Evolvly

About Evolvly

Evolvly is an innovative CRM solution specifically designed for multifamily and commercial real estate syndicators. Created by active syndicators who faced challenges in managing multiple disconnected tools, Evolvly offers an all-in-one platform that streamlines the entire investor management process. It empowers operators to efficiently track deal flows, automate investor communications, and nurture relationships without the complexity of traditional tech setups. The platform features a fully integrated system that provides ready-to-use websites, automated marketing funnels, and prebuilt nurture campaigns. This allows users to save valuable time and quickly scale their syndication businesses. With Evolvly, real estate professionals can focus on attracting investors and closing deals, all while enjoying the simplicity of a cohesive and powerful CRM solution.

Features of Evolvly

Investor Relationship Management

Evolvly simplifies investor relationship management by providing a comprehensive view of your contacts. Users can track interactions, manage follow-ups, and keep detailed notes, ensuring personalized communications that build trust and encourage investment decisions.

Deal Tracking & Automated Follow-ups

Stay organized with Evolvly's deal tracking features that allow users to manage their pipeline effortlessly. Automated follow-up reminders ensure no opportunity slips through the cracks, keeping investors engaged and informed throughout the investment process.

Unified Communication

Evolvly supports seamless communication across various channels. Users can connect with investors via phone, email, SMS, and social media, fostering real-time conversations that enhance engagement and facilitate deal closings.

Appointment Booking

The integrated appointment booking system simplifies scheduling investor meetings and deal presentations. With features like unlimited calendars and one-click booking options, users can coordinate their time efficiently, enhancing overall productivity.

Use Cases of Evolvly

Streamlining Investor Communications

Evolvly can be used to centralize all communications with investors, ensuring that important updates and messages are sent promptly. This feature is crucial for maintaining investor confidence and engagement throughout the investment lifecycle.

Automating Lead Management

Real estate syndicators can leverage Evolvly to automate lead management processes. By setting up automated workflows, users can efficiently nurture leads and convert them into active investors without manual intervention.

Enhancing Deal Visibility

Syndicators can use Evolvly to gain real-time visibility into their deal pipeline. This feature allows users to monitor the status of each deal, analyze performance metrics, and make informed decisions that drive business growth.

Simplifying Team Collaboration

With Evolvly, teams can collaborate more effectively on investor management and deal tracking. The platform's shared calendars and communication tools ensure that all team members are on the same page, facilitating smoother operations and teamwork.

Frequently Asked Questions

What is Evolvly?

Evolvly is a specialized CRM designed for multifamily and commercial real estate syndicators, offering tools for investor management, deal tracking, and communication automation.

How does Evolvly help automate follow-ups?

Evolvly automates follow-up processes through pre-set reminders and workflows, ensuring that investors receive timely communications without manual effort from the user.

Can I integrate my existing calendar with Evolvly?

Yes, Evolvly integrates seamlessly with Google and Outlook calendars, allowing users to synchronize their scheduling and appointment bookings efficiently.

Is there a trial period for Evolvly?

Evolvly offers instant access upon sign-up with no contracts required, allowing users to explore the platform risk-free and see its benefits before committing.