Simple, transparent pricing.
Pick the plan that fits your practice. Full access. No surprises.
Standard
R
850
per user
/ month
- Advisors and assistants priced the same
- Full access to all core features
- No set-up fees for client data importing
- Transparent pricing
- No hidden fees
- Cancel anytime
Flexible monthly billing — cancel anytime.
Most Popular
Pro
R
1100
per user
/ month
- Everything in Standard
- Microsoft Outlook 365 integration — emails pull through into your AI context
- Detailed analytics on tasks & team productivity
- Send email campaigns to your clients
- No hidden fees
- Cancel anytime
Flexible monthly billing — cancel anytime.
POPIA Compliant
PCI DSS
PayFast Secure
3D Secure
Compare plans
Everything in one view — pick the tier that fits your practice.
| Feature |
Standard
R850 /user/mo
|
Pro
R1 100 /user/mo
|
|---|---|---|
| Core CRM | ||
| Client management & profiles | ✓ | ✓ |
| Task management | ✓ | ✓ |
| Meeting management | ✓ | ✓ |
| AI-powered client context | ✓ | ✓ |
| Document management | ✓ | ✓ |
| Integrations | ||
| ReadAI | ✓ | ✓ |
| Seed Analytics | ✓ | ✓ |
| Commspace | ✓ | ✓ |
| Microsoft Outlook 365 email integration | — | ✓ |
| Email campaigns to clients | — | ✓ |
| Analytics & Reporting | ||
| Dashboard overview | ✓ | ✓ |
| Detailed task & team productivity analytics | — | ✓ |
| Support & Onboarding | ||
| Client data onboarding (no setup fee) | ✓ | ✓ |
| Training & support included | ✓ | ✓ |
| Access to all future features | ✓ | ✓ |
| POPIA compliant & SA data hosting | ✓ | ✓ |
| Cancel anytime | ✓ | ✓ |