ClientManager CRM Pricing Review – Effective 1 July 2026
In developing ClientManager CRM our goal has always been simple: build a powerful, reliable CRM for advisers while keeping pricing fair and sustainable.
Since launching the platform, we have never increased our subscription pricing. During that time we have continued to expand the system and introduce new functionality without charging extra.
Over the past year alone, we have added several major improvements, including:
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Automated workflows to streamline repetitive processes
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Recurring tasks to improve ongoing client servicing and follow-ups
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New business case tracking to better manage deals and pipeline progress
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Significant security enhancements to strengthen protection as the platform grows
As ClientManager continues to expand, these improvements also require additional infrastructure, development time, and security resources to ensure the platform remains stable, fast, and secure.
To keep pricing predictable, we conduct a pricing review each year, with any updates taking effect from 1 July. Our aim is always to keep increases as low and reasonable as possible, normally in the range of 4% – 6%. We commit to providing at least three months’ notice before any change takes effect.
Following our 2026 pricing review, subscription pricing will increase by around 6%, with all prices rounded down to practical pricing levels:
New Pricing Effective 1 July 2026
| Package | Current Price | New Price |
|---|---|---|
| Individual | R350 | R370 |
| Essentials | R695 | R735 |
| Professional | R1 395 | R1 475 |
The price for additional users on the Professional package (above 10 users) will increase from R150 per month to R155 per month.
Important Notes
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Customers on annual billing will only see the new pricing take effect when their next billing cycle renews.
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We will send another reminder around one month before the change takes effect.
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The updated pricing will apply from 1 July 2026.
We’re grateful to the advisers and their staff who continue to support ClientManager CRM. Your feedback and support allow us to keep improving the platform and building tools that help advisory practices operate more efficiently.