Evolvly

About Evolvly

Evolvly is the definitive all-in-one CRM and business automation platform built exclusively for multifamily and commercial real estate syndicators. It solves the core operational challenge syndicators face: the inefficiency of piecing together disparate tools for marketing, investor relations, and deal management. Created by active syndicators, Evolvly provides a complete, done-for-you system that eliminates months of technical setup. The platform delivers a branded, investor-ready website, integrated funnels, pre-built nurture campaigns, and seamless scheduling tools from day one. Its core value proposition is enabling syndicators to immediately focus on scaling their business by automating lead capture, investor follow-up, and deal pipeline tracking. Evolvly consolidates every critical function—from a digital business card to performance analytics—into a single, powerful foundation designed to attract more investors, convert conversations into capital, and drive sustainable growth.

Features of Evolvly

Syndicator-Centric CRM

This is not a generic CRM. It is purpose-built for syndication workflows, featuring dedicated modules for investor relationship management, deal tracking, and capital raising. Automatically organize contacts by investor type, track communication history, and manage your entire capital stack within a single, intuitive interface designed for real estate deals.

Automated Marketing & Nurture Systems

Hit the ground running with pre-built, branded marketing assets. The platform includes ready-to-use email nurture sequences, investor education content, and integrated funnel pages. Automate follow-ups to keep leads warm, schedule educational content, and maintain consistent communication with your investor base without manual effort.

Unified Communication Hub

Manage all investor conversations from one central dashboard. Evolvly integrates phone, email, 2-way SMS, and social media messaging. This allows for seamless outreach, real-time engagement, and consistent follow-up, ensuring no lead or investor query falls through the cracks across multiple platforms.

Deal & Pipeline Management

Track every deal from initial sourcing to closing and beyond. Visualize your pipeline, manage due diligence tasks, and automate updates to potential investors. This feature provides clear visibility into deal progress and helps ensure efficient capital formation for every opportunity.

Use Cases of Evolvly

For New Syndicators Establishing Credibility

New operators can launch a professional, branded website and lead capture system instantly. Evolvly provides the foundational tech stack to appear established, capture investor interest from day one, and automate initial follow-ups, allowing them to focus on building their first deal instead of tech setup.

For Growing Teams Streamlining Operations

As a syndication business scales, managing contacts and deals across spreadsheets becomes chaotic. Evolvly centralizes all investor data, deal flow, and team calendars. It standardizes processes, ensures consistent communication, and provides clear pipeline visibility for the entire team.

For Active Fundraisers Automating Investor Relations

Syndicators actively raising capital for a new deal use Evolvly to automate investor onboarding, schedule presentation calls seamlessly, and nurture passive leads with targeted educational content. This automates the time-consuming follow-up process, converting more conversations into committed capital.

For Established Firms Scaling Their Investor Base

Larger firms use Evolvly’s advanced features to segment their investor database, run targeted campaigns for different investor types, and gain performance insights through analytics. This enables sophisticated, scalable nurturing strategies to grow and manage a large, diverse pool of capital partners.

Frequently Asked Questions

Who is Evolvly designed for?

Evolvly is designed specifically for multifamily and commercial real estate syndicators and operators. It is built by syndicators for syndicators, addressing the unique workflows of raising capital, managing investor relationships, and tracking real estate deals, which generic CRMs do not handle effectively.

How quickly can I get started?

You can get started immediately. Upon sign-up, you gain instant access to the platform, including a pre-structured CRM, website templates, and funnel builders. The onboarding process guides you through customization, allowing you to have a functional, branded system running in a very short timeframe.

Does Evolvly integrate with other tools?

Yes, Evolvly offers key integrations to streamline your workflow. This includes seamless integration with Google and Outlook Calendars for appointment scheduling. The platform is built as an all-in-one system to reduce the need for numerous other tools, but it connects with essential services you already use.

What kind of support is available?

Evolvly provides support and guidance throughout the onboarding process to ensure a seamless setup. The level of ongoing support varies by plan, with higher-tier plans like Pro offering premium support. The platform is designed to be intuitive, with resources available to help you automate and scale.

Pricing of Evolvly

Evolvly offers tiered monthly plans to suit different stages of a syndication business. Yearly subscriptions receive two months free.

• Website Only ($49/month): For starters needing credibility. Includes a professional website, hosting, custom domain, and lead capture forms.
• Starter ($97/month): Entry-level CRM for small operators. Includes website features plus CRM for 1000 contacts, basic automations, and calendar integrations.
• Plus ($197/month): Recommended mid-tier plan. Includes all Starter features plus unlimited contacts & users, advanced automations & reporting, and an AI social media planner.
• Pro ($297/month): For high-touch operators. Includes all Plus features plus courses & communities, invoicing & payments, and additional team accounts.