Evolvly

About Evolvly

Evolvly is the ultimate, all-in-one platform engineered exclusively for multifamily and commercial real estate syndicators. It was born from the direct experience of active syndicators who grew tired of wasting precious time and energy duct-taping disparate tools together. The core challenge for most operators isn't real estate knowledge; it's the complex, time-consuming systems required to attract investors, nurture relationships, and manage deal flow efficiently. Evolvly removes that entire burden. It provides a complete, done-for-you ecosystem that includes a powerful CRM, sophisticated deal management, and integrated marketing tools—all pre-built for the unique needs of syndication. From a ready-to-launch branded website and integrated funnels to pre-written nurture campaigns and a digital business card, Evolvly hands you a turnkey system. This means you can hit the ground running from day one, focusing on what you do best: closing deals and raising capital. Evolvly empowers you to scale your business confidently by automating investor follow-up, converting more conversations into committed capital, and providing the solid technological foundation needed for sustainable growth.

Features of Evolvly

Syndicator-First CRM & Deal Pipeline

Evolvly's core is a CRM built from the ground up for syndicators. It goes beyond basic contact management to provide a centralized hub for tracking every aspect of your deal flow and investor relationships. Manage potential deals through custom pipelines, track communication history with each investor, and segment your contacts based on investment criteria, interest level, and past participation. This feature ensures you never miss a follow-up and have a crystal-clear view of your entire capital-raising landscape in one powerful dashboard.

Automated Marketing & Investor Nurturing

Stop manually sending emails and building campaigns from scratch. Evolvly comes with pre-built, professionally crafted marketing funnels and automated nurture sequences that are already branded for your business. These automated workflows educate potential investors, build trust over time, and keep your syndication top-of-mind. From initial lead capture to post-investment updates, Evolvly handles the consistent communication that converts casual interest into committed capital, all while you sleep.

Integrated Digital Business Card & Lead Capture

Replace clumsy paper cards and separate apps like HiHello with Evolvly's seamless digital business card. Share your contact information instantly via QR code or link at networking events, meetings, or on social media. When someone saves your details, they are automatically captured as a new contact in your CRM, and a personalized follow-up sequence can be triggered immediately. This eliminates cold leads and ensures every new connection is nurtured from the very first moment.

Unified Communication & Scheduling Hub

Evolvly consolidates all your investor communications and meeting scheduling into one streamlined interface. Manage two-way SMS conversations, send bulk email updates or newsletters, and integrate phone calls. The built-in appointment booking system allows investors to book meetings directly on your calendar, which syncs with Google or Outlook. Offer unlimited booking calendars for different team members or specific deals, simplifying coordination and making you incredibly easy to do business with.

Use Cases of Evolvly

For the New Syndicator Launching Their First Fund

Jumpstart your syndication career without the tech overwhelm. Evolvly provides the instant credibility of a professional website and the automated systems to attract and nurture your first investor network. Instead of spending months learning and setting up complex software, you can immediately implement proven funnels and CRM processes, allowing you to focus on sourcing deals and building relationships from day one.

For the Growing Operator Drowning in Spreadsheets

If you're managing deals and investors across multiple spreadsheets, email threads, and calendars, Evolvly is your lifeline. It centralizes your entire operation, automating follow-ups you used to do manually and providing clear visibility into your pipeline. This eliminates administrative chaos, saves dozens of hours per month, and provides the organized, professional system needed to confidently scale to your next tier of capital raising.

For the Established Syndicator Scaling Their Investor Base

Scale your capital raising efforts efficiently without adding overhead. Evolvly's advanced automation and unlimited contact management allow you to nurture a large investor pool personally. Use segmented campaigns for different investor types, automate quarterly updates, and leverage performance analytics to refine your strategy. The platform grows with you, providing the tools to manage more deals and more relationships without proportional increases in workload.

For Teams Needing Alignment and Process

Evolvly creates a single source of truth for your entire syndication team. With role-based access and unified deal tracking, everyone from associates to partners is aligned. Team members can manage their own calendars and communications within the shared system, ensuring consistent investor experiences and preventing leads from falling through the cracks due to miscommunication or siloed information.

Frequently Asked Questions

Is Evolvly really built specifically for real estate syndicators?

Yes, absolutely. Unlike generic CRMs, Evolvly was created by active multifamily syndicators who lived the pain points of using tools not designed for the job. Every feature—from deal pipeline stages and investor accreditation tracking to pre-built educational nurture campaigns—is tailored to the specific workflows, terminology, and needs of commercial real estate syndication.

How quickly can I get started and see results?

You can get started immediately after signing up. The platform is designed for rapid onboarding with a "done-for-you" approach. Your branded website, funnels, and core automations are pre-configured, meaning you can begin capturing leads and automating communication within days, not months. Many users report saving time and seeing improved investor engagement within their first few weeks.

What kind of support and onboarding does Evolvly offer?

Evolvly provides guided onboarding to ensure a seamless setup experience. Beyond initial setup, you have access to support resources and documentation. Higher-tier plans (like Pro) include premium support to help you maximize the platform's advanced features for your specific business model and growth goals.

Can I integrate Evolvly with other tools I use?

Evolvly is designed as an all-in-one system to eliminate the need for constant integrations. However, it includes key integrations where syndicators need them most, such as Google and Outlook Calendar sync for scheduling. The platform's comprehensive nature means it replaces many standalone tools for email marketing, scheduling, and simple CRM functions.

Pricing of Evolvly

Evolvly offers tiered plans to suit syndicators at different stages of growth, with significant savings for annual commitments.

• Website Only ($49/month): Ideal for starters needing online credibility. Includes a professional website, hosting, custom domain, and lead capture forms.
• Starter ($97/month): Entry-level CRM for small operators. Includes everything in Website Only, plus a CRM for 1000 contacts, basic automations, and calendar scheduling.
• Plus ($197/month): The recommended plan for growing syndicators. Includes all Starter features, plus unlimited contacts & users, advanced automations & reporting, and an AI social media planner.
• Pro ($297/month): For high-touch operators seeking full automation. Includes all Plus features, plus tools for courses & communities, invoicing & payments, and the ability to add additional team accounts at a reduced rate.