Evolvly

About Evolvly

Evolvly is a comprehensive CRM solution tailored specifically for multifamily and commercial real estate syndicators. Designed by active syndicators who faced the challenges of integrating multiple tools, Evolvly simplifies the process of attracting and nurturing investors while managing deal flow. This platform addresses a common pain point: many operators excel in real estate knowledge but struggle with the technical systems necessary for effective investor relations. Evolvly provides a complete, done-for-you solution that includes a powerful CRM, deal management, and integrated marketing tools. With features like prebuilt nurture campaigns, integrated funnels, and a digital business card, users can dive straight into operations without the hassle of tech setup. Evolvly empowers syndicators to automate follow-ups, track deals efficiently, and ultimately convert conversations into capital, providing a solid foundation for scaling their operations.

Features of Evolvly

Investor Relationship Management

Evolvly offers a robust investor relationship management system that allows syndicators to maintain and nurture connections with their investors. This feature streamlines communication, ensuring that no investor feels neglected and that all interactions are personalized and timely.

Deal Tracking & Automated Follow-ups

With Evolvly, users can effortlessly track their deals and automate follow-up communications. This ensures that important updates are sent to investors without manual effort, freeing up time for syndicators to focus on closing more deals and managing their operations.

Performance Analytics & Insights

Evolvly provides insightful performance analytics that help syndicators understand their deal pipeline and investor engagement levels. By analyzing these metrics, users can make informed decisions to enhance their strategies and optimize their investor relations approach.

Unified Communication

The platform facilitates seamless communication across various channels, including phone, email, SMS, and social media messaging. This integrated communication system allows syndicators to stay connected with their contacts and engage in real-time conversations, enhancing investor relationships.

Use Cases of Evolvly

Streamlining Investor Communications

Syndicators can use Evolvly to manage all aspects of investor communications in one place. By automating emails, scheduling calls, and sending updates, they can ensure that their investors are always informed and engaged throughout the investment process.

Managing Multiple Deals

For operators handling several deals simultaneously, Evolvly simplifies deal tracking and management. Users can monitor the status of each deal, automate follow-ups, and keep investors updated, making it easier to juggle multiple projects without losing focus.

Enhancing Lead Generation

The integrated lead capture forms and digital business card feature allow syndicators to efficiently gather contact information from potential investors. This capability enhances lead generation efforts and ensures that all new contacts are automatically entered into the CRM for further nurturing.

Automating Onboarding Processes

Evolvly's appointment booking system streamlines the onboarding of new investors. By providing unlimited calendars and easy scheduling options, syndicators can facilitate meetings and presentations, ensuring a smooth onboarding experience for new clients.

Frequently Asked Questions

What makes Evolvly different from generic CRMs?

Evolvly is specifically designed for real estate syndicators, offering tailored features that address the unique challenges they face. Unlike generic CRMs, Evolvly includes built-in funnels, automated follow-ups, and investor relationship management tools that cater specifically to the needs of syndication businesses.

How does the digital business card feature work?

Evolvly's digital business card allows users to easily share their contact information with potential investors and leads. This feature integrates seamlessly with the CRM, ensuring that new contacts are captured and followed up with automatically, enhancing networking efforts.

Can I automate my marketing campaigns with Evolvly?

Yes, Evolvly includes prebuilt nurture campaigns designed for investor education and engagement. Users can automate their marketing efforts, ensuring that investors receive timely and relevant information without manual intervention.

Is there a trial period for new users?

Evolvly offers instant access upon signing up, allowing new users to explore the platform and its features risk-free. This approach enables users to determine if Evolvly meets their needs before committing to a plan.