More meetings. Every review on time.
For small advice firms and planners: win new clients, onboard them without paper, and keep every annual review on track.
Advice is the job. Admin fills the week.
Fact-finds on paper
Forms posted out, half filled in, then typed up again.
Reviews that slip
Annual reviews tracked in a diary, and a few always forgotten.
Referrals not followed up
A name from an accountant or a client, and no one calls them.
Every enquiry and referral followed up.
Website enquiries, emails and referrals each become a deal in your pipeline, with a follow-up date and a booking link for the first meeting.
- See where every client came from
- First meetings booked from your free times
- Saved replies for your usual first email
Fact-finds and agreements, done online.
Send your fact-find as a form with file uploads, then your client agreement for e-signature. Answers, documents and signed copies are kept on the client.
- Your own questions, answered on their phone
- Signed PDF with a certificate of signing
- Every email kept on the client’s record
Reviews booked, fees invoiced.
Set a follow-up for each client’s next review and it shows in your list on the day. Ongoing fees can be invoiced each month, with invoices drafted for you.
- A daily email of what’s due
- Recurring invoices drafted automatically
- Ask Doodali which reviews are coming up
Everything, for £19.99 a month.
Unlimited users and every feature. No tiers, nothing to upgrade to.
Doodali for other businesses
Questions,
answered.
Anything else, ask, a real person replies.
Does it replace my back office or platform?
No. Keep your back office, platforms and cash flow tools. Doodali is the client and business side: enquiries, meetings, onboarding, follow-ups and your team.
Does it keep me compliant?
No software can do that for you. Doodali doesn’t check advice or produce suitability reports. It keeps emails, forms, signed documents and notes on each client, so they’re easy to find.
Where is the data kept?
In the UK. Doodali is run by a UK company, and you can export your data at any time.
How much does it cost?
£19.99 a month plus VAT, with unlimited users, so a firm of ten advisers costs the same as a team of one. Every feature is included, and there’s a 14-day free trial with no card needed.
More time advising. Less time chasing.
Bring one business across and see how it feels. If it isn’t better than what you have now, nothing’s lost.