The operating system for introducer-led growth

RQ helps professional firms send, manage, and prove referrals — with built-in compliance, clear tracking, and real visibility across the firm.

Connect RQ with your CRM, practice management, and accounting software. Reduce duplicate data entry and keep systems synchronised with bi-directional integrations.

Key Benefits

  • HubSpot CRM integration
  • Intelliflo Office for financial planners
  • Plannr practice management sync
  • Xero accounting integration
  • Pipedrive and Zoho CRM connections
  • Microsoft 365 and Outlook add-in

Built For

  • Firms using HubSpot or Salesforce CRM
  • Financial planning firms on Intelliflo
  • Accountancy firms using Xero

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