Frequently asked
Everything a regulated firm wants to know first.
Can't find it here? and a human will answer.
Compliance
Is Mahleon actually compliant for an FCA-regulated firm?
It's built around compliance rather than bolting it on. Before you can find anyone you sign a Legitimate Interest Assessment; every first message carries the GDPR Article 14 disclosure of where you found the person; templates only send once approved; and every action lands on a tamper-proof audit trail you can export. Compliance is the shape of the product, not a checkbox.
Can my compliance team review and approve messages before they send?
Yes, it's core to how Mahleon works. Messages live as templates that route through an approval workflow. Only approved copy can be used in a campaign, supervisors get oversight, and the approval (who, when) is recorded so a review or audit can reconstruct exactly what happened.
How is the first message lawful?
Every opener states where you found the prospect: the Article 14 requirement, as a built-in part of the message. You're never relying on an adviser to remember to add it.
Account safety
Will Mahleon get my LinkedIn account restricted?
It's designed to protect the account. Connections go out from your own browser at a human pace, with a conservative daily cap that stays low while your account warms up, and everything stops the moment someone replies. No mass-blasting and no scraping. The behaviours that get accounts flagged are exactly what Mahleon avoids.
What happens when someone replies?
The sequence stops for that person immediately. Once a real conversation has started, no automated follow-up ever goes out. It's yours to continue.
Can I see what it's doing at any moment?
Always. Each campaign shows one honest status line: what's sent, who's next, when the next action fires, and why anything is paused. No silent stalls, no guessing whether it's working.
Data & credentials
Do you store my LinkedIn or Salesforce credentials?
No. Mahleon works through your own logged-in sessions in your own browser, the same way you'd use LinkedIn or Salesforce yourself. We never see or store your passwords, and the CRM check runs against your instance without a credential leaving your machine. Where a firm's settings can't allow that, an encrypted, per-user, revocable fallback exists, used only by exception and disclosed plainly.
Which CRMs do you support?
Salesforce today, connected in one click through your own browser session. More CRMs are on the roadmap; if you use something specific, tell us on the waitlist and it helps us prioritise.
Where is our data held?
CRM queries run against your own Salesforce instance; EU editions keep that data in the EU. Every organisation's data is isolated and enforced at the database level, and retention is configurable on Enterprise.
Product
Who is Mahleon for?
Regulated firms doing professional outreach: financial advisers, wealth managers, planners and regulated networks in the UK. Anywhere the outreach has to be defensible, not just high-volume.
Does the CRM check really stop me contacting existing clients?
Yes. With a CRM connected, every lead is screened before outreach, and anyone already a client, lead, or at an open-opportunity company is held back automatically, enforced rather than merely flagged. You can clear a genuine false match one at a time, and that override is logged.
Pricing
What does it cost, and is there a free trial?
Plans start at £99 per seat per month, with a 14-day free trial (a card is required to start but nothing is charged during the trial) and 50% off your first paid month. Annual billing saves 15%. Since most advisers pay £200+ for a single lead, it pays for itself the first time it lands you one.
Are there per-lead or credit charges?
No. One honest price per seat, everything included, with no credit meters, no per-lead fees, no overage surprises.
Still weighing it up?
Start a free trial and see it run on your own book, with nothing charged until you're ready.