Plan pricing for advice practices, with setup and onboarding discussed during the demo.
10 Hours
30 Hours
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Basic CRM Functionality
Contact Self-enrollment
Contact File Management
Service Tracking
10 Hours of Automated Notes
e-Document Signing
Document Builder
Service Fees Sheet
Appointment Dairy
Task Management
History Audit
Ausplan is best introduced through a demo so setup, data, permissions, workflows, and onboarding needs can be confirmed before you proceed.
Ausplan is best introduced through a short demo and onboarding discussion so we can understand your practice, users, workflows, and setup needs.
Ausplan is not positioned as an instant self-service purchase. Most practices should request a demo first so setup, data, permissions, and workflow requirements can be confirmed.
Onboarding support can be discussed during the demo, including practice setup, users, document workflows, and migration requirements.
Migration may be possible depending on the source platform, export format, and data quality. Ausplan should review source data before confirming migration scope.
Ausplan uses security controls such as encryption in transit and at rest, access controls, and hosted infrastructure.
Cancellation terms should be described clearly and consistently with the Ausplan terms of service.
Implementation or onboarding costs are discussed during the demo, because requirements can vary by practice, data source, users, and workflow needs.