August vs Evolvly

Open Banking Rent Tracking

This feature utilises a direct, secure API integration with UK banking institutions via the regulated partner Plaid, which is authorised by the Financial Conduct Authority (FCA). It provides real-time, automated synchronisation of bank transaction data. The platform's algorithms automatically match incoming payments to specific tenancies, providing landlords with an instant, clear dashboard view of paid, due, and late rent. This eliminates manual entry, reduces errors, and provides immediate financial visibility without compromising security, as August never stores actual online banking credentials.

Automated Compliance & Task Management

August incorporates a dynamic, rules-based compliance engine tailored to UK landlord legislation. The system automatically generates, schedules, and tracks mandatory tasks for Gas Safety Certificates, Electrical Installation Condition Reports (EICRs), Energy Performance Certificates (EPCs), and licensing requirements. It provides step-by-step guidance for each task and sends proactive SMS and in-app reminders ahead of expiry dates. This systematic approach ensures legal obligations are met, significantly reducing the risk of substantial fines for non-compliance.

Tenant Portal & Communication Hub

The platform includes a dedicated, free tenant application that integrates directly with the landlord's management interface. This portal serves as a formalised communication channel, enabling tenants to report maintenance issues, pay rent securely, and access important tenancy documents like contracts and safety certificates. This feature structures all tenant-landlord interactions, creates an audit trail, and reduces communication clutter across emails, texts, and phone calls, enhancing operational efficiency for both parties.

Portfolio Analytics & Property Insights

August aggregates all portfolio data into a centralised dashboard, providing landlords with key property insights without reliance on external spreadsheets. The system compiles financial performance metrics, expense tracking, and compliance statuses across all properties into an easily digestible format. For HMO landlords, this includes room-level management and financials. This data-centric view supports informed decision-making regarding portfolio performance, rental yields, and maintenance budgeting.

Investor Relationship & Deal Pipeline Management

This core feature provides a centralized database for all investor and prospect information, fully integrated with a visual deal tracking pipeline. Syndicators can categorize contacts by investment criteria, track communication history, and monitor the progression of potential investors through defined stages—from initial contact to capital commitment. The system offers clear visibility into each deal's status, enabling data-driven decisions and ensuring no investor falls through the cracks due to manual oversight.

Unified Communication Hub

Evolvly consolidates all investor communication channels into a single interface within the CRM. This includes a integrated phone system for direct calls, email automation for newsletters and drip campaigns, two-way SMS for real-time conversations, and social media messaging connectivity. This hub ensures all interactions are logged against the correct contact record, providing a complete communication history and eliminating the need to switch between multiple disparate applications for outreach and engagement.

Automated Funnels & Workflows

The platform includes pre-built and customizable automation sequences designed for syndication workflows. These automations handle critical tasks such as lead nurturing for new prospects, automated follow-ups after investor meetings, scheduled distribution of deal updates, and onboarding sequences for new capital partners. By automating these repetitive processes, syndicators ensure consistent, timely communication while reclaiming significant hours for high-level strategy and relationship building.

Integrated Scheduling & Digital Tools

Evolvly features a native appointment booking system that syncs with Google and Outlook calendars, allowing investors to self-schedule meetings, presentations, and onboarding calls based on real-time availability. It also includes a digital business card tool for instant lead capture at events, which automatically saves contact details to the CRM and can trigger a predefined follow-up sequence, ensuring new connections are never lost and are immediately integrated into the nurturing funnel.

Managing HMO (House in Multiple Occupation) Compliance

For HMO landlords facing complex licensing and safety regulations, August provides specialised room-level management tools. The platform tracks individual tenancy agreements per room, manages shared facility compliance, and ensures all mandatory HMO licensing conditions are monitored and met. Automated reminders for room-specific EICRs and gas safety checks prevent oversights that could result in severe penalties or rent repayment orders, systematising the management of a high-compliance property type.

Streamlining Rent Collection and Financial Reconciliation

Landlords managing multiple tenancies can utilise August's Open Banking integration to automate the entire rent collection tracking process. As payments land in the connected bank account, they are automatically matched to the correct tenant and property. This provides an immediate, accurate view of cash flow, highlights late payments instantly, and automates the generation of payment histories, saving hours of manual bank statement reconciliation each month.

Centralising Document Storage and Access

August serves as a secure, cloud-based repository for all critical property documentation. Landlords can upload tenancy agreements, safety certificates, inspection reports, and inventory documents. These are then automatically linked to the relevant property and tenancy. The system facilitates easy, permission-based sharing with tenants or contractors directly through the platform, ensuring important documents are never lost and are readily available for reference or during legal disputes.

Preparing for Making Tax Digital (MTD) for Income Tax

With HMRC's Making Tax Digital rules extending to landlords, August provides a foundational digital record-keeping system. By automatically tracking all rental income and allowing for expense categorisation, the platform maintains a continuous digital record of financial data. This structured, electronic data can be easily exported or integrated with HMRC-recognised software for submitting quarterly updates, ensuring landlords are prepared for the mandatory shift in tax reporting.

