Evolvly

About Evolvly

Evolvly is a specialized, all-in-one Customer Relationship Management (CRM) and business automation platform engineered exclusively for multifamily and commercial real estate syndicators. The system addresses the core operational inefficiency faced by syndicators: the significant time and resource expenditure required to piece together disparate software tools for investor relations, deal management, and marketing. Evolvly provides a pre-configured, fully integrated technology stack that eliminates months of setup. Its core value proposition is delivering a "done-for-you" foundation, including a branded website, integrated funnels and scheduling calendars, pre-built investor nurture campaigns, and a unified deal pipeline tracker. This allows syndication operators to immediately focus on high-value activities—attracting capital, managing investor relationships, and closing deals—rather than on technical configuration. By consolidating critical functions into a single platform, Evolvly enables syndicators to automate follow-up sequences, streamline communication, and gain clear visibility into their entire investor pipeline, thereby creating a scalable framework for business growth.

Features of Evolvly

Syndicator-Specific CRM & Deal Pipeline

The platform provides a centralized database and deal management hub built for the syndication workflow. It allows operators to track potential investors (leads), active investors, and partners through customizable pipeline stages. Each contact record can be associated with specific deals, investment tiers, and communication histories. This feature includes detailed tracking for each syndication opportunity, from initial sourcing and underwriting to capital raising and closing, providing a complete audit trail and status overview for all active and prospective investments.

Automated Investor Nurturing & Communication

Evolvly comes with pre-built, automated email and SMS marketing campaigns designed for investor education and relationship nurturing. These sequences are fully branded and can be customized. The system facilitates unified communication across multiple channels, including email automation for newsletters and updates, two-way SMS for real-time conversations, and social media messaging integration. This ensures consistent, timely follow-up with leads and investors without manual effort, keeping your syndication top-of-mind.

Integrated Booking & Scheduling System

This feature simplifies coordinating meetings with potential investors, partners, and service providers. It offers unlimited booking calendars that can be configured for different team members or specific deals. The system integrates seamlessly with Google Calendar and Outlook, allowing for one-click booking from your website or digital materials. It eliminates the back-and-forth of scheduling, automates calendar invites and reminders, and ensures all appointments are logged within the relevant contact and deal records in the CRM.

Performance Analytics & Reporting

Evolvly provides actionable insights into business performance through built-in analytics dashboards. Syndicators can track key metrics such as lead conversion rates, capital raised per campaign, investor engagement levels, and deal pipeline velocity. This data-driven approach enables operators to identify bottlenecks in their process, measure the ROI of marketing activities, and make informed strategic decisions to optimize their fundraising and operational efficiency for scaling.

Use Cases of Evolvly

Streamlining Capital Raising for a New Syndication

A new syndicator launching their first deal can use Evolvly to establish immediate credibility with a professional, branded website and lead capture forms. They can onboard their contact list into the CRM, segment leads, and activate pre-built educational email campaigns to nurture interest. The integrated booking system allows prospects to easily schedule introductory calls, which are automatically tracked, enabling the syndicator to focus on presenting the opportunity rather than administrative tasks.

Managing an Active Pipeline of Multiple Deals

An established operator running concurrent value-add and development deals utilizes Evolvly to compartmentalize investor communications and capital tracking for each project. They can use the deal pipeline feature to monitor the equity raise status for each asset separately, automate project-specific updates to relevant investor groups, and use the reporting tools to get a holistic view of total capital under management and investor participation across their entire portfolio.

Automating Investor Relations & Updates

After closing a deal, a syndication team employs Evolvly to automate ongoing investor relations. They schedule and send periodic distribution reports, property performance updates, and tax documentation through branded email automations. The platform serves as a single source of truth for all investor communication history, ensuring consistent, professional, and timely information dissemination that builds trust and reduces manual workload for the asset management team.

Scaling Operations with a Team

A growing syndication firm bringing on associates or capital raisers leverages Evolvly's multi-user capabilities. Team members can be assigned specific roles and permissions within the CRM, manage their own calendars through the unified booking system, and track their lead generation activities. Leadership can use the performance analytics to monitor team productivity and deal flow, creating a scalable, collaborative environment without losing oversight of the central investor database.

Frequently Asked Questions

How is Evolvly different from a generic CRM like Salesforce or HubSpot?

Evolvly is a vertical-specific solution pre-configured for the exact workflows of real estate syndication. Unlike generic CRMs that require extensive customization, Evolvly comes with built-in deal pipeline stages, syndicator-focused automations, pre-written investor nurture campaigns, and integrated tools like a digital business card and booking system that are immediately usable. It eliminates the need for third-party integrations and months of setup, providing a turnkey system designed by syndicators for syndicators.

Can I import my existing contacts and data into Evolvly?

Yes, Evolvly supports data import from common formats such as CSV files, allowing you to migrate your existing investor lists, lead databases, and contact information from spreadsheets or other CRM platforms. The onboarding process includes guidance to ensure a seamless data transfer and proper mapping of your existing information into Evolvly's structured contact and deal fields.

Does Evolvly include a professional website?

Yes, all Evolvly plans include a professionally designed, customizable website with hosting. The website is pre-integrated with the CRM's lead capture forms and booking functionalities. It is built to establish credibility, capture investor leads, and serve as the central hub for your syndication brand, with customization options for domains, branding, and content.

What level of customer support is provided with Evolvly?

Evolvly provides onboarding guidance to ensure a smooth setup process. Support levels vary by plan, with higher-tier plans (like Pro) typically including more direct, priority support channels. The platform is designed for intuitive use, and support resources are aimed at helping users maximize the platform's automation and reporting capabilities to scale their operations effectively.

Pricing of Evolvly

Evolvly offers four tiered monthly subscription plans, with discounts available for annual billing. The Website Only plan ($49/month) provides a professional website and lead capture for establishing online presence. The Starter plan ($97/month) adds a CRM for up to 1000 contacts with basic automations and calendars. The Plus plan ($197/month) is recommended and includes unlimited contacts and users, advanced automations, reporting, and an AI social media planner. The Pro plan ($297/month) adds features for high-touch operations, including courses/communities, invoicing/payments, and additional user accounts. All plans beyond "Website Only" encompass the core CRM, deal tracking, and communication automation features.