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.
Can I use RQ with my existing CRM?
Category: General
Yes. RQ is not a CRM replacement — it is a specialist referral management tool designed to work alongside your existing systems. Many firms use RQ in combination with a CRM like HubSpot, Salesforce, or a sector-specific system. The difference is that CRMs are built for managing client relationships broadly, while RQ is built specifically for managing the referral process: tracking introductions between firms, capturing client consent, recording fee disclosure, managing commercial terms, and maintaining the audit trail that regulators expect. For firms using HubSpot, RQ offers a native integration that syncs referral data with your CRM records. This means you can see referral activity within HubSpot without duplicating data entry. For firms using other CRMs, RQ can operate as a standalone system for referrals. The referral workflow in RQ is distinct from what a CRM handles — it covers the specific compliance, consent, and tracking requirements that general-purpose CRMs do not address. You do not need to replace your CRM to use RQ. Most firms find that RQ fills a gap that their CRM was never designed to cover. Spreadsheets and email are the most common tools that RQ replaces, not CRMs. If your firm is considering whether to add RQ alongside an existing CRM, the short answer is: they serve different purposes, and using both is the recommended approach.