Software Plans & Pricing

Best practices software. Beautifully priced.

Save 30% or more on enterprise software.

Financing available with approved credit. Discounts available for SMBs, non-profits, and educational use.


Oversight

From $833.31 / month

  • The full best practices business platform for executive teams.

  • Corporate documents, diligence, governance, compliance, leadership, & more.

  • More than 100 pre-built best practices forms, templates, & processes.

  • Best practices starter kit with 100+ corporate documents, forms, templates, checklists & more.

  • 30 Day onboarding, training, & support with Starter Certification Class.*


Team

From $1,388.86 / month

  • Starter package, plus:

  • Best practices recruiting, HR, client management, & CRM.

  • Policy manuals, learning management & orientation tools for staff.

  • Link in your own domain for the job board, emails, and portals.

  • Employee Job Board, Now Hiring flyer, best practices job ads, recruiting & screening tools.

  • Expanded file & document storage (100G)

  • 60 Day onboarding, training, & support with Team Certification Class.*


Work

From $2,222.19 / month

  • Team package, plus:

  • Best practices project management, field work, invoicing, collections, & reporting.

  • Multi-location & timezone support

  • Field documentation, mapping & routing for field staff, dynamic group messaging, IT & operations management, plus a lot more.

  • Data imports, exports, & standard APIs

  • 90 Day onboarding, training, & support with Business Certification Class.*


Enterprise

From $3,611.08 / month

  • Pro package, plus:

  • Fully customized best practices across the enterprise

  • Financial management (invoicing, collections, payroll exports, & point of sale)

  • Augmented Intelligence Engines to automate key business processes

  • HIPAA-compliance & 3rd party integrations

100% money-back guarantee!

Refunds and Returns: All packages come with a 100% money-back guarantee. If you are not completely satisfied with the software for any reason, simply cancel within 30 days and we will gladly issue you a full refund. Pricing for Team, Business, & Enterprise packages based on 36 month contract, with one year pre-paid.

* Financing for Onboarding, Training & Support Services is available on 12, 24, and 36 month terms with payments as low as $208.25/month. Speak with a Business Advisor for more information.

Need to talk to someone first?

Schedule an appointment to speak to a business advisor today.

FAQs

Who is considered a user?

Any employee account that is 1) Hired and 2) Active. This means that any applicant using the applicant portal is NOT charged. You are also not charged for employees that have been terminated or are no longer active or that do not have access to the system.

Do I get the whole system?

Yes, for the most part. The Bespoke Add-ons are additional (things like the Phone System, extra emails, extra data storage, etc.). You can access the list of additional charges here.

What about training?

All accounts get access to our DIY training guides. We also offer training packages starting at $2,499 that include onboarding assistance, training classes, dedicated support options, and data imports.

What about support?

All accounts get basic support via Support Tickets and Email. Clients who pay for advanced training packages get more advanced support options. Those packages start at $4,999.

If you need dedicated support, a HIPAA BAA, SLAs, or training, please contact our sales team.

Is there a contract?

Only Enterprise accounts and accounts that pay for advanced training & support packages have contracts. All other accounts are month-to-month and can be canceled at any time.

Can I upgrade/downgrade?

Yes. You can upgrade or downgrade your package at any time, with the new package price going into effect at the beginning of the next month.

“This software is a valuable tool that enables our organization to run smoothly and efficiently. Their team is responsive, helpful, and courteous, what a great resource!”

— Cornerstone Pediatric

“Being able to document without an internet connection while in the home has saved a tremendous amount of time! For the first time in months I am finally caught up with the paperwork by the end of the day!”

— Julie, Lufkin, TX

“During our recent survey our agency received zero deficiencies! This software has given our staff the ability to ensure accurate, complete documentation of point of care data entry in the field to review in the office.”

— Miracle Health Home

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