Unlock growth through referrals
Trusted by 1000+ leading UK firms.
Loved by innovators, industry leaders, and the Top 100.
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Simple, intuitive, and invaluable
Based on thousands of conversations with great UK firms
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Features that deliver
Everything you need to run a world-class referral process at your firm.
Connect with the professionals you already work with to introduce clients, and to track and collaborate on live cases.
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Increase referrals across your firm. Makes it easy to spot needs, pass clients to the right team, and increase cross-selling.
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Give your clients an easy way to share and introduce others to your firm. Every submission is tracked and attributed.
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Detect referrals over email, keep advisers compliant without leaving their inbox. Also lets advisers refer in two clicks.
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Built-in consent flows, due diligence, and audit trails keep every referral aligned with your regulatory rules.
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Sync your referrals and relationships with tools your team already uses. Less admin, better data, invaluable insights.
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See where referrals are flowing, and which relationships are driving value. Invaluable MI that drives growth.
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Record referral revenue at each stage. See what your firm earns and where opportunities are being missed.
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Set fixed or percentage-based fees for each relationship. RQ calculates, logs, and reports everything automatically.
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Unlock scaleable organic growth
RQ helps firms generate high-quality introductions and turn everyday client conversations into organic growth. Giving teams the insights to refer confidently and grow.
Intercept and automate referrals
RQ’s Outlook add-in spots referrals as advisers write them and prompts them to send through RQ in two clicks. Every introduction is captured and auditable, keeping you covered.
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See referral cases captured in real-time
See live internal and external referral activity across your firm. Monitor progress, income, and compliance with automated logs and clear case tracking.
Integrate with your existing tools
Plug RQ into your existing systems to auto sync referrals. No data entry - just instant access to introduced prospects in your CRM.
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PRICING
Simple pricing that fits your needs
Standard
Starting at
Enterprise
Starting at
Professional
Starting at
Enterprise
Starting at
As seen in...
We're making waves in the world of professional referrals.
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