Evolvly

About Evolvly

Evolvly is the definitive, all-in-one operating system engineered exclusively for multifamily and commercial real estate syndicators. Born from the direct frustration of active syndicators, it eliminates the chaotic "tech stack" nightmare of duct-taping disparate tools like generic CRMs, website builders, and email marketing software. The core challenge for modern operators isn't real estate expertise; it's the crippling inefficiency of the systems required to attract, nurture, and manage investor capital. Evolvly solves this by providing a complete, done-for-you foundation. You instantly get a fully branded syndicator website, integrated marketing funnels, automated nurture campaigns, deal flow tracking, and a unified CRM—all pre-configured for the syndication business model. This means you can launch in days, not months, with a powerful system designed to automatically capture leads, educate prospects, and convert conversations into committed capital. It's not just software; it's the automated growth engine that handles the operational heavy lifting, giving you the scalable foundation to focus solely on sourcing deals and building relationships.

Features of Evolvly

Syndicator-Specific CRM & Deal Flow Hub

This is not a generic contact manager. Evolvly's core is a CRM built from the ground up for syndication workflows. It seamlessly tracks your entire capital raise pipeline, from initial lead to accredited investor. Manage contacts, segment lists by investment criteria, track communication history across every deal, and gain clear visibility into your fundraising progress. All deal-related documents, notes, and interactions are centralized, turning chaotic spreadsheets into a streamlined, professional capital-raising machine.

Automated Investor Nurture & Marketing Funnels

Stop manually sending emails and chasing leads. Evolvly comes with pre-built, branded marketing funnels and automated email/SMS nurture campaigns designed to educate potential investors. These sequences build trust, demonstrate your expertise, and systematically guide cold leads toward becoming warm prospects ready for a call. The system handles follow-up automatically, ensuring no lead goes cold and your brand stays top-of-mind, converting interest into scheduled meetings without daily manual effort.

Integrated Digital Business Card & Lead Capture

Replace outdated paper cards and clunky apps like HiHello. Evolvly provides a sleek, professional digital business card that links directly to your CRM. When you share it, new contact details are instantly captured and saved. You can even set up automatic, personalized follow-up messages triggered by the share. This turns every networking event, conference, or casual meeting into a seamless lead capture opportunity, ensuring you never lose a potential investor's information again.

Unified Communication & Scheduling Suite

Break down communication silos with a built-in suite that integrates phone, email, 2-way SMS, and social media messaging into one dashboard. Coupled with a powerful scheduling system, it allows investors to book meetings directly on your calendar, which syncs with Google or Outlook. You can create unlimited booking pages for different deal types or team members, eliminating the back-and-forth emails and making the path from interest to a scheduled presentation effortless.

Use Cases of Evolvly

Launching a New Syndication Brand

For a new operator or fund, Evolvly is the ultimate launchpad. Instead of spending months and thousands of dollars on a website developer, CRM consultant, and marketing agency, you can go live with a fully professional, branded online presence and investor management system in days. It provides immediate credibility with a polished website and automates the initial investor outreach and education process, allowing you to focus on deal sourcing from day one.

Scaling an Existing Syndication Business

Established syndicators drowning in manual processes, scattered spreadsheets, and inconsistent follow-up use Evolvly to systemize and scale. It consolidates all investor data and deal tracking into one platform, automates repetitive communication tasks, and provides clear analytics on fundraising performance. This operational efficiency frees up significant time, allowing the team to manage more deals, nurture a larger investor pool, and raise capital more predictably.

Managing a Complex Multi-Deal Pipeline

When running multiple capital raises simultaneously, tracking investor interest and commitments per deal becomes chaotic. Evolvly's deal-specific tracking allows you to segment your investor list, manage communications for each offering separately, and have a crystal-clear view of the capital stack for every project. This prevents cross-contamination of communications and ensures each investor receives relevant, deal-specific information.

Streamlining Investor Relations & Reporting

Post-close, investor management is crucial. Evolvly simplifies ongoing investor relations by centralizing all contact information and communication history. Use the platform to send automated distribution updates, quarterly reports, and newsletters to keep your investor community engaged and informed. This professional, consistent communication builds trust and loyalty, making it easier to secure capital for future deals.

Frequently Asked Questions

Is Evolvly really built specifically for real estate syndicators?

Yes, absolutely. Unlike generic CRMs like Salesforce or HubSpot, Evolvly was created by active syndicators for syndicators. Every feature—from deal tracking stages and investor accreditation fields to pre-built educational nurture campaigns—is designed around the specific workflow of raising capital, managing investors, and scaling a syndication business. The terminology, pipeline stages, and automation templates are all industry-specific.

How quickly can I get my system up and running?

Incredibly fast. Because Evolvly is a done-for-you system, you can have a fully functional, branded website and CRM operational within a few days, not months. The onboarding process guides you through the minimal setup required, such as connecting your domain and customizing branding. The heavy lifting of building funnels, automations, and site structure is already completed for you.

Does Evolvly integrate with other tools I use?

Evolvly is designed as an all-in-one platform to eliminate the need for numerous integrations. However, it features key integrations essential for syndicators, including Google Calendar, Outlook Calendar, and social media platforms for messaging. The philosophy is to provide a unified system that handles the core syndication workflow natively, reducing complexity and points of failure.

What kind of support is available?

Evolvly provides support to ensure you get the most from the platform. This typically includes onboarding guidance to set up your system, educational resources on best practices, and customer support to address technical questions. Higher-tier plans (like Pro) often include more direct, premium support to assist with advanced configuration and strategy.

Pricing of Evolvly

Evolvly offers tiered plans to suit syndicators at different stages of growth, with annual billing offering two months free. The Website Only plan ($49/month) provides a professional website and lead capture for those needing online credibility. The Starter plan ($97/month) adds a CRM for 1000 contacts and basic automations. The Plus plan ($197/month) is a popular mid-tier option with unlimited contacts, advanced automations, reporting, and an AI social media planner. The top Pro plan ($297/month) includes everything in Plus, plus features for courses/communities, invoicing/payments, and additional team accounts.