Plans
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 — plans change the headroom, and the bigger tiers add domain and delivery infrastructure.
30-day trial on every plan. Cancel any time. No lock-in contracts.
For your business
CRM, sales pipeline, marketing 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.
Business
The full platform, one business.
30 days of full access, then pick a plan from the dashboard to continue — nothing happens automatically. Cancel any time.
Start trialFor agencies, consultancies & groups
Your logo, your colours, your domain — every client business gets its own workspace under your brand. Tiers set the headroom (client workspaces, contacts, emails, team members); the core platform is the same everywhere, with domain and delivery infrastructure added on the bigger tiers.
Identity check up front so we only let real businesses in. Full platform access for 30 days; pick a plan to continue.
For a firm bringing its first handful of client businesses on board.
Where most teams land. Custom domain, AI commentary, full reporting + ticketing + CRM.
Bigger teams, more moving parts. Custom email sender domain + advanced collaboration.
Large books of client businesses. Dedicated IPs for sender reputation isolation.
SSO, SCIM, SOC 2, dedicated CSM. Annual MSA.
Available on any plan — switch them on from the dashboard.
Daily site + campaign scans, "Do it for me" execution, and an account-level brief every morning.
Per location: GBP deep integration, grid rank tracking, AI review responses, AU directory tracking.
Cellcast (AU) + Twilio (international). ACMA Sender ID Register flow included.
Scale+ add-on. Sender reputation isolation for high-volume senders.
What happens after the 30-day trial?
If you don't pick a plan, you get a short grace period with reminders, then the workspace pauses — nothing is deleted. Pick a plan any time to continue exactly where you left off.
Can I switch plans later?
Yes — upgrade or downgrade from the dashboard at any time. Changes apply straight away.
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.
Magic-link login — no password to remember. The 30-day trial unlocks the moment you land on the dashboard.