01
Lead capture
One inbox for every enquiry — web forms, social replies and referrals. Automatic source tagging keeps attribution honest.
- Embeddable forms
- Social & referral intake
- Auto source tagging
- Duplicate detection
Features
Five modules. One flow from stranger to client.
AdviserFlow is deliberately opinionated. Each module has sensible defaults, compliance-aware templates and a workflow shaped by how UK advice firms actually run.
02
Segmentation & targeting
Group prospects by need, stage or product interest. Drive targeted follow-up without spreadsheets or guesswork.
- Custom segments
- Life-stage templates
- Smart lists
- Tag-based filters
03
Email & social follow-up
Compliance-aware templates for financial promotions and Consumer Duty. Consent captured and honoured on every step.
- Pre-approved templates
- Consent workflows
- Multi-step sequences
- Unsubscribe & preference centre
04
Pipeline & CRM
Move each prospect from enquiry to client with a pipeline built for advisers. Tasks, notes and reminders keep the firm aligned.
- Kanban pipeline
- Notes & attachments
- Task reminders
- Adviser assignments
05
Seminars & referrals
Event pages, sign-up flows and referral tracking that feed the pipeline automatically. No import/export gymnastics.
- Event landing pages
- Reminder emails
- Referral attribution
- Post-event follow-up
Want to see it in your firm's context?
A 20-minute walkthrough on your workflow, your templates, your compliance stance.