AdviserFlowAdviserFlow
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AdviserFlow · CRM for advisers

Your next client is already in your inbox.

AdviserFlow turns scattered enquiries, referrals and social replies into a compliant, targeted pipeline — built for busy UK financial advisers, not marketers.

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5 min
Setup for your first form
UK GDPR
PECR & Consumer Duty aware
1 inbox
Web, social & referrals

Five modules · one platform

Everything a firm needs to grow — nothing it doesn't.

Purpose-built for advisers and their support staff. Sensible defaults, compliance-aware templates, and a genuinely simple interface.

01

Lead capture

Web forms, social replies and referrals flow into one inbox. Every enquiry is tagged with its source automatically.

02

Segmentation

Group prospects by need, life stage or product interest so each list gets the right message at the right time.

03

Follow-up

Compliance-aware email and social sequences. Consent captured, honoured and auditable — no surprises.

04

Pipeline & CRM

Move each prospect from enquiry to client. Tasks, notes and reminders keep every adviser on top of their book.

05

Seminars & referrals

Event pages, sign-ups and referral tracking that feed straight into the pipeline — no spreadsheets.

01

Capture

Publish a form, share a booking link, or connect a social inbox. Every lead lands in one place.

02

Segment & sequence

Choose the right template. Consent is captured and honoured on the way in.

03

Convert

Move enquiries through your pipeline. Tasks, notes and reminders keep the firm aligned.

Compliance by default

Built for regulated firms.

Financial promotions and Consumer Duty aware templates. Personal data handled under UK GDPR and PECR. Marketing consent captured and honoured. Regulated sign-off stays with your firm — where it belongs.

  • Encryption in transit and at rest
  • Role-based access control & audit logging
  • UK / EEA data residency
  • Daily encrypted backups
  • ICO registered · clear privacy notice

Sequence · Consumer Duty aware

Pre-retirement · warm follow-up

Approved
  1. Day 0Enquiry confirmation + privacy notice
  2. Day 2Discovery guide (fair value summary)
  3. Day 5Book a 30-min chat
  4. Day 10Seminar invite (opt-in)

Start capturing leads today. Follow up tomorrow.

We'll set up your first form, sequence and pipeline together on a short call. No credit card. No pressure.

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