Stop speaking to the wrong clients
Enquiry forms qualify every lead against your own rules. Poor-fit enquiries are turned away automatically, so your time goes on the clients you want.
Client onboarding
that runs itself.
strively screens out the wrong enquiries, books meetings into the right calendar, sends web proposals that aren't PDFs and onboards new clients automatically. Your team spends less time on admin and more time with the clients you want.
Good afternoon BradManage your leads through the sales pipeline
0Enquiries to Qualify
8Meetings to Book
1Meetings to Chase
0Proposals to Create/Send
1Proposals to Chase
21Leads to Finalise
Tasks (0)
All caught up!No outstanding tasks at the moment 🎉
Upcoming Meetings (0)
No upcoming meetingsBook a meeting with your leads to see them here
The admin strively takes off your team
Most of the time spent winning a new client goes on admin: talking to people who were never a good fit, arranging meetings, building PDFs and chasing paperwork. strively automates it.
No more arranging meetings
Qualified prospects book straight into the right person's Google or Outlook calendar, with confirmations and reminders sent for you.
Proposals that aren't PDFs
Fully customisable web proposals with your branding, services and pricing. You can see which sections prospects read, so you know when to follow up.
Onboarding that runs itself
Once a client accepts, the engagement letter is signed online, AML checks run and they're added to your Adfin direct debit mandate, with no re-keying.
Everything you need to win and onboard clients
Choose a feature to see it in action.
Embed a form on your website. strively checks each enquiry against your rules and accepts or declines it automatically.
Explore enquiry forms →In busy periods like January, enquiries are still screened, prospects get your custom message and they join a separate list to contact.
Explore the waitlist →Accepted prospects book straight into the right person's Google or Outlook calendar.
Explore meeting booking →Booking confirmations, meeting reminders, lead follow-ups and proposal chasers, sent for you.
Explore automated chasers →Fully customisable proposals that aren't PDFs, with tracking that shows which sections each prospect reads.
Explore web proposals →Clients accept the proposal and sign the engagement letter online, with no printing or scanning.
Explore e-signatures →UK-format engagement letters and terms of business, built from the services the client has chosen.
Explore engagement letters →Custom questions and file uploads, sent automatically once the proposal is accepted, so you have everything before the work starts.
Explore document collection →Checks run in AML HQ, where each client's results and records are kept together.
Explore AML checks →New clients are added to your Adfin direct debit mandate as soon as they sign up.
Explore direct debit mandates →Conversion at every stage, where deals stall and how each team member is performing.
Explore pipeline reporting →
Automatically accept and reject enquiries based on your rules.
- Your brandingAdd your logo, colours and background.
- Flexible questionsChoose the fields you need.
- Multiple question typesText, dropdowns, numbers, checkboxes and more.
- Fully customisableTailor the form to your firm and your clients.
- Your logoUse your firm's brand and identity.
- Your coloursMatch your brand with custom backgrounds.
- Question optionsDropdowns, multi-choice, checkboxes, numbers and more.
Pause your enquiries but keep their contact details.
- Manage new leadsIn line with your team's growth.
- Personalise messagesTo suit your firm.
- Include linksTo your website and socials.
- Turn on and offWith a simple toggle.
- Customisable logoUse your firm's logo and brand identity.
- Customisable coloursMatch the message to your brand.
- Customisable wordingTailor the message to your firm, including links to your website and socials.
Qualified leads booked straight into the right person's calendar.
- Book straight into calendarsQualified leads are booked in instantly, with no back and forth.
- Microsoft & Google integrationsConnect your existing Outlook or Google calendars in seconds.
- Direct to specific peopleLet leads book with the right person or team (e.g. James or Jaya).
- Block out availabilityKeep control of your time by blocking dates, setting availability and adding time between meetings.
- Multiple usersAdd your whole team so leads can book with the right person.
- Works across time zonesShows the right times for your leads, wherever they are.
- Instant booking confirmationLeads see available times and can book as soon as they complete the form.
Automated chasers and reminders.
- Email templatesAutomate reminders with your own templates.
- Sent from your addressEmails come from your own email address, so it's always your brand.
- Shown in your dashboardReminders appear in your dashboard, so you know what's coming up.
