The lifestyle consultant CRM.
Helping your members achieve their goals by keeping you organized, responsive, and able to provide ongoing support and motivation.
Pricing
Pricing plans for teams of all sizes
Choose an affordable plan that's packed with the best features for engaging your audience, creating customer loyalty, and driving sales.
Basic
The essentials to get you started as an individual.
£60 /year
Get started- 1 user
- 1 group
- 50 members
Team
Perfect for small teams looking to grow.
£1,500 /year
Get started- 5 users
- 10 groups
- 500 members
Pro
For large teams that are scaling to the next level.
£4,500 /year
Get started- 20 users
- 50 groups
- 2500 members
Feature comparison
Starter
All your essential business finances, taken care of.
Catered for business
- Tax Savings
- Yes
- Easy to use accounting
- Yes
- Multi-accounts
- 3 accounts
- Invoicing
- 3 invoices
- Exclusive offers
- No
- 6 months free advisor
- No
- Mobile and web access
- No
Other perks
- 24/7 customer support
- Yes
- Instant notifications
- Yes
- Budgeting tools
- Yes
- Digital receipts
- Yes
- Pots to separate money
- No
- Free bank transfers
- No
- Business debit card
- No
Scale
The best financial services for your thriving business.
Catered for business
- Tax Savings
- Yes
- Easy to use accounting
- Yes
- Multi-accounts
- Unlimited accounts
- Invoicing
- Unlimited invoices
- Exclusive offers
- Yes
- 6 months free advisor
- Yes
- Mobile and web access
- Yes
Other perks
- 24/7 customer support
- Yes
- Instant notifications
- Yes
- Budgeting tools
- Yes
- Digital receipts
- Yes
- Pots to separate money
- Yes
- Free bank transfers
- Yes
- Business debit card
- Yes
Growth
Convenient features to take your business to the next level.
Catered for business
- Tax Savings
- Yes
- Easy to use accounting
- Yes
- Multi-accounts
- 7 accounts
- Invoicing
- 10 invoices
- Exclusive offers
- Yes
- 6 months free advisor
- Yes
- Mobile and web access
- No
Other perks
- 24/7 customer support
- Yes
- Instant notifications
- Yes
- Budgeting tools
- Yes
- Digital receipts
- Yes
- Pots to separate money
- Yes
- Free bank transfers
- No
- Business debit card
- No
Feature comparison
Features
| Feature | Starter tier | Scale tier | Growth tier | |
|---|---|---|---|---|
| Team members | 1 user | Up to 5 users | Up to 10 users | Up to 20 users |
| Groups | 5 | 10 | 20 | 50 |
| Members | 50 | 500 | 1000 | 2500 |
| Custom domains | Not included in basic | Included in team | Included in plus | Included in pro |
| Task management | Not included in basic | Included in team | Included in plus | Included in pro |
| Awards | Not included in basic | Included in team | Included in plus | Included in pro |
| Custom member fields | Not included in basic | Not included in team | Included in plus | Included in pro |
| User roles | Not included in basic | Not included in team | Included in plus | Included in pro |
| Member portal | Not included in basic | Not included in team | Included in plus | Included in pro |
| Blog articles | Not included in basic | Not included in team | Not included in plus | Included in pro |
| Instant messaging | Not included in basic | Not included in team | Not included in plus | Included in pro |
| Member billing Coming soon | Not included in basic | Not included in team | Not included in plus | Included in pro |
| Automations Coming soon | Not included in basic | Not included in team | Not included in plus | Included in pro |