Compare plansStart with Chatbot Edition.
Start with Chatbot Edition.
Upgrade when you need more.
Chatbot Edition is a card-free trial (100 messages or 14 days), then £25/mo for one AI chatbot and colleagues. Enquire about Solo (£89/mo) for the full CRM platform, or contact sales for Team and Partner.
Chatbot Edition is free to start. Solo, Team, and Partner are scoped with our sales team.
Core business tools
Feature
Chatbot
Solo
Team
Partner
AI Chatbots
Branded website chatbot trained on your knowledge base
Advanced chatbot embed codes
Iframe, direct link, popup, and full-page snippets — Chatbot Edition and Solo use the script widget only
Client CRM
Full contact records with notes, activity timelines, GDPR consent
Sales Cycles
Drag-and-drop pipelines with custom stages
Tasks & Reminders
To-dos and follow-ups tied to contacts and deals
Calendar & Bookings
Public booking links and appointment management
Asset Library
Upload logos, documents, and images
Marketing & acquisition
Feature
Chatbot
Solo
Team
Partner
Landing Pages
Template-based pages hosted on your own subdomain
Forms
Drag-and-drop form builder with conditional logic
Email & SMS Templates
Reusable templates with personalisation tokens
Email & SMS Campaigns
Targeted sends with delivery tracking
Email Deliverability Monitoring
Daily bounce/complaint tracking, suppression lists, fatigue controls
Custom Web Address (Custom Domain)
Host landing pages on your own domain
Automation & AI
Feature
Chatbot
Solo
Team
Partner
Simple Automations
IF-THEN rules for everyday follow-ups
Agentic Colleague
Natural-language commands across your data
Agentic Colleague (Sales)
Sales-focused support for conversations, prioritisation, and follow-up
Agentic Colleague (Compliance)
Compliance-focused support for review and evidence workflows
Agentic Colleague (Accounting)
Accounting-focused support for finance and bookkeeping workflows
Agentic Colleague (Support)
Support-focused help for customer and internal service workflows
Agentic Colleague (Marketing)
Paid campaign support, research, and content ideas with your connected account
Workflows (Visual Canvas)
Multi-step drag-and-drop automation canvas with branching
Custom Apps
Build internal tools and bespoke forms on top of AdviserAlly
Sales & lead quality
Feature
Chatbot
Solo
Team
Partner
Lead Ranks (ABCRank)
Automatic A/B/C/D lead scoring across six engagement factors
Live Handover
Human takeover of chatbot conversations in real time
Document Signing
Send documents for legally-binding e-signature
Connectivity
Feature
Chatbot
Solo
Team
Partner
Integrations
Xero, Mailchimp, Zapier, Google, Microsoft, Stripe, Slack, and more
API Access
Programmatic access via API keys
Mobile App (iOS & Android)
Manage your business on the go
Team & security
Feature
Chatbot
Solo
Team
Partner
Additional Team Members
Invite colleagues with role-based access
Granular Permissions
42 permission controls across 21 feature groups
Audit Trail
Full change log for compliance evidence
Two-factor Authentication
TOTP-based 2FA for all users
UK GDPR Compliant
UK data residency, consent tracking, DPA on request
Support
Feature
Chatbot
Solo
Team
Partner
Help Centre & Email Support
Dedicated Account Manager
Named contact, onboarding, and quarterly reviews
Specific quotas (number of chatbots, clients, sends per month, etc.) vary by edition. Every plan can be topped up with bolt-on packs when you need more capacity.
Comparing AdviserAlly to another platform?
Honest, side-by-side comparisons against the platforms our customers most often evaluate.
Still deciding?
Launch your AI Chatbot, or contact sales for Solo, Team, and Partner editions.