Transparent broker CRM pricing: every plan starts with a 30-day free trial. Simple Rand pricing, no setup fee, change or cancel anytime.
One member, up to 30 clients. Consultant access.
One member, unlimited clients, includes Revenue view.
Three seats for a small team.
Six seats — one of them free.
From 8 seats, priced per seat with a tiered discount: 10% from 8, 15% from 15, 20% from 30.
One member, up to 30 clients. Consultant access.
One member, unlimited clients, includes Revenue view.
Three seats for a small team.
Six seats — one of them free.
From 8 seats, priced per seat with a tiered discount: 10% from 8, 15% from 15, 20% from 30.
The core practice is in every plan. Seats, client limits and Revenue view are what change.
Bring your book in an afternoon
FAIS, CDD, Section 14, CPD
Nothing lapses unnoticed
Client & product exports
Ask your book anything
Data scoped to role
Every plan starts with a full 30-day trial so you can import your book and see the value first. There’s no setup fee, and you can change plans or cancel any time before the trial ends.
Basic covers one adviser and up to 30 clients, without the Revenue view. Standard removes the client limit and adds the Revenue view — premium and commission across your book. Most single advisers choose Standard.
Annual billing gives you two months free — you pay for ten months and get twelve. Toggle to Annual above to see the effective monthly price for each plan.
Yes. Move up from an individual plan to Small, Medium or Large Practice whenever you need more seats — the Large Practice plan is priced per seat for eight or more.
Prices are shown excluding VAT where applicable. Your invoice will reflect VAT according to South African tax rules, as set out by SARS.
EBlink plans run from R899 a month for one adviser (R749 a month billed annually) to R6,473 a month for an eight-seat Large Practice, excluding VAT. Every plan includes the full regulatory suite, the renewal pipeline and Abby, the AI assistant.
See every capability on our broker CRM features page.
Large Practice starts at eight seats and is priced per seat with a tiered discount: 10% off from 8 seats, 15% from 15 and 20% from 30. Eight seats cost R6,473 a month, or R809 per seat. Billed annually, eight seats come to R5,394 a month (R64,730 a year).
No. There is no setup fee, and you can change plans or cancel anytime. When you start a trial, your card is verified with a R1 check that is refunded straight away, and nothing further is charged until the trial ends.
Yes. Data migration, configuration and role-based team training are part of our broker CRM onboarding service, so your practice can go live quickly whichever plan you choose.
A single missed group risk renewal can cost a client relationship worth far more than a year of software, and chasing FICA or CPD records before a deadline takes time away from advice. Read 5 reasons brokers ditch spreadsheets for the full case.
Bring your book, invite your team, and see every renewal coming — before you pay a cent.
