Invelo Ideas

Please add the option to automatically delete tasks in workflows when moving a record to a different pipeline or changing its status. Currently, we can only add tasks, but the ability to delete them...

Add tasks to filters so that we can filter by task name, task type, due date, assigned to, etc.

There is a contact field that needs to be filled out manually if we want to see it. It can just display the primary contact's name. The contact is more often than not just the primary contact.

Frequently a property has multiple possible mailing addresses. Usually I would mail all of them. That doesn't seem possible in Invelo.

Currently, Invelo 2.0 does not automatically fail DNC numbers; they need to be manually filtered out if you want to exclude them. The challenge is that if a campaign includes a mix of Direct Mail,...

In Invelo 1.0, on the leads page, there was a drop down to sort the leads. For example, you could sort by activity newest to oldest or vice versa and there were quite a few other sort options...

We should have the ability to clone direct mail template designs for ease of use

Please improve the skip tracing results in Invelo, as currently, 20-30% of records show no result. This requires us to use a different platform for further skip tracing, which slows down the process....

Please add a feature for bulk task creation in each pipeline after selecting multiple records. This will streamline the process of assigning tasks to several properties at once, improving workflow...

If a contact email is in your inbox, your message history for that contact is updated in Invelo. If you send an email from invelo, those emails also show in contact history. GoHighLevel and Lofty...