RQ

Spec sheet

What it does

RQ is a referral management platform for professional services firms to make, manage, and track referrals with compliance records and outcome measurement.Read 3 Oct 2026 · rq.app

Integrations

The integrations page lists HubSpot, intelliflo Office, Plannr, Xero, Microsoft 365 and Outlook, Pipedrive, and Zoho CRM; Salesforce and Zapier are marked coming soon.Read 3 Oct 2026 · rq.app

Security

RQ says it is ISO 27001 certified, covering the systems and infrastructure used to deliver the platform, data processing and storage, access controls, incident management, and business continuity.Read 3 Oct 2026 · rq.app

Compliance

RQ supports FCA, ICAEW DPB, and SRA compliance with consent capture, fee disclosures, and audit trails.Read 3 Oct 2026 · rq.app

Headquarters

London, United KingdomRead 28 Sep 2026 · rq.app

Founded

2021Read 28 Sep 2026 · rq.app

Analytics

RQ reports referral volumes, lifecycle status, conversion rates, revenue attribution, relationship performance, and team activity.Read 2 Oct 2026 · rq.app

Compass

Compass is a structured client discovery tool that identifies client needs and can create referral opportunities; it is a paid add-on.Read 3 Oct 2026 · rq.app

Custom integrations

RQ says its API supports custom integrations with other systems.Read 3 Oct 2026 · rq.app

Email privacy

RQ says Outlook referral detection happens locally in the browser and email content is not sent to RQ servers until a referral is explicitly submitted.Read 2 Oct 2026 · rq.app

Fee sharing

The platform records fee-sharing agreements, supports fixed or percentage fees, calculates amounts from referral outcomes, and tracks payments.Read 2 Oct 2026 · rq.app

Intended customers

RQ is designed for UK professional services firms including accountants, financial advisers, solicitors, corporate finance advisers, and wealth managers.Read 3 Oct 2026 · rq.app

Notable plan limit

The Plannr integration requires an RQ Professional plan and an active Plannr subscription.Read 3 Oct 2026 · rq.app

Onboarding and support

Onboarding typically takes 2–3 weeks and includes account configuration, training, Outlook deployment, and dedicated support from RQ’s team.Read 2 Oct 2026 · rq.app

Outlook add-in

The Microsoft Outlook add-in captures referrals and email context, tracks outcomes, and can be deployed centrally through Microsoft 365 admin.Read 3 Oct 2026 · rq.app

Record retention

RQ says referral compliance records are retained for the required six-year period.Read 3 Oct 2026 · rq.app

Referral analytics

Dashboards measure referral volumes, lifecycle status, conversion rates, revenue attribution, relationship performance, and team activity.Read 3 Oct 2026 · rq.app

Referral workflows

Referrals capture client details, service needs, receiving firm, and client consent, and both firms can track progress through completion.Read 3 Oct 2026 · rq.app

Relationship management

RQ centralises introducer relationships, interaction histories, relationship health, and partner performance.Read 3 Oct 2026 · rq.app

Security certification

RQ says it is ISO 27001:2022 certified.Read 2 Oct 2026 · rq.app

Support and onboarding

RQ says onboarding typically takes two to three weeks and includes configuration, training, Outlook deployment, and dedicated team support.Read 3 Oct 2026 · rq.app

Who it is for

RQ says it is designed for accountants, financial advisers, solicitors, corporate finance advisers, and wealth managers, from solo practitioners to multi-office firms.Read 2 Oct 2026 · rq.app

Plans and prices

Every RQ plan and price →

Where Specifiction places it

• Referral Management Software#11 of 368.0