Evolvly Key Features
Done-for-you Syndication CRM
Prebuilt CRM fields and investor-focused pipelines that track investors, accreditation status, commitments, and deal flow without manual setup.
Prebuilt Websites & Funnels
Branded, hosted websites and multi-step investor funnels with lead capture forms and QR/digital business card integration to convert traffic into leads.
Automated Nurture Campaigns
Turnkey email, SMS, and social messaging automations and investor education sequences to nurture leads and automate follow-up.
Deal & Investor Management
Deal pipelines, performance tracking, and investor relationship management tools to centralize deal documents, calendars, and communications.
Integrated Scheduling & Communications
Built-in phone, 2-way SMS, email automation, and calendar integrations (Google/Outlook) plus one-click investor booking and unified messaging.