CRM pricing

Simple, per-licence pricing. No surprises.

Start with Essentials. Grow into Growth or Firm when you're ready. No setup fees. No long-term contracts.

Plans

Choose your tier.

For solo advisers

Essentials

CRM, pipeline, and client portal.

£49 /licence/mo
  • ✓Unlimited clients & cases
  • ✓Pipeline management
  • ✓Client portal access
  • ✓Case milestones & tracking
  • ✓Document storage
  • ✓Email management
  • ✓Standard support
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For solo advisers

Growth

The complete AI platform. No limits.

£99 /licence/mo
  • ✓Everything in Professional
  • ✓Meeting AI & file notes
  • ✓Criteria Intelligence Engine
  • ✓Rate expiry engine
  • ✓Mortgage sourcing integration
  • ✓Revenue forecasting
  • ✓Priority support
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For firms with 2+ people

Firm

Full team management. Volume pricing.

£89 /licence/mo
Minimum 2 licences
  • ✓Everything in Growth
  • ✓Team management dashboard
  • ✓Adviser performance tracking
  • ✓Shared pipeline view
  • ✓Firm-level reporting
  • ✓Role-based permissions
  • ✓Dedicated onboarding
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Volume pricing available for networks and firms with 20+ licences. Talk to sales →

Full comparison

Every feature, every tier.

Feature
Essentials
£49
Professional
£79
Growth
£99
Firm
£89
Core CRM
Unlimited clients & cases
✓
✓
✓
✓
Pipeline management
✓
✓
✓
✓
Client portal access
✓
✓
✓
✓
Document storage
✓
✓
✓
✓
Email management
✓
✓
✓
✓
AI & Automation
AI email drafting & chasers
—
✓
✓
✓
Suitability letter generation
—
✓
✓
✓
Smart inbox with action scoring
—
✓
✓
✓
Compliance document tracking
—
✓
✓
✓
Awaiting approval queue
—
✓
✓
✓
Meeting AI & file notes
—
—
✓
✓
Criteria Intelligence Engine
—
—
✓
✓
Rate expiry engine
—
—
✓
✓
Integrations
Microsoft 365 / Google Workspace sync
✓
✓
✓
✓
Mortgage sourcing integration
—
—
✓
✓
GoCardless billing integration
—
✓
✓
✓
Firm Management
Team management dashboard
—
—
—
✓
Adviser performance tracking
—
—
—
✓
Shared pipeline view
—
—
—
✓
Firm-level reporting
—
—
—
✓
Role-based permissions
—
—
—
✓
Revenue forecasting
—
—
✓
✓
Pricing FAQ

Billing, answered.

Is there a setup fee?
No. All CRM plans are month-to-month or annual with no setup fees. Data migration from your existing CRM is included free.
What's the difference between Firm and Growth?
Growth is optimised for a single adviser who wants the complete AI platform. Firm (£89/licence) is for teams of two or more — it adds team management, shared pipeline, adviser performance tracking, and role-based permissions. It's also better value per licence at scale.
Can I mix tiers across my team?
Yes. You can put junior administrators on Essentials and senior advisers on Growth, for example. You pay per licence at each tier.
Is VAT included?
No — all prices exclude VAT. UK-based firms add 20% on top.
What if I need to cancel?
Cancel any time. Monthly plans stop at the next billing cycle. Annual plans run to the end of the paid period — you keep full data export rights.

See the CRM in action.

30-minute demo tailored to your firm. No obligation, no commitment required.

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