Real results for real product teams.

Invelo software for real estate

Aligning Product Strategy for Real Estate Investors

Streamlined communication between engineering, product, and business teams, improving alignment and accelerating delivery of high-impact features.

The Client
Invelo is a software company that offers an all-in-one platform for managing and growing real estate investing businesses. The platform provides end-to-end features including CRM, marketing automation, campaigns, and lead management. Most investors today use multiple services to manage their pipeline and Invelo has been in the first to the market to have an all in one solution.
The Challenge
Invelo’s team possesses firsthand experience using the very pipeline they developed to carry out the same processes their end users follow when purchasing real estate. While this deep operational knowledge provided valuable context, it also led to a narrower perspective when evaluating new ideas or potential improvements. At the time of our engagement, the initial version had just been released to production, and the team was facing challenges with prioritizing the product roadmap and lacked the necessary visibility to make informed, data-driven decisions.
How We Helped
Challenged Assumptions to Broaden Perspective

Encouraged a more open-minded approach by introducing user research practices and outside-in thinking, helping the team see beyond their own experiences.

  • Conducted qualitative interviews and field research with actual end users to surface pain points the internal team hadn’t considered.
  • Facilitated discovery workshops that helped the team separate internal bias from user needs.
  • Brought in third-party insights and competitive analysis to validate assumptions and expand product thinking.
Enhanced Cross-Functional Collaboration

Streamlined communication between engineering, product, and business teams, improving alignment and accelerating delivery of high-impact features.

  • Introduced structured Scrum rituals (e.g. weekly standups, backlog grooming, etc) to align teams around shared goals and timelines.
  • Created centralized documentation and roadmaps to increase visibility across departments.
  • Helped define roles and responsibilities to reduce overlap, eliminate confusion, and improve delivery velocity.
Introduced Data-Driven Decision-Making

Implemented tools and processes to track key product metrics, enabling the team to make informed decisions based on user behavior and performance data.

  • Identified key performance indicators (KPIs) tied to business goals and embedded them into product planning.
  • Set up dashboards and reporting tools to monitor usage, retention, and conversion in real time.
  • Trained the team on how to interpret data and use it to inform prioritization and feature development.
Developed a GTM Strategy That Realigned the Business

Led the development of a go-to-market strategy that prompted the organization to reimagine who their true end users were. This strategic clarity earned buy-in across the organization and drove a full product refactor to better align with a newly defined value proposition.

  • Ran segmentation analysis and market research to clearly define the ideal customer profile.
  • Collaborated with marketing and sales to craft positioning and messaging aligned with the new end user.
  • Presented strategic recommendations to leadership that secured organizational commitment to pivot and refactor the product.
Impact

Our engagement with Invelo led to significant improvements across the product, team, and organization. Key outcomes included:

  • Improved Product-Market Fit
  • Increased Visibility into Performance Metrics
  • Clearer Roadmap and Strategic Focus
  • Stronger Organizational Alignment
  • Product Refactor with Leadership Buy-In

The newly aligned product strategy, supported by strong organizational buy-in, empowered Invelo to reimagine its core user and fully commit to delivering a more focused, data-informed real estate investing experience — resulting in a 60% increase in user retention.

Client Impact

One year later, the transformation in our development team’s maturity is remarkable

"We hired ProductivPM to address the chaos within our team. We were struggling to meet deadlines, and the quality of our deliverables was subpar. Despite having a talented group of developers, we were unable to overcome these challenges. ProductivPM tactfully introduced Scrum and provided valuable training on best practices to our organization. Fast forward almost a year later, and the transformation in our development team’s maturity is remarkable. We now consistently deliver high-quality features on time. I highly recommend ProductivPM to anyone seeking a solution to their organizational challenges and a top-tier Product Manager."

Justin S.
CEO | Invelo

You don’t have a roadmap problem. You have a decision-making problem dressed up as one.

Every quarter you stay the product brain is another quarter the team ships the wrong things — and another quarter further from a Head of Product hire that will actually work.