August vs Evolvly

Automated Rent Tracking

August syncs securely with your bank account using FCA-regulated open banking technology to track every rent payment automatically. The platform clearly displays who has paid, what is due, and what is late, providing a complete and accurate rent history. Landlords receive instant notifications the moment rent lands, eliminating manual tracking and reducing the risk of missed payments. This feature ensures you always have a real-time, organized view of your rental income without ever needing a spreadsheet.

Guided Compliance Checklists

This built-in system provides step-by-step guidance for all necessary safety certificates, licensing, and regulatory requirements. August creates tailored checklists for your specific properties and tenancies, then sends proactive alerts for upcoming expirations. Whether you're managing gas safety certificates, EPCs, or HMO licenses, the platform ensures you stay compliant and avoid substantial fines, transforming complex legal obligations into simple, manageable tasks.

Maintenance Request Management

August streamlines the entire maintenance process from report to resolution. Tenants can report issues directly through their free app, complete with photos and descriptions. Landlords receive these requests instantly, can log and prioritize them, and communicate with contractors all within the platform. This centralized system ensures nothing gets lost, improves response times, and maintains a clear audit trail for all property upkeep activities.

Portfolio Insights & Smart Reminders

Gain instant understanding of your portfolio's performance with a clear, visual dashboard. Beyond insights, August acts as your personal assistant by automatically tracking all important dates. It provides timely reminders for rent due dates, expiring certificates, insurance renewals, safety checks, and tenancy renewals. This proactive system ensures you stay ahead of all critical tasks, saving you hours of manual calendar management.

All-in-One Syndicator CRM

Evolvly provides a centralized hub for every aspect of a syndication business. This feature integrates contact management, deal tracking, communication tools, and marketing automation into one platform. Users can manage their entire investor pipeline, from initial lead capture to ongoing relationship management, without switching between multiple software applications. The system is pre-configured for the specific workflows of real estate syndication, offering a tailored experience that generic CRMs cannot match.

Automated Investor Communications & Nurture Campaigns

This feature automates the time-consuming process of following up with leads and keeping investors informed. Evolvly includes pre-built email and SMS nurture sequences that can be triggered based on investor behavior or deal stage. Operators can automate updates for new deals, distribution notices, and regular newsletters, ensuring consistent and professional communication that builds trust and keeps the syndicator top-of-mind without manual effort.

Integrated Deal Tracking & Pipeline Management

Evolvly offers specialized tools to track the progress of multiple real estate deals simultaneously. Users can visualize their pipeline, monitor each deal's stage, and manage associated documents and tasks. This feature ensures that no detail is missed, from initial sourcing and underwriting to closing and asset management, providing clear oversight and helping operators prioritize their activities effectively.

Unified Communication Hub

This feature consolidates all communication channels into a single interface within the CRM. It includes a built-in phone system, email automation, two-way SMS messaging, and social media integration. This allows syndicators to connect with investors and partners via their preferred method, log all interactions automatically, and maintain a complete history of every conversation for every contact, fostering better relationships and organized follow-ups.

Managing Houses in Multiple Occupation (HMOs)

August is expertly designed for the added complexity of HMOs. It supports room-level management, allowing landlords to track individual tenancy agreements, rent payments, and compliance items for each room within a single property. The platform's structured checklists are crucial for meeting the stringent licensing and safety regulations specific to HMOs, making it an indispensable tool for professional HMO landlords.

Streamlining Buy-to-Let Portfolio Management

For landlords with multiple standard Buy-to-Let properties, August centralizes management into a single dashboard. It automates the tracking of income and expenses across the entire portfolio, manages compliance deadlines for each property, and stores all relevant documents like tenancy agreements and EPCs. This holistic view enables efficient scaling without proportional increases in administrative time or stress.

Simplifying Student Housing Operations

August handles the unique cycles of student housing, such as fixed-term tenancies and joint tenancy groups. Landlords can easily manage guarantor details, track group payments, and ensure all pre-tenancy compliance is completed. The tenant app facilitates easy communication with student tenants for reporting maintenance issues, which is essential for maintaining property condition and tenant satisfaction.

