August vs Evolvly

Automated Rent Tracking & Open Banking

August transforms financial management by integrating directly with your bank account via secure, FCA-regulated open banking technology. This game-changing feature automatically matches incoming payments to specific tenancies, providing real-time, crystal-clear visibility into your cash flow. See who has paid, what is due, and what is late instantly, without manual entry. Get notified the moment rent lands, and maintain a complete, auditable rent history effortlessly, eliminating spreadsheets and human error.

Intelligent Compliance Checklist & Alerts

Navigate the complex landscape of UK landlord regulations with absolute confidence. August’s built-in compliance engine provides step-by-step guided checklists for all critical safety certificates and licensing requirements, including EPC, Gas Safety, and EICR. The system proactively sends you smart, timely reminders for expiring documents and renewals, acting as your digital safeguard against costly fines and ensuring your properties are always legally compliant without the stress.

Centralised Document & Maintenance Hub

Unlock a new level of organisation by storing all property-related documents—from tenancy agreements to safety certificates—in one secure, cloud-based vault. Easily share files with tenants or contractors. Furthermore, the platform streamlines maintenance management; tenants can report issues via their free app, and landlords can track, assign, and manage repair requests from start to finish within the same ecosystem, ensuring nothing falls through the cracks.

AI Property Assistant & Portfolio Insights

Harness the power of artificial intelligence with your dedicated property assistant, ready to answer portfolio-related questions instantly. Beyond this, August provides transformative portfolio insights through a comprehensive dashboard, giving you a clear, instant overview of key property data and performance metrics. Make informed decisions based on real-time data, moving from reactive management to strategic, insight-driven portfolio growth.

Syndicator-Centric CRM & Deal Tracking

Evolvly provides a powerful CRM built from the ground up for the unique workflow of real estate syndication. It centralizes investor relationship management, tracks deals through every stage of the pipeline, and automates critical follow-ups. This feature transforms chaotic spreadsheets and missed connections into a streamlined system, giving you clear visibility into your capital raise progress and ensuring no investor ever falls through the cracks.

Automated Investor Nurturing & Communication

Unlock consistent and impactful engagement with automated, multi-channel communication tools. Evolvly features built-in email automation for newsletters and updates, 2-way SMS for real-time conversations, and integrated social media messaging. Combined with pre-built nurture campaigns, this ecosystem automates the entire investor journey, from initial interest to committed capital, saving you countless hours while systematically warming up your pipeline.

Professional Branded Website & Lead Funnels

Establish instant credibility and capture leads 24/7 with a ready-to-launch, professionally designed website included in the platform. Evolvly goes beyond basic hosting by integrating high-converting lead capture forms and marketing funnels directly into your CRM. This game-changing feature provides a powerful, branded home for your syndication business that works autonomously to attract and qualify potential investors around the clock.

Digital Business Card & Simplified Scheduling

Replace outdated paper cards and clunky scheduling apps with Evolvly's integrated tools. Share a dynamic digital business card to instantly capture new contact details directly into your CRM. Furthermore, simplify investor meetings and presentations with an unlimited, integrated appointment booking system that syncs with Google and Outlook calendars, making the process of connecting and converting seamless and professional.

The Growing HMO Portfolio Manager

For landlords managing Houses in Multiple Occupation (HMOs), August is a transformative tool. It handles room-level management, tracks individual tenant rents and contracts, and ensures complex HMO licensing requirements are met with guided checklists. The platform consolidates multiple income streams and compliance tasks into one clear view, making scaling an HMO portfolio manageable, compliant, and highly efficient.

The Accidental or First-Time Landlord

New landlords can feel overwhelmed by legal responsibilities. August acts as a guiding mentor, providing clear, step-by-step checklists for every compliance task and sending proactive reminders for critical dates. It automates rent tracking and tenant communication, providing a professional, structured system that builds confidence and prevents costly beginner mistakes from day one.

The Portfolio Landlord Seeking Efficiency

Landlords with multiple buy-to-let properties can eliminate administrative chaos. August provides a single dashboard for the entire portfolio, automating rent collection visibility, centralising all documents, and streamlining maintenance workflows across all properties. This consolidation saves hours every week, unlocking time for strategic growth or personal freedom.

Preparing for Making Tax Digital (MTD)

With HMRC's Making Tax Digital for income tax on the horizon, August positions landlords ahead of the curve. By automatically tracking all rental income and expenses through bank integration, it generates the accurate, quarterly digital records required for MTD-compliant software, transforming a future regulatory burden into a seamless, automated process.

