August vs Evolvly

Automated Rent Tracking & Open Banking

August integrates directly with your bank account using secure, FCA-regulated open banking technology via Plaid. This connection allows the platform to automatically track and match incoming rent payments to specific tenancies in real-time. Landlords gain a crystal-clear, automated overview of their cash flow, seeing instantly who has paid, what is due, and what is late without manual data entry or sharing sensitive login credentials. Notifications alert you the moment rent lands, providing unparalleled financial visibility and reducing time spent on reconciliation.

Guided Compliance Checklist & Alerts

This feature provides a dynamic, step-by-step compliance engine tailored to UK property law. It proactively guides landlords through essential safety certificates and legal requirements, including EPC, Gas Safety, and EICR standards. The system automatically generates tasks and sends timely SMS and in-app reminders for upcoming renewals or expiring documents, effectively acting as a safeguard against inadvertent non-compliance and potential fines, ensuring your portfolio remains legally protected at all times.

Tenant Portal & Maintenance Management

August facilitates seamless landlord-tenant communication through a dedicated free tenant app. Tenants can use this portal to report maintenance issues with photos, track repair progress, and pay rent securely. On the landlord side, all requests are logged centrally, streamlining the process from report to resolution. This organized system improves response times, enhances tenant satisfaction, and creates a verifiable audit trail for all property upkeep activities.

Property Insights & Portfolio Dashboard

The platform aggregates all critical property data into an intuitive, visual dashboard, eliminating reliance on scattered spreadsheets. Landlords can access key insights at a glance, including portfolio performance, upcoming deadlines, expense summaries, and tenancy statuses. This centralized view enables data-driven decision-making, offering a comprehensive overview of your entire property business's health and obligations from a single screen.

Investor Relationship & Deal Tracking

Evolvly provides a centralized hub for managing all investor interactions and deal pipelines. This feature goes beyond basic contact management, offering specialized tools to track the status of potential and active syndications, monitor investor commitments, and manage communications specific to each deal. It allows syndicators to maintain a clear, organized overview of their entire business portfolio, ensuring no investor inquiry or deal milestone falls through the cracks, thereby increasing operational transparency and trust.

Automated Marketing & Communication Funnels

The platform includes built-in marketing funnels and automated workflows designed to nurture leads and engage investors without manual effort. Users can set up automated email sequences, SMS campaigns, and follow-up tasks based on investor behavior or deal stage. This automation ensures consistent, timely communication for lead nurturing, investor updates, and capital raising efforts, freeing up the syndicator's time while systematically moving prospects through the investment lifecycle.

Unified Communication Hub

Evolvly integrates multiple communication channels into one interface, including a phone system, email automation, two-way SMS, and social media messaging. This unification allows syndicators to manage all conversations with investors, partners, and leads from a single dashboard. The seamless integration ensures that communication history is logged against the correct contact and deal, providing full context for every interaction and enabling more personalized and efficient engagement.

Integrated Tools for Operations

The platform bundles essential operational tools directly into the CRM. This includes a professional digital business card for easy lead capture, an appointment booking system with calendar integrations for scheduling investor meetings, and performance analytics dashboards. By consolidating these tools, Evolvly removes the need for third-party subscriptions and creates a cohesive workflow where data flows seamlessly from initial contact capture to deal closing and reporting.

Managing HMO Properties with Complex Compliance

For HMO landlords facing stringent and multifaceted licensing and safety regulations, August provides essential room-level management tools. The software helps track individual room tenancies, rents, and compliance per room, while its structured checklist ensures all HMO-specific requirements—from fire safety to room size regulations—are meticulously monitored and met, significantly reducing the administrative burden and legal risk associated with this property type.

Streamlining Portfolio Expansion for Growing Landlords

As landlords acquire more properties, manual management becomes unsustainable. August scales effortlessly, allowing landlords to add unlimited properties and tenancies (on higher plans). The automated rent tracking, centralized document storage, and portfolio-wide compliance alerts enable efficient management of a growing portfolio without a proportional increase in administrative time or stress.

Preparing for Making Tax Digital (MTD) for Income Tax

With HMRC's Making Tax Digital mandate requiring quarterly digital submissions, August positions itself as a vital tool for compliance. By automatically tracking all rental income and expenses through bank integration, the platform maintains accurate, real-time digital records. This data foundation simplifies the process of generating reports and submitting quarterly updates through HMRC-recognised software, ensuring landlords are prepared for the regulatory shift.

