Complyr pricing frequently asked questions

Question 1

What is included in each Complyr subscription plan?

Accepted Answer

Starter includes the core complaint management features small teams need to manage cases, workflows, notes, actions, dashboards and case file storage in one place. Professional adds stronger collaboration, including the secure case portal, internal team messaging, custom document templates, document generation, reporting and analytics. Enterprise adds advanced configuration, bespoke dashboards, integrations, initial on-site onboarding and tailored support for more complex complaint operations.

Question 2

Which Complyr plan is right for my complaint team?

Accepted Answer

Starter is best for smaller teams with a handful of complaints each month that need more structure, but are still comfortable using spreadsheets for some reporting. Professional is usually the better fit for teams struggling with scattered external communication, internal case conversations, document generation, regulatory and MI reporting, and want more onboarding support. Enterprise is designed for firms with multiple teams, complex workflows, integration needs, bespoke reporting requirements or larger onboarding needs.

Question 3

Can Complyr workflows be changed after setup?

Accepted Answer

Yes. Complyr workflows aren’t fixed after setup. Teams can adapt case types, forms, statuses, actions and workflow steps around the way they manage different complaints, and make changes as their processes evolve.

Question 4

Can we upgrade our Complyr plan as our complaint operation grows?

Accepted Answer

Yes. Complaint teams can upgrade their Complyr plan as their volumes, reporting needs, workflow complexity or support requirements grow. This makes it easier to start with the plan that fits your current operation, then scale when your team needs more functionality.

Question 5

How do minimum and maximum users work in Complyr pricing?

Accepted Answer

Each Complyr plan has a minimum number of users included for billing. Starter has a minimum of 3 users, Professional has a minimum of 5 users, and Enterprise has a minimum of 7 users. Starter supports up to 5 users, Professional supports up to 20 users, and Enterprise has no maximum user limit.

Question 6

Does Complyr charge extra for complaint case file storage?

Accepted Answer

No. Complyr includes unlimited case file storage across all plans, so complaint teams can keep documents, messages, evidence, notes and case records together without worrying about storage limits. We want teams to know the cost of managing any volume of complaints without storage surprises.

Question 7

Is the secure case portal included in every plan?

Accepted Answer

The secure case portal is included in Professional and Enterprise. It is separate from the internal case file and gives customers or other external parties a secure place to send messages, upload files and share documents, helping teams keep external communication in one place.

Question 8

Does Complyr include internal team messaging?

Accepted Answer

Internal team messaging on cases is included in Professional and Enterprise. It helps teams keep conversations linked to the complaint file, instead of relying on separate tools, inboxes or message threads that sit outside the case record.

Question 9

Can Complyr generate complaint documents from case data?

Accepted Answer

Yes. Professional and Enterprise include custom document templates and the ability to generate complaint documents from case data. This helps teams reduce rekeying, improve consistency and create customer documents more efficiently.

Question 10

What support is included in every Complyr subscription plan?

Accepted Answer

All Complyr plans include access to online tutorials and the Help Centre within the platform, so users can find guidance while they work. Starter is designed for teams that are comfortable using self-service support, with online onboarding support available as an add-on.

Question 11

What onboarding support is included with the Complyr Professional plan?

Accepted Answer

Professional includes online onboarding support through up to three Zoom calls. This helps complaint teams get started with Complyr, understand the main features and use areas such as workflows, reporting, the secure case portal and document templates with more confidence.

Question 12

What onboarding support is included with the Complyr Enterprise plan?

Accepted Answer

Enterprise includes initial on-site onboarding and tailored online user support for refresher training, new starter training and more complex operational needs. Professional customers can add tailored online user support if they need more hands-on help after onboarding.

Question 13

What is custom configuration support?

Accepted Answer

Custom configuration support helps firms review their current complaint processes, define bespoke workflows and configure Complyr around how complaints are handled in their business. It is included with Enterprise and available as an add-on for Starter and Professional customers.

Question 14

Can we try Complyr before choosing a plan?

