Identify and capture every internal opportunity in seconds. With RQ, referrals become effortless, tracked, and a source of measurable growth.
Faster than email, automatically tracked, and always compliant.
Internal referrals are one of the most valuable sources of revenue growth for professional firms - yet they’re often unmanaged and untracked.
Without the right process, countless cross-sell and upsell opportunities are missed across teams and offices.
With RQ, staff send internal referrals in seconds. Each one routed to the right team, synced with your CRM, and tracked through to outcome.
Unlock organic opportunities, gain visibility, accountability, and a way to reward staff for driving growth.
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Deploying our Outlook app is easy, and using it is even easier
Deploy in minutes
Roll out the app firm-wide with just a few clicks via Microsoft 365 admin center.
Detect referrals
When an email that looks like a referral, it prompts your team to create or log it in RQ.
Capture in a few clicks
Advisers enter the client’s details, select the partner and service, and hit send.
Most firms can’t answer simple questions:
How many referrals did we make? To where? What happened next?
Referrals aren't tracked, and outcomes are often missed. RQ's app captures all referral activity at your firm, giving you insights on referral volumes, destinations, and results.
Regulators require clear evidence of client consent, fee disclosure, and due diligence. Email chains cannot meet that bar, and internal admin processes rarely do. Even when they do, the admin burden is costly.
RQ's app makes adhering to compliance rules easy across the firm, ensuring cases and consent is captured automatically, reducing compliance risk - giving you and your partners peace of mind and reducing your workload.
Adding value without adding complexity? RQ does.
RQ runs inside Outlook, integrated via Microsoft 365, and deploys firm-wide in minutes. Install once, let your team know why it matters, and your whole organisation is ready to go.
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