Evolvly

About Evolvly

Tired of the duct-tape-and-prayer approach to running your syndication biz? Evolvly is your all-in-one power move. Built by active multifamily syndicators who were sick of losing precious time to tech setup, Evolvly is the ultimate, done-for-you ecosystem designed exclusively for multifamily and commercial real estate syndicators. This isn't another generic CRM you have to force-fit; it's your complete investor attraction, nurture, and deal management engine, pre-built and ready to launch. Stop wasting months configuring a dozen different tools. With Evolvly, you get a branded website, integrated funnels and calendars, pre-built nurture campaigns, and even a digital business card—all plug-and-play from day one. It removes the systemic friction that holds most operators back, giving you the foundation to finally scale. Attract investors on autopilot, automate every follow-up, and convert more conversations into capital. Stop building systems and start closing deals.

Features of Evolvly

Syndicator-First CRM & Deal Hub

This is the mission control center built specifically for your world. Ditch the spreadsheets and generic contact lists. Track your entire deal pipeline with clarity, manage investor relationships with precision, and automate the tedious stuff. It’s a powerful all-in-one dashboard that gives you performance analytics and insights, so you can see what’s working and double down. Everything from lead to investor is managed in one streamlined, powerful platform designed for the unique flow of syndication capital.

Automated Investor Nurture Engine

Your new secret weapon for keeping your pipeline warm without lifting a finger. Evolvly comes loaded with pre-built, professionally branded email campaigns and investor education sequences. Automate follow-ups, send timely deal updates, and nurture leads while you sleep. With built-in funnels and workflows, you ensure no potential investor ever goes cold. It’s like having a 24/7 marketing team dedicated to turning conversations into committed capital.

Unified Communication Command Center

Stop juggling apps. Evolvly unifies all your investor conversations into one sleek interface. Manage connections via a built-in phone system, send bulk emails or automated sequences, engage in real-time with 2-way SMS, and even connect via social media messaging. This seamless blend of channels means you can reach and nurture your audience wherever they are, making every interaction effortless and effective.

Digital Swag & Integrated Scheduling

Impress at every meeting with your custom Digital Business Card. Ditch the paper and apps like HiHello; share your info instantly and capture leads directly into your CRM. Pair it with the seamless Appointment Booking system for next-level professionalism. Offer one-click booking for investor meetings and presentations, with unlimited calendars for your team and full integration with Google and Outlook. It makes coordinating capital raises smooth and totally frictionless.

Use Cases of Evolvly

The Scaling Syndicator

You're closing deals but drowning in admin. Manual follow-ups are eating your time, and tracking investors across spreadsheets is a nightmare. Evolvly automates your entire investor journey, from first contact to repeat investment. The deal tracking and automated nurture campaigns handle the heavy lifting, freeing you to focus on sourcing and structuring your next multimillion-dollar acquisition instead of chasing emails.

The New Fund Manager Launching Their First Raise

You need credibility and systems, fast. Building a website, setting up a CRM, and creating marketing funnels from scratch could take months you don’t have. Evolvly gives you a professional, branded website and a complete investor CRM on day one. With pre-built education campaigns and integrated scheduling, you hit the ground running, looking like a seasoned pro while you attract and convert your first investors.

The Busy Operator with a Cold Pipeline

Your deal flow is inconsistent, and your investor list has gone quiet. Re-engaging manually feels impossible. Evolvly’s unified communication tools and automated sequences allow you to systematically warm up your entire contact list. Use 2-way SMS for quick check-ins, deploy educational email drips, and use the digital business card at networking events to instantly capture and nurture new leads, turning a cold pipeline into a hot opportunity.

The Team Managing Multiple Deals Simultaneously

Collaboration is chaos with different tools for calendars, contacts, and updates. Evolvly brings your entire team into one synchronized system. Use unlimited calendars for different deals, manage investor permissions, and ensure everyone has real-time insight into the pipeline. The centralized CRM and communication tools ensure seamless teamwork, preventing missed follow-ups and keeping every investor feeling personally managed.

Frequently Asked Questions

Is Evolvly really built just for real estate syndicators?

Absolutely. Unlike generic CRMs, Evolvly was built from the ground up by active syndicators who lived the pain points. Every feature—from deal tracking stages to pre-built investor education campaigns—is tailored to the specific workflow, terminology, and capital raise process of multifamily and commercial real estate syndication. It’s a bespoke system, not a square peg for a round hole.

How long does it take to get set up and start using the platform?

This is the best part: you can hit the ground running in days, not months. Because your website, funnels, calendars, and core nurture campaigns are pre-built and ready to brand, the onboarding process is incredibly fast. We guide you through a seamless setup to customize it for your business, meaning you can start automating follow-ups and capturing leads almost immediately after signing up.

Can I integrate Evolvly with my other tools?

Evolvly is designed as an all-in-one ecosystem to eliminate the need for constant integration. However, it seamlessly connects with essential tools you already use, most notably Google and Outlook Calendars for its booking system. The platform’s philosophy is to provide a comprehensive solution so you can reduce your tech stack, not complicate it.

What if I outgrow my plan?

Evolvly is built to scale with you. With clear tiered plans (Starter, Plus, Pro), you can easily upgrade as your business grows. The Pro plan even includes additional user accounts for your team. The platform is designed to support you from your first raise to managing a massive, recurring investor base across multiple simultaneous deals.

Pricing of Evolvly

Evolvly offers straightforward, tiered plans to match your stage of growth. Choose monthly or save by switching to a yearly plan (get 2 months free!). Website Only ($49/mo): Perfect for starters needing just a pro website and lead capture. Starter ($97/mo): Entry-level CRM with light contact management and basic automations. Plus ($197/mo): The recommended mid-tier with unlimited contacts, advanced automation, reporting, and an AI social media planner. Pro ($297/mo): For high-touch operators, featuring everything in Plus plus courses/communities, invoicing/payments, and additional team accounts. All plans include instant access with no contracts.