Pipeline
£79per adviser / month
No minimum. Heat-scored pipeline, introducers, tasks and reporting.
Simple pricing, no surprises
Clear pricing by role. Start with Pipeline for new business, or run the whole firm on Clients with adviser and paraplanner/admin seats.
Clients
From£387per month
Includes 3 adviser seats. Adds reviews, fees, compliance workflows and client servicing.
Setup and onboarding are included. No lock-ins and no long contracts.
Plans
Start with new business, or bring the whole firm together.
Pipeline gives you control of new enquiries. Clients adds the full CRM for servicing, fees, reviews, and compliance.
Pipeline
Win more new business
A sales pipeline built for advice: see where every lead stands so nothing slips. Run it standalone alongside your existing CRM; expanding to the full Glimzer CRM later is optional.
£79per adviser / month
No minimum
What's included
- Lead tracking
- Visual pipeline management
- Custom pipelines
- Task management and reminders
- Team visibility across pipeline
- Reporting and metrics
Best value
Clients
Keep every client looked after
For firms managing ongoing clients. Reviews, compliance, fees, and servicing in one place.
From£387per month
Includes 3 adviser seats
Seat add-ons
Additional adviser seats
£129 / month
Paraplanner, admin seats
£59 / month
Everything in Pipeline, plus
- Fee reconciliation
- Client portal
- Custom fields
- Advanced reporting
- Compliance workflows
- Annual review scheduling
- Audit trails and activity history
- Document storage and management
- Full client lifecycle management
- Priority access to new integrations and features
All plans include UK data hosting, encryption and daily backups. Read about security and compliance.
Compare plans
Everything in each plan.
Pipeline £79 per adviser | Clients From £387 includes 3 advisers | |
|---|---|---|
| Winning new business | ||
| Lead tracking | ||
| Drag-and-drop Kanban pipeline | ||
| Heat scoring | ||
| Weighted forecasting | ||
| Sales targets per adviser or firm-wide | ||
| Multiple pipelines | ||
| Custom pipelines | ||
| One-click conversion from enquiry to client | ||
| Outlook add-in | ||
| Introducer and referral tracking | ||
| Task management and reminders | ||
| Team visibility across pipeline | ||
| Reporting and metrics | ||
| Looking after clients | ||
| Full client lifecycle management | – | |
| Annual review scheduling | – | |
| Client portal | – | |
| Custom fields | – | |
| Document storage and management | – | |
| Fee reconciliation | – | |
| Compliance workflows | – | |
| Audit trails and activity history | – | |
| Advanced reporting | – | |
| Priority access to new integrations and features | – | |
| Security and support | ||
| UK data hosting | ||
| Encryption in transit and at rest | ||
| Daily backups | ||
| Support and regular updates | ||
| Data export at any time | ||
What you won't pay for
The £0 column.
The published price is the price. Here is everything we don't charge for, because the costs that usually hide around CRM pricing are the ones that hurt.
£0
Setup and onboarding
Hands-on setup, configuration around how your firm works, and training for your team. Included.
£0
Migration
We move your data ourselves and validate it before go-live. Fast migration is currently included at no additional cost (subject to change).
£0
Support and updates
Hands-on implementation, knowledgeable ongoing support and regular product updates. Included.
£0
Leaving
No exit fees and no lock-ins. Export your data in standard formats and leave anytime.
The mechanics
How pricing works.
Pipeline has no minimum
Pipeline is £79 per adviser per month. Start with one adviser and add more as your new-business process grows.
Clients starts with 3 advisers
Clients starts at £387 per month and includes 3 adviser seats. Additional adviser seats are £129 per month.
Bring in the wider team
Paraplanner and admin seats are £59 per month, so the people doing the day-to-day work can be included without adviser-seat pricing.
Billed monthly
No long-term contracts. Add or remove seats as your team changes, and cancel any time.
Customer stories
What firms get for the money.
“We've worked with Tom and the Glimzer team for several years. They took the time to understand our needs, turned a complex manual process into reliable software, and helped us open up a new line of business.”
Stephen Farnfield
Director
“Glimzer's solutions have made a big difference operationally. What used to be a manual, time-consuming process is now much quicker, more consistent, and easier to manage.”
Nicola Merrick
Operations Director
FAQ
Common questions.
Which plan should I choose?
Pipeline is for firms focused on winning new business. Clients is the firm-wide CRM for ongoing servicing, compliance, fee reconciliation, and the full client lifecycle. We recommend Clients for most firms that want Glimzer as their main operating system.
Can I switch plans later?
Yes. If your needs change, you can move from Pipeline to Clients. We’ll help migrate your data and adjust billing accordingly.
How does Clients pricing work?
Pipeline has no minimum. Clients starts at £387 per month and includes 3 adviser seats. Additional adviser seats are £129 per month.
Do you charge setup or onboarding fees?
No. Onboarding and hands-on setup are included. Fast migration is also currently included at no additional cost (subject to change). The published plan price is the price.
What’s included in the price?
The price includes access to all features in your chosen plan, support, regular updates, and data storage within normal usage.
What is a paraplanner or admin seat?
Paraplanner and admin seats are for operational users who actively work in Glimzer but are not adviser seats.
Do prices include VAT?
No VAT is currently charged. The price you see is the price you pay. If that changes, we’ll give you notice before it affects your billing.
Want to talk it through?
Book a 30-minute demo and we'll walk you through the options, answer your questions, and help you work out what fits your firm.
Book a demo
No sales pressure.
Security built for regulated advice
Cyber Essentials certified, UK data hosting, encryption and daily backups. Read more