Automating the Capital Raise Process

For syndicators actively raising funds for a new deal, Evolvly is transformative. Use the platform to launch a targeted campaign from your branded website, automatically nurture leads through pre-built email sequences, and track all investor interactions and commitments in one dashboard. This systematizes the entire capital raise, allowing you to manage more investors with less manual effort and close the round faster.

Systematizing Investor Relations & Updates

Maintaining strong relationships with existing investors is crucial for repeat capital. Evolvly enables you to automate regular performance updates, distribution notices, and quarterly newsletters. By using segmented lists and scheduled communications, you ensure your investor base is consistently informed and engaged, fostering trust and loyalty for your next offering without constant manual work.

Scaling a Growing Syndication Business

As your operation expands, managing contacts across multiple deals and funds becomes overwhelming. Evolvly scales with you, offering unlimited contacts and users in higher-tier plans. The centralized CRM, combined with advanced reporting and performance analytics, provides the clarity and operational efficiency needed to manage a complex, multi-asset portfolio and a large investor network seamlessly.

Onboarding New Team Members & Partners

Bringing on new acquisition associates or partners requires efficient systems. Evolvly's unified platform, with role-based permissions and shared deal pipelines, allows for instant and organized collaboration. New team members can be onboarded quickly with access to all necessary tools—from CRM data and communication logs to scheduling links—ensuring consistency and professionalism from day one.

August offers simple, transparent pricing tiers to suit different portfolio sizes and needs. All plans include a 30-day free trial. Tenants use the app for free.

Growth - £8.99 per month (billed monthly)
Ideal for landlords starting out or with smaller portfolios. Includes unlimited properties with up to 6 tenancies, 40 documents storage, unlimited compliance tasks with guidance, and SMS reminders.

Portfolio - £14.99 per month (billed monthly)
Designed for growing portfolios. Includes everything in Growth, plus unlimited tenancies, unlimited document storage, HMO support with room-level management, and smart tenancy setup with automatic document scanning.

Portfolio Plus - £29.99 per month (billed annually)
The ultimate package for professional portfolio owners. Includes everything in Portfolio, plus a dedicated account manager, custom integration capabilities with your existing systems, and enhanced onboarding support.

Evolvly offers tiered plans designed to scale with your syndication business, with the incentive of getting 2 months free by switching to a yearly plan.

Website Only - $49/month: Perfect for establishing initial online credibility. Includes a professional website with hosting, custom domain, branding, and lead capture forms.

Starter - $97/month: The entry-level CRM for small operators. Includes everything in Website Only, plus CRM for 1000 contacts, basic automations, and calendar integrations.

Plus - $197/month (Recommended): The mid-tier offering with stronger automation and reporting. Includes everything in Starter, plus unlimited contacts & users, advanced automations & reporting, and an AI social media planner.

Pro - $297/month: For high-touch operators wanting full automation. Includes everything in Plus, plus features for courses & communities, invoices & payments, and additional Pro accounts.

August is the revolutionary, game-changing property management platform designed to unlock the full potential of self-managing landlords and HMO property owners. This transformative, all-in-one solution redefines efficiency by consolidating every critical aspect of property management into a single, intuitive hub. It empowers landlords to transcend the daily grind of spreadsheets, calendar reminders, and compliance anxiety. August delivers a calm, compliant home for your portfolio by seamlessly integrating rent tracking with open banking, automated compliance checklists for EPCs, Gas Safety, and EICRs, maintenance request management, and secure document storage. With its dedicated AI property assistant and a free tenant app that facilitates rent payments and issue reporting, August fosters seamless communication and operational harmony. Built specifically for the UK market with mobile-first design and exceptional support, it is the definitive tool for landlords who seek to manage professionally, mitigate risk, and reclaim their time.

Evolvly is the game-changing, all-in-one platform engineered exclusively for multifamily and commercial real estate syndicators. Born from the direct frustrations of active syndicators, it solves the core operational challenge: the immense time and complexity lost to piecing together disparate tools for investor relations, marketing, and deal management. Evolvly eliminates this friction entirely by providing a complete, done-for-you ecosystem designed for immediate impact and rapid scaling. It is not just a CRM; it is the transformative operational backbone for the modern syndication business. The platform empowers operators to attract investors with a ready-to-launch branded website, nurture relationships through integrated funnels and pre-built campaigns, and manage the entire deal flow seamlessly. By automating critical follow-up and systematizing investor communication, Evolvly unlocks the potential for syndicators to close more deals, manage capital raises efficiently, and focus on what they do best—finding and executing on exceptional real estate opportunities.