Accepted Answer

Yes. Start by requesting a demo so you can see how Complyr handles structured complaint workflows, secure case communication, reporting and regulatory oversight. If Complyr looks like a good fit, we can arrange a free 14-day trial so your team can try it for themselves.

Feature	Starter tier	Professional tier	Enterprise tier
Maximum teams	1	3	Unlimited
Case types per team	1	5	Unlimited
Maximum cases	Unlimited	Unlimited	Unlimited
File storage	Unlimited	Unlimited	Unlimited
Subscription term	12 months	12 months	12 months
User & subscription management	Yes	Yes	Yes
Minimum users	3	5	7
Maximum users	5	20	Unlimited

Feature	Starter tier	Professional tier	Enterprise tier
Online tutorials & training	Yes	Yes	Yes
Guided onboarding	£ Add-On	Yes	Yes
Tailored user support	No	£ Add-On	Yes
Custom configuration	£ Add-On	£ Add-On	Yes
Custom integration	No	£ Add-On	Yes
Data import	No	£ Add-On	Yes
One-to-one onboarding	No	£ Add-On	Yes

Complaint management software pricing for regulated teams

Starter

Professional

Enterprise

Starter plan

Professional plan

Enterprise plan

Complaint management features

Registered charities and non-profits

Complaint management software pricing FAQs

Feature	Starter tier	Professional tier	Enterprise tier
Custom case forms	Yes	Yes	Yes
Time-stamped case notes	Yes	Yes	Yes
File upload & storage	Yes	Yes	Yes
Add parties	Yes	Yes	Yes
Bespoke case flags	Yes	Yes	Yes
Custom case list columns	Yes	Yes	Yes
Quick search & filters	Yes	Yes	Yes
Case activity logs	Yes	Yes	Yes
Team collaboration	No	Yes	Yes

Feature	Starter tier	Professional tier	Enterprise tier
Configurable action workflows	Yes	Yes	Yes
Configurable status workflows	Yes	Yes	Yes
Bespoke workflow triggers	Yes	Yes	Yes
Case action lists	Yes	Yes	Yes
User action lists	Yes	Yes	Yes
Ad-hoc actions	Yes	Yes	Yes
Case portal actions	No	Yes	Yes
Case note actions	No	Yes	Yes

Feature	Starter tier	Professional tier	Enterprise tier
Secure messaging	No	Yes	Yes
External file upload	No	Yes	Yes
Message, files & document sharing	No	Yes	Yes
Message & file notifications	No	Yes	Yes
Flexible access control	No	Yes	Yes
Two-factor authentication	No	Yes	Yes
Public case form capture	No	Yes	Yes
Custom portal contact details	No	Yes	Yes

Feature	Starter tier	Professional tier	Enterprise tier
Generate documents	No	Yes	Yes
Custom document templates	No	Yes	Yes
Fill templates with case data	No	Yes	Yes
Single/bulk document download	No	Yes	Yes
Message templates	No	Yes	Yes

Feature	Starter tier	Professional tier	Enterprise tier
Real-time dashboard	Yes	Yes	Yes
Custom analytic reports	No	Yes	Yes
Shared analytic reports	No	Yes	Yes
Data visualisation options	No	Yes	Yes
Report download	No	Yes	Yes
Regulatory data export	No	Yes	Yes
Report on historic data	No	Yes	Yes
Custom dashboards	No	No	Yes
Scheduled reports	No	No	Yes

Feature	Starter tier	Professional tier	Enterprise tier
Audit logs	Yes	Yes	Yes
Case flag reporting	Yes	Yes	Yes
Track overdue actions	Yes	Yes	Yes
Download FOS bundles	Yes	Yes	Yes

Feature	Starter tier	Professional tier	Enterprise tier
ISO 27001 controls	Yes	Yes	Yes
SOC2 data centres	Yes	Yes	Yes
Full GDPR compliance	Yes	Yes	Yes
Role-based access control (RBAC)	Yes	Yes	Yes
Encryption in transit & at rest	Yes	Yes	Yes
Secure file storage	Yes	Yes	Yes