RQ

7.7easy start · #4 of 36
in Referral Management Software

Free to practise onyes
Free trialyes
Well documentedyes
Runs where you worknot on record

Runs on api, Browser, Web.

RQ is ranked #4 of 36 in referral management software on The Geeks Club. It runs on API, Browser extension, Web. There is a free plan. A free trial is offered.

RQ plans and pricing

All plans

RQ Core (ICAEW member firms) Free ICAEW member firms only · core referral management · advanced reporting, Compass, fee-sharing management, and integrations are paid features rq.app · 3 Oct 2026

Paid plans Not published Pricing scales by firm size · contact RQ for pricing rq.app · 3 Oct 2026

Compared on referral management software

Free plan: Yes
Referral types: multi-type
Capture methods: form
Reward types: custom
API or webhooks: Yes
Payout management: Yes

Best RQ alternatives

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The record

What it does: RQ is a referral management platform for UK professional services firms that helps them send, manage, track, and measure referrals.
Referral workflows: Structured referral workflows capture client consent, track delivery and outcomes, and keep an audit trail with timestamps and approvals.
Compliance: RQ describes built-in support for FCA, ICAEW DPB, and SRA requirements, including consent capture, fee disclosures, and audit trails.
Fee sharing: The platform records fee-sharing agreements, supports fixed or percentage fees, calculates amounts from referral outcomes, and tracks payments.
Analytics: RQ reports referral volumes, lifecycle status, conversion rates, revenue attribution, relationship performance, and team activity.
Compass: Compass is a guided client-discovery tool designed to uncover client needs and turn them into referral opportunities.
Outlook add-in: The Outlook add-in can capture referrals from Outlook desktop, web, and mobile, and can be centrally deployed through Microsoft 365 admin.
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.
Custom integrations: RQ says it offers API access for custom integrations.
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.
Security certification: RQ says it is ISO 27001:2022 certified.
Record retention: RQ says compliance records are retained for six years.
Onboarding and support: Onboarding typically takes 2–3 weeks and includes account configuration, training, Outlook deployment, and dedicated support from RQ’s team.
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.
Price from: Free

Where it ranks on The Geeks Club

Best Referral Management Software in 2026#4 of 36

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Sources

rq.app/platform· checked 2 Oct 2026
rq.app/features/referrals· checked 2 Oct 2026
rq.app/resources/faqs· checked 2 Oct 2026
rq.app/features/outlook-app· checked 2 Oct 2026
rq.app/integrations· checked 2 Oct 2026
rq.app/about· checked 2 Oct 2026
rq.app/resources/faqs/all· checked 3 Oct 2026
rq.app/features/relationships· checked 3 Oct 2026
rq.app/resources/faqs/is-rq-iso-27001-certifie· checked 3 Oct 2026
rq.app/resources/faqs/what-is-rq· checked 3 Oct 2026
rq.app/resources/faqs/plannr-integration-cost· checked 3 Oct 2026
rq.app· checked 28 Sept 2026