--- title: "Invelo Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Invelo Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/10015695/Invelo/" page_type: "product" language: "en" --- # Invelo Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 4, 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 Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Invelo?[Manage this product listing](https://www.g2.com/products/invelo/claim_requests/new?auto=true) ## Invelo Overview Updated September 2026 AI summary Invelo provides cloud-based tools for small and midsize businesses seeking to manage investment activities, client relationships, and transaction processes. Covering investment management, CRM, and transaction management, it features client management, investment tracking, and performance metrics, along with reporting, visual analytics, forecasting, and integration options. Invelo is accessible via web, Mac, and Windows platforms. ## 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 (77) Value For Money 4.4 (5) Value For Money 4.8 (61) Customer Service 5.0 (5) Customer Service 4.9 (60) ## Invelo alternatives [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 [Form Simplicity](https://www.capterra.com/p/172894/Form-Simplicity/) [4.3 (77)](https://www.capterra.com/p/172894/Form-Simplicity/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 79% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/172894/Form-Simplicity/) [BoldTrail Back Office](https://www.capterra.com/p/171321/BoldTrail-Back-Office/) [4.5 (853)](https://www.capterra.com/p/171321/BoldTrail-Back-Office/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/171321/BoldTrail-Back-Office/) Highest Rated [dotloop](https://www.capterra.com/p/136372/dotloop/) [4.7 (677)](https://www.capterra.com/p/136372/dotloop/reviews/) Starting price $31.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/136372/dotloop/) [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 a fit for individuals, small teams, and companies that buy, manage, or analyze property investments. It is aimed at the real estate sector rather than general business use, with a focus on investor-led workflows and property deal management. Features and Usability ### What are the key features of Invelo? Invelo offers real estate CRM features such as contact and client management, lead generation, lead nurturing, and pipeline management. It also includes property database and client/property matching, plus campaign management, email marketing, and omnichannel outreach. Reporting/analytics, activity tracking, task management, and workflow management support deal and transaction tracking. Integrations ### Which third-party tools and platforms does Invelo integrate with? Invelo integrates with Gmail, Microsoft Outlook, and Aircall. Gmail supports lead follow-up workflows, while Microsoft Outlook and Aircall add email and calling connectivity. These integrations cover core communication tools for sales and outreach teams. 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 training and webinars support guided instruction, while videos offer self-paced learning and reference material for reviewing product features and setup 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 resolution. No reviewer feedback about support quality is available, so the support experience cannot be described in terms of response speed, helpfulness, or common frustrations. ## Features AI summary Based on 877 Investment Management reviews Capterra data shows that buyers of Investment Management software rank the following features as their top priorities: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) Invelo supports all three features buyers rate most important: **Performance Metrics**, **Reporting/Analytics**, and **Investments Tracking**. Together, these capabilities help businesses monitor portfolio results, review investment data in detail, and keep holdings organized, allowing teams to make informed decisions and manage investment activity more effectively. 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. 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 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 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 ### All Features - 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 - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Client Management: Manage contact details and communication with clients - Client/Property Matching: Match clients or tenants with suitable properties based on their specific requirements, preferences and budget - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Customizable Fields: Customize data fields to support various needs and use cases - Data Import/Export: Import and export data to and from software applications - Email Marketing: Create and send email blasts/campaigns - Email Tracking: Track delivered, received, and opened emails - For Real Estate: For realtors, real estate investors, property managers, and other real estate professionals. - Forecasting: Form predictions based on past and present data/trends - Interaction Tracking: Track interaction history by documenting conversations for contacts - Investments Tracking: Monitor capital allocation and asset prices over time - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Omnichannel Outreach: Support outbound and inbound sales processes autonomously while ensuring high-quality lead engagement - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Property Database: Centralized database to track details of properties (including lease, tenant, and owner information) - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Transaction Management: Manage, record and track all business exchanges in form of money and its related interactions in the system - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Workflow Management: 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.