Ensuring Proactive Compliance and Avoiding Fines

Landlords use August primarily as a safeguard against regulatory penalties. The software systematically identifies all compliance requirements based on property type and location, then provides guided checklists and relentless reminders for actions like gas safety checks or license renewals. This proactive approach prevents oversights that could lead to fines of thousands of pounds, offering peace of mind and financial protection.

Streamlining Capital Raising for New Deals

A syndicator launching a new investment opportunity can use Evolvly to efficiently manage the capital raise. They can import potential investor lists into the CRM, segment them based on criteria, and launch targeted email and SMS campaigns to announce the deal. The integrated booking system allows investors to schedule introductory calls directly, while all communications are logged automatically for follow-up, significantly accelerating the fundraising timeline.

Automating Investor Relations & Reporting

After closing a deal, Evolvly helps automate ongoing investor relations. Syndicators can set up automated sequences to send quarterly updates, distribution notices, and tax documents. The platform serves as a secure portal for investors to access their information, reducing administrative overhead and ensuring timely, professional communication that enhances investor satisfaction and retention.

Managing a Growing Investor Pipeline

For a scaling syndication business, manually tracking hundreds of leads is impractical. Evolvly centralizes all lead sources—website forms, digital business cards, and imported lists—into one database. Automated lead scoring and nurture campaigns qualify prospects over time, allowing the operator to focus their personal outreach on the most promising, warm leads, thereby increasing conversion rates and efficient use of time.

Onboarding and Coordinating with Co-GPs and Teams

Evolvly supports team collaboration for larger syndication firms. Multiple team members can have access to the same CRM with defined permissions. The shared deal pipeline, calendar, and contact notes ensure everyone is aligned. Tasks can be assigned, and internal communications about specific investors or deals are kept within the relevant record, improving coordination and operational clarity.

August offers a simple, tiered monthly subscription model for landlords, with a 30-day free trial for all plans. Tenants use the app for free.

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

Portfolio (£14.99/month, billed monthly): 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/month, billed annually): Includes everything in Portfolio, plus a dedicated account manager and custom integration capabilities with your existing systems.

Evolvly offers tiered pricing plans to suit syndicators at different stages of growth, with discounts available for annual billing. The plans are structured as follows:

• Website Only ($49/month): Designed for syndicators just starting out who primarily need a professional online presence. Includes a professional website with hosting, custom domain, branding, and lead capture forms.
• Starter ($97/month): An entry-level CRM plan for small operators. Includes everything in Website Only, plus a CRM for up to 1000 contacts, basic automations, and calendar scheduling tools.
• Plus ($197/month): The recommended mid-tier plan with stronger automation and reporting. Includes everything in Starter, plus unlimited contacts and users, advanced automations and reporting, and an AI social media planner.
• Pro ($297/month): A comprehensive plan for high-touch operators. Includes everything in Plus, plus advanced features for courses and communities, invoicing and payment processing, and additional user accounts.

August is the leading property management software platform in the UK, designed specifically for self-managing landlords and HMO property owners. Its core mission is to eliminate the stress and administrative burden of managing a rental portfolio by centralizing every critical task into one intuitive, mobile-first application. August acts as a calm, compliant hub for all your properties, seamlessly integrating automated financial tracking, regulatory compliance, maintenance coordination, and document management. It uniquely supports various property types, including Buy-to-Lets, Houses in Multiple Occupation (HMOs), and student housing. By providing smart, automated reminders and portfolio insights, August helps landlords avoid costly fines, saving an average of £500 per year. Tenants benefit from a free companion app for reporting issues, paying rent, and accessing their documents. With UK-based support, frequent updates, and a strong emphasis on data security and FCA-regulated open banking, August transforms property management from a fragmented chore into a streamlined, efficient, and stress-free process.

Evolvly is a specialized Customer Relationship Management (CRM) platform engineered exclusively for multifamily and commercial real estate syndicators. Born from the direct experience of active syndicators frustrated by juggling disparate tools, Evolvly consolidates the entire investor management lifecycle into a single, cohesive system. Its core value proposition is to empower operators to scale their businesses efficiently by automating administrative tasks and streamlining complex processes. The platform serves as an all-in-one solution that replaces the need for separate website builders, email marketing services, scheduling tools, and contact databases. It is specifically designed for professionals who need to track intricate deal pipelines, manage sophisticated investor communications, and nurture leads through automated marketing funnels. By providing ready-to-use websites, pre-built nurture campaigns, and integrated communication tools, Evolvly allows syndicators to save significant time, reduce operational complexity, and focus their energy on capital raising and closing deals. Ultimately, it transforms a fragmented tech stack into a unified engine for growth.

