Evolvly

About Evolvly

Evolvly is a comprehensive CRM solution specifically designed for multifamily and commercial real estate syndicators. It was developed by active operators who experienced firsthand the frustrations of managing disparate tools and complicated tech setups. The platform addresses the critical pain points that syndicators face, primarily the need for an integrated system to attract and nurture investors while efficiently tracking deal flow. Evolvly eliminates the hassle of tech setup by providing a fully functional CRM, deal management, and marketing system out of the box. With ready-to-use websites, integrated funnels, and prebuilt nurture campaigns, Evolvly empowers syndicators to focus on their core business activities rather than getting bogged down in administrative tasks. This powerful tool allows users to automate follow-ups, manage investor communications, and ultimately convert conversations into capital, giving them the robust foundation required for scaling their operations effectively.

Features of Evolvly

Investor Relationship Management

Evolvly provides a dedicated space for managing investor relationships, enabling syndicators to keep track of interactions and communications effortlessly. This feature ensures that all investor data is organized, accessible, and up-to-date, allowing users to build stronger connections and foster trust with their investors.

Deal Tracking & Automated Follow-ups

With Evolvly's deal tracking feature, users can monitor their investment opportunities from initial contact through to closing. Automated follow-up capabilities help ensure that no potential deal slips through the cracks, as the system prompts users to reach out to investors at critical moments, streamlining the entire sales process.

Unified Communication

Evolvly integrates various communication channels, including phone, email, SMS, and social media messaging. This unified approach enables syndicators to engage with their contacts seamlessly, ensuring timely and consistent communication that keeps investors informed and engaged throughout the investment lifecycle.

Digital Business Card

The digital business card feature allows syndicators to easily share their contact information and capture leads without needing additional apps. This professional tool ensures that new contacts are automatically saved in the CRM, enabling users to follow up efficiently and maintain connections with potential investors.

Use Cases of Evolvly

Investor Management

Syndicators can use Evolvly to manage their entire investor base in one place. By tracking communications and interactions, they can ensure that all investors feel valued and informed, enhancing overall engagement and trust in their syndication efforts.

Deal Flow Monitoring

Evolvly simplifies the process of tracking multiple deals simultaneously. Users can manage the status of each deal, ensuring that they are always aware of where each investment opportunity stands, thereby allowing for more strategic decision-making and resource allocation.

Automated Marketing Campaigns

With prebuilt nurture campaigns, syndicators can use Evolvly to automate their marketing efforts, sending targeted content to investors based on their interests and behaviors. This capability not only saves time but also increases the likelihood of converting leads into committed investors.

Efficient Scheduling

Evolvly’s appointment booking feature streamlines the scheduling of meetings, presentations, and onboarding sessions with investors. By integrating calendars and enabling one-click bookings, syndicators can minimize the back-and-forth often associated with setting up meetings, leading to more productive interactions.

Frequently Asked Questions

What types of businesses can benefit from Evolvly?

Evolvly is designed specifically for multifamily and commercial real estate syndicators. Any business involved in real estate investment that requires efficient investor management and deal tracking can greatly benefit from this CRM solution.

How does Evolvly simplify the onboarding process?

Evolvly provides a guided onboarding experience that ensures users can set up their accounts seamlessly. The platform offers clear instructions and support, making it easy for new users to get started without technical hurdles.

Can I customize my marketing campaigns within Evolvly?

Yes, Evolvly allows users to customize their marketing campaigns, including email and nurture sequences. This flexibility enables syndicators to tailor their messaging to specific investor segments, enhancing engagement and conversion rates.

Is there a trial period available for Evolvly?

Evolvly offers instant access upon signing up, allowing users to explore its features risk-free. This approach ensures that potential customers can evaluate the platform’s capabilities before making a long-term commitment.