One platform.
Every tool your team needs.
Every enquiry answered, every follow-up actually sent, 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 it from your own Knowledge Sources, takes the details and books the call — and when the visitor needs a person, Live Handover drops you into the same conversation with everything already said.
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, 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
Know who to ring first without guessing. Every prospect sits in one place, and ABCRank ranks them A to D from how they have actually behaved — so the person going cold is at the top of the list, not buried in it.
Solo and aboveNot on Chatbot Edition
- 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
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 & SMS 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.
Solo and aboveAI SMS charged per message
- Rich email template builder with personalisation tokens (merge fields)
- Two-way AI SMS with delivery tracking, bought in credit packs from 12p a message — falling to 10p and 8p as the pack grows, with no bundled allowance and no expiry on credits
- 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
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 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
Ask for it in plain English and it is done — the contact created, the email drafted, the week of conversations summarised. Anything that goes out to a customer waits for you to approve it, and any change can be undone for ten minutes afterwards.
Assistant on Solo and aboveSally on every 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
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
- 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
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
- 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
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
- 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.