Two tools for the parts of a practice nobody built software for.
Winning new clients, and looking after the ones you have. Independent advisory practices run both on memory and spreadsheets. Practice Genius gives each one a proper home, and you buy only the one you need.
Pipeline Genius
Every prospect your practice is working, on one board, at the stage they are actually at.
- Stages built for advisory sales cycles
- A next action and an owner on every prospect
- Overdue and going-quiet alerts before they cost you
- A recorded reason on every prospect you lose
- Conversion and value analytics across the practice
Review Genius
The client review lifecycle, from due date to signed-off notes, with an audit trail that holds up.
- Six-step review workflow, tier by tier
- Preparation checklists per service tier
- Meeting notes that lock after forty-eight hours
- Action items that complete or cancel, never vanish
- Family groups, so households are reviewed together
Separate products. One practice.
Most practices start with one problem, not two. Buy the product that solves the one you have — they work completely independently, with their own subscription.
If you run both, they share a login and a practice account, and a prospect you sign becomes a client on the other side without anyone retyping anything. That is the only place they touch.
Practices running both pay less than they would for the two separately, on one bill.
What both products assume about you
Neither one is a CRM or a planning tool. They sit underneath those, where the running of the practice happens.
You are small on purpose
A small to medium-sized team. No IT department, no Salesforce administrator, no six-month implementation.
You have to be able to prove it
Every stage change, note and action item is timestamped and attributed. When the FSCA asks what happened and when, the trail is already there.
You want opinions, not settings
The workflow is built in. You adjust the labels and the dates, not the entire process from scratch.
Most practices do not have a pipeline problem. They have a memory problem, and a spreadsheet does not fix memory.
Start with the problem you have today.
Both products are live now. Start with the one that solves the problem you have — add the other whenever you're ready.