Enhancing Efficiency for the First-Time Landlord

New landlords are often overwhelmed by legal responsibilities and operational tasks. August acts as a guided onboarding partner, using its checklist to educate on necessary steps, automating payment tracking, and providing an AI assistant for instant queries. This structured support helps first-timers establish professional, compliant management practices from day one, building confidence and preventing costly oversights.

Scaling a Growing Syndication Business

For syndicators transitioning from managing a few deals to a larger portfolio, Evolvly provides the infrastructure to scale efficiently. The platform automates repetitive tasks like investor follow-ups and newsletter distributions, while its deal tracking and unlimited contact management in higher tiers allow the business to handle increased volume without proportional increases in administrative overhead or complexity.

Streamlining Investor Onboarding & Communications

A primary use case is simplifying the process of onboarding new investors and maintaining regular communication. Through automated welcome sequences, integrated scheduling for introductory calls, and centralized document sharing, Evolvly ensures a smooth, professional experience. It also manages ongoing communications, such as distribution notices and quarterly updates, keeping investors informed and engaged with minimal manual effort from the operator.

Centralizing Marketing & Lead Generation Efforts

Syndicators can use Evolvly to build and manage their entire marketing ecosystem. The pre-built website templates and hosting provide an immediate professional online presence. Combined with built-in lead capture forms and automated nurturing funnels, the platform serves as a central engine for attracting potential investors, capturing their information, and systematically converting them into qualified leads for future deals.

Managing Complex Deal Pipelines

For operators running multiple concurrent offerings or managing a pipeline of potential acquisitions, Evolvly's deal tracking features are critical. It allows users to visualize each deal's stage, track associated investors and their commitment levels, and manage all related tasks and communications in one place. This organization is vital for ensuring accuracy, meeting deadlines, and providing clear reporting to investment partners.

August offers three straightforward subscription tiers for landlords, billed monthly or annually, all including a 30-day free trial. Tenants use the app for free.

Growth (£8.99/month): Includes unlimited properties (up to 6 total tenancies), 40 documents storage, unlimited compliance tasks with guidance, and SMS reminders.

Portfolio (£14.99/month): Includes everything in Growth, but with unlimited tenancies, unlimited document storage, HMO support with room-level management, and smart tenancy setup with automatic document scanning.

Portfolio Plus (£29.99/month, billed annually): Includes everything in Portfolio, plus a dedicated account manager and custom integration capabilities with your existing systems.

Evolvly offers tiered monthly subscription plans to cater to syndicators at different stages of growth. Opting for an annual payment plan provides two months of service free. The Website Only plan ($49/month) is for establishing an online presence with a professional site and lead capture. The Starter plan ($97/month) adds a CRM for up to 1000 contacts and basic automations. The Plus plan ($197/month) is recommended and includes unlimited contacts, advanced automations, reporting, and an AI social media planner. The Pro plan ($297/month) is for high-touch operators, adding features for courses/communities, invoicing/payments, and additional user accounts. All plans above "Website Only" include core CRM, communication, and scheduling tools.

August is a comprehensive, mobile-first property management software platform engineered specifically for the UK's self-managing landlords and House in Multiple Occupation (HMO) property owners. It serves as a centralized digital hub designed to eliminate the administrative complexity and regulatory stress associated with managing a rental portfolio. The platform consolidates critical functions including automated rent tracking via secure open banking, a guided compliance checklist for regulations like EPC, Gas Safety, and EICR, maintenance request coordination, and centralized document storage. A key differentiator is its integrated AI property assistant, which provides instant answers to landlord queries. August adopts a dual-sided approach, offering landlords a powerful management suite while providing tenants with a free, dedicated app for paying rent, reporting issues, and accessing documents. With its foundation built on UK regulations, dedicated local support, and a philosophy of simplifying landlord responsibilities, August positions itself as the indispensable tool for achieving efficient, compliant, and stress-free property management.

Evolvly is a specialized Customer Relationship Management (CRM) platform engineered exclusively for the unique demands of multifamily and commercial real estate syndicators. Conceived by experienced syndicators who grappled with the inefficiencies of managing disparate technologies, Evolvly addresses the core operational challenges inherent to the syndication business model. Its primary value proposition lies in consolidating the entire investor lifecycle—from initial attraction and lead nurturing to sophisticated deal tracking and ongoing relationship management—into a single, unified system. This all-in-one approach eliminates the need for operators to juggle multiple software tools for websites, marketing, communication, and pipeline management. By providing pre-built, professional websites, integrated marketing funnels, and automated follow-up systems, Evolvly empowers syndicators to streamline their operations, enhance efficiency, and scale their businesses effectively. The platform is designed to help users convert more conversations into capital by simplifying complex processes, allowing them to focus on their core competencies: closing lucrative deals and fostering strong, lasting investor relationships.

