RQ review
A compliance-focused referral system for UK professional-services firms.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
RQ is a web-based referral management platform for UK professional-services firms, including accountants, financial advisers, solicitors and corporate finance advisers. It brings professional, client and internal referrals into structured workflows covering consent capture, compliance records, outcome tracking, approvals, relationship management, revenue attribution and fee-sharing. The product is aimed at firms that need an auditable referral process rather than a simple contact or lead tracker, with support for multiple referral types and custom reward arrangements.
The pricing structure is freemium. RQ Core is permanently free for ICAEW member firms, while paid plans are available with pricing provided on request. The published product details do not describe the additions included in each paid tier, so buyers should clarify which workflows, integrations, reporting features, user access options and payout capabilities are included before moving beyond the free offering. The available feature set covers referral forms and links, configurable approvals, commission tracking, payout management and performance reporting, giving firms a broad operational base for managing referrals from capture through outcome.
RQ fits teams that already work across Microsoft Outlook, HubSpot, intelliflo Office, Plannr, Zoho CRM, Pipedrive or Xplan. Its Outlook referral capture add-in, custom API integrations and listed CRM connections can help align referral records with existing professional-services systems. The emphasis is on governance and traceability, including consent and audit records, rather than general-purpose sales automation. Firms seeking referral compliance, attribution and partner management should consider RQ; organizations wanting a broad, non-specialist marketing referral tool or access beyond the web may prefer a different category fit.
RQ pros and cons
- Where it wins
- Consent capture, audit trails and outcome tracking support compliance workflows
- Tracks fee-sharing, commissions, attribution and referral performance
- Connects with Outlook, CRMs and professional-services software
- Where it doesn't
- Paid-plan pricing is provided on request
- Web access is the listed platform option
- Its focus is UK professional-services referral management
RQ fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update