Capwise
Built for consultant teams

Know exactly where every deal stands.

Capwise gives your business one modern dashboard for consultants, pipelines, deals, brokers and performance — so managers get real visibility without chasing updates.

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No setup required to try it R100 per seat / month Cancel anytime
Spreadsheets go stale

Pipeline lives in five versions of one file, and none of them are current by Friday.

Updates get lost in chat

Deal statuses buried in WhatsApp threads mean managers are always a week behind.

Month-end takes days

Commission and activation reporting is rebuilt by hand every single month.

The product

One dashboard. Two roles. Zero chasing.

Consultants log their day in seconds. Managers see the whole team in one glance. Every company gets its own private, secure workspace.

Managers see the whole pipeline — live

Stop asking "where are we this month?" Rankings, deal statuses, and commission totals update the moment a consultant logs them.

  • Team rankings by activated and pending commission
  • Filter by month, status, or a single consultant
  • Month-end numbers ready without spreadsheets
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Consultants track everything in one place

Brokers, meetings, deals and commission — logged in seconds from any device, organised by month automatically.

  • Broker pages with meetings and deal history
  • Pending vs activated commission at a glance
  • Activation months and payout dates handled for you

A private workspace for every company

Your data is isolated to your company, with role-based access for owners, admins and consultants — and billing that fits how your team actually works.

  • Isolated data per company workspace
  • Company-paid or individual-paid seats
  • Invite links with roles, teams and expiry built in
Getting started

Live in an afternoon, not a quarter.

Create your company workspace

Sign up through the portal, name your company, and choose your seat count. Billing is handled securely by PayFast.

Invite your team

Send role-based invite links to consultants and admins. Assign teams so reporting is structured from day one.

Watch the pipeline fill in

Consultants log brokers, meetings and deals. Managers get live rankings, totals and month-end numbers automatically.

See it before you buy it

Walk through the real product, right now.

No forms, no signup, no sales call required. Explore a fully populated sample workspace — consultants, brokers, meetings, deals, commission and manager reporting — in read-only demo mode.

Open Manager Demo Open Consultant Demo

Sample data only · Read-only · No account required

Pipeline valueR0
Active consultants0
Pending deals0
Activated deals0
Pricing

One plan. One price. No surprises.

Simple monthly pricing per active user — scale up or down whenever you need to.

Everything included

Per seat, monthly

R100 / seat / month
  • Consultant deal, broker & meeting tracking
  • Manager dashboard with team rankings & totals
  • Secure, isolated company workspace
  • Teams, roles & invite links
  • Cancel anytime
Book a Demo Start now

Payments are processed securely by PayFast.

How billing works

  • Pay per active user (seat) — add or remove seats as your team changes
  • Company-paid: one subscription covers the whole team
  • Individual-paid: consultants can carry their own seat
  • Cancel anytime — cancelling stops future billing immediately
Not sure how many seats you need?

Book a demo and we'll map Capwise to your team structure in 20 minutes.

FAQ

Answers before you ask.

Can I try Capwise before paying anything?

Yes — and without signing up. The live demo opens the real product in read-only mode with a fully populated sample workspace. Try the manager view or the consultant view.

How much does it cost?

R100 per seat per month, billed monthly via PayFast. Everything is included — there are no tiers, add-ons or hidden fees, and you can cancel anytime to stop future billing.

Is our company data private?

Yes. Every company gets its own isolated workspace with secure logins over HTTPS and role-based access. We collect only the data needed to operate the service, and payments are processed by PayFast — we never store card details.

Who pays for consultant seats?

Your choice. Companies can pay for the whole team on one subscription, or individual consultants can carry their own seat — Capwise supports both setups, even mixed within one workspace.

How long does setup take?

Access is provisioned immediately for automated plans (within 1–3 business days at most). Most teams create their workspace, invite consultants and log their first deals on the same day.

How do I get support?

Directly — by phone or WhatsApp on 071 363 7552, or by email. No ticket queues.

Book a demo

See your team's entire pipeline in one place.

A 20-minute walkthrough mapped to how your consultants actually work. No pressure, no obligation.

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Prefer to explore alone? Open the live demo — no account needed.

Contact

Talk to a human.

Phone / WhatsApp
071 363 7552
Registered name
Capwise (sole proprietor)
Trading address
Cape Town, South Africa
Fast answers

WhatsApp is the quickest way to reach us — usually same-day.

Request a demo

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Legal

Policies, in plain language.

Privacy Policy

Capwise collects only the data needed to operate the service (account details, subscription status, and basic usage logs). Payments are processed by PayFast; we do not store card details.

  • Data: account details, contact info, subscription status, usage logs.
  • Use: provide the system, process payments, send service emails.
  • Sharing: only with providers needed to deliver the service.
  • Security: HTTPS and restricted access.
  • Retention: kept while active; invoices retained as required by law.
  • Rights: request access/correction/deletion via 071 363 7552.

Last updated: 5 Oct 2025

Refund & Delivery Policy

Delivery: Digital service. Access is provisioned within 1–3 business days after payment (or immediately for automated plans).

Refunds: If we cannot deliver as scoped, request a full refund within 7 days of payment. Subscription fees are billed in advance and are not refundable for partially used periods. Cancel anytime to stop future billing.

Contact 071 363 7552 with your invoice/transaction reference.

Terms of Service

  • By using Capwise you agree to these Terms.
  • Keep credentials secure and notify us of breaches.
  • Payments processed by PayFast; fees/taxes may apply.
  • No illegal content or abuse of the service.
  • We aim for high uptime but do not guarantee uninterrupted service.
  • Liability is limited to amounts paid in the last 3 months (to the extent permitted by law).
  • Governing law: South Africa.

Questions? Contact 071 363 7552.