How Many Investors Do You Really Need?
Calculate the number of investors you need to close your next syndication deal
Deal Inputs
Deal Summary
You need 38 investors to fund this deal.
Find the Gaps in Your Funnel Before They Cost You a Deal 👇
Unlock your personalized report below to get a stage-by-stage breakdown of your entire investor pipeline, plus a detailed roadmap with the specific action items to address at each stage.
🔒Unlock Your Personalized
Investor Pipeline Report
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Why Your Investor Pipeline Keeps Stalling
And how Evolvly fixes the gaps
Evolvly organizes every investor, conversation, and follow-up in one clean system so you never lose momentum on a raise again. With built-in funnels, automated nurturing, and deal tracking, your pipeline finally feels warm, clear, and predictable.
Never miss another investor follow-up
Save hours with done-for-you funnels and automations
See exactly where deals stall
The Real Reason Syndicators Struggle Isn’t the Raise… it’s the Pipeline
The chaos in your process is killing your momentum.
Leads come in scattered across emails, forms, spreadsheets
Follow-ups slip through the cracks
Calls aren’t tracked, and notes get lost
High-intent investors cool off before you can nurture them
Most Pipelines Fail at the First Click
Your Website Is the Front Door to Your Pipeline
And for most syndicators, that door isn’t sending investors anywhere. Evolvly gives you a high-converting website that attracts the right people, builds confidence quickly, and guides them directly into your pipeline.
Turn visitors into leads with built-in forms
Educate investors without lifting a finger
Launch fast with ready-made templates
Evolvly Syndicator CRM vs. Generic CRMs
Why Syndicators Choose Evolvly Over Generic CRMs
⭐⭐⭐⭐⭐
“Awesome product. We consolidated a lot of tools into one system and never looked back.”
— Jeff F.
Built for syndicators. Designed to remove the guesswork. Backed by real support.
Ready to Scale Your Syndication Business?
Take control of your investor pipeline with Evolvly Syndicator CRM—automate follow-ups, track deals, and close more investments effortlessly.
🚀 Sign Up Today!
No Contracts
Instant Access
100% Risk-Free
Unlock These Powerful Benefits with Evolvly
Pre-built
Website
Syndicator website with integrated lead capture
Digital
Business Card
Share Contacts Instantly, Capture Leads
Unlimited
Contacts
No upsell with additional contacts.
All-in-One
inbox
Manage calls, emails, and texts from one place.
Appointments
Unlimited integrated
calendars
Mobile App
Manage everything using our mobile app
Automations
Pre-built automations for greater efficiency
Email Marketing
Schedule personalized announcements
Email & Web Analytics
Integrated email and web tracking
Reporting
Dashboard
Gain insights with detailed analytics.
Opportunity Pipelines
Pre-configured Investor and Deal Pipelines
Website &
Funnel Builder
Easy to use drag & drop builder with A/B testing
AI Content
Generator
Use AI to help draft
your content
Social
Media Planner
Schedule posts across multiple platforms
Interactive
Surveys
Create surveys to easily collect contact feedback
24x7 Evolvly Support
Get expert help anytime, anywhere.
How to Get Started
1. Sign Up for Evolvly
Get instant access and start exploring Evolvly Syndicator CRM.
2. Complete Your Onboarding
We’ll guide you through setup to ensure a seamless experience.
3. Automate & Scale
Let Evolvly handle lead nurturing while you close more deals!