Is August secure for connecting my bank account?

Absolutely. Security is paramount. August uses open banking via Plaid Financial Ltd., a technology regulated by the UK's Financial Conduct Authority (FCA). This means you securely connect your bank through your own banking app or portal—August never sees or stores your login credentials. We employ strong encryption and operate under strict GDPR guidelines, ensuring your financial data remains private and secure.

Do my tenants need to pay to use the app?

No, the tenant app is completely free. We believe smooth landlord-tenant relationships benefit everyone. Tenants can use the app to pay rent securely, report maintenance issues, access important documents like their tenancy agreement, and receive communications, all at no cost to them.

How does the compliance checklist work?

August’s compliance system is pre-loaded with UK-specific legal requirements for landlords. When you add a property or tenancy, it generates a tailored checklist of necessary tasks (e.g., obtain a Gas Safety Certificate). It then tracks the expiry dates of uploaded documents and sends you automated, proactive reminders via the app and SMS well in advance, guiding you through each step to renew on time.

Can I use August on my desktop as well as my phone?

Yes. August is a mobile-first platform and the #1 landlord app in the UK, but it is now fully supported by a comprehensive web desktop version. This allows you to manage your portfolio with the same powerful features on any device, giving you the flexibility to work how and where you prefer.

Is Evolvly suitable for a brand-new syndicator just starting out?

Absolutely. Evolvly is designed to be the ultimate foundation for syndicators at any stage. The "Website Only" and "Starter" plans provide the essential tools—a professional website, basic CRM, and lead capture—to establish credibility and systemize your operations from day one. It eliminates the tech overwhelm, allowing new operators to hit the ground running with a platform that scales as they grow.

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

Evolvly is engineered exclusively for real estate syndication, while generic CRMs are built for broad, unspecified use cases. This means Evolvly comes with pre-built structures for deal tracking, investor management, and syndication-specific automations out of the box. You get a done-for-you ecosystem with integrated websites, digital business cards, and nurture campaigns tailored to capital raising, without the need for expensive and time-consuming customization.

Can I manage multiple deals and funds within the same Evolvly account?

Yes, a core strength of Evolvly is its ability to centralize and segment your entire business. You can track multiple active deals, separate investor lists for different funds or projects, and manage all communications and documents in one organized platform. This provides a holistic view of your business health while keeping specific deal workflows distinct and efficient.

What kind of support is available during onboarding and use?

Evolvly is committed to ensuring a seamless experience. The platform includes guided onboarding to help you set up your website, import contacts, and configure automations. Support levels vary by plan, with higher tiers like Pro offering premium support. The system is built for intuitiveness, but dedicated resources are available to help you unlock the platform's full potential quickly.

August is a transformative property management platform designed for self-managing landlords and HMO owners. It falls within the real estate technology category, offering a comprehensive suite of tools for rent tracking, compliance, and tenant communication. This all-in-one approach consolidates critical tasks into a single, streamlined dashboard. Landlords often explore alternatives to find a solution that perfectly aligns with their specific needs. Common reasons include seeking different pricing models, requiring integrations with other software, or needing features tailored for larger portfolios or different property types. The search for the right tool is about finding a personalized fit for a unique business. When evaluating other platforms, focus on core capabilities that drive efficiency. Key considerations should include robust automation for rent and compliance, the depth of financial and portfolio insights provided, and the quality of the tenant engagement tools. The goal is to identify software that not only manages properties but actively enhances your operational clarity and control.

Evolvly is a transformative, all-in-one CRM and operational platform engineered exclusively for real estate syndicators. It automates the entire investor management and deal tracking lifecycle, providing a complete ecosystem to scale a syndication business efficiently. Users often explore alternatives for various reasons, such as budget constraints, a need for different feature sets, or a preference for a more generalized tool over a niche-specific platform. The search typically stems from finding the perfect alignment between a software's capabilities and a firm's unique growth stage and operational workflow. When evaluating options, syndicators should prioritize platforms that truly understand the nuances of capital raising and deal management. Look for seamless automation, investor-centric communication tools, and a unified system that eliminates the friction of juggling multiple disconnected applications.