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.
What integrations does RQ support?
Category: Integrations
RQ integrates with several of the tools that professional services firms already use. Microsoft Outlook is one of the most popular — the RQ Outlook add-in lets you create and manage referrals directly from your inbox, without switching between applications. This is particularly useful for firms where referrals often start with an email introduction. RQ also integrates with HubSpot CRM, allowing firms to sync referral data with their wider client relationship management. For accountancy firms using Xero, the integration enables referral activity to be connected to client records. For financial advice firms, RQ integrates with Intelliflo Office (IO) and Plannr, two of the most widely used back-office systems in UK financial planning. These integrations mean that referral data flows into the systems advisers already use, reducing double-entry and keeping records consistent. All integrations are designed to be straightforward to set up — most can be configured in under 30 minutes. RQ's API also allows firms with custom systems to build their own connections. The integration strategy is focused on the UK professional services market, so RQ prioritises the tools that accountants, financial advisers, and solicitors actually use, rather than trying to connect to everything. New integrations are added based on customer demand.