Find the perfect plan to scale your syndication business
Plans for Every Syndicator
✨ Get 2 Months Free ✨
by switching to a yearly plan
Website Only
$49
/ month
Perfect for syndicators just starting out, who only need credibility online (site + lead capture)
Features:
Professional website + hosting
Custom domain & branding
Lead capture forms
Starter
$97
/ month
Entry-level CRM for small operators who need light contact management + basic automations
Features:
Everything in Website Only +
CRM for 1000 contacts
Basic automations & calendars
Recommended
Plus
$197
/ month
Mid-tier offering with stronger automation, reporting, and investor engagement
Features:
Everything in Starter +
Unlimited contacts & users
Advanced automations & reporting
AI social media planner
Pro
$297
/ month
High-touch operators who want full automation, advanced reporting, and premium support
Features:
Everything in Plus +
Courses & communities
Invoices & payments
Additonal Pro accounts for small businesses for $97
Website Only
$41
/ month
✨ Save $96/yr ✨
billed annually
Perfect for syndicators just starting out, who only need credibility online (site + lead capture)
Features:
Professional website + hosting
Custom domain & branding
Lead capture forms
Starter
$81
/ month
✨ Save $192/yr ✨
billed annually
Entry-level CRM for small operators who need light contact management + basic automations
Features:
Everything in Website Only +
CRM for 1000 contacts
Basic automations & calendars
Recommended
Plus
$165
/ month
✨ Save $384/yr ✨
billed annually
Mid-tier offering with stronger automation, reporting, and investor engagement
Features:
Everything in Starter +
Unlimited contacts & users
Advanced automations & reporting
AI social medial planner
Pro
$248
/ month
✨ Save $588/yr ✨
billed annually
High-touch operators who want full automation, advanced reporting, and premium support
Features:
Everything in Plus +
Courses & communities
Invoices & payments
Additonal Pro accounts for small business for $97
Feature Comparison
|
Compare plans
Find the perfect plan tailored to your business size, goals, and growth stage. |
Website
$49 /month
$41 /month
billed annually
|
Starter
$97 /month
$81 /month
billed annually
|
Plus
$197 /month
$165 /month
billed annually
|
Pro
$297 /month
$248 /month
billed annually
|
|---|---|---|---|---|
🌐 Websites + Funnels |
||||
| Beautiful website template | ||||
| Custom domain, logo, colors | ||||
| Investor lead capture form (Contact us) | ||||
| Website hosting | ||||
| Website builder | ||||
| Funnel builder | ||||
| Form & Survey builder | ||||
| Multi-step investor funnel (prebuilt) | ||||
| QR code generator | ||||
| Digital business card + QR code | ||||
| 👥 CRM + Contact Management |
||||
| Unlimited users | 2 users | |||
| Unlimited contacts | 1000 contacts | |||
| Prebuilt syndication CRM fields | ||||
| Contact roles + smartlists | ||||
| Investor & deal pipelines | Automated | Automated | Automated | |
| Accreditation status workflows | ||||
| 💬 Communication + Inbox |
||||
| Unified inbox (email, SMS, calls, DMs) | ||||
| Prebuilt SMS-email meeting reminders | ||||
| No-show-cancellation re-engagement | ||||
| AI social media scheduler/post creator | ||||
| Memberships + communities | ||||
| Course Builder (Quizzes, Certificates) | ||||
| 🤖 Automation + Workflows |
||||
| Unlimited Calendars | ||||
| 20+ prebuilt syndication automations | ||||
| 13-week investor email nurture sequence | ||||
| Investor reactivation/cold lead campaigns | ||||
| Trigger links | ||||
| 📊 Reporting + Analytics |
||||
| Basic reporting + dashboards | ||||
| Advanced reporting/custom dashboards | ||||
| 🎓 Education + Support |
||||
| 2 onboarding Zoom calls | 1 call | |||
| Syndicator training courses | ||||
| 24/7 live chat + Zoom support | ||||
| Syndicator community (Facebook group) | ||||
| Weekly group Q&A coaching calls | ||||
| Mobile app access | ||||
| 🎉 Bonuses |
||||
| Broker call scripts | ||||
| Investor call scripts | ||||
| Branded ebook lead magnet | ||||
| Google My Business | ||||
| Affiliate Manager | ||||
| Invoices & Payments | ||||
| Additional Pro accounts for Small Business for $97 |
What Our Clients Are Saying
"Evolvly is leaps and bounds above any CRM I've seen. This platform has automated so much of our work, thus allowing us to focus on bigger projects instead of spending time and energy on small, repetitive tasks. The creators have thought of everything! There are so many features that will take your business to the next level from digital business cards to deal pipelines all paired with automations that will keep your warm leads engaged and help you stay organized. You'll be able to do away with some tools you're currently using (and paying for) because it's all right here in one place. Whether you're in the market for a CRM or already have one, do yourself a favor and check this one out."
