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Practice Genius
Pipeline Genius

Know which prospects are going quiet.

Every prospect your practice is working, on one board, at the stage they are actually at. No spreadsheet, no guesswork about who was supposed to call back.

Start free trialSee how it worksFourteen days. No card needed.
Your pipeline24 active
Initial Contact
Discovery
Proposal Prep
Proposal Presented
Follow-Up
Signed / Won
Onboarded
R4.2m weighted3 overdue actions52 days average to signed

The prospects you lose are the ones you forgot about

Not a CRM. A pipeline built around how advisory business is actually won — one prospect, many conversations, over months.

Every prospect has a next action

Nothing sits in a stage without a date and an owner. If it slips, the board tells you before the prospect does.

See the whole practice, not just your own

Who is working what, what each adviser has in flight, and where the practice is thin this quarter.

Know why you lose

Every lost prospect gets a reason, recorded at the time. After sixty of them you stop guessing and start fixing.

Stages built for how advisory business actually closes

The stages are built in, so a new adviser inherits the practice's process rather than inventing their own. Rename them if your practice uses different words.

1Initial ContactA name and a reason to talk. Where the referral lands, with its source recorded.
2Discovery MeetingFirst real conversation. An estimated value and the products in play are needed to get here.
3Proposal PreparationBuilding the recommendation. Usually the longest stage, and the easiest to stall in.
4Proposal PresentedIt is in front of them. The clock is now visible to everyone.
5Follow-Up / NegotiationWhere most practices quietly lose business. Overdue actions surface here first.
6Signed / WonThe business is written. The prospect is on their way to being a client.
—Lost / WithdrawnAn outcome worth recording, from any stage. A lost prospect needs a reason before it closes.
→OnboardedMandates signed and accounts open. From here a client moves into Review Genius in one step.

Most practices do not have a pipeline problem. They have a memory problem, and a spreadsheet does not fix memory.

1 boardEvery prospect, at the stage they are actually at
Solo or teamPlans sized to your practice, not to features
14 daysFree trial of both products, no card required
0 lock-inMonth to month. Cancel when you like

Put your real pipeline in it.

Fourteen days, no card. If it does not show you something you did not already know, walk away.

Start free trial