Ready-to-Go CRM for Syndicators – Streamline Deals and Raise Capital Faster!
Join our free webinar and see how Evolvly’s pre-built CRM helps syndicators automate workflows, manage investors, and grow faster—right out of the box!
05-01-2025 05:00 PM PST • 1 hour
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Why Syndicators Love Evolvly
Evolvly is the ready-to-go CRM built specifically for syndicators—no coding, no setup headaches.
✅ Pre-Built for Syndicators: Get started immediately with preloaded templates, investor pipelines, and automations. No technical setup required!
✅ Out-of-the-Box Funnel Builder: Launch investor funnels, lead capture forms, and webinar pages in minutes.
✅ Automate Investor Management: Track conversations, follow-ups, and investor activity without lifting a finger.
✅ All-in-One Platform: Replace multiple tools like Calendly, HiHello, email schedulers, and spreadsheets with one simple system.
✅ Real-Time Dashboards: Stay on top of deal flow and investor growth with built-in tracking and reporting.
✅ All-Inclusive Communication Channels: Built-in tools for email, SMS, voice calls, voicemail drops, and even social media messaging—all in one place! No need for third-party tools.
Join our webinar to see how Evolvly can eliminate guesswork and get you results faster!
Meet Your Hosts
Meet our host, an experienced e-commerce marketing specialist with a passion for helping small businesses succeed. With a wealth of knowledge in digital marketing strategies, [he/she/they] is dedicated to empowering entrepreneurs to enhance their online presence and grow their sales.
E-Commerce Expertise: Extensive experience in developing and implementing successful marketing campaigns for small e-commerce businesses.
Data-Driven Insights: Proven ability to analyze market trends and leverage data to optimize marketing strategies.
Passionate Educator: Committed to sharing knowledge through workshops and webinars, helping others navigate the e-commerce landscape.
TESTIMONIALS
What others are saying
"Everything I Needed Right Out of the Box"
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
"A True Time-Saver"
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
"Built for Syndicators"
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