Purpose-built for professional services firms

Manage every client with confidence.

CRM, structured intake, e-signatures and compliance, all in one platform built for professional services firms.

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app.wayfinderhq.co.za/dashboard
WayfinderHQ
Dashboard
Clients
Pipeline
Documents
Tasks
Active clients
248
↑ 12% this month
Onboarding
14
6 need action
Pipeline
R2.4m
↑ 8% this month
Tasks due
7
3 overdue
Recent clients Last 7 days
ML
Maria Lopez
Brightwood Ltd
Awaiting docs
JO
James Okafor
Oakfield Advisory
Onboarded
ST
Sophie Turner
Greenfields Co.
FICA review

From first contact to fully onboarded, and everything in between. One platform for your client pipeline, onboarding, agreements and compliance. No juggling tools.

Product

Everything a firm needs, nothing it doesn't.

WayfinderHQ combines structured onboarding with a lightweight CRM, so your team spends time on clients, not admin.

Structured intake
Step-by-step intake journeys tailored to your firm. Collect documents, e-signatures and KYC checks in one flow, visible to your whole team.
Built-in compliance
FICA checks, engagement letters and identity verification, all POPIA compliant and built into every client journey.
CRM for your firm
Contacts, pipeline, tasks and communication history, all tied to client records. Know exactly where every relationship stands.
E-signatures
Send engagement letters and get them back signed in minutes. Track every document: sent, opened, signed or outstanding.
Smart reminders
Automated nudges keep clients moving through their onboarding. Your team is only alerted when something needs their attention.
Pipeline visibility
See prospects, active clients and onboarding in one view. Forecast revenue, spot risks early and never lose a client in the handoff.
How it works

From prospect to onboarded in four steps.

1
Step 01
Invite your client
Send a personalised onboarding link in two clicks.
2
Step 02
Collect documents
Your client uploads ID, company docs and completes KYC checks on their own device, at their pace.
3
Step 03
Sign & approve
Engagement letters are sent, signed and stored automatically. Your team reviews and approves from one screen.
4
Step 04
Client active
The client is added to your CRM, assigned to a team member, and their record is ready for your practice management tool.
Pricing

Simple, transparent pricing.

Pick a plan and get started in minutes. Cancel any time.

Solo
R499/mo

Everything a small firm needs to start onboarding clients properly.

  • Up to 2 users
  • Up to 20 active clients
  • Client pipeline & CRM
  • Onboarding & FICA workflow
  • Client messaging
  • Pricing & proposals
Get started
Most popular
Grow
R1,599/mo

For growing firms that need e-signatures, more users and a branded presence.

  • Everything in Solo
  • Up to 10 users
  • Up to 75 active clients
  • Branded client portal
  • E-signatures (DocuSeal)
  • Dedicated portal URL
  • SMS notifications
  • Advanced reporting
  • Priority support
Get started
Scale
R2,999/mo

For established firms that want automation and a fully branded client experience.

  • Everything in Grow
  • Up to 25 users
  • Up to 200 active clients
  • Conversion analytics
Get started
Enterprise
Custom

For larger firms with complex workflows, multiple jurisdictions or bespoke needs.

  • Everything in Scale
  • Unlimited users
  • Unlimited active clients
  • Custom domain
  • Multi-jurisdiction
  • Client payments via your own Stripe account
  • Accounting sync (FreshBooks, Xero, Sage)
  • SLA support
  • Dedicated account manager
  • Custom integrations
  • SSO
Contact us

Cancel any time.

Ready to manage your clients with clarity?

Get your firm set up today. Your first client can be live in minutes.

Get started Book a demo