- Statuses update themselvese.g. Proposal Sent, Follow-up Sent, Final Reminder.
- Your wordingTailor the wording and templates to match your brand and tone.
- Your timingsSet when each reminder is sent, e.g. 2 days, 1 week or whatever works for you.
- Final call remindersAutomatically send a final follow-up to help you get a response and keep deals moving.
Fully customisable proposals you can edit and view in real time.
- HTML proposalsWeb proposals your clients open straight in their browser.
- No more PDFsNothing to download, attach or print.
- See when viewedKnow when a client has opened their proposal.
- Amend in real timeMake changes and your client always sees the latest version.
- Upload imagesAdd photos of your team, your office and your work.
- Embed videosInclude a welcome video or a walkthrough.
- Include URLsLink to your website, reviews and more.
- Customise fonts and coloursMatch every proposal to your brand.
Electronically signed proposals and legal documents.
- Automate proposal signaturesClients sign their proposal online.
- Automate letter of engagement signaturesClients sign their letter of engagement online.
- Automate custom legal documentsGet your own legal documents signed online.
- Customise coloursMatch the signing page to your brand.
- Customise locationChoose where the signature goes.
- Customise number of signatoriesSet how many people need to sign.
Fully customisable legal documents, available as soon as the proposal is signed.
- Create as many documents as neededAdd every document your clients need to review.
- Use variables to pull in dataPlaceholders fill in client and firm details for you.
- Service schedules built from the product catalogueService schedule text comes from your Products & Services.
- Separate documents for different businessesKeep the right documents for each business.
- Engagement lettersYour standard engagement letter, ready to go.
- Terms of businessSet out your terms once and reuse them.
- Privacy policiesShare your privacy notice with every client.
Create custom information requests, text or documents.
- Add as many forms as you needBuild a step for everything you need from a client.
- Request copies of documentsClients upload files straight into the step.
- Request answers to questionsAsk for the information you need as text.
- Customise descriptionsTell clients exactly what to provide.
- Custom titlesName each step your way.
- Automate info requestsRequests go out as part of onboarding.
- Systemise the onboarding processEvery client gets the same steps, every time.
Integrate with AML HQ or manually request the info you need.
- Integrate with AML HQConnect your AML HQ account to strively.
- Biometric checksIdentity checks through AML HQ.
- PEPs and sanctionsScreening through AML HQ.
- Or request info manuallyUse the document request form instead.
- Included in the client's onboardingAML sits in the client's onboarding steps.
- Automate the processRequests go out as part of onboarding.
- Save time requesting documents by emailNo more chasing documents over email.
Connect to your favourite Direct Debit mandate providers.
- Automate Direct Debit set-upClients are asked to set up Direct Debit during onboarding.
- Your favourite providersConnect Adfin or GoCardless.
- More integrations comingMore providers are on the way.
- Improve cashflowHave mandates in place from day one.
- Adfin and GoCardless also connect to your accounting softwareBoth providers link up with your accounting software.
- Make sure your invoices get paid on timePayments are collected by Direct Debit.
- Included in the automated onboarding flowMandates are part of the client onboarding portal.
View the progress of your enquiry from start to finish.
- Updated automaticallyEach lead's stage updates as it moves through your process.
- View as a list or kanban styleSwitch between a table and a board.
- Drag and drop leadsMove leads between stages.
- Search and exportFind any lead and export your list.
- View all leads or just yoursSwitch between All leads and My leads.
- Archive old leadsKeep your board clear of old leads.
- Add new leads manuallyAdd leads that didn't come through your form.
How strively works
One automated journey from first enquiry to fully onboarded client.
- 1
Enquiry
A prospect fills in the enquiry form on your website. strively checks it against your rules and accepts or declines it automatically.
- 2
Meeting
Accepted prospects book a call with the right specialist. Confirmations and reminders go out before the meeting.
- 3
Proposal
Send a branded web proposal in minutes. See when it's opened and which sections are read, and let strively chase for you.
- 4
Sign
The client accepts the proposal and e-signs a UK-format engagement letter and terms of business online.
- 5
Onboard
AML checks run in AML HQ and the client is added to your Adfin direct debit mandate.
Built for businesses that take on clients
Choose your type of business to see what strively takes off your plate.
