One platform.
Every tool your team needs.
Enquiries answered, follow-ups sent on time, and every record in one place. Here is what does that for you, and which editions it comes on.
AI Chatbots for Your Website
An enquiry lands while you are mid-meeting. Your chatbot answers from the knowledge sources you give it and takes the details. On Solo and above, Live Handover lets a person join the same conversation.
Every editionLimits vary by edition
- Embed on any website with a single line of JavaScript, iframe, direct link, popup, and full-page snippets on Team and Partner
- Train with uploaded documents, website pages, and custom Q&A pairs
- Real-time live handover, step in and take over from the bot at any time (Solo and above; not on Chatbot Edition)
- Branded widget with your colours, logo, and welcome message
- Scheduling controls: set when the bot is active, when live chat is available, and when to show an offline message
- Conversation analytics: see what visitors are asking and how the bot performs
- Multiple chatbots per account, each with its own knowledge base (Team and Partner. Chatbot Edition and Solo run one customer-facing bot)
Client CRM & Lead Scoring
Know who to ring first without guessing. Every prospect sits in one place, and ABCRank ranks them A, B or C from how they have actually behaved, so the person going cold is not buried in the list.
Solo and aboveNot on Chatbot Edition
- Full contact profiles with notes, tags, activity timelines, and GDPR consent
- ABCRank: automatic A/B/C ranking from behaviour (email, chat, messaging, bookings, payments, forms), on Solo and above. CRM completeness is not a scoring factor
- Custom sales cycles with drag-and-drop stages and custom fields
- CSV import with intelligent field mapping
- Merge duplicate contacts with full undo support
- Source attribution: track how each client found you
- Status Change Detail Report (SCDR) for lifecycle analytics
Landing Pages & Forms
Somewhere to send people that does more than look nice. A page you can change yourself, a form that asks the right questions, and a visitor who becomes a named contact instead of an anonymous click.
Pages on every editionChatbot Edition: one signup pageForms on Solo and aboveOwn web address on Partner
- Template-based landing page builder with hero, features, testimonials, and CTA sections
- Drag-and-drop form builder with 10+ field types and conditional logic
- Host pages on your own custom web address (Partner)
- Track page views, unique visitors, time on page, and form conversions
- Form responses automatically create or update contacts in your CRM
- Embed chatbot widgets directly on landing pages
- SEO and Open Graph controls for social sharing
Email campaigns
Say the right thing to the right people without typing it out one at a time, and find out who actually read it, because opening your email is itself a signal about who is worth a call. SMS is coming soon.
Solo and above
- Rich email template builder with personalisation tokens (merge fields)
- SMS is coming soon.
- Inbound email routing: receive client replies directly in the platform
- Deliverability intelligence on Solo and above: daily bounce and complaint rate monitoring with alerts
- Email suppression list: automatic handling of hard bounces and spam complaints
- Contact fatigue monitoring: configurable limits to prevent over-contacting
- Engagement data feeds directly into ABCRank lead scores
Workflow Automation
The follow-up you meant to send gets sent anyway. Decide once what should happen after an enquiry, a form, or a week of silence, then stop carrying it around in your head.
Solo and above
- Visual workflow canvas from Solo upwards (3 workflows on Solo, 10 on Team, 15 on Partner)
- Canvas triggers include a new client, a status change, an email, a form and a completed task. A chatbot conversation ending can start a simple automation, not a canvas workflow
- Actions: send email, create task, change status, update fields, notify team members. SMS is coming soon.
- Yes/no branching and timed delays on the canvas. Nested AND/OR groups are in simple automations
- Simple automations: quick IF-THEN rules without needing the full workflow canvas
- Execution logs: see exactly what ran, when, and why
- Automation scheduling: set when workflows are active
AI Assistant
Ask for it in plain English and it is done: the contact created, the email drafted, the week of conversations summarised. Emails and messages a colleague drafts for your customers wait for your approval before they are sent.
Solo and above
- Natural language commands: "Create a new contact for John Smith at Acme Ltd"
- Conversation analysis: AI-powered insights into chatbot conversation patterns
- Voice input on mobile: dictate notes and commands
- AI actions with a 10-minute undo window for changes to your records
- Context-aware: the assistant understands your contacts, sales cycles, and templates
- Shared and private conversation threads for team collaboration
Calendar & Bookings
Stop trading five emails to find a time. Share a link, or let the chatbot share it for you, and the slot is in your diary before the interest fades.
Solo and aboveLimits vary by edition
- Appointment and resource booking types with configurable capacity
- Working hours configuration per day with start/end times
- Public booking pages: share a link or embed on your website
- Booking management: scheduled, completed, cancelled, and no-show tracking
- Self-service cancellation with signed cancellation links
- Source tracking: see which bookings came from chatbots, landing pages, or direct links
Compliance & GDPR Built In
The question you do not want to be answering for the first time under pressure: who saw this, who consented, and can you show it? Consent, the audit trail and UK GDPR handling are there from your first day, not bolted on later.
Audit trail on every editionPermissions and seats on Solo and above
- Data processing and retention built for UK GDPR
- Granular role-based permissions (Solo and above)
- GDPR consent tracking at the contact level
- Secure data export on request (Subject Access Request support)
- Full audit trail for compliance evidence (every edition)
- Two-factor authentication for all team members
- Data Processing Addendum published for every customer
Connected Apps
Nothing to re-type at the end of the day. AdviserAlly talks to the tools you already pay for, so the invoice, the calendar and the client record agree with each other without you copying between them.
Solo and above
- Live today, from Solo upwards: Stripe, Dojo, Just Eat, Gmail and Outlook (read-only), Google Ads and Analytics. Xero is available on request
- Sign in with Google or Microsoft. Outlook and Gmail connections are read-only. Teams meeting links, Entra ID single sign-on and group-to-role mapping are not available
Mobile App
The twenty minutes between meetings is when most follow-up actually happens. Answer it from the car park, the conversation, the contact and the task are all on your phone.
Solo and aboveNot on Chatbot Edition
- Available on request for Solo and above. Not listed on the App Store or Google Play
- Dashboard with activity feed and stats at a glance
- Full AI assistant with voice input and structured responses
- Browse and manage AI conversation threads
- Push notifications for new leads, messages, and tasks
- Over-the-air updates: always running the latest version
- Secure login with biometric authentication support
Connects to the tools you already use
Mailchimp, Zapier, Slack and HubSpot are in development. Ask us if you need one.
Ready to see it in action?
Start with Chatbot Edition free, then £25/month when you subscribe. Solo is £89/month and can be subscribed to online.