Is August secure for connecting my bank account?

Yes, August uses secure open banking technology and is regulated by the Financial Conduct Authority (FCA) as an agent of Plaid Financial Ltd. This means the connection is read-only, uses strong encryption, and never stores your bank login credentials. Your financial data is protected with the highest security standards, similar to those used by major banks.

Do my tenants have to pay to use the app?

No, the tenant companion app is completely free for your tenants to download and use. It allows them to report maintenance issues, pay rent securely, and access important documents like their tenancy agreement or safety certificates, fostering better communication and a smoother landlord-tenant relationship at no extra cost.

Can August help with Making Tax Digital for landlords?

Yes, August is preparing for HMRC's Making Tax Digital (MTD) initiative. The platform automatically tracks your rental income and expenses, providing the organized digital records required for quarterly updates. This feature is designed to simplify the transition from an annual tax return to the new digital reporting system, ensuring you remain compliant with future HMRC requirements.

What property types does August support?

August is built to support a wide range of UK rental property types. This includes standard Buy-to-Let properties, complex Houses in Multiple Occupation (HMOs) with room-level management, and student housing. The platform's features and compliance checklists adapt to the specific needs and regulations associated with each property type.

Who is Evolvly designed for?

Evolvly is specifically designed for commercial and multifamily real estate syndicators and operators. It is built to address the unique challenges of managing investor relationships, tracking complex real estate deals, and running capital-raising campaigns. It is ideal for both individual operators and growing syndication teams who are tired of using disconnected generic tools.

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

Unlike generic CRMs, Evolvly is pre-configured for the real estate syndication business model out of the box. It includes industry-specific features like built-in deal pipelines for acquisitions, automated investor update sequences, integrated scheduling for deal presentations, and tools for managing distributions. This eliminates months of custom setup and provides immediate value tailored to a syndicator's workflow.

Can I build a professional website with Evolvly?

Yes, Evolvly includes ready-to-use, professionally designed website templates as part of its platform. These are specifically crafted for real estate syndicators and include integrated lead capture forms. The website and hosting are included in relevant plans, providing a cohesive online presence that directly feeds leads into your CRM without any technical setup.

Is there a contract or long-term commitment?

No, Evolvly operates on a flexible subscription model with no long-term contracts required. Users can choose between monthly and yearly billing, with the option to cancel at any time. This makes it a low-risk, accessible tool for syndicators at any stage of their business growth.

August is a leading property management software application in the UK, designed specifically for self-managing landlords and HMO owners. It falls into the category of real estate technology, focusing on streamlining rent collection, compliance, and portfolio management through a centralized mobile platform. Users often explore alternatives for various reasons, such as differing budget constraints, the need for specific features not offered, or a preference for desktop over mobile-first platforms. Some may seek solutions that integrate with other business tools or cater to different property management scales. When evaluating other options, key considerations should include core functionality like rent tracking and compliance tools, overall cost and pricing transparency, the quality of customer support, and the platform's security standards. The ideal choice effectively balances essential features with usability and value for your specific portfolio.

Evolvly is a specialized Customer Relationship Management (CRM) platform designed for real estate syndicators. It falls into the niche category of real estate investor management software, focusing on helping operators manage deal flows, automate communications, and nurture investor relationships from a single, integrated system. Users may explore alternatives to Evolvly for various reasons. Common factors include budget constraints, the need for different feature sets, or a preference for a more generalized CRM that integrates with a broader tech stack. Some businesses might also seek platforms with different scalability options or user interface preferences. When evaluating an alternative, key considerations should include the platform's core focus on real estate syndication, its automation capabilities for investor nurturing, and the depth of its deal and pipeline management tools. Integration ease with existing tools and the overall cost relative to the value provided are also critical decision points.