Starter
For a firm bringing its first handful of client businesses on board.
- 5 client workspaces
- 1,000 contacts per workspace
- 3 team members
- White-label (logo + colours)
Plans
Simple plans. Everything you need included.
Run your own business, or run a book of client businesses under your brand with the white-label tiers. The core platform is identical on every plan — every plan gets the whole product, and the plan sets the headroom.
Every plan is 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 accessFor agencies, consultancies & groups
White-label tiers for running many businesses.
Your logo, your colours, your domain — every client business gets its own workspace under your brand. Tiers set the headroom: client workspaces, contacts per workspace and team members. The product itself is the same on every plan.
Pro
Where most teams land. Custom domain, AI commentary, reporting, ticketing and CRM.
- 15 client workspaces
- 10,000 contacts per workspace
- 5 team members
- Custom domain, with ownership verified by DNS and served over HTTPS
Scale
Bigger teams, more moving parts — 50 client workspaces, 50,000 contacts each, 15 team members.
- 50 client workspaces
- 50,000 contacts per workspace
- 15 team members
- Send from your own domain — your name on every email
- Approval workflow and a full admin audit log
Scale+
Large books of client businesses — 150 client workspaces, 250,000 contacts each, 50 team members.
- 150 client workspaces
- 250,000 contacts per workspace
- 50 team members
- Priority support
Enterprise
Unlimited headroom, a named contact and an annual MSA.
- Unlimited workspaces + contacts + users
- Annual MSA
- A named contact who knows your account, not a ticket queue
- Sign-in by secure emailed link with optional two-factor, role-based access and a full audit log
Add-ons
Available on any plan — switch them on from the dashboard.
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.
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 plan you set up yourself — live in a day.
- A mainstream email platform: email, and only email. Overview Pro carries everything else — CRM, dashboards, ticketing, onboarding, attribution, plugins.
- A reporting-only dashboard tool: just reporting. Overview Starter carries reporting + plugins + helpdesk + onboarding + 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.
Can I white-label Overview?
Yes — your logo, your colours, and your own custom domain on the white-label tiers. Your clients see your brand, not ours.
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 — there is no password to remember.