Evolvly

About Evolvly

Evolvly is a sophisticated CRM platform specifically designed for multifamily and commercial real estate syndicators. Born from the frustrations of active syndicators who faced challenges with disparate tools and lengthy tech setups, Evolvly addresses the core issues these professionals encounter. While syndicators are often well-versed in real estate, the complexity of managing investor relationships, deal flow, and marketing can be overwhelming. Evolvly simplifies this process by providing an all-in-one solution that includes a comprehensive CRM, deal management tools, and integrated marketing systems. With features like automated follow-ups, prebuilt investor nurture campaigns, and a seamless website, Evolvly allows users to focus on closing deals rather than getting bogged down by administrative tasks. This platform is not just a tool; it is a foundation for growth and scalability, empowering syndicators to maximize their potential and enhance their engagement with investors.

Features of Evolvly

Investor Relationship Management

Evolvly offers a robust investor relationship management feature that allows syndicators to maintain and nurture investor connections effortlessly. This includes automated communication tools that keep your investors informed and engaged, ensuring that no lead goes cold.

Deal Tracking & Automated Follow-ups

With Evolvly, tracking deals and managing investor follow-ups is streamlined through automation. This feature simplifies the entire deal management process, allowing syndicators to stay on top of their pipeline without manual tracking, thus saving valuable time and resources.

Unified Communication

Evolvly’s unified communication system integrates various channels such as phone, email, SMS, and social media messaging. This ensures that syndicators can connect with their investors wherever they are, fostering stronger relationships and facilitating easier engagement.

Appointment Booking

The integrated appointment booking feature simplifies the scheduling of investor meetings and deal presentations. With one-click bookings and calendar integrations, syndicators can manage their time effectively, ensuring seamless interactions with potential investors.

Use Cases of Evolvly

Streamlining Investor Communication

Syndicators can leverage Evolvly to automate their communication with investors, ensuring timely updates and consistent engagement. This helps in building trust and facilitating better investor relationships, ultimately leading to more closed deals.

Efficient Deal Management

Evolvly is ideal for managing multiple deals simultaneously. By automating the deal tracking process, syndicators can focus on strategic decision-making rather than administrative tasks, making it easier to scale their operations.

Enhancing Lead Nurturing

With prebuilt nurture campaigns, Evolvly allows syndicators to engage with leads automatically. This ensures that potential investors receive the right information at the right time, increasing the likelihood of conversion.

Simplifying Onboarding Processes

Evolvly’s appointment booking and communication features make onboarding new investors seamless. Syndicators can easily schedule meetings and provide necessary information, making the onboarding experience smooth and efficient.

Frequently Asked Questions

What type of businesses can benefit from Evolvly?

Evolvly is tailored for multifamily and commercial real estate syndicators, including small operators and larger investment firms looking to streamline their investor management processes.

How does Evolvly automate follow-ups?

Evolvly automates follow-ups through its CRM system, which sends timely communications to investors based on predefined criteria, ensuring consistent engagement without manual effort.

Can I integrate my existing tools with Evolvly?

Evolvly is designed to be an all-in-one solution, minimizing the need for additional tools. However, it does offer integrations with popular platforms to ensure a smooth transition for users coming from other systems.

Is there a trial period available for Evolvly?

Yes, Evolvly offers instant access to new users, allowing them to explore the platform and its features risk-free before committing to a subscription plan.