Evolvly

About Evolvly

Stop duct-taping tools and start scaling your syndication business! Evolvly is the ultimate, all-in-one CRM and marketing platform built exclusively for multifamily and commercial real estate syndicators. Created by active syndicators who felt the pain of clunky systems, Evolvly removes the endless tech setup so you can focus on what you do best: closing deals and raising capital. Forget spending months configuring a generic CRM! With Evolvly, you get a complete, done-for-you system from day one. Your professional website is ready, investor funnels and scheduling calendars are integrated, and branded nurture campaigns are pre-built to educate and engage your network. It even includes a digital business card to capture leads instantly! Evolvly provides the powerful foundation to attract more investors, automate every follow-up, and seamlessly track your entire deal pipeline. It's the essential tool to convert more conversations into committed capital and scale your syndication business with incredible efficiency and confidence!

Features of Evolvly

Syndicator-Specific CRM & Deal Tracking

Ditch the spreadsheets and generic tools! Evolvly provides a powerful CRM designed specifically for syndication workflows. Effortlessly manage your entire investor pipeline, track deals from sourcing to closing, and automate critical follow-up tasks. Everything is organized in one central platform, giving you crystal-clear visibility into your capital raise and investor activity so you never miss an opportunity!

Automated Marketing & Investor Nurturing

Your marketing engine is already built and ready to launch! Evolvly comes with pre-built, branded email campaigns and educational funnels designed to nurture leads and build trust with potential investors. Automate your follow-ups, send targeted updates, and keep your audience engaged with valuable content—all without needing a marketing team or complex software setup. Attract and convert investors on autopilot!

Integrated Booking & Unified Communications

Simplify scheduling and stay perfectly connected! The built-in appointment booking system lets investors book meetings directly into your calendar, integrating seamlessly with Google and Outlook. Plus, manage all conversations from one inbox with unified communications via email, 2-way SMS, social media messaging, and even a phone system. Streamline every interaction and close deals faster!

Professional Website & Digital Business Card

Establish instant credibility and capture leads everywhere you go! Evolvly includes a professional, customizable website with hosting and lead capture forms to serve as your 24/7 sales hub. Plus, replace paper cards with a smart digital business card that instantly saves new contacts to your CRM and triggers automated follow-ups. Make every connection count and ensure no lead ever goes cold again!

Use Cases of Evolvly

For New Syndicators Building Their Platform

Launch your syndication business with a professional edge from day one! Evolvly gives you an instant, credible online presence with a ready-made website and automated systems. You can start attracting investors, nurturing relationships with pre-built campaigns, and managing your first deals without the overwhelming cost and time of piecing together multiple software solutions. Hit the ground running!

For Growing Operators Automating Investor Follow-Ups

Stop losing deals to manual follow-up and missed connections! Use Evolvly to automate your entire investor communication workflow. From initial contact through post-investment updates, set up automated email sequences, SMS reminders, and scheduled tasks. This ensures every lead is nurtured consistently, freeing up your time to focus on sourcing deals and building stronger investor relationships.

For Established Teams Scaling Their Capital Raise

Manage a high-volume pipeline and a large investor network with effortless efficiency! Evolvly's Pro plan offers unlimited contacts and users, advanced reporting, and tools like invoicing and investor communities. Coordinate your team, track multiple deals simultaneously, and provide a premium experience to your investors—all within a single, scalable platform designed for serious growth.

For Syndicators Hosting Investor Events & Webinars

Maximize your impact at every networking event, conference, or webinar! Use Evolvly's digital business card to instantly capture leads from new contacts. Those leads are automatically fed into your CRM and enrolled into tailored nurture sequences. Combine this with the integrated booking system to schedule follow-up meetings on the spot, turning brief conversations into committed capital partners seamlessly!

Frequently Asked Questions

Is Evolvly really built specifically for real estate syndicators?

Absolutely! Evolvly was created by active multifamily syndicators who experienced the frustrations of using generic tools. Every feature—from deal tracking pipelines and investor management to pre-built educational content—is designed around the unique workflow of raising capital and managing investments in commercial real estate syndication.

How quickly can I get started after signing up?

You can get started immediately! Unlike generic CRMs that require months of setup, Evolvly is a done-for-you system. Your website, funnels, calendars, and initial nurture campaigns are pre-built and ready to customize with your branding. Our onboarding process guides you to a seamless launch, so you can begin attracting and managing investors right away.

Does Evolvly integrate with other tools I use?

Yes, Evolvly is designed to be your central command center! It features native integrations with Google Calendar and Outlook for seamless scheduling. The platform also unifies communications from various channels (email, SMS, social) into one inbox. While it's a comprehensive all-in-one solution, it's built to work efficiently alongside your essential business tools.

What kind of support can I expect with Evolvly?

Evolvly provides dedicated support to ensure your success! All plans include guidance during onboarding. Higher-tier plans (Plus and Pro) offer premium support to help you maximize automation and scaling. You also get access to resources and training built by syndicators for syndicators, ensuring you have the knowledge to leverage the platform fully.

Pricing of Evolvly

Evolvly offers flexible plans to match every stage of your syndication journey! Choose monthly or save by switching to a yearly plan (which includes 2 months free). The Website Only plan ($49/month) is perfect for establishing online credibility. The Starter plan ($97/month) adds a CRM and basic automations. The recommended Plus plan ($197/month) includes unlimited contacts, advanced automation, and AI tools. For full-scale operations, the Pro plan ($297/month) adds investor communities, invoicing, and premium support. Each tier is designed to provide powerful, syndicator-specific tools to help you grow!