Is August secure for connecting my bank account?

Yes, August employs bank-grade security. It uses open banking via Plaid Financial Ltd., a provider regulated by the Financial Conduct Authority (FCA). This method uses secure, read-only connections that do not require you to share your online banking login credentials or passwords with August. The connection is strongly encrypted, and August acts as an agent of Plaid, adhering to the highest data protection standards.

What is the difference between the Growth and Portfolio plans?

The Growth plan (£8.99/month) supports unlimited properties but caps tenancies at 6 total and document storage at 40. The Portfolio plan (£14.99/month) removes these caps, offering unlimited tenancies and document storage. Crucially, the Portfolio plan adds dedicated HMO support for room-level management and smart tenancy setup with automatic document scanning, making it essential for landlords with multiple tenancies or HMO properties.

Do tenants have to pay to use the app?

No, the tenant-facing mobile application is completely free for tenants to download and use. It allows them to pay rent, report maintenance issues, receive notifications, and access important tenancy documents. This encourages tenant adoption, streamlines communication, and facilitates smoother rent collection for the landlord at no extra cost.

How does August help with UK landlord compliance?

August has a built-in compliance engine programmed with UK regulations. It creates a personalized checklist for each property, detailing required actions like obtaining Gas Safety Certificates or EPCs. The system then automatically monitors expiry dates for these documents and sends proactive reminders (via SMS and app alerts) well in advance of their renewal dates, helping you avoid lapses that could result in substantial fines or invalidate insurance.

Who is Evolvly designed for?

Evolvly is specifically designed for multifamily and commercial real estate syndicators and operators. It is built to address the unique challenges of this niche, including investor management, capital raising, deal tracking, and regulatory communication, making it less suitable for generic sales teams or other types of real estate professionals like agents or flippers.

How does Evolvly differ from a generic CRM like Salesforce or HubSpot?

Unlike generic CRMs, Evolvly is pre-configured with workflows, automations, and features tailored for real estate syndication. It includes deal-tracking structures, investor-specific communication templates, integrated websites, and tools for managing accredited investor data out-of-the-box. This specialization eliminates months of customization required to adapt a generic CRM to the syndication business model.

Can I import my existing contacts and data into Evolvly?

Yes, Evolvly supports data import from existing systems. Users can typically import contact lists, deal information, and other relevant data via CSV files or other standard import methods, ensuring a smooth transition from previous tools or spreadsheets into the Evolvly platform without starting from scratch.

What kind of support is available for new users?

Evolvly provides onboarding guidance to help new users set up their account and configure the platform for their business. Support levels vary by plan, with higher-tier plans like Pro offering premium support. The platform is designed to be intuitive, but dedicated resources are available to ensure users can leverage the system effectively from the start.

August is a property management software application designed for the UK rental market, specifically catering to self-managing landlords and HMO owners. It operates within the real estate technology category, focusing on streamlining compliance, financial tracking, and tenant communication through a unified digital platform. Users may explore alternatives for various reasons, including specific budget constraints, the need for different feature sets such as integrated accounting, a preference for desktop over mobile-centric platforms, or requirements for managing larger, more complex portfolios that demand advanced functionality. The search often stems from a need to find a tool that aligns perfectly with an individual's operational scale and management style. When evaluating alternatives, key considerations should include the software's depth of UK-specific compliance guidance, the robustness of its financial tracking and reporting tools, the quality of tenant and landlord portals, the transparency and structure of its pricing, and the reliability of its customer support. The ideal solution should not only digitise tasks but also proactively reduce administrative burden and legal risk.

Evolvly is a specialized Customer Relationship Management platform designed for the real estate syndication industry. It serves as an all-in-one solution for investor management, deal tracking, and automated communication, aiming to streamline operations for multifamily and commercial real estate operators. Users may explore alternatives to Evolvly for various reasons, including budget constraints, specific feature requirements not fully met, or a preference for a more generalized platform that integrates with a broader tech stack. The need for different scalability options or a particular user interface can also drive the search for other solutions. When evaluating an alternative, key considerations should include the platform's core functionality for investor and deal management, its automation capabilities for communications, and the ease of integration with existing tools. The ideal choice should align with the specific operational scale and complexity of your syndication business, ensuring it enhances efficiency without introducing unnecessary complication.