Choose Workspace, Weave AI or Both

Replace your CRM with Workspace, add Weave across your existing tech stack, or bring both together. The prices below are indicative for early access.

Workspace

Move to our CRM, with Weave AI available as an optional add-on.

Starts at£387/ month

(3 adviser seats included)
Minimum subscription

Request a demo
  • Connected client and household records
  • Visual pipeline and new business tracking
  • Fee reconciliation and payment tracking
  • Annual reviews and ongoing client servicing
  • Client portal and document management
  • Team tasks and firm workflows
  • Business reporting and custom fields
  • Audit trails and activity history
Extra adviser seat
£129 / month
Paraplanner or admin seat
£59 / month

Weave AI

Early access

Put AI to work across your existing systems. No new CRM or migration needed.

Starts at£129per seat / month*

One active AI user per seat
Indicative early-access price

Request a demo
  • Carries out tasks on your behalf, with you in control
  • AI across your CRM, Microsoft 365 and supported tools
  • No CRM migration required
  • Connected context from Microsoft 365
  • Suitability report drafts
  • Agreed file and report checks
  • Review-ready outputs for your team
  • Workflows shaped around your firm
  • Monthly AI credits shared across your firm
  • Optional extra credits as your usage grows

Workspace + Weave AI

Our CRM with Weave AI included, bringing your client work and AI together.

Starts at£624/ month*

(3 adviser seats with AI included)
Indicative early-access price

Request a demo
  • Everything in Workspace
  • Everything in Weave AI
  • Weave AI at £79 per user instead of £129
  • Save £50 per combined seat each month
  • Add AI only for the people who need it
  • Monthly AI credits shared across your firm
Workspace adviser seat
£129 / month
Weave AI licence with Workspace
£79 / month*
Paraplanner or admin + Weave AI
£59 Workspace seat + £79 Weave AI
£138 / month*

Larger Firm or Network?

Contact us for custom pricing built around your team and usage.

Request a demo →

White-glove Migration for Design Partners.

Migration is included at no cost for accepted design partners, with scope and timing agreed before onboarding.

Explore migration →

*Weave AI prices are indicative for early access. Final pricing, included credits and extra-usage rates will be confirmed before subscription, along with access limits, setup and applicable taxes.

Questions, Answered.

Is Weave AI included with Workspace?

Workspace is the CRM plan. Choose Workspace + Weave AI for the CRM and AI across your supported tech stack, or add Weave AI later at the indicative Workspace customer rate of £79 per active user per month.

Does everyone need a Weave AI licence?

No. Add Weave AI only for the people who instruct it to do work. Review-only access to Weave AI is free. Standalone Weave AI starts with one active user; Workspace has a minimum of three adviser seats.

Can we mix Workspace and combined seats?

Yes. Keep the three-adviser Workspace minimum and add Weave AI to the users who need it. For example, three Workspace adviser seats (£387) plus one Weave AI licence (£79) costs £466 per month. Three combined adviser seats cost £624 per month.

How is the bundle saving calculated?

At the indicative early-access prices, a Workspace adviser seat (£129) and standalone Weave AI (£129) would total £258 per month. The indicative combined rate is £208, a difference of £50 per seat per month. The £79 Weave AI rate applies while the user has a paid Workspace seat.

How do shared credits work?

Each paid Weave AI licence contributes to one monthly firm allowance, whether standalone or bundled. Background work uses the same pool. Viewing, reviewing and downloading existing work does not use credits. Credit quantities and task rates will be confirmed before subscription.

What happens when we need more capacity?

Both Weave AI options can add credit packs or a larger monthly allowance. Extra usage is off by default, with optional spending caps. You can still access existing work when credits run out.

Can we add more Workspace seats?

Yes. Additional adviser seats are £129 per month each. Paraplanner and admin seats are £59 per month each. Adding Weave AI costs £79 per active user per month. An adviser seat with Weave AI totals £208 per month. A paraplanner or admin seat with Weave AI totals £138 per month: £59 for Workspace plus £79 for Weave AI. Paraplanners and admins can use Workspace without Weave AI for £59 per month.

Your client data.
Protected at every step.

Glimzer is built on enterprise-grade security to protect your firm’s work and your clients’ data. UK hosting, encryption at rest and in transit, role-based access controls and daily backups keep protection built into every step.

Your data stays yours. Customer inputs, outputs and documents are not used to train underlying AI models.

Explore security at Glimzer

See how Workspace and Weave fit your firm.

Request a demo