Evolvly

About Evolvly

Evolvly is an all-in-one CRM platform designed specifically for multifamily and commercial real estate syndicators. Created by active syndicators, Evolvly addresses the common pain points faced by operators in managing investor relationships and deal flow. Unlike generic solutions, Evolvly combines CRM functionalities with deal management and marketing tools, allowing users to streamline their processes without the hassle of piecing together multiple technologies. This platform empowers syndicators to focus on what they do best: attracting and nurturing investors. With prebuilt nurture campaigns, integrated funnels, and a ready-to-use website, Evolvly ensures that users can hit the ground running. Its user-friendly interface simplifies investor communication and automates follow-ups, enabling syndicators to convert leads into capital more effectively. With Evolvly, you have the foundation to scale your business effortlessly while eliminating the time-consuming tech setup.

Features of Evolvly

Automated Investor Follow-ups

Evolvly provides automated follow-up capabilities that ensure no lead goes cold. By setting up custom workflows, syndicators can keep investors engaged through timely updates and personalized communication, allowing for seamless lead nurturing without manual intervention.

Deal Tracking & Management

The platform includes advanced deal tracking features that allow users to monitor their entire deal pipeline. From initial contact to closing, syndicators can manage every aspect of their investments in one location, ensuring transparency and efficiency throughout the process.

Unified Communication

Evolvly integrates multiple communication channels, including phone, email, SMS, and social media messaging. This feature allows syndicators to maintain consistent engagement with their contacts, making it easy to reach out and interact with investors wherever they are.

Appointment Booking

With the integrated appointment booking system, scheduling meetings and presentations becomes a breeze. Users can set up unlimited calendars, allowing investors to book meetings with just one click, and sync with Google and Outlook calendars for added convenience.

Use Cases of Evolvly

Managing Investor Relationships

Syndicators can utilize Evolvly to enhance their investor relationship management. By automating follow-ups and tracking interactions, operators can ensure they are consistently nurturing their leads and maintaining strong communication.

Streamlining Deal Presentations

Evolvly’s appointment booking feature enables syndicators to simplify scheduling deal presentations. Investors can easily book time slots, ensuring that meetings are efficient and productive, which ultimately leads to more successful closings.

Automating Marketing Campaigns

With prebuilt marketing funnels and campaigns, users can automate their outreach efforts. This feature allows syndicators to focus on high-priority tasks while Evolvly handles the marketing, ensuring that potential investors are consistently engaged.

Scaling Operations

Evolvly provides the tools necessary for syndicators to scale their operations. By automating processes and managing communications effectively, operators can handle more deals and investors without being overwhelmed, ultimately driving growth.

Frequently Asked Questions

What types of businesses can benefit from Evolvly?

Evolvly is designed specifically for multifamily and commercial real estate syndicators. It is ideal for businesses looking to improve their investor management, streamline deal tracking, and automate marketing efforts.

How does Evolvly help with investor communication?

Evolvly centralizes communication through multiple channels like phone, email, SMS, and social media, allowing users to engage with investors seamlessly. This ensures that all interactions are tracked and managed effectively.

Is there a learning curve associated with using Evolvly?

Evolvly offers a guided onboarding process to help new users set up their accounts and familiarize themselves with the platform. The user-friendly interface is designed to minimize the learning curve, enabling users to quickly start utilizing its features.

Can I customize my marketing campaigns within Evolvly?

Yes, Evolvly allows users to customize their marketing campaigns and workflows. Users can tailor communication and follow-up messages to align with their branding and investor preferences, ensuring a personalized approach.