CRM pricing

Simple, per-licence pricing. No surprises.

£150 for a solo adviser, or £144 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.

£150 /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 (sourcing licence charged separately)
  • ✓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.

£144 /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
£150
Firm
£144
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 (sourcing licence charged separately)
✓
✓
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?
There's no setup fee for the platform. Moving your data from your existing CRM is charged separately, and we quote it up front based on how much data you have and where it's coming from. 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: £150/month, complete AI platform, no limits. Firm is for teams of two or more people: £144 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 (£144/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.

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

Book your demo →