and communication with clients

Match clients or tenants with suitable properties based on their specific requirements, preferences and budget

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Customize data fields to support various needs and use cases

Import and export data to and from software applications

Create and send email blasts/campaigns

Track delivered, received, and opened emails

For realtors, real estate investors, property managers, and other real estate professionals.

Form predictions based on past and present data/trends

Track interaction history by documenting conversations for contacts

Monitor capital allocation and asset prices over time

Manage the process of attracting and converting business prospects into leads

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Engage with a lead throughout the sales process by actively providing information

Support outbound and inbound sales processes autonomously while ensuring high-quality lead engagement

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Centralized database to track details of properties (including lease, tenant, and owner information)

View and track pertinent metrics to find patterns and gain insights from data

Create, manage and track all task activities and progression

Set up connections to third-party platforms to improve business processes

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Manage, record and track all business exchanges in form of money and its related interactions in the system

Interact with data visualization elements, such as charts and graphs, to drill down into data

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.0 (5)

4.0

Based on 5 reviews

## Pricing

Value for money

4.4 (5)

### Starting price

Free trial not available

Value for money

4.4 (5)

4.4

Based on 5 reviews

## Integrations

[

Gmail](https://www.capterra.com/p/202338/Gmail/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[

Aircall](https://www.capterra.com/p/184709/Aircall/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

5.0 (5)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (5)

5.0

Based on 5 reviews

## User reviews

Overall rating

4.4

Based on 5 reviews

Filter by rating

5(2)

4(3)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

BD

Brandon D.

Member

Real Estate

### "Invelo - The One-Stop-Shop Real Estate Platform"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 4, 2024

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

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

NM

Nathan M.

Wholesale - Investor

Real Estate

### "Easy to learn"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

January 11, 2024

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

CC

Cory C.

Owner

Real Estate

### "Invelo Makes marketing Easy"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 11, 2023

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 #

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

GR

Grant R.

CEO

Real Estate

### "An Excellent Work In Progress"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

November 30, 2023

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.

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

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

GK

Gabe K.

Owner

Real Estate

### "Overall well built system for RE investors "

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

3/10

November 30, 2023

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.

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.

Alternatives considered

[PropStream](https://www.capterra.com/p/207196/PropStream/)

Reasons for choosing Invelo

I like the marketing apart of the capabilities

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

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