CRM pricing

Simple, per-licence pricing. No surprises.

£125 for a solo adviser, or £119 per licence once your firm reaches two or more. 10 or more licences priced individually. No setup fees, no VAT added. 12-month term, billed monthly or annually.

Plans

Choose your tier.

For solo advisers

Individual

The complete AI platform. No limits.

£125 /licence/mo
  • ✓Unlimited clients & cases
  • ✓Pipeline management
  • ✓Client portal access
  • ✓Case milestones & tracking
  • ✓Document storage
  • ✓Email management
  • ✓AI email drafting & chasers
  • ✓Suitability letter generation
  • ✓Smart inbox with action scoring
  • ✓Compliance document tracking
  • ✓Calendar & task management
  • ✓Meeting AI & file notes
  • ✓Criteria Intelligence Engine
  • ✓Rate expiry engine
  • ✓Mortgage sourcing integration
  • ✓Revenue forecasting
  • ✓Property searches included as standard
  • ✓Priority support
Book a demo →

For firms with 2+ people

Firm

Full team management. One price per licence.

£119 /licence/mo
Minimum 2 licences
  • ✓Everything in Individual
  • ✓Team management dashboard
  • ✓Adviser performance tracking
  • ✓Shared pipeline view
  • ✓Firm-level reporting
  • ✓Role-based permissions
  • ✓Dedicated onboarding
Book a demo →

Volume pricing available for networks and firms with 20+ licences. Talk to sales →

Full comparison

Every feature, every tier.

Feature
Individual
£125
Firm
£119
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. There are no setup fees, and data migration from your existing CRM is included free. Plans run on a 12-month term, billed monthly or annually.
What's the difference between Individual and Firm?
Individual is a single licence for a solo adviser — £125/month, complete AI platform, no limits. Firm is for teams of two or more people — £119 per licence, and it adds team management, shared pipeline, adviser performance tracking, and role-based permissions. It's also better value per licence than Individual.
What happens if my team grows?
As soon as you add a second licence, you move to Firm pricing (£119/licence) across your whole team — cheaper per licence than Individual, with full team management included.
We have 10 or more advisers — what do we pay?
Firms with 10 or more licences are priced individually. Book a demo and we'll agree a rate for your firm.
Is VAT added?
No. Adviser IQ is not VAT registered, so the price you see is the price you pay.
What if I need to cancel?
Plans run for an initial 12-month term and renew annually unless cancelled with 30 days' notice. You keep full data export rights throughout.

See the CRM in action.

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

Book your demo →