Streamlining Capital Raising for New Deals

A syndicator launching a new multifamily acquisition can use Evolvly to manage the entire capital raise. They can upload their qualified investor list, segment it based on previous investment size or preference, and launch a targeted email/SMS campaign announcing the opportunity. The integrated deal pipeline tracks expressions of interest, schedules presentations via the booking calendar, and automates follow-up sequences for soft commits, systematically moving investors toward closing.

Automating Investor Reporting & Updates

For syndicators managing active assets, Evolvly automates periodic investor communications. The CRM can be configured to send automated, scheduled updates—such as quarterly distribution reports, property performance summaries, or market analyses—to all passive investors in a specific syndication. This ensures consistent, professional communication without manual effort, enhancing transparency and strengthening investor trust and retention.

Centralizing Lead Management for Marketing Funnels

A syndicator running targeted Facebook ads or webinars to attract new accredited investors can use Evolvly's integrated funnels. Leads captured through the branded website forms are instantly created as contacts in the CRM. They are then automatically enrolled into a nurture sequence with educational content and qualification emails, with their engagement tracked. Hot leads can be flagged for immediate manual outreach, creating a seamless flow from marketing to sales.

Onboarding New Investment Partners

When a new investor commits capital, Evolvly streamlines the onboarding process. An automated workflow can trigger a welcome email series with necessary documents, schedule an onboarding call via the integrated calendar, and assign tasks to internal team members for processing paperwork. The investor's status in the CRM is automatically updated, and they are added to relevant distribution lists for that specific deal or fund, ensuring a smooth and professional initial experience.

August operates on a subscription model with three primary tiers, billed either monthly or annually. All plans include a 30-day free trial. Tenants use the companion application for free.

Growth (£8.99/month, billed monthly): Designed for foundational management, this tier supports unlimited properties with up to 6 total tenancies. It includes 40 documents of storage, unlimited compliance tasks with guidance, and SMS reminders for key dates.

Portfolio (£14.99/month, billed monthly): This plan includes all Growth features but removes tenancy caps, supporting unlimited tenancies. It adds unlimited document storage, HMO support with room-level management tools, and smart tenancy setup with automatic document scanning.

Portfolio Plus (£29.99/month, billed annually): Aimed at professional portfolios, this tier includes all Portfolio features and adds a dedicated account manager for personalised support and custom integration capabilities to connect August with a landlord's existing software systems.

Evolvly offers four tiered pricing plans, with discounts available for annual billing. The plans are structured to cater to different stages of a syndication business:

• Website Only ($49/month): Includes a professional branded website, hosting, custom domain, and lead capture forms. Designed for establishing initial online presence.
• Starter ($97/month): Adds a full CRM for up to 1000 contacts, basic automation workflows, and scheduling calendars. Suitable for small operators beginning to systemize.
• Plus ($197/month): The recommended mid-tier plan, featuring unlimited contacts and users, advanced automations and reporting, and an AI social media planner for comprehensive operations.
• Pro ($297/month): The high-tier plan for scaling businesses, including all Plus features plus tools for creating courses and communities, integrated invoicing and payments, and additional premium account access.

August is a comprehensive, mobile-first property management software platform engineered specifically for self-managing landlords and HMO (House in Multiple Occupation) property owners operating within the United Kingdom. Its core architectural purpose is to centralise and automate the multifaceted operational, financial, and legal complexities inherent in running a modern rental portfolio. The platform functions as a unified command hub, integrating critical compliance task management for mandatory certifications (EPCs, Gas Safety, EICRs) with robust financial tools for rent tracking and expense monitoring. A key technical differentiator is its implementation of Open Banking integration via the regulated financial services partner, Plaid. This architecture enables secure, real-time transaction visibility and rent reconciliation without the platform ever storing or handling user banking credentials, ensuring a high-security standard. The system extends functionality to tenants through a complimentary mobile application, creating a unified communication channel for maintenance reporting, rent payments, and document access. By leveraging guided checklists, AI-powered property assistance, and automated smart reminders, August's primary value proposition is to systematise property management, proactively mitigate compliance risks, and save landlords significant administrative time and capital, effectively positioning itself as a centralised, compliant operational home for any property portfolio.

Evolvly is a specialized, all-in-one Customer Relationship Management (CRM) and business automation platform engineered exclusively for multifamily and commercial real estate syndicators. The system directly addresses the core operational inefficiency faced by syndicators: the significant time and resource expenditure required to integrate disparate software tools for investor relations, deal management, and marketing. Evolvly provides a pre-configured, fully integrated technology stack that eliminates months of setup and technical configuration. Its core value proposition is delivering a "done-for-you" foundational system, which includes a branded website, integrated marketing funnels and scheduling calendars, pre-built investor nurture campaigns, and a unified deal pipeline tracker. This integrated approach allows syndication operators to immediately focus on high-value activities—attracting capital, managing investor relationships, and closing deals—rather than on software assembly. By consolidating critical functions into a single platform, Evolvly enables syndicators to automate follow-up sequences, streamline multi-channel communication, and gain clear, centralized visibility into their entire investor pipeline and deal flow, thereby creating a scalable, repeatable framework for business growth.

