Unlimited
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$90 per member / month
All features. “Client card” for each household, unlimited business development columns, priority support, and knowledge sharing hub. Best value.
✓ Included – “Gold-Glove” onboarding for step-by-step setup and client segmentation to maximize platform value.
- Unlimited Custom Columns for Opportunity Mining and Max Impact
- One-click Client Card for Every Household, the Ultimate Meeting Prep Feature
- Priority Support
- Access to Knowledge Sharing Hub
- Custom Weighting
- Score Calculation and Ranking
- Segmentation
- Run Default Calcs Button for 80/20 Rule
- Custom Calibration
- Custom Branding
Strategic
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$69 per member / month
Full scoring and segmenting functionality with elements of enhanced customization, including 5 custom columns.
✓ Included – “Gold-Glove” onboarding for step-by-step setup and client segmentation to maximize platform value.
- Up to 5 Custom Columns for Opportunity Mining and Max Impact
- Custom Weighting
- Score Calculation and Ranking
- Segmentation
- Run Default Calcs Button for 80/20 Rule
- Custom Calibration
- Custom Branding
Essential
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$39 per member / month
Essential elements of the core scoring and segmentation methodology. Best for practice management and organizational purposes only.
✓ Included – “Gold-Glove” onboarding for step-by-step setup and client segmentation to maximize platform value.
- Custom Weighting
- Score Calculation and Ranking
- Segmentation
- Run Default Calcs Button for 80/20 Rule