A Clearer Way to Run Your Firm.

Replace your CRM with Glimzer Workspace. Bring clients, new business and ongoing service together, with a clear view of the work and support to make the move.

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White-glove Migration. At No Cost for Design Partners.

Our team plans, moves and checks your data with you. Migration is included at no cost for accepted design partners, with scope and timing agreed before onboarding.

How CRM migration works

Keep New Business Moving.

Give every opportunity an owner and a clear next step. See where cases stand, what needs attention and the business ahead.

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Every Client Relationship, in Context.

Keep client records and ongoing service connected. Give advisers, paraplanners and administrators the context to carry work forward.

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Know What Is Due. See What Is Paid.

Track fees and providers, review payment status and follow up on outstanding income from one register.

Explore fee reconciliation

Give Every Task a Clear Owner and Next Step.

Bring tasks, documents and client work into one shared view. Make ownership clear, keep handovers moving and help colleagues see what needs attention.

See how teams use Workspace

Add Weave Across Workspace and Your Supported Tools.

Choose Workspace + Weave to prepare and carry out work using client context from Workspace, Microsoft 365 and supported business tools. Workspace users receive a reduced Weave licence rate.

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“Glimzer is a fast, easy-to-use CRM for day-to-day work. Having all clients, tasks, and workflows in one place makes it much easier to stay organised and on top of everything. The ability to transfer tasks between colleagues and use automated workflows has made our daily processes far more efficient and seamless.”
Joanne AtkinsonClient Service & Support · RWS Financial Planning

Questions, Answered.

What is included in Workspace?

Workspace brings pipeline and new business, client records, ongoing servicing, fees and firm workflows together. Add Weave to use AI across Workspace and your supported business tools.

Can we keep our existing CRM?

Yes. Choose Weave to work across your existing CRM, Microsoft 365 and supported business tools. Workspace is for firms that want Glimzer to become their CRM.

How is client data protected?

Workspace uses UK hosting, encryption at rest and in transit, and daily backups. Read our security page for the controls and certification details.

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.

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