One price per product. No tiers to work out.

Every plan includes the full product — every stage, every workflow, every seat on your team. You are not paying more to unlock features you already need.

Available now

Pipeline Genius

Every prospect, every stage, one board.

R499 / practice / month
  • Unlimited advisers and prospects
  • Seven-stage Kanban board
  • Activity logging and stage history
  • Overdue and going-quiet alerts
  • Conversion and value analytics
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Available now

Review Genius

The full client review lifecycle.

R499 / practice / month
  • Unlimited advisers and clients
  • Six-step review workflow
  • Tier-based preparation checklists
  • Locked, audit-ready meeting notes
  • Family group management
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Run both, save twenty per cent

Practices subscribed to both products are billed together at a twenty per cent discount versus buying them separately.

Questions about billing

Do I need both products?

No. Pipeline Genius and Review Genius are sold and run separately. Most practices start with whichever problem they actually have.

Can I add the other product later?

Yes, at any time. Adding the second product drops your combined price by twenty per cent automatically.

Is there a free trial?

Fourteen days on either product, no card required.

What happens after the trial?

Nothing automatic. We will ask if you want to continue — you will not be charged without confirming.

Which currencies and markets do you support?

South Africa, the UK, Australia and New Zealand today, billed in your local currency.

Can I cancel at any time?

Yes, month to month, no lock-in contract.

See it against your own numbers.

Fourteen days, no card. Bring your real pipeline.

Start free trial