Evolvly

About Evolvly

Evolvly is a comprehensive CRM platform specifically designed for multifamily and commercial real estate syndicators. Created by experienced syndicators who faced challenges in tech management, Evolvly addresses the common pain points of investor attraction, nurturing, and deal tracking. This all-in-one solution eliminates the need for multiple tools, allowing operators to focus on what they do best: closing deals and managing investor relationships. With pre-built websites, integrated marketing funnels, and automated follow-up systems, Evolvly empowers syndicators to streamline their operations and enhance efficiency. By simplifying investor management and communications, Evolvly helps users scale their businesses effectively, ensuring they can convert more conversations into capital without the headache of complex tech setups.

Features of Evolvly

Investor Relationship Management

Evolvly provides a robust investor relationship management feature that enables syndicators to maintain seamless communication with their investors. By centralizing contact information and interaction history, users can easily engage with their investors, ensuring that no lead goes unnoticed. This feature helps in nurturing relationships and building trust, which are crucial in the investment landscape.

Deal Tracking & Automated Follow-ups

The deal tracking feature within Evolvly simplifies the management of multiple investments. Users can monitor their deal pipeline efficiently, using automated follow-ups to keep investors informed at every stage. This ensures that potential investors remain engaged and that no opportunities slip through the cracks, thereby increasing the chances of closing deals.

Unified Communication

Evolvly's unified communication system allows syndicators to connect with their contacts through various channels such as phone, email, SMS, and social media. This integrated approach ensures that users can reach investors on their preferred platforms, fostering better engagement and timely responses. By streamlining communication, syndicators can focus on building relationships rather than managing multiple tools.

Digital Business Card

With Evolvly's digital business card feature, users can easily share their contact information and capture leads seamlessly. This professional tool eliminates the need for traditional business cards and ensures that new contacts are instantly saved to the CRM. Automated follow-ups can be customized for various events, keeping the communication flow active and nurturing potential leads.

Use Cases of Evolvly

Onboarding New Investors

Evolvly facilitates the onboarding process for new investors by providing a streamlined system for scheduling meetings and presentations. The integrated appointment booking feature allows syndicators to set up investor meetings effortlessly, ensuring a smooth introduction and a positive first impression.

Managing Multiple Deals

For syndicators managing multiple deals, Evolvly offers a comprehensive deal tracking system that allows users to monitor the progress of each investment. This feature helps in organizing deal-related communications and follow-ups, ensuring that all investors receive timely updates and information.

Automating Marketing Campaigns

Evolvly simplifies the marketing efforts of syndicators by providing built-in funnels and automated workflows. This enables users to create and manage marketing campaigns without the need for extensive technical knowledge, allowing them to focus on attracting and nurturing leads effectively.

Enhancing Investor Engagement

With its unified communication capabilities, Evolvly helps syndicators engage their investors more effectively. By using various channels to communicate, users can tailor their messages according to investor preferences, leading to stronger relationships and increased investment opportunities.

Frequently Asked Questions

What types of businesses can benefit from using Evolvly?

Evolvly is designed primarily for multifamily and commercial real estate syndicators. However, any business that requires investor management and deal tracking can benefit from its features, including smaller operators and larger investment firms.

How does Evolvly automate lead nurturing?

Evolvly automates lead nurturing through pre-built campaigns that are branded for users. These campaigns include automated follow-ups and scheduled communications that keep potential investors engaged while freeing up valuable time for syndicators.

Is there a free trial available for Evolvly?

Evolvly offers instant access upon signing up, which allows users to explore the features of the CRM without any long-term commitment. There is no mention of a free trial on the provided website, but users can sign up risk-free.

Can I customize my digital business card?

Yes, Evolvly allows users to customize their digital business cards, enabling them to tailor their messages and branding for different events. This ensures that users can present a professional image while effectively capturing leads.