Casey
Real Estate Syndicator
"This is a great CRM platform that already has a ton of standard features built out for use in commercial real estate. The customer service is amazing as well. Highly recommend!"
Donovan
Real Estate Syndicator
"Evolvly has been a game-changer for my business! As a small business owner, juggling countless tasks can be overwhelming, but Evolvly has truly taken the burden off my shoulders. Their CRM solution has streamlined my business setup, allowing me to stay organized, manage client interactions efficiently, and focus more on what I do best. The platform is intuitive and user-friendly, and their team has been incredibly supportive throughout the onboarding process. I’ve noticed a significant improvement in my workflow, and I feel more confident knowing everything is running smoothly behind the scenes. If you’re looking for a CRM that simplifies your processes and makes running your business less stressful, I highly recommend Evolvly. It’s been one of the best decisions I’ve made for my business!"
Brittanie
Entreprenuer
"We are just getting started with Evolvly and realizing that Evolvly provides the functionality of several platforms we have been using. Evolvly is helping us communicate and manage workflows more simply and quickly. Its great!!"
Jay
Real Estate Syndicator
""
Brett
Real Estate Syndicator
""
Jason
Real Estate Syndicator
Frequently Asked Questions
What is Evolvly Syndicator CRM?
Evolvly automates lead nurturing, tracks your deal pipeline, and simplifies investor communications – all in one place. With built-in funnels, automated follow0ups, and seamless scheduling, you can focus on growing your syndication business while Evolvly CRM handles the rest.
Is there a contract?
There’s no contract for the monthly plan!
What is the onboarding process like?
Fill out a short onboarding survey, then schedule a 1-hour call with our support team to set up your account. At the end of that call, you'll book a second 1-hour session where we’ll guide you through using your account.
Do you provide ongoing support?
Yes, we have 24/7 live chat support. If chat can't resolve your inquiry 2nd level live zoom support will!
What additional training is provided?
Along with the two 1-hour one-on-one onboarding sessions, we offer weekly Syndicator Success meetings to discuss upcoming releases and answer your questions. You’ll also have access to our self-paced Evolvly Syndicator training, featuring 25+ short (2–4 min) lessons covering all Evolvly features.
Is my data secure?
Evolvly is built on the HighLevel platform. Highlevel is committed to protecting customer data through a comprehensive security framework. Their platform is hosted on leading cloud providers like Google Cloud Platform and Amazon Web Services, ensuring robust physical and environmental security. Network protections include multiple layers of filtering, logical firewalls, and strict access controls. Configuration management is automated to maintain consistent server settings, and logging mechanisms track application activities for security monitoring. Customer data is encrypted both in transit and at rest, with rigorous key management protocols. Regular data backups and disaster recovery plans are in place to ensure system reliability. Access controls are enforced for both customers and HighLevel employees, with mandatory security training and background checks for staff. The company also maintains a privacy program aligned with GDPR requirements and has established procedures for data retention and breach response.
You can view Highlevel's detailed security measures here: https://help.gohighlevel.com/support/solutions/articles/155000000574-highlevel-security-and-compliance-overview
Ready to Scale Your Syndication Business?
Take control of your investor pipeline with Evolvly Syndicator CRM—automate follow-ups, track deals, and close more investments effortlessly.
🚀 Sign Up Today!
No Contracts
Instant Access
100% Risk-Free
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