How does August's rent tracking work and is it secure?

August uses Open Banking technology via its regulated partner, Plaid Financial Ltd. This is a secure, read-only connection approved by your bank and regulated by the UK's Financial Conduct Authority (FCA). You authenticate directly with your bank's own app or portal. August never sees or stores your online banking login credentials. The connection only allows August to retrieve transaction data to automatically match and track rent payments, providing a highly secure method for financial visibility.

What types of properties and portfolios is August designed for?

August is engineered specifically for the UK market and is suitable for self-managing landlords with portfolios ranging from a single property to extensive collections. It offers distinct functionality for standard Buy-to-Let properties and more complex HMOs (Houses in Multiple Occupation), including support for room-level management. The tiered pricing plans scale to accommodate unlimited properties and tenancies, making it adaptable for growing portfolios.

Can I use August on my desktop computer or is it only a mobile app?

August is a mobile-first platform with full-featured iOS and Android applications, but it is also supported by a comprehensive web desktop version. This allows landlords to manage their portfolio from any device, providing flexibility to use a smartphone for on-the-go tasks like logging maintenance issues or a desktop computer for deeper financial analysis and document management.

What happens if I have a problem or need help using the platform?

August provides integrated support within the application. For users on the 'Portfolio Plus' plan, this includes access to a dedicated account manager. All users benefit from the platform's guided checklists and step-by-step task guidance. For technical or account-specific issues, standard customer support is accessible through the app or website, ensuring users can resolve problems and continue managing their properties effectively.

Is Evolvly suitable for a syndicator just starting out?

Yes, Evolvly is designed to scale with a syndicator's business. The "Website Only" and "Starter" plans are ideal for new operators, providing the essential tools for establishing online credibility, capturing leads, and managing initial contacts without a complex setup. The pre-configured nature of the platform allows beginners to implement professional systems immediately, avoiding the technical debt of piecing together multiple basic tools as they grow.

How does Evolvly integrate with my existing tools?

Evolvly functions as a consolidated, all-in-one platform intended to replace the need for multiple disparate tools. Its native features include built-in email, SMS, scheduling, and website hosting. For core calendar management, it offers direct synchronization with Google Calendar and Outlook. The platform's value is in its integration by design, reducing points of failure and data silos commonly associated with connecting separate software applications via APIs.

Can my team collaborate within the Evolvly CRM?

Yes, team collaboration is a core capability. The "Plus" and "Pro" plans offer support for unlimited users. Team members can be assigned to specific deals or investors, share notes and communication history on contact records, manage a shared deal pipeline, and utilize team scheduling calendars. This ensures all members are aligned, prevents duplicate outreach, and provides a unified view of all business activities.

What kind of support and onboarding does Evolvly provide?

Evolvly provides guided onboarding to ensure a seamless setup experience for new customers. The platform is designed as a pre-configured stack to minimize setup time. Support levels vary by plan, with the "Pro" plan including premium support. The focus is on enabling syndicators to leverage the done-for-you systems quickly, with resources and guidance to customize automations and workflows to their specific business processes.

August is a UK-focused property management software platform designed for self-managing landlords and HMO owners. It operates within the real estate technology category, specialising in automating compliance, rent tracking, and portfolio operations through a mobile-first interface. Users may seek alternatives for various reasons, including specific budget constraints, a need for different feature sets such as integrated accounting or tenant screening, or a preference for desktop-centric over mobile-first platforms. The scale of a portfolio or a requirement for more generalist property management tools can also drive the search for other solutions. When evaluating alternatives, key considerations should include the platform's core competency in UK landlord compliance automation, the method and security of financial data integration, the depth of tenant communication tools, and the overall scalability for portfolio growth. A detailed assessment of technical specifications against operational needs is essential.

Evolvly is a specialized Customer Relationship Management and business automation platform designed exclusively for real estate syndicators. It functions as an all-in-one technology stack, providing a pre-configured foundation for investor management, deal pipeline tracking, and automated marketing to streamline operations for multifamily and commercial syndication businesses. Users may explore alternatives to Evolvly for several reasons. These can include budget constraints, the need for a different feature set, a preference for a more generalized platform with broader customization, or specific integration requirements with existing software. The decision often hinges on the scale of the syndicator's operations and their desired level of technical involvement. When evaluating an alternative, syndicators should prioritize platforms that offer robust CRM capabilities tailored to capital raising workflows. Key considerations include the depth of deal and investor pipeline management, automation tools for investor communication, data security protocols, and the overall efficiency gain in consolidating operational tasks. The ideal solution should reduce administrative overhead while providing clear visibility into the investment lifecycle.