One platform.
Every tool your team needs.
Attract leads with landing pages, SEO optimisation, and ads suggestions — then convert them automatically with AI chatbots, CRM, campaigns, and workflows. Built for UK businesses that want to make more sales with AI.
AI Chatbots for Your Website
Deploy an intelligent chatbot trained on your knowledge base. It qualifies leads, answers common questions, captures contact details, and books meetings — even outside office hours.
Available on every edition — Chatbot Edition, Solo, Team, and Partner (limits 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, Team, and Partner)
- 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
Manage every prospect and client in one place. ABCRank scores each contact automatically across six factors, so your team always knows who to call next.
CRM and ABCRank lead scoring are available on Solo, Team, and Partner. Chatbot Edition does not include the CRM.
- Full contact profiles with notes, tags, activity timelines, and GDPR consent
- ABCRank lead scoring: automatic A/B/C/D ranking based on email engagement, chat sentiment, profile completeness, activity recency, workflow progress, and demographics
- 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
Build conversion-ready landing pages and data capture forms. Host them on your own subdomain with full analytics and connect them to your CRM automatically.
Landing pages are available on every edition — Chatbot Edition includes one editable signup page. Forms are available on Solo, Team, and Partner; custom web address is available 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 & SMS Campaigns
Send targeted email and text message campaigns directly from AdviserAlly. Track delivery, opens, clicks, and replies in real time — with engagement data feeding straight into your lead scores.
Email and AI SMS campaigns and deliverability monitoring are available on Solo, Team, and Partner. AI SMS is charged per message — from 12p, falling to 10p and 8p as the pack grows — with no bundled allowance and no expiry on credits.
- Rich email template builder with personalisation tokens (merge fields)
- Two-way AI SMS with delivery tracking, bought in credit packs from 12p a message
- Inbound email routing: receive client replies directly in the platform
- Deliverability intelligence: daily bounce/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
Design visual automation workflows that trigger follow-ups, assign tasks, and move clients through sales cycles without manual effort. Plus simple IF-THEN automations for everyday rules.
Simple Automations and the visual workflow canvas are available on Solo, Team, and Partner.
- Visual workflow builder with a drag-and-drop canvas (Solo, Team, and Partner)
- Triggers: new client, status change, email received, form submitted, chatbot conversation ended, task completed, and more
- Actions: send email, send SMS, create task, change status, update fields, notify team members
- Conditions and delays: build branching logic with nested AND/OR groups
- 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
A conversational AI assistant that helps you manage your day. Ask it to create contacts, write emails, analyse conversations, or surface insights — all in natural language.
The Agentic Colleague assistant is available on Solo, Team, and Partner. Sally, your Sales and Marketing colleague, is included on every edition including Chatbot Edition.
- 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 10-minute undo window — reverse any AI change instantly
- Context-aware: the assistant understands your contacts, sales cycles, and templates
- Shared and private conversation threads for team collaboration
Calendar & Bookings
Create bookable calendars for consultations, reviews, and events. Share booking links on your website, landing pages, or chatbot — and manage every appointment in one place.
Available on Solo, Team, and Partner (limits vary by plan).
- 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
Built for businesses that take data protection seriously. Every feature respects consent, audit requirements, and UK GDPR from day one.
Core compliance and the audit trail are available on every edition; granular permissions and additional team seats are available on Solo, Team, and Partner.
- UK GDPR-compliant data processing and retention policies
- Granular role-based permissions with 42 controls across 21 feature groups (Solo, Team, and Partner)
- 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 (DPA) available for enterprise customers
Connected Apps
Connect AdviserAlly to the tools your firm already uses. Sync data, trigger actions, and keep everything in one place.
Available on Solo, Team, and Partner.
- Xero: sync invoicing and accounting data
- Google & Microsoft: OAuth sign-in for seamless access
- Mailchimp: sync contacts and email lists
- Stripe: payment processing and subscription billing
- Zapier: connect to 6,000+ apps with custom triggers and actions
- Slack: team notifications and alerts
- Live today: Stripe, Xero, Dojo, Just Eat, Gmail and Outlook (read-only), Google Ads and Analytics. HubSpot, Zapier, Slack, Mailchimp, QuickBooks and Calendly are in development
Mobile App
Access your dashboard, AI assistant, and conversations on the go. Available for Android and iOS with push notifications and voice input.
Available on Solo, Team, and Partner. Not included on Chatbot Edition.
- 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
Ready to see it in action?
Start with Chatbot Edition free, then £25/month when you subscribe. Enquire about Solo when you need the full CRM platform.