For accountancy, finance and legal
- Turn away enquiries you'd never take on, before they reach your diary
- Send a web proposal, then get the engagement letter signed online
- ID documents requested automatically, with AML checks for UK firms
Who it's for
Fewer wasted calls. More of the clients you want.
For professional services
- Screen enquiries by budget, scope and service before you call
- Send a bespoke web proposal and see when it's been read
- Terms and legal documents e-signed with the proposal
Who it's for
ConsultantsAgenciesArchitectsRecruitersIT services
Bespoke proposals without the copy-and-paste.
For small businesses
- Every new lead screened against your rules
- Leads book a call in their own time zone
- Automatic follow-ups, so no lead or proposal goes quiet
Who it's for
FreelancersCoachesStudiosLocal services
See which leads become clients.
Read our story →"We built strively inside our own accounting firm, striveX, to automate the first stage of the client journey. Onboarding got smoother for our clients, and we saved a lot of time internally."
Select a plan that best suits your business
Sign up to get started with strively
Automate
Automate your workflow
£110/mo
ex. VAT
- 25 proposals
- 2 users
- Custom enquiry forms
- Auto accept/reject
- Auto book meetings
- Auto chasers
Most popular
Report
Full analytics & insights
£135/mo
ex. VAT
- 50 proposals
- 2 users
- Everything in Automate
- Full reporting dashboard
- Conversion analytics
Team
Built for growing teams
£220/mo
ex. VAT
- Unlimited proposals
- 10 users
- Everything in Report
- Route to specialists
- Team performance reports
AML checks run in AML HQ, which has its own monthly charge. Prefer to see it first? Book a demo.
How strively compares
The things that save the most admin, compared with popular proposal and onboarding tools.
| Feature | strively | IgnitionCompare → | GoProposalCompare → | FigsFlowCompare → | SocketCompare → | Better ProposalsCompare → | PandaDocCompare → |
|---|---|---|---|---|---|---|---|
| Automatic enquiry screening | ✓ | – | – | – | – | – | – |
| Waitlist for busy periods | ✓ | – | – | – | – | – | – |
| Built-in meeting booking | ✓ | – | – | – | ~ | ~ | – |
| Web proposals, not PDFs | ✓ | ✓ | – | ✓ | ✓ | ✓ | ✓ |
| UK engagement letters | ✓ | ✓ | ~ | ✓ | ✓ | ~ | ~ |
✓ Yes~ Partly, add-on or through another tool– No or not foundChecked October 2026. See each comparison for details.
“I've increased my win rate, because I can and do send the proposal at the end of the call, not 4 days later. And I've been able to make it personal, both to the client and Heights. Would 10/10 recommend using strively for your proposals and lead pipeline.”
Read Björgvin's full post on LinkedIn →Björgvin Vigfússon MAATFounder, Heights Accountancy
Increased win ratenow sends proposals on call
10/10for proposals and pipeline tracking
Frequently asked questions
What is strively?
strively is client onboarding software for businesses that take on clients. It screens enquiries against your rules, books meetings into the right person's calendar, sends web proposals rather than PDFs, and onboards new clients with e-signed engagement letters and document requests. UK firms can also run AML checks through AML HQ and set up direct debits.
Who is strively for?
Businesses that win clients through enquiries, calls and proposals: accountancy, finance and legal firms, professional services firms such as consultants and agencies, and any business that wants to track leads and send bespoke proposals. It works for businesses in any country.
Does strively replace my practice management or accounting software?
No. strively focuses on winning and onboarding new clients. It doesn't do practice management, invoicing or recurring billing, so you keep your existing software for that.
How much does strively cost?
strively has three plans: Automate at £110 a month, Report at £135 and Team at £220, all excluding VAT. Other currencies are available. AML checks run in AML HQ, which has its own monthly charge.
Can strively set up direct debits for new clients?
Yes. strively integrates with Adfin and adds new clients to your direct debit mandate as they sign up. strively does not create invoices, so you keep invoicing as you do today.
How long does it take to get started?
You set strively up yourself: add your services and fees, then your enquiry form, proposal templates and engagement letter. From then on, strively runs each step automatically, whichever plan you're on.
See how much admin strively can take off your team
A 30-minute demo, tailored to your firm, using the kind of enquiries you get every week.
Book a demo