AdvicePro is a well-established case management system built specifically for the advice sector. It's used by over 660 agencies, was developed in partnership with AdviceUK, and is deeply tailored to the operational realities of organisations delivering debt advice, welfare rights, housing advice, immigration support and similar services. If you're comparing it with Makerble, it's worth being clear upfront that these are platforms with different origins and different strengths and the right choice depends on what your organisation actually does.

What AdvicePro does well

AdvicePro's strength is its depth of specialisation in the advice sector. It has been built around the specific workflows of advice-giving organisations — matter categories, legal aid compliance, welfare rights and benefits calculations, money advice tooling, and the kind of structured case recording that regulated advice services require. Organisations delivering Citizens Advice-style services, debt advice or legal aid work will find that AdvicePro understands their context in ways that a general-purpose CRM doesn't.

Its reporting module, AdvicePro Insights, allows advisers and managers to generate customisable reports from any data in the system, including funder-specific reporting, geographical mapping of client locations, KPI monitoring and real-time dashboards. The system is also modular, so organisations can adapt it as they grow or their needs change.

It supports a wide range of integrations: Outlook, Google Calendar, Dropbox, SharePoint and several sector-specific tools including Policy in Practice for benefits calculations and Breathing Space for debt respite. For organisations that need those integrations, that's a meaningful time-saver.

Where the two platforms differ

Sector specialisation vs sector breadth

AdvicePro is purpose-built for the advice sector. That's a significant advantage if you are an advice organisation, the terminology, the matter categories, the compliance requirements and the reporting frameworks are all pre-configured for your context.

Makerble is built for the broader social sector - charities, social enterprises, housing associations, community organisations and voluntary sector bodies across many types of service delivery. If your organisation delivers advice as part of a wider mix of services, say an organisation that runs employment support, financial inclusion work and community programmes alongside an advice function, Makerble's breadth means it can hold all of that in a single platform rather than requiring you to run separate systems for different parts of your work. The video below shows how easy it is to publish forms on Makerble.

Surveys and longitudinal outcome measurement

AdvicePro records outcomes such as financial gains, debt managed, welfare rights secured and these are impressive at scale (the platform claims £35bn in financial gains across its user base). But these are primarily transactional outcomes linked to individual cases and advice interactions, rather than the kind of longitudinal wellbeing or progress tracking that funders of broader social programmes increasingly require.

Makerble includes a fully integrated surveys platform designed for tracking change over time across a cohort. Pre-and-post assessments, reusable question libraries, multi-version surveys, skip logic, question randomisation and branded survey portals are all built in and survey responses are linked directly to contact records so you can track an individual's journey across multiple touchpoints. For organisations that need to demonstrate outcomes in terms of how people's lives have changed, not just what financial assistance was secured, this is a meaningful difference.

Impact reporting and funder dashboards

AdvicePro Insights is a solid reporting tool for case-level and operational data. It produces customisable reports and can be tailored to funder requirements. What it doesn't appear to include are the outcome-focused impact tools that Makerble is built around such as a Theory of Change, logic models, Outcome Rings, custom impact KPIs and always-live funder dashboards that update automatically as programme data flows in. For organisations that need to tell a richer story about their impact beyond case volumes and financial outcomes, Makerble's impact layer goes further.

Scheduling

AdvicePro includes diary management with adviser availability slots, appointment reminders and calendar integration. Makerble's scheduling module extends further into programme delivery; managing recurring group sessions, attendance registers across cohorts, attendance rate reporting, staff rotas and timesheets. If your organisation runs group programmes alongside one-to-one advice work, Makerble handles both in the same platform.

AI

AdvicePro does not currently appear to include AI features. Makerble is actively building three purpose-designed AI agents under its AI Autopilot umbrella: NoteMaker (which records a session and generates a draft case note for worker approval, with consent logging and safeguarding considerations built in), ReportMaker (which reads a funder's reporting brief, gathers evidence from your data and writes each section of a formatted report), and SystemMaker (which onboards new users by asking about their programme and generating a ready-to-use platform configuration). These are being built with social-sector-specific architecture and audit trails designed in from the ground up.

Pricing

AdvicePro does not publish its pricing publicly. You need to book a demo to get a quote. Makerble offers a free tier with no time limit, with paid plans that scale with organisational size and unlock additional features and AI agents. For organisations that want to evaluate a platform before any budget conversation, the ability to start for free and build confidence in the system before committing is a meaningful practical difference.

Who should choose AdvicePro?

AdvicePro is the stronger choice for organisations whose primary function is delivering regulated advice — debt, legal aid, welfare rights, immigration — where the sector-specific features, compliance tooling, benefits calculation integrations and advice-sector reporting frameworks are genuinely needed. If AdviceUK membership or legal aid compliance is central to how you operate, AdvicePro has been built for exactly that context.

Who should choose Makerble?

Makerble is the stronger choice for organisations that deliver a broader range of services — or whose funders require richer evidence of outcomes beyond case volumes and financial gains. It's particularly well-suited to organisations that need to combine case management with surveys, scheduling and impact reporting across multiple programmes, and to those investing in AI-assisted workflows for case notes and report generation. If your work spans multiple types of service delivery and you need a single platform that ties it all together into a coherent impact picture, Makerble is built for that.

To find out more about how Makerble supports data collection, programme management, reporting and impact measurement for NGOs, book a demo or explore the platform.

‍