AI Growth Agent
A daily run across your analytics, reviews, citations and deliverables, an account-level brief in your inbox every morning, and every finding queued as a to-do you can act on.
Plans
Simple plans. Everything you need included.
One platform for the whole business, with the modules for your industry switched on. Every business gets the whole product, set up for you by our team.
For your business
Run the whole business on one plan.
CRM, transactional email, customer support and live reporting on one login. The capability of the big-name suites without the enterprise rollout. Sign in at overview.software and it's yours.
- One business, one plan
- CRM + marketing + support + reporting
- Your analytics and search data, synced automatically
- No domain, no DNS, no setup project
- A brief every morning on what grew and what dropped
- Your data, exportable at any time
Business
The full platform, one business.
Our team sets up your account with the modules for your industry, then emails you a link to sign in.
Request accessAdd-ons
Available on any plan. Switch them on from the dashboard.
Local SEO
Per location: an AU directory checklist across the ten directories that matter here.
SMS
Connect your own Twilio account for two-way SMS, delivery receipts and a shared inbox.
How it lands vs the rest of the market
- The big-name CRM suites: an add-on for every module, an implementation partner, and a rollout measured in quarters before you see a dashboard. Overview is one platform, set up for you by our team.
- A mainstream email platform: email, and only email. Overview carries everything else: CRM, dashboards, ticketing, onboarding, attribution and plugins.
- A reporting-only dashboard tool: just reporting. Overview carries reporting, plugins, a helpdesk, onboarding and the CRM.
- The all-in-one funnel suites: painful SMS and email pass-through setup. Overview has native email built in, with SMS as a straightforward add-on.
Frequently asked
How do we get started?
Request access with a few details about your business. Our team sets up your account with the modules for your industry and emails you a link to sign in.
Can I switch plans later?
Yes. Talk to us and we change it for you; nothing you have added is lost.
What counts toward the contact limit?
All contacts in a workspace count toward the plan limit.
Do our customers see our brand?
Yes. Your customer portal and the emails you send carry your logo and colours, and the portal can run on your own domain.
Where is my data hosted?
Australia (Sydney region). Privacy Act and Spam Act compliant from day one.
Can I export my data?
Any time, from the dashboard, and completely if you leave. No data is held hostage.
Request access.
Tell us about your business and our team sets up your account. Sign-in is by an emailed